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.

Thomas Cantrell is a financial advisor with The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2014 and is also involved in consulting to insurance agents through Sharp 1, LLC and independent insurance sales with Senior Services Lake & Cook Co. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, as well as self-employed and small business owners, offering discretionary portfolio management, comprehensive financial planning, and subscription-based wealth management services. The firm focuses on developing individualized investment policies and long-term asset allocations using fundamental analysis tailored to client goals and risk tolerance.

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.

Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.

Graham Guthrie is a financial advisor at Eastwind Capital Wealth Management with 11 years of industry experience and holds the Series 66 designation. Prior to joining Eastwind in 2018, he worked at Money Concepts Capital Corp. from 2015 to 2018 and has operated Guthrie Law Office, LLC, a legal practice focused on bankruptcy and debt restructuring, since 2003. Outside of financial advising, he volunteers with the Westerville Area Chamber of Commerce and works as an apprentice strength coach. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to individuals, institutions, and charitable organizations. The firm employs a Specialized Strategic Investment Model emphasizing income and capital preservation through a diversified portfolio of stocks, ETFs, mutual funds, fixed income, closed-end funds, and options, with investment decisions guided by a combination of fundamental, technical, and charting analysis.

Aaron Green is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds the Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. Prior to this, he was involved with Kennon-Green Enterprises, LLC and Mount Olympus Awards, LLC. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm follows a value-oriented investment philosophy and offers bespoke portfolio construction, including the use of derivatives and performance-based fee arrangements in select cases.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds a Series 65 designation and has worked at Kennon-Green & Company, LLC since 2015. Prior to that, he was involved with Kennon-Green Enterprises, LLC, Mount Olympus Awards, LLC, and About.com. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services mainly to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy with bespoke portfolios and utilizes strategies including derivatives and performance-based fee arrangements in select cases.

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services for six years and currently holds a supervisory role at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing value-oriented asset allocation models and a concentrated proprietary equity portfolio. The firm employs derivatives and option strategies in managed accounts and offers public educational seminars and workshops.

Linda Cash is a financial advisor at Hicks Capital Management, LLC in Columbus, Ohio, with 26 years of industry experience. She holds a Series 63 designation and has worked at Hicks Capital Management and Purshe Kaplan Sterling Investments since 2013. Outside of her advisory role, she is also a commissioned notary. Hicks Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including equities, fixed income, mutual funds, ETFs, and options, and offers due diligence on private investment funds.

Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.

John Deitrick is a CFP® with 19 years of industry experience, currently serving at ARD Advisory Services, LLC. His work history includes roles at JW Cole Advisors, INC. and Global Financial Private Capital, LLC. He is also the founder of Advanced Retirement Design, LLC. ARD Advisory Services serves individual and high-net-worth clients, businesses, pension plans, and charities, providing portfolio management, financial planning, and business consulting. The firm uses a variety of analytical methods and offers both discretionary investment management and subscription-based financial plans tailored to client needs.

Timothy Hicks is a CFP® with 25 years of industry experience and serves as owner and president of Hicks Capital Management, LLC. He has been with Purshe Kaplan Sterling Investments and Hicks Capital Management since 2011. Outside of his advisory work, Hicks is involved as secretary of a nonprofit ministry, Tragedy Into Triumph, and coaches varsity high school baseball. Hicks Capital Management advises individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, derivatives, and may allocate assets to independent managers while also providing due diligence on private investment funds.

David Fiest is a financial advisor at Hicks Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Hicks Capital since 2014, following a brief tenure at Purshe Kaplan Sterling Investments in 2016. Outside of finance, he owns an IT consulting business and serves on the board of Lifewise Academy, a nonprofit organization. Hicks Capital Management advises individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and derivatives, and also provides due diligence and monitoring for private investment funds.

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.

Justin Neuwirt is a CFP® professional and registered advisor with 12 years of industry experience. He currently leads Neu Wealth Group in New Albany, OH, where he has practiced since 2021. His prior experience includes roles at First Manhattan Co., People's United Advisors, People's Securities, Gfa Securities, and Gerstein Fisher. Neu Wealth Group serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a blend of fundamental, quantitative, qualitative, and technical analysis alongside advanced strategies such as margin and options trading.

Jacob Mark is a Series 65-licensed financial advisor at Kennon-Green & Co. with four years of industry experience. His prior roles include positions at Fidelity Investments and Hope College. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy and constructs customized portfolios using various approaches, including derivatives and bespoke mandates.

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

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.

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.