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.

Clint Edgington is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2008. He holds a Series 65 license and is based in Dublin, Ohio. Outside of his advisory role, Edgington is a managing member of an investment-related enterprise focused on residential real estate investing. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing client assets through customized Private Wealth and Corporate Retirement Plan programs. The firm employs a structured investment process that includes risk-tolerance testing, documented investment policies, and tactical asset allocation adjustments, serving both individual and high-net-worth clients.

James Graver is an advisor with Graver Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, G2 Capital Management, and Wachovia Securities Financial Network. He serves on the Regional Advisory Board of State Bank & Trust Company. Graver Capital Management provides wealth management services combining financial planning and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm manages approximately $153.5 million on a discretionary basis, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual equities, and alternative investments, with regular account monitoring and formal annual reviews.

Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!

Charles Hendrickson is a financial advisor with The Hendrickson Advisory Group, Inc. in Columbus, OH, holding the ChFC® designation and Series 63 license, and has 21 years of industry experience. He has been with The Hendrickson Advisory Group since 1997 and is also involved with Hendrickson & Hendrickson, Inc. and Life Settlement Agency Inc, two incorporated insurance agencies he owns. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm uses a turnkey asset management program and offers services including tax return facilitation and ERISA nondiscretionary pension consulting, managing $219 million in assets under advisement across 67 clients.

James Davis is a CFP® and Series 65 licensed advisor at Partnership Financial, LLC in Columbus, OH, with 18 years of industry experience. He has been with Partnership Financial since 2008. Outside of financial advising, he manages a mailing list supply business where he oversees customer service operations. Partnership Financial LLC is a fee-only advisory firm serving individual clients and families across middle- and high-income levels. The firm offers comprehensive financial planning and investment management, emphasizing tailored portfolios and integrated tax preparation without charging percentage-based fees.

Jeffrey Porterfield is a financial advisor with PEB Capital Management LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining PEB Capital Management in 2021, he worked at Wells Fargo Advisors Financial Network LLC since 2009. He is also a licensed insurance professional outside of his investment advisory role. PEB Capital Management is an SEC-registered advisor that offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fiduciary-oriented investment approach, combining fundamental and technical analysis across a range of asset classes while monitoring portfolios for tax and risk considerations.

John Eddingfield II is a financial advisor at The Siekmann Company with a Series 65 credential and three years of industry experience. His prior work includes roles at the Cincinnati Reds, Strata Financial, and BBI Logistics. 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 totaling approximately $227.5 million in plan assets and employs third-party analytics to evaluate investment options, emphasizing fiduciary practices and participant education.

Conner Mc Clure is a financial advisor at True North Financial Advisors, LLC with four years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Skylight Financial Group, Expansion Group, Roost Enterprises, Prime Social Group, and Traxler Printing. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing client assets internally with a focus on customized model portfolios, tax management, and regular account reviews.

Adam Smetzer is a CFP® professional with 14 years of experience in the financial services industry. He is the principal of Sky Vision Wealth, LLC, an independent advisory firm based in Columbus, OH. Prior to founding Sky Vision Wealth in 2021, he worked at Stoneburner Wealth Management, Commonwealth Financial Network, and Chornyak & Associates. In addition to his advisory role, he provides CPA and tax services. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients, offering portfolio management and retirement plan consulting. The firm employs a multi-method investment approach and provides financial planning, participant education, and tax-related services.

Jeremy Royer is a CFP® professional with four years of experience at Kirkey & Co. Financial Advisors, Inc. He previously worked at Matthews International and United States Steel Corporation. Kirkey & Co. Financial Advisors, Inc. is a two-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, tailoring investment programs using a combination of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.

Henry Richter is a financial advisor at Worthington Wealth Management with 55 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Benjamin F. Edwards & Co. from 2017 to 2021. Worthington Wealth Management provides investment advisory and portfolio management services to individuals, corporations, and retirement plans. The firm manages approximately $153.7 million in assets across about 336 client relationships, employing a client-focused investment approach tailored to objectives, time horizon, and risk tolerance.

Bradley Huffman is a CFP® professional with 28 years of experience in financial advising. He has been with Future Finances Inc since 1997, serving as CIO and CEO, and has prior experience at Triad Advisors, Inc. and Professional Benefit Planning Corp. He is also involved with FFI Alternatives LLC, an independent introducing broker offering access to managed futures programs. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite investment approach, combining passively managed index funds and ETFs with tactical asset allocation strategies.

Grant Billings is a financial advisor at Royal Oak Financial Group with three years of industry experience. He holds a Series 65 designation and has prior experience working at PricewaterhouseCoopers and Whalen & Company CPAs. Billings is also a licensed CPA and works as an accountant within his firm. Royal Oak Financial Group serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm employs a discretionary investment approach focused on long-term, diversified equity and fixed-income strategies, integrating multiple analytical methods tailored to client objectives.

Barbara Huff is a financial advisor at Huff Wealth Management LLC in New Albany, Ohio, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at New Albany Investment Management LLC since 2011. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm constructs custom, risk-managed portfolios using a combination of equities, fixed income, mutual funds, and cash positions, applying both fundamental and technical analysis alongside quantitative evaluation methods.

Christopher Fry is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Capital Asset Management since 2000. Capital Asset Management, Inc. is a fee-only, independent registered investment adviser serving primarily affluent individuals and families. The firm employs a value-investing philosophy based on fundamental analysis and constructs portfolios tailored to client-specific investment policy statements, emphasizing asset-class diversification and a margin of safety.

Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.

Anthony La Macchia is a financial advisor at Worthington Wealth Management with Series 65 and Series 66 credentials and three years of industry experience. Before joining Worthington Wealth Management in 2022, he worked in landscaping and held roles at Hillsdale College and Worthington Schools. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm uses a diversified investment approach with an emphasis on preserving long-term purchasing power and offers discretionary and non-discretionary managed accounts.