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.

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.

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.

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 with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory role, he is an independent contractor identifying distressed real estate properties through Kurtz Collective. Peters Wealth Group serves individual clients and small businesses, offering comprehensive wealth management that includes financial planning and discretionary portfolio management. The firm employs model portfolios and a variety of analytical techniques, and it provides educational seminars and media content as part of its client service.

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.

Mark Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and UBS Financial Services. Phillips Wealth Management LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm manages portfolios using a combination of fundamental, technical, charting, and cyclical analysis, employing both active and passive strategies while also utilizing third-party money managers and a held-away platform for defined-contribution accounts.

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.

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 EGSI Investment Management in Dublin, Ohio, and has 23 years of industry experience. He has worked at EGSI since 2002 and was previously with Prosperity Capital Advisors from 2011 to 2015. In addition to his advisory role, he serves as CEO of a management company involved in business development and insurance. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, nonprofit organizations, and institutional public funds. The firm uses a top-down market analysis approach and offers a range of model portfolios, combining fundamental, technical, and cyclical methods with regular 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 18 years of experience in the financial industry. He has been with Beacon Hill Investment Advisory, LLC since 2008. Outside of his advisory role, he is a managing member of Edgington Enterprises, an investment-related business focused on residential real estate investing. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans. The firm serves both individual and high-net-worth clients, offering family-office services and managing portfolios that typically include mutual funds, ETFs, individual stocks, and bonds.

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®-certified financial advisor with 19 years of industry experience. He has been with Partnership Financial, LLC since 2008 and previously worked at Innovative Financial Designs. Outside of advisory work, he manages a mailing list supply business. Partnership Financial, LLC is a fee-only fiduciary firm that provides comprehensive financial planning and investment advisory services to individuals and families, focusing on middle- and high-income households. The firm offers flat-fee planning engagements and emphasizes investment strategies tailored to clients’ tax situations, risk tolerance, and goals.

Jeffrey Porterfield is a financial advisor with PEB Capital Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years and UBS Financial Services for 7 years. Porterfield is also a licensed insurance professional, dedicating less than 10% of his time to this activity. PEB Capital Management is a boutique wealth management firm serving individuals, high-net-worth clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a customized, long-term approach that combines fundamental and technical analysis and uses a diverse range of investment vehicles including ETFs, mutual funds, equities, bonds, and alternative investments.