At Columbus Street Wealth Management, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

Lori Eisel is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Arcadia Financial Partners, LLC since 2016. She previously worked at Hamilton Capital Management, Inc. for one year. Arcadia Financial Partners provides fee-only financial planning and investment advice to individuals and families, offering fixed-fee financial reviews, hourly counseling, and ongoing retainer engagements. The firm emphasizes diversified asset allocation and long-term investing using no-load index mutual funds, ETFs, and cash equivalents, while typically not managing client assets directly.

Matthew Oberdorfer is a financial advisor with Oberdorfer Financial, holding a Series 65 designation and two years of industry experience. He has prior experience with The OIC Advisory LLC and maintains ongoing roles as an airline pilot and Lieutenant Colonel in the United States Marine Corps Reserve. Oberdorfer Financial provides investment management, comprehensive financial planning, and employer-sponsored retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm combines asset-allocation strategies with both passive and active investment options, incorporates real estate and alternative assets into planning, and offers services including educational seminars and fiduciary support under ERISA.

Philip Hammond is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Trendcalc Dynamics in Columbus, OH. His career includes roles at Osaic Wealth, Inc., Securities America Advisors, Inc., and several iterations of Trendcalc Capital Management since 2011. In addition to his advisory work, he has operated as an independent insurance agent since 1990. Trendcalc Dynamics provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a research-driven, systematic investment process across global and regional equity and fixed-income strategies and is notable for its ERISA 3(38) investment manager role for retirement plans.

Lawrence Zimmerman II is the sole advisor at Zimmerman Advisory Group, LLC, an independent firm based in Dublin, Ohio. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his current firm, he spent 10 years at Carl Zimmerman Financial Services, LLC and has been self-employed since 1989. Zimmerman Advisory Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides tailored financial planning and asset management, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside educational workshops on retirement topics.

James Arnold is the sole advisor at Runnymede Capital Advisors, Inc. in Dublin, Ohio, holding Series 63 and Series 65 designations with 22 years of industry experience. He has led Runnymede Capital Advisors since its founding in 2003. Outside of his advisory role, Arnold owns and manages a property rental business. Runnymede Capital Advisors provides discretionary portfolio management and financial planning primarily for individuals, families, and some charitable organizations. The firm employs a tailored approach that includes equities, fixed income, mutual funds, ETFs, and derivative strategies such as covered calls and buffered ETFs, distinguishing itself by incorporating options and serving tax-exempt clients.

William Baker is a financial advisor at W.M. Baker Investments LLC in Dublin, Ohio, holding a Series 65 designation with 19 years of industry experience. He has led W.M. Baker Investments since 2012. W.M. Baker Investments LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also serving corporate and institutional accounts. The firm employs fundamental, technical, and cyclical analysis with strategies ranging from long-term holdings to short-term trading and options writing, managing all assets internally across approximately $5 million in discretionary assets.

Roger Southward is a CFP® professional with 27 years of industry experience. He has been the sole advisor at Southward Financial Services, LLC since 2000. Southward Financial Services is an independent, fee-only registered investment adviser that provides financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm also offers tax preparation services through an on-staff CPA and utilizes a primarily non-discretionary investment approach with portfolios constructed using strategic asset allocation across mutual funds, ETFs, and select individual securities.

Deborah Price is a CFP® professional with 23 years of experience, owner of Price Planning, LLC in Columbus, Ohio. She has led Price Planning since 2002. In addition to her financial advisory role, she is the managing member of Price Legal Services, LLC, which offers clients the option to obtain basic legal documents such as simple wills and durable powers of attorney. Price Planning, LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, buy-and-hold investment strategies with emphasis on asset allocation. The firm does not accept commissions or custody of client funds and offers services through hourly and fixed-fee engagements.

Alan Ray is a financial advisor at Square Peg Financial Advisory Services, LLC in Columbus, OH, with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to founding Square Peg in 2019, he worked at AlphaStar Capital Management and Nationwide Securities LLC. Ray is also a licensed independent insurance agent, though he does not actively solicit insurance outside of financial planning recommendations. Square Peg Financial Advisory Services, LLC provides financial planning and investment management primarily to individual and high-net-worth clients. The firm uses third-party managers and model portfolios, focusing on cost efficiency and risk profile, and includes educational content in some limited planning engagements.

Craig Novosel Johnson is a CFP® professional with 14 years of industry experience. He is the principal of Wealthought LLC, an independent advisory firm he has led since 2013. He is also a limited partner in a family partnership managing timber and oil/gas assets. Wealthought LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a diverse range of analytic approaches and investment strategies across an unusually broad investment universe for a firm of its size.

Brent Jenkins is a financial advisor with Grant Street Wealth Management, Ltd. in Columbus, OH, holding 14 years of industry experience. He has been associated with AXA Advisors, LLC since 2009. Outside of finance, he owns Jenkins Photography, a small photography business. Grant Street Wealth Management, Ltd. is an independent, fee-only advisory firm serving families, small businesses, trusts, estates, charitable organizations, and employee benefit plans. The firm focuses on financial planning, investment consulting, and pension consulting by recommending and overseeing third-party money managers and turnkey asset management programs, with an emphasis on pension consulting and plan-level services.

Eric Laub is a CFP® professional with nine years of experience in financial advising, currently serving clients through his independent firm, Finance 180, in Columbus, OH. Before founding Finance 180 in 2017, he worked at Exchange Capital Management for two years. Laub also works as a substitute teacher for the Evergreen School District, a role he has held for over two decades and presently accounts for up to half of his time. Finance 180 provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive, low-cost investment approach focused on index mutual funds and ETFs, with customized asset allocations and quarterly account monitoring.

Terrie Austin is a CFP® professional with 27 years of industry experience, currently operating as the sole advisor at Milestone Wealth Strategies in Columbus, OH. Her career includes roles at LPL Financial, Stratos Wealth Partners, Fifth Third Securities, Raymond James Financial, PRUCO Securities, Valic Financial Advisors, and UBS Financial Services. She holds several securities licenses, including Series 63, 65, and 66. Milestone Wealth Strategies provides holistic financial planning and discretionary portfolio management to individuals, families, small businesses, and not-for-profit organizations. The firm emphasizes risk control and value-oriented investing while offering a formal specialty in divorce financial planning, alongside educational seminars and employer retirement plan consulting.

Matthew Sands is the sole advisor at Elevate Wealth Management in New Albany, OH, holding Series 65 and Series 66 licenses with 17 years of industry experience. His prior work includes roles at Neptune Consulting, Heritage Wealth Partners, Private Client Services, and LPL Financial. Elevate Wealth Management is an independent, state-registered investment adviser serving individuals and high net worth clients. The firm offers both discretionary and non-discretionary portfolio management alongside standalone financial planning, using strategies such as asset allocation and dollar-cost averaging with quarterly account reviews.

James Vaughan is the principal and sole advisor at Vaughan Investment Advisors, LLC, based in Worthington, Ohio. He holds the ChFC® designation and has 16 years of industry experience, having founded and operated his independent advisory firm since 2010. Vaughan Investment Advisors provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-driven investment process that integrates ETFs, large-cap equities, fixed income, alternative exposures, and active options strategies tailored to client goals and risk profiles.

Michael Stafford is a financial advisor at One Brick Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at SWS Partners, Purshe Kaplan Sterling Investments, and Ameriprise. One Brick Capital, LLC provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, financial institutions, and small businesses. The firm emphasizes a disciplined investment approach combining tactical allocations, fundamental and technical analysis, and systematic downside protection, and sponsors its own wrap fee program tailored to higher-net-worth clients.

Mark Shafer is the sole advisor at Goodrich Asset Management LLC in New Albany, OH, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led Goodrich Asset Management since 2009. Goodrich Asset Management provides discretionary asset management and hourly financial consulting primarily to individual and high-net-worth clients, managing approximately $2.68 million across a small number of accounts. The firm offers tailored portfolios of individual stocks, bonds, ETFs, mutual funds, and other public securities with regular account supervision and employs a range of active strategies uncommon for a solo advisor.

Perry Jeffries III is a financial advisor at Diamond Equity Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. Outside of his advisory work, he is involved with Phy-Nancially Fit LLC, a web-based company offering health and money management advice, and markets nutritional supplements through Isagenix. Diamond Equity Advisors provides consulting, financial planning, pension and 401(k) plan consulting, and asset management services to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm employs fundamental analysis and modern portfolio theory with a preference for buy-and-hold investing, and offers specialized business consulting including a fractional-CFO style program for small businesses.

Michael Damian is the managing director of Damian Capital Management, LLC, an independent registered investment adviser based in Columbus, Ohio. He holds Series 63 and Series 65 credentials and has 22 years of experience in the financial industry. Prior to founding his firm in 2003, he has worked as a senior project manager at URS Corporation since 1999. Outside of investment advisory, he serves as vice president of a small appliance manufacturing company, Happy Lights, LLC. Damian Capital Management provides discretionary portfolio management and occasional investment recommendations primarily to individual clients. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, focusing on dividend-paying stocks and exchange-traded funds, and currently manages approximately $590,000 in client assets.