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.

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.

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.

Emily De Blase is a financial advisor at Organic Wealth, LLC in Columbus, OH, holding the ChFC® designation with six years of industry experience. Her prior roles include positions at The Huntington Investment Company, The Huntington National Bank, Gerber, LLC, and Budros, Ruhlin & Roe, Inc. Organic Wealth is a fee-only, solo registered investment adviser offering discretionary investment management, comprehensive financial planning, financial coaching, and retirement plan consulting to individuals and employer plan sponsors. The firm emphasizes asset allocation and modern portfolio theory, utilizing a combination of passive and active investments, third-party managers, and model marketplace tools to tailor services to client needs.

Chad Frush is a financial advisor at Arch City Financial with the PFS™ designation and seven years of industry experience. He has been with Arch City Financial since 2018 and has also operated Frush & Associates, Inc. since 2009. Outside of his advisory role, he owns Frush Consulting, LLC, which provides external accounting solutions to clients. Arch City Financial serves institutional and plan-sponsor clients, corporations, and individuals, offering portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with diversified, asset-class portfolios and applies various analytical methods in its research and due diligence.

Jacob Kipi is a CFP® professional with two years of experience in financial advising, currently serving as the principal of Kipi Financial Planning LLC in Columbus, Ohio. Prior to founding his firm, he worked at The Joseph Group and held various roles including at Designer Brands and Rea & Associates. He is also a CPA and operates a small online retail business specializing in collectible trading cards. Kipi Financial Planning is an independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm integrates investment management and financial planning, using a range of analytical techniques to construct diversified portfolios across multiple asset classes.

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.

Troy Green is the managing member of T Green Wealth Advisors LLC in Grove City, Ohio. He holds the ChFC® designation and Series 66 license and has 23 years of experience in the financial industry. His prior roles include positions at The Huntington Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. Green also serves as Patrol Director for Mad River Mountain Ski Patrol, overseeing medical and skiing proficiency training for volunteers. T Green Wealth Advisors LLC provides portfolio management and financial planning primarily to individual clients and employer-sponsored retirement plans. The firm employs a modern portfolio theory-based investment process and offers pension/ERISA consulting and participant education services alongside discretionary and non-discretionary advisory solutions.

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.

Curtis Reed is a CFP® professional with 20 years of experience in financial advising. He founded and has operated WelsPire LLC since 2015 in Upper Arlington, OH. WelsPire LLC is an independent registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a long-term investment approach with tailored strategies that include low-cost mutual funds, ETFs, and tactical use of options and cash.

Tyler Keenan is a CFP® and ChFC® credentialed advisor with seven years of industry experience. He previously worked at Northwestern Mutual from 2018 to 2025 before founding Fiducia Wealth Management in Upper Arlington, OH. Fiducia Wealth Management provides portfolio management and financial planning services to individuals and high-net-worth clients, overseeing approximately $53 million in discretionary assets. The firm combines technical analysis with a long-term trading strategy and emphasizes regular portfolio monitoring and diversified asset allocation.

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.

Joel Oles is a financial advisor at The Sherringon Group with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Oles owns and manages Oles & Associates, LLC, an accounting firm, dedicating significant time to its operations. The Sherringon Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, diversified investment approach based on modern portfolio theory and operates a non-discretionary model with an affiliated accounting practice.

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.

Gary Sickles is a financial advisor with Safe Harbor Wealth Management, LLC in Columbus, Ohio. He holds a Series 65 designation and has 14 years of industry experience. He has been with Safe Harbor Wealth Management since 2011 and has been involved with Safe Harbor Retirement since 2005. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small business entities. The firm manages approximately $25.7 million in client assets and primarily utilizes model portfolios and third-party money managers to implement client strategies.