Erin Maynard is a financial advisor at Trinity Wealth Advisors, Inc. with 19 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Shuttleworth & Co, Valic Financial Advisors, FSC Securities Corporation, and Nationwide Investment Services. Trinity Wealth Advisors, Inc. provides wealth management and portfolio management services for individuals, pension and profit-sharing plans, charitable organizations, and other long-term entities. The firm follows a balanced, long-term investment approach and manages approximately $173 million in discretionary assets across nearly 200 client relationships.

Aaron Siekmann is a financial advisor at The Siekmann Company in Plain City, OH, with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs with approximately $227.5 million in plan assets and uses collective investment vehicles alongside third-party analytics to evaluate and monitor investment options.

Stanley Edgell is a financial advisor at Strategic Planning, Inc. in Columbus, Ohio, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Planning, Inc. since 2006. Outside of advisory work, Edgell is involved in managing time-share properties and business interests through Diversified Planning LLC and serves as president of Planned Financial Services of Ohio, which manages real estate and leases. He is also a licensed life and health insurance agent in Ohio. Strategic Planning, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a consultative onboarding process and manages diversified portfolios primarily through equities, mutual funds, and ETFs, operating a multi-decade advisory practice with a high asset-to-advisor ratio.

Thresa Alexander is a CFP® professional with 27 years of experience in the financial services industry. She has worked at both Alexander Financial Planning, Inc. and Wrp Investments, Inc. since the late 1990s. Alexander Financial Planning serves individuals, families, trusts, and charitable organizations with fee-only financial life planning and wealth management services tailored to various life stages. The firm employs a strategic asset allocation approach using core-satellite portfolios of passive ETFs and no-load mutual funds, operating primarily on a discretionary basis and offering differentiated service tracks beyond traditional percentage-of-AUM billing.

Johnny Berry is a financial advisor with Adaptation Financial Advisors Inc. in Westerville, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Cambridge Investment Research. Outside his advisory role, Berry is the sole member of 5 Star Capital LLC. Adaptation Financial Advisors provides discretionary and non-discretionary portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm utilizes a variety of investment strategies and tools, including third-party managers and non-standard investments, and conducts seminars and workshops for clients and the public.

Gary Vawter is a CFP® and ChFC® with 21 years of industry experience. He has been with Vawter Financial, Ltd. since 1991. The firm is a fee-only advisory team of four based in Columbus, Ohio. Vawter Financial, Ltd. provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients, employing a strategic asset allocation framework with a buy-and-hold investment philosophy and offers both discretionary and client-directed portfolio management.

Mark Menges is a financial advisor with Compass Financial Group, Inc. in Worthington, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Compass Financial Group since 2004 and has prior experience with Westminster Financial Securities, Inc. and The O.N. Equity Sales Company. Outside of his advisory role, he is an owner of real estate investment entities. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm employs a fundamental analysis approach and discretionary authority over client accounts, offering a range of services including portfolio management, ongoing rebalancing, and comprehensive planning programs.

Laura Wall is a CFP® professional at Personal Financial Advisors, Inc. in Pickerington, Ohio, with nine years of industry experience. She has been with Personal Financial Advisors, Inc. since 2006, contributing to the firm for over 20 years. Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm develops tailored investment policies based on fundamental analysis and manages client assets largely on a non-discretionary basis, ensuring clients retain final approval of transactions.

Allen Weaver is a CFP® professional with 10 years of industry experience, currently serving at Elevation Financial Partners, LLC. He has been with J.H. McKewen III & Associates since 2015. Elevation Financial Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm combines discretionary securities management with consulting services and utilizes both active and passive investment strategies, including technical and fundamental analysis and market-timing techniques.

Jake Ethridge is a financial advisor with Peerless Wealth in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Heximer Investment Management, Karageorge Wealth Management, and Peerless ETFs. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing approximately $149 million in assets and acting as a sub-adviser to an exchange-traded fund that uses options strategies.

Edward Daniels is a Series 65-credentialed advisor at Colburn Wealth Management, LLC with one year of industry experience. Prior to joining Colburn Wealth Management, he worked at Cardinal Health, Inc. for 28 years. Daniels is also involved with Brass Bull1. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm’s investment approach emphasizes fundamental analysis and tailors strategies to client objectives, conducting regular account reviews and offering educational seminars.

Christian Hviid is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently an advisor at Concordia Wealth Planning, LLC, where he has worked since 2025. Prior to joining Concordia, he held roles at Fifth Third Private Bank and Wells Fargo Private Bank. Concordia Wealth Planning, LLC serves primarily individual and high-net-worth clients, offering a range of wealth-planning engagements alongside investment management services. The firm uses a structured planning process with written Investment Policy Statements and manages portfolios through a combination of passive and active strategies, including ESG options and tax-aware overlays.

Deana Arseneau is a financial advisor at ArsenEAU Financial with a Series 65 credential and over eight years of industry experience through various roles at firms including SourcePoint and Centurion Service Group. She has been with Arseneau Financial LLC since 2026 and The Retirement Life since 2024. Arseneau Financial LLC serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning support, using a range of analytical methods and investment vehicles. The firm manages accounts primarily on a discretionary basis and coordinates with third-party advisers and attorneys as needed.

Daniel Lamacchia is a CFP® with 41 years of industry experience. He has worked at Worthington Wealth Management since 2021 and previously spent nine years at Benjamin F. Edwards & Co. Worthington Wealth Management serves individuals, corporations, and retirement plans, offering tailored investment advisory services to both high-net-worth and non-HNW clients. The firm employs asset allocation, dollar-cost averaging, and technical analysis to develop investment strategies, managing most client assets on a discretionary basis.

Samuel Mc Coy is a CFP® with 11 years of industry experience, currently serving as an advisor at Tenacity Private Wealth. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves as Treasurer for the Upper Arlington Men’s Lacrosse Program and is a board member on the finance committee of the Upper Arlington Education Foundation. He is also the principal and owner of Tenacity Tax, LLC, a tax preparation service. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm emphasizes integrated tax and investment planning, drawing on its affiliation with an in-house tax practice and a team that includes CPA-licensed professionals.

Verna Ruby is a financial advisor with Common Wealth Management LLC in Columbus, Ohio. She holds a Series 63 designation and has 16 years of industry experience. Ruby has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships using a range of strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party money managers.

Robert Bailey is a CFP® professional with The Sherrington Group in Columbus, OH, where he has worked since 2013. He has 13 years of experience in the industry. The Sherrington Group provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm follows a non-discretionary investment approach built around modern portfolio theory and a long-term, buy-and-hold strategy, with an internal investment committee overseeing a diversified roster of funds and sub-advisors.

Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.

Kelley King is a financial advisor at Arseneau Financial with over 40 years of industry experience. He holds a Series 63 designation and has worked with various firms including The Leaders Group Inc and Valmark Advisors, Inc. King is also an independent insurance agent and operates King Financial Solutions, his insurance business. Arseneau Financial serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning support, employing a range of analytical methods and offering access to third-party managers to customize client portfolios.

James Rice is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations and has been with the firm since 2000. Capital Asset Management is an independent, fee-only registered investment adviser serving affluent individuals and families. The firm employs a value-investing approach based on fundamental analysis and integrates comprehensive financial planning with ongoing portfolio management, also providing institutional consulting services for trusts, estates, non-profits, and businesses.