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.

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.

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.

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.

Norma Duckett is a financial advisor at Dorsey Groomes Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott and Nationwide Securities. Outside of her advisory role, she owns and leads Dorsey Groomes Creative, LLC, a company providing marketing services. Dorsey Groomes Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm typically employs third-party managers and offers a range of client service options from comprehensive plans to hourly consultations.

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, OH, with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company. Outside of his advisory work, he serves as Patrol Director for Mad River Mountain Ski Patrol, overseeing medical and skiing proficiency training on a volunteer basis. T Green Wealth Advisors LLC provides portfolio management and financial planning services primarily to individual clients, emphasizing retirement-plan consulting and participant education. The firm’s investment approach incorporates modern portfolio theory and asset allocation, utilizing a range of securities including mutual funds, equities, fixed income, and ETFs.

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.

Daniel O'Connell is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley from 2011 to 2017 before founding BullRock Capital, LLC in 2017, where he is the sole advisor. BullRock Capital provides ongoing portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, profit-sharing and charitable plans, and corporate clients. The firm combines fundamental analysis and modern portfolio theory with both long-term and short-term trading, and maintains an explicit pension consulting practice while managing client assets directly.