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.

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.

John Davidson is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with KylesHill Financial Planning since 2008 and also has a longstanding affiliation with Growth Management Solutions. Additionally, he is a minority partner in Enterprise Advisory Group, LLC, a non-investment related professional services firm. KylesHill Financial Planning is an independent, fee-only firm that serves individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, focusing on long-term asset allocation and typically managing accounts on a non-discretionary basis.

Divine Fondem is a financial advisor at FP Investment with a Series 65 credential and one year of industry experience. Prior to this role, Divine worked with World Financial Group and has eight years of experience in the education sector. He also serves as an adjunct professor at the University of the Cumberlands in the Plaster Graduate School of Business. FP Investment, founded in 2025, offers discretionary and non-discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and technical analysis alongside Monte Carlo planning, managing accounts with various strategies including options trading, and provides specialized ERISA 3(21) and 3(38) pension consulting services.

Timothy Hamilton is a CFP® with 14 years of industry experience and has been the sole advisor at FinancialFamilies since 2014. He holds a Series 66 license and serves as a volunteer Finance Officer for the Civil Air Patrol in Maxwell, Alabama. FinancialFamilies provides financial planning and investment review services to individual and high-net-worth families, focusing on tailored, non-discretionary plans that cover retirement, estate, tax, insurance, business planning, cash flow, and college savings. The firm emphasizes client-specific recommendations and periodic reviews, using various analytical methods and typically recommending mutual funds, ETFs, REITs, and fixed-income instruments.

Todd Childers is a financial advisor at 4 Star Advisory Services LLC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Horter Investment Management, LLC. Outside of advisory work, he prepares tax returns as a CPA and sells life insurance and fixed annuities. 4 Star Advisory Services LLC provides discretionary portfolio management to individual and high-net-worth clients, utilizing fundamental analysis, macroeconomic research, and quantitative screening. The firm’s approach includes both long- and short-term trading strategies, with a preference for preferred stocks over bonds and the potential allocation to Bitcoin-focused ETFs under enhanced risk disclosures.

Justin Liska is the sole advisor at Liska Investments LLC, an independent firm based in Columbus, OH. Holding a Series 65 designation, he has six years of industry experience, including time as a self-employed advisor prior to founding his firm in 2019. Outside of his advisory work, he manages a residential duplex property. Liska Investments provides consulting and non-discretionary investment advice primarily to individual investors, focusing on fundamental, value-based security selection combined with technical analysis. The firm serves clients through scheduled hourly consultations and an optional subscription-based monitoring service, emphasizing transparency and an advice-only, non-custodial relationship.

James Taylor is the sole advisor at Taylor Financial Management Inc in Bexley, OH, holding a Series 63 designation with 22 years of industry experience. He has operated his independent firm since 1995. Taylor Financial Management provides investment advisory services to individuals, trusts, and businesses, constructing and managing diversified portfolios tailored to each client's Investment Policy Statement. The firm employs a long-term, active portfolio approach driven primarily by fundamental securities analysis and maintains centralized oversight with quarterly account reviews by the sole advisor.

Joseph Baumann is a CFP® professional with 18 years of experience, serving clients through Cambridge Financial and Tax Advisors, LLC in Columbus, Ohio. He has been with Cambridge Financial and Tax Advisors since 2008. Cambridge Financial and Tax Advisors, LLC provides fee-only, comprehensive financial planning and related services to mid- and upper-middle-income individuals and families. The firm emphasizes holistic, plan-driven recommendations and integrates tax return preparation and planning into its services, working with a relatively small client roster without minimum asset requirements.

Erick Zanner is a financial advisor with Weinberg Advisory Group in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at JDM Investment Counsel from 2008 to 2017 before joining Weinberg Advisory Group, where he has been since 2017. In addition to his advisory role, Zanner serves as a FINRA arbitrator and is a compensated member of the board of directors of Priority Designs, a private company. Weinberg Advisory Group serves individual investors, including high-net-worth clients, as well as endowments, foundations, trusts, pensions, nonprofits, and small institutions. The firm employs a blend of Modern Portfolio Theory and proprietary equity selection to construct concentrated, long-only equity portfolios, favoring direct security selection and using option derivatives within separately managed accounts.

Joe Anderson is a financial advisor at ClearMind Capital with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at J.P. Morgan Investment Management Inc. and its affiliates. ClearMind Capital provides fee-only investment management and financial planning services to individuals, including high net worth clients, and employers sponsoring retirement plans. The firm uses a combination of passive and active strategies and offers ongoing management, advice-only planning, and Integrative Wealth Planning engagements.

Matthew Wolfe is a financial advisor at Garlikov Advisors Inc with 18 years of industry experience. He holds a Series 66 designation and has been involved in several business ventures, including owning a CPA firm and a continuing professional education provider in Ohio. Wolfe also serves as an independent insurance agent. Garlikov Advisors, Inc. is a four-advisor SEC-registered firm managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary, committee-driven investment model focused on capital preservation and conservative growth, utilizing technical indicators and fundamental analysis with customized portfolio construction.

Kristen Moosmiller is a CFP® with 13 years of industry experience. She has worked at NorthAvenue LLC since 2018 and joined Mercer Global Advisors Inc. in 2026. Her prior experience includes roles at Partnership Financial LLC and PDS Planning Inc. NorthAvenue serves individual investors and trusts, including high-net-worth clients, by providing comprehensive financial planning and investment management through fee-only, fixed-fee engagements. The firm’s investment approach relies on fundamental and behavioral analysis within a Modern Portfolio Theory framework and may include discretionary strategy implementation through an independent manager while maintaining fiduciary oversight.

Mark Bowes is a financial advisor at Partnership Financial, LLC in Columbus, OH, holding a Series 65 designation with seven years of industry experience. His background includes service in the US Army from 2009 to 2017 and two years at The Ohio State University before joining Partnership Financial in 2017. Partnership Financial LLC is a fee-only, fiduciary advisory firm serving individuals and families, including young professionals and higher-net-worth households. The firm offers comprehensive financial planning and investment services with a flat-fee billing structure and emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, and fixed-income instruments.

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.

Jacob Hrusovsky is a CFP® and Series 65 credentialed advisor with Personal Financial Advisors, Inc. He has been in the financial industry since 2015, holding roles at various firms including Keeler & Nadler Family Wealth and Ameriprise. His experience spans several positions over the past eight years. Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm emphasizes tailored investment policies and non-discretionary management, relying on fundamental analysis and client approval for transactions.

David Stone is a CFP® professional with 25 years of industry experience. He has been with Personal Financial Advisors, Inc. since 2004 and previously worked at Brecek & Young Advisors, Inc. from 2001 to 2004. Stone is also self-employed, providing financial planning services over the past 28 years. Personal Financial Advisors, Inc. offers investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm focuses on client-specific investment policies and asset allocation targets and manages assets largely on a non-discretionary basis.

Andrew Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds eight years of industry experience, including prior work at Mid Atlantic Capital Corporation. Phillips has been with Phillips Wealth Management since 2013. Phillips Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio strategies tailored to client goals and risk tolerances, and it operates a firm-sponsored wrap fee program, which is uncommon for a firm of its size.

Michael Allman is a financial advisor at Patriot Asset Advisors, LLC with one year of industry experience. He holds Series 65 and Series 66 credentials. Prior to his advisory role, he worked for Discover Financial Services for six years and has been a distribution supervisor at Victoria's Secret since 2022. Patriot Asset Advisors serves individual and high-net-worth clients with investment advisory and financial planning services, employing a value-oriented approach that includes portfolio management, model allocation strategies, and a proprietary concentrated equity model. The firm also offers educational seminars and incorporates derivatives and option strategies in separately managed accounts.