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.

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.

Michael Holly is a CFP® with four years of industry experience, currently serving as a financial advisor at Harding Financial Group. His prior work includes roles at Nationwide Investment Services Corp and various positions in the hospitality sector. Outside of his advisory role, he is involved in rental real estate ownership. Harding Financial Group provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach integrates fundamental, technical, and charting analysis with both long- and short-term trading strategies.

Eric Robbins is a financial advisor with Buckeye Wealth Management LLC in Westerville, Ohio, holding 21 years of industry experience. He has been involved with Insurlease LLC since 2002 and Advent Resource Management since 1993. Buckeye Wealth Management LLC is a privately held advisory firm serving individuals, trusts, and pension or profit-sharing plan participants, including both retail and high-net-worth clients. The firm emphasizes a discretionary investment approach using customized asset-allocation models based on modern portfolio theory and a core–satellite strategy.

Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, he worked for six years at the Social Security Administration. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, focusing on comprehensive planning and strategic asset allocation using diversified portfolios primarily composed of index and exchange-traded funds.

William Shorthill is a CFP® professional with 18 years of experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. Prior to that, he operated W.B. Shorthill & Associates, LLC for four years. He serves as a board member of FPA Central Ohio, contributing to continuing education and professional development initiatives. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing approximately $91.7 million in client assets. The firm emphasizes a documented investment policy and strategic asset allocation, offering family-office services and involvement with an affiliated Opportunity Zone real estate fund.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.