Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.

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.

Mark Phillips is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, including its operation under different structures. Phillips also maintains an insurance agent practice alongside his advisory work. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm offers active and passive portfolio management, financial planning, ERISA 3(21) advisory support, and operates a wrap fee program, with portfolios managed according to client goals and reviewed regularly.

Benjamin Huff is a financial advisor at Huff Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2018, following roles at Heartland Bank and a brief period of unemployment. 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 creates custom, risk-managed portfolios using a blend of equities, fixed income, mutual funds, and cash positions, employing both fundamental and technical analysis alongside quantitative evaluation metrics.

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.

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.

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.

Eric Weinberg is a financial advisor at Weinberg Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm combines Modern Portfolio Theory with a proprietary security-selection process and is notable for its use of covered-call option strategies within separately managed accounts.

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.