William Shaffer is a financial advisor at Shaffer Capital with a Series 65 designation and nine years of experience in the industry. He worked at St. Francis DeSales High School for four years prior to his current role. Shaffer Capital serves both individual and business clients, including employer-sponsored retirement plans, providing comprehensive financial planning, discretionary investment management, and fiduciary advisory services. The firm employs a diverse investment approach incorporating fundamental, technical, cyclical, charting, and quantitative analysis, and offers customized portfolios and specialized retirement plan solutions.

Christopher Cassiere is a financial advisor at FC Wealth Solutions LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. since 2007, alongside his current role at FC Wealth Solutions since 2020. FC Wealth Solutions provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Michael Harding is a CFP® professional with 24 years of industry experience and has been with Harding Financial Group since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Harding Financial Group provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis in its investment approach and offers comprehensive planning services alongside portfolio management.

Mark Faubel is a financial advisor with Jericho Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Ohio National Financial Services, THE O.N. Equity Sales Company, and Swisher Financial. In addition to his advisory work, he provides tax preparation and filing services for individuals, businesses, and nonprofit organizations. Jericho Financial offers financial planning and discretionary portfolio management to individuals, families, and employer-sponsored retirement plans. The firm uses a long-term, asset allocation and diversification approach, supplemented by third-party advisers and technology platforms to manage client assets.

Michael Holly is a CFP® with four years of industry experience, currently serving as a financial advisor at Harding Financial Group. His prior work includes roles at Nationwide Investment Services Corp and various positions in the hospitality sector. Outside of his advisory role, he is involved in rental real estate ownership. Harding Financial Group provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach integrates fundamental, technical, and charting analysis with both long- and short-term trading strategies.

Eric Robbins is a financial advisor with Buckeye Wealth Management LLC in Westerville, Ohio, holding 21 years of industry experience. He has been involved with Insurlease LLC since 2002 and Advent Resource Management since 1993. Buckeye Wealth Management LLC is a privately held advisory firm serving individuals, trusts, and pension or profit-sharing plan participants, including both retail and high-net-worth clients. The firm emphasizes a discretionary investment approach using customized asset-allocation models based on modern portfolio theory and a core–satellite strategy.

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.

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.

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.

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.

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.

David Suchland is a financial advisor at WealthBridge Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Joseph Group Capital Management, Sunset Financial Services, Manning & Napier Advisory Advantage Company, and J.P. Morgan Asset Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm employs a tax-aware investment approach using primarily low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and offers public educational seminars on financial basics.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.

Stephen Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 25 years of industry experience. He has been with Lincoln Douglas Investments since 2011 and holds a Series 63 designation. Lincoln Douglas Investments is a team investment adviser serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a variety of strategies based on client risk profiles and employs both discretionary and non-discretionary portfolio management along with financial planning services.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management, using a tax-aware approach that combines fundamental, technical, and cyclical analysis.

Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.

Brett Vandervort is a financial advisor at Swisher Financial Concepts, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Swisher Financial Concepts in two separate periods totaling 12 years, as well as at THE O.N. Equity Sales Company for three years. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.

Zachary Kountz is a CFP® with 10 years of industry experience, currently serving at Swisher Financial Concepts, Inc. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. He is also involved in insurance activities related to life, health, accident, and disability coverage. Swisher Financial Concepts serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides fee-based financial planning, individualized investment management, pension consulting, and offers specialized services for tax-efficient asset location and rebalancing in non-custodied accounts.

Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and PRUCO Securities before joining Lincoln Douglas in 2014. Outside of advisory work, he is engaged in non-variable insurance sales covering life, medical, and Medicare supplemental insurance. Lincoln Douglas Investments, LLC is a team-based advisory firm serving individual investors, pension plans, trusts, and business entities through a range of portfolio management and financial planning services. The firm employs diverse investment strategies and maintains operational practices that include annual account reviews and trade-error correction procedures.