Christopher Combs is a financial advisor with FC Wealth Solutions LLC in Westerville, Ohio, holding 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also the owner and president of Combs Insurance Services Agency and serves as a board member of York Golf Club in Columbus, Ohio. FC Wealth Solutions serves both individual and corporate clients, managing roughly $101 million for about 148 clients through discretionary portfolio management and financial planning. The firm employs a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, offering a range of actively managed and tactical investment strategies.

Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment strategies through a small team of three advisors.

David Lennox is a financial advisor with Eastwind Capital Wealth Management and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has been involved with Eastwind Capital, LLC since 2008. Lennox also operates Estate Planning Professionals, an insurance services business in Westerville, Ohio, where he spends a significant portion of his time. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to a range of clients including individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

Jason Moore is a financial advisor at Hicks Capital Management, LLC in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hicks Capital Management since 2013. Outside of advising, he is a trustee of a family trust that leases land for oil and gas exploration. Hicks Capital Management serves individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, derivatives, and third-party managers, and offers services such as due diligence on private investment funds and institutional retirement plan consulting.

Emily Paulus is a financial advisor at NorthAvenue LLC in Columbus, OH, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at FirstCapUS and Dawson, among others. NorthAvenue serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through fiduciary, fee-only engagements that combine fundamental and behavioral analysis with asset allocation based on Modern Portfolio Theory.

Derrick Schuler is a CFP® professional at Schuler Wealth Planning LLC with three years of industry experience. Prior to founding his firm, he worked for 12 years at the Office of the Comptroller of the Currency. 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 engagements. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and employs a fee structure based on fixed, project, or hourly billing rather than a percentage of assets.

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 the president of Garlikov Advisors Inc and holds a Series 63 designation. He has 54 years of industry experience, including roles at The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Since 1978, he has also been owner and chairman of Garlikov & Associates, a firm involved in life insurance sales. Additionally, he performs 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, overseeing approximately $208 million in client assets. The firm uses a proprietary discretionary approach focused on capital preservation and conservative growth, combining technical indicators and fundamental analysis, and offers specialized portfolio management inside 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 the Series 63 and Series 65 designations and has worked previously at Vision 4 Fund Distributors, Foreside Fund Services, WisdomTree Asset Management, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management alongside project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and uses fixed, project, or hourly billing arrangements rather than assets-based fees.

Ituoghirisic Igoni is a Series 65 credentialed advisor at YFP Wealth with one year of industry experience. Prior to joining YFP Wealth, he worked at Your Financial Pharmacist Planning, LLC and CLF Asset Management, and he has experience linked to the University of Wisconsin-Madison and Flora Homecare, LLC. YFP Wealth provides financial planning and investment management services to individuals, families, and small-business plan sponsors, emphasizing passive investment strategies with options for active management. The firm integrates a life-planning process into its services and engages in client education through podcasts, seminars, and nonprofit affiliations focused on the pharmacy profession.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, LPL Financial, Bluestone Wealth Partners, and UBS Financial Services. LeClair Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term approach to portfolio construction, utilizing a digital platform and artificial intelligence tools to support research and back-office functions.

William Harrigan is a financial advisor at Polaris Financial Partners, LLC in Westerville, Ohio, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions with the Virgin Islands Department of Property and Procurement and the Superior Court of the Virgin Islands, as well as experience in legal settings during law school. Polaris Financial Partners is a small supported investment adviser managing approximately $226 million for about 143 clients through a team of three advisors. The firm provides financial planning and portfolio management for individuals and high-net-worth clients, using a range of investment approaches and offering a wrap fee program that combines management and transaction services.

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 26 years of industry experience and has been the principal of Kirkey & Co. Financial Advisors, Inc. since 1996. He also owns and leads Kirkey & Co., Inc. CPAs, an accounting firm providing tax preparation and small business accounting services. Kirkey & Co. Financial Advisors offers wealth management, asset management, and financial planning primarily to individual clients including high-net-worth households, trusts, and small businesses. The firm’s approach integrates fundamental, technical, cyclical, and quantitative analysis within modern portfolio theory and maintains a collaborative relationship with its affiliated tax and accounting practice under common ownership.

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.