J'neanne Theus is a financial advisor at Theus Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm, formerly Marathon Financial Group, since 2014. In addition to her advisory role, she is a Chartered Federal Employee Benefits Consultant, specializing in designing benefit packages for federal and military employees. Theus Wealth Advisors is a small supported firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and ETFs, and emphasizes client-specific planning, periodic reviews, and coordination with custodians.

Matthew Freiburger is a CFA® charterholder with 18 years of industry experience. He has worked at Shuttleworth & Company since 2020 and previously spent 14 years at Steele Investment Counsel, Ltd. He is based in Powell, Ohio. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term clients. The firm employs a balanced investment approach using fundamental and technical analysis and offers diversified strategies that include equities, fixed income, mutual funds, ETFs, annuities, options, and limited partnerships.

Michael Fickell is a financial advisor with FC Wealth Solutions LLC in Westerville, OH, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has worked at FC Wealth Solutions since 2016, following a brief tenure at Lincoln Financial Advisors. FC Wealth Solutions serves individual and corporate clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing assets with both long-term and short-term strategies across a diverse range of instruments.

John Mc Kewen is a CFP® professional with 5 years of industry experience, currently with Elevation Financial Partners, LLC. He has also managed his own firm, J.H. McKewen III & Associates, since 2016. Outside of finance, he is a musician and sound engineer, founding and managing the band The Drowsy Lads since 2003. Elevation Financial Partners serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individuals rather than high-net-worth households. The firm offers both active and passive discretionary management, incorporating technical and fundamental analysis alongside market-timing strategies, and provides clients with in-house market commentary and business consulting services.

Shawn Arseneau is a CFP® and ChFC® with 20 years of industry experience. He is currently a principal at ArsenEAU Financial in Westerville, OH, having previously worked at WealthBridge Capital Management and multiple Valmark entities. Outside of his advisory work, Arseneau is the founder of The Retirement Life, which provides educational and inspirational retirement content through digital media. ArsenEAU Financial offers portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients. The firm manages approximately $42.3 million in discretionary assets across fewer than 50 client relationships, with a fiduciary approach that incorporates multiple analysis methods and long-term strategies.

Timothy Woodburn is a CFP® with 13 years of industry experience, currently serving as an advisor at Buckeye Wealth Management LLC. His prior roles include positions at TPW Financial, LLC, Adaptation Financial Advisors Inc., Cambridge Investment Research, Inc., Madison Avenue Securities, LLC, and Eischen Financial Group. Buckeye Wealth Management LLC provides continuous investment management and basic financial planning to individuals, trusts, and pension or profit-sharing plan participants. The firm uses customized asset-allocation models with a core–satellite approach, managing portfolios on a discretionary basis for both retail and high-net-worth clients.

Peter Toth is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Finish Well RIA LLC and has prior experience with AE Wealth Management, LLC and Moon Rock Wealth Management, where he is also involved in insurance sales. In addition to advisory services, Mr. Toth receives commissions from the sale of annuities and life insurance products. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning using Modern Portfolio Theory. The firm offers a fiduciary standard for retirement accounts and negotiates fixed fees rather than percentage-based charges.

Bennett Steinfurth is a CFP® professional with six years of industry experience, currently with Harding Financial Group. He previously worked at John E. Sestina and Co and has held positions outside finance, including roles at Miami University and Soft Cloth Car Wash. Harding Financial Group provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach combines fundamental, technical, and charting analysis, offering both long- and short-term trading strategies alongside comprehensive financial planning.

Donald Bussell is a financial advisor at Theus Wealth Advisors with five years of industry experience. He holds a Series 65 designation and has a background serving in the United States Marine Corps Reserve since 2019. 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, utilizing fundamental, technical, and cyclical methods to develop client strategies.

Max Larsen is a CFP® with 40 years of industry experience and is currently affiliated with Future Finances Inc in Columbus, OH. He has held positions at Osaic Wealth, Inc. and Triad Advisors, Inc., and has served as president of both Future Finances Inc. and Professional Benefit Planning Corp. In addition to his advisory role, Larsen is president of FF1 Alternatives, LLC, an independent introducing broker offering managed futures programs and physical metals to high-net-worth clients. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm employs a core-and-satellite investment approach combining passively managed index funds and ETFs with tactical opportunities, and operates a hybrid model offering both fee-based management and commissionable products.

Alexander Shaffer is a financial advisor with Shaffer Capital in Westerville, OH, holding a Series 65 designation. He has been with Shaffer Capital since 2020 and has additional experience working in educational roles at Ohio Northern University and local schools. Shaffer Capital serves individual and business clients, including employer-sponsored retirement plans, offering services such as financial planning, discretionary investment management, and retirement-plan advisory services. The firm utilizes a variety of analytical approaches and portfolio construction techniques, managing approximately $211 million for around 188 clients.

Michael Rhinehart is a Series 65-licensed advisor with Tenacity Private Wealth, where he has worked since 2024. He previously held roles at DGPenny CPAs + Advisors, Greif, Inc., and Blue & Co. LLC. Outside of his advisory work, he serves as CFO of Wolfpack Living, a bread company. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm integrates investment decisions with tax planning through its affiliation with an in-house tax practice and offers specialized services including retirement and estate planning, sale-of-business advice, and elder-care planning.

Matthew Stewart is a financial advisor at Forestview Financial Partners, LLC with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Forestview Financial Partners in 2017, he worked at Stratos Wealth Partners, Ltd. He is also the owner of The Benefits Design Group, LLC, an Ohio-licensed insurance agency. Forestview Financial Partners serves individual clients, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, pension consulting, and an online advisory service utilizing model portfolios and third-party managers, employing a diverse investment approach that includes fundamental and quantitative analysis, technical strategies, and alternative investments.

Jeffrey Best is a CFP® with 28 years of experience in the financial services industry. He has operated Best Advisory Services since 1998 and has been affiliated with Central Life Assurance Co. since 1990. He is also licensed to sell insurance and engages in insurance sales as part of client financial plans. He is part of Buckeye Wealth Management LLC, a firm that provides investment management and financial planning to individuals, trusts, and pension plan participants. The firm uses customized asset-allocation models and offers discretionary portfolio management, with a focus on modern portfolio theory and a core–satellite approach.

Rodney Peters is a financial advisor with Peters Wealth Group in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Aegis Wealth Management, Eastwind Capital Wealth Management, Guardian Life Insurance, and Park Avenue Securities. In addition to his advisory work, Peters hosts an educational podcast, YouTube channel, and radio show. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive wealth management through financial planning and portfolio management. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analyses, operating with discretionary authority and distinguishing itself by offering no-charge public educational seminars and media outreach.

Jordan Ranly is a CFP® professional with over four years at Nvest Wealth Strategies, Inc. and nearly two decades of prior experience at Honda Motor Company. He is based in Powell, Ohio. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm applies a long-term, multi-asset approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while adhering to a fiduciary standard.

Jordan Acer is a CFP® and holds a Series 65 license, with nine years of industry experience. He is currently with Concordia Wealth Planning, LLC and has previously worked at Nvest Wealth Strategies, Inc. and WealthStone Inc. He has been with Concordia since 2022. Concordia Wealth Planning, LLC (d/b/a Blüprint Investments) primarily serves individual clients, including high-net-worth households, and also offers retirement-plan consulting, as well as charitable and corporate client services. The firm provides a range of wealth-planning engagements alongside investment management, employing a blend of passive and active strategies with options such as ESG screens and tax-aware overlays.

Andrew Shaffer is a financial advisor at Shaffer Capital in Westerville, OH. He holds a Series 65 designation and has been with Shaffer Capital for a total of six years, including his current role since 2026. His prior experience includes roles at Bowling Green State University, St. Francis DeSales High School, and St. Paul School. Shaffer Capital advises individual and business clients, including employer-sponsored retirement plans, serving both high-net-worth and non-HNW individuals. The firm utilizes a diversified investment approach incorporating fundamental, technical, cyclical, charting, and quantitative analysis alongside modern portfolio theory, and offers comprehensive financial planning, discretionary investment management, and specialized retirement-plan fiduciary services.

Craig Cavicchia is a financial advisor with FC Wealth Solutions LLC in Westerville, OH. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining FC Wealth Solutions in 2016, he worked at Northwest Asset Management for one year. FC Wealth Solutions serves individual and corporate clients, providing discretionary portfolio management and one-time financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage assets with both long- and short-term strategies.

Ryan Bosler is a CFP® professional with 19 years of experience in financial advising. He has been with Jericho Financial since 2017 and previously worked at Ohio National Financial Services, The O.N. Equity Sales Company, and Swisher Financial Concepts. Outside of his advisory role, Bosler is a partner and COO of CrossFit Polaris, a fitness business in Westerville, OH. Jericho Financial provides financial planning and discretionary portfolio management for individuals, families, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach supplemented by third-party advisers and technology to manage a broad range of investment options.