Alexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

Donald Garlikov is a financial advisor at Garlikov Advisors Inc with over 53 years of industry experience. He holds a Series 63 designation and has worked at firms including The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Garlikov is also involved in business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities. The firm employs a proprietary discretionary approach focused on capital preservation and conservative growth, managing traditional portfolios as well as assets within variable universal life insurance contracts.

Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.

Shar Cross is a financial advisor at Jericho Financial in Westerville, OH, holding a Series 65 license with three years of industry experience. Prior to joining Jericho Financial, Shar worked at North Star Cafe and Scramblers. Jericho Financial provides financial planning and portfolio management services to individuals, families, and employer-sponsored retirement plans. The firm utilizes a long-term, asset-allocation approach emphasizing diversification and periodic rebalancing, and it offers ongoing monitoring with discretionary management while recommending third-party investment managers when appropriate.

Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vision 4 Fund Distributors, WisdomTree Asset Management, Foreside Fund Services, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with four years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Raymond James & Associates, LPL Financial, and UBS Financial Services. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach supported by artificial-intelligence tools and offers a broad range of investment instruments through a firm-branded wrap fee program and non-wrap accounts.

William Harrigan is a financial advisor at Polaris Financial Partners, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Polaris, he held positions at the Virgin Islands Department of Property and Procurement, the Superior Court of the Virgin Islands, and First American Title Insurance Company. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for about 143 clients. The firm offers financial planning and portfolio management services to individuals and high-net-worth clients, employing a variety of investment analysis methods and maintaining a long-term trading orientation.

Steven Henderly is a CFA charterholder with 13 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs, and operates under a fiduciary standard.

Marian Leuby is a Series 65-licensed financial advisor with 25 years of industry experience. She has worked at The Hendrickson Advisory Group, Inc. since 2003 and previously spent 19 years with Hendrickson & Hendrickson Inc. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, and pension consulting for individuals, trusts, business entities, and retirement plans. The firm manages client accounts primarily through a turnkey asset management program, coordinating investment and tax planning while facilitating services such as tax return preparation and ERISA nondiscretionary pension consulting.

David Kirkey is a CFP® professional with 25 years of experience in financial advising. He has been with Kirkey & Co. Financial Advisors, Inc. since 1996 and also serves as president and sole owner of Kirkey & Co., Inc. CPAs, an accounting firm offering tax preparation and small business accounting services. He works full-time managing both firms concurrently. Kirkey & Co. Financial Advisors provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, retirement plan participants, and business entities. The firm integrates investment management with tax and accounting services through its affiliation with the CPA practice, employing a blend of analytical approaches grounded in modern portfolio theory.

James Fisher is a financial advisor at Theus Wealth Advisors with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Fisher has been with Theus Wealth Advisors since 2015 and concurrently owns and operates The CPA Advantage, a certified public accounting firm. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, relying on their model portfolios and trade execution rather than managing portfolios in-house.

Dean Schuler is a financial advisor with Schuler Wealth Planning LLC in Powell, OH, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at PDS Planning, Inc. for seven years before joining Schuler Wealth Planning in 2022. Outside of his advisory work, he serves as a wrestling coach at Shanahan Jr. High in Lewis Center, OH. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, along with project-based planning and coaching engagements. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plan sponsors and uses fixed, project, or hourly fee structures rather than asset-based fees.

John Frencho is a financial advisor at Forestview Financial Partners, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forestview since 2021. Prior to this, he was employed at U.S. Bank from 2014 to 2020. Outside of his advisory role, Frencho works as a sales associate at Par Golf of Columbus, assisting customers with golf equipment. Forestview Financial Partners serves individuals, business owners, and various institutional clients, offering portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, with capabilities in derivatives, options, and private fund allocations.

Steven Kurtz is a financial advisor at Peters Wealth Group in Westerville, OH, with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Peters Wealth Group, he worked at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory role, he is involved with Kurtz Collective, a real estate venture focused on distressed properties. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses with comprehensive wealth management services that integrate financial planning and portfolio management. The firm employs discretionary portfolio management using model portfolios and a mix of fundamental, technical, and cyclical analysis, and distinguishes itself through public educational seminars and a broad media presence.

William Burton is a CFP® with over 43 years of industry experience. He has been with Capital Investors Advisory Corporation since 1988 and worked at Royal Alliance Associates, INC. from 1989 to 2019. In addition to his advisory role, Burton serves as a trustee providing trust-related services to various families. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting to individuals, corporations, and charitable organizations. The firm utilizes model portfolios and third-party managers, applying fundamental analysis and modern portfolio theory to align investments with clients’ risk tolerance and objectives.

Renee Bonsell is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Meridian Wealth Management since 2018. Additionally, she serves as a Senior Compliance Specialist for XY Planning Network, LLC. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on areas such as cash flow, retirement strategies, tax and estate planning, education funding, and investment planning. The firm employs a blend of active and passive investment approaches to construct diversified, tax-efficient portfolios.

William Henderly is a CFA® charterholder with 26 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and hourly consulting. The firm employs a long-term, multi-asset investment approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while operating under a fiduciary standard.

Donald Depalma is a financial advisor at Buckeye Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with Capital Estate Services, Inc. since 1993. In addition to his advisory role, he provides non-investment related estate planning consultation on a fee basis and is licensed for insurance sales in Ohio. Buckeye Wealth Management LLC is a privately held firm serving individuals, trusts, and pension or profit-sharing plan participants. The firm offers discretionary portfolio management based on customized asset-allocation models, combining modern portfolio theory with a core–satellite approach, and provides ongoing reporting and account supervision.

Edward Siddell is a Series 65 licensed advisor with over 22 years of industry experience. He has worked at EGSI Investment Management since 2002 and at Prosperity Capital Advisors since 2011. He is also the CEO of a business involved in insurance. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach to market analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

William Whitaker is a CFP® professional with 15 years of industry experience. He has been with Vawter Financial, Ltd. since 2017 and previously worked at Summit Financial Strategies, Inc. from 2014 to 2017. Vawter Financial, Ltd. is a fee-only advisory firm serving individuals, trusts, small business owners, and retirement plan sponsors. The firm employs a strategic asset allocation approach with buy-and-hold investing, offering discretionary or client-controlled portfolio management and regular reviews based on market performance and client goals.