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, holding 30 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2011 and has been involved with Combs Insurance Services Agency since 1994 as Owner and President. Outside of financial advising, he serves as a board member of the York Golf Club in Columbus, Ohio. FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and corporations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic ETF strategies and opportunistic trading.

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 with WealthBridge Capital Management, LLC in Westerville, OH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including 11 years at The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios using low-cost ETFs and mutual funds, individual securities, and independent managers, and offers educational seminars on budgeting, credit, student loans, and retirement 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 with Lincoln Douglas Investments, LLC in Mt. Vernon, Ohio. He holds a Series 63 designation and has 24 years of industry experience. Dennis has been with Lincoln Douglas Investments since 2011, working as part of an eight-advisor team. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios across various asset classes.

Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.

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 financial advisor at Swisher Financial Concepts, Inc. with nine years of industry experience. He holds the CFP® certification and Series 66 license. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is 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, and pension consulting, employing a client-specific approach grounded in fundamental and technical analysis with regular portfolio reviews.

Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Douglas since 2014. Outside of his advisory role, he is involved in selling life, medical, and Medicare supplemental insurance as an insurance agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm employs a variety of investment strategies based on client risk profiles, using technical charting, fundamental analysis, and cyclical approaches.

Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.

Michael Henn is a CFP® professional with 23 years of industry experience. He has been with Swisher Financial Concepts, Inc. since 2008 and previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he is licensed to sell life, health, disability, and long-term care insurance products. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-based financial planning, investment management, and pension consulting. The firm combines fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.