Bryan Gebhart is the sole advisor at Sirius Trading Partners LLC in Gahanna, Ohio. He holds a Series 65 designation and has extensive self-employment experience since 1999, including one year at Sirius Trading Partners. Sirius Trading Partners provides discretionary investment management for individual and high-net-worth clients through quantitative, model-driven, ETF-based managed accounts. The firm offers systematic strategies that use proprietary models based on price momentum and volatility, with portfolios that may include leveraged and inverse ETFs and involve active trading.

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We work with busy professionals and client's in-or-near retirement specializing in income planning and taxes. Our mission is to connect your money with the things that are most important to you, so you can live your core values and maximize your full potential. We help our clients save time, save money, and make money by making wise financial decisions. Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them. I like to say, "money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying." I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives. One of my driving motivations in building a new financial planning business was to differentiate from the Wall Street firms, banks, and insurance companies that sell proprietary products with sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest. Schedule a time for a conversation > https://weiseradvisor.com/schedule

John Hegler is a financial advisor with 23 years of industry experience and holds a Series 65 designation. He has been with 21 St Century Equity Advisors Corporation since 1999 and also maintains long-term involvement with Equity Builders Realty and his own accounting firm, John Hegler CPA & Co P.C. He provides personal tax return preparation for certain clients, a service separate from his advisory work. 21 St Century Equity Advisors Corporation offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental and technical analysis with market behavior studies to guide tactical and strategic investment decisions.

Brian Becker, CFP®, is the founder of Chapters To Wealth, a flat-fee, advice-only financial planning firm based in Columbus, Ohio, serving clients locally and across the country. With more than 20 years of experience in the financial services industry, Brian is a CERTIFIED FINANCIAL PLANNER™ professional who works as a fiduciary, meaning his advice is given in the client’s best interest. Chapters To Wealth charges a transparent flat fee, never a percentage of assets. There are no commissions, no product sales, and no asset management or custody. Clients choose the engagement that fits their needs: a focused planning project, a one-time consultation, or an ongoing advisory relationship. This structure minimizes the conflicts of interest common in commission-based and AUM-based models, because Brian is paid the same way no matter what he recommends. Brian works with ambitious professionals building their next chapter; small business owners balancing personal wealth with business risk; DIY investors who want an expert second opinion; and retirees and pre-retirees planning for income, taxes, and legacy. Core services include cash flow planning, investment strategy, retirement planning, lifetime tax planning, risk management and insurance review, estate and legacy planning, charitable planning, and business planning and succession. Brian starts with each client’s personal story, goals, and values, then builds a plan around consistent, controllable financial habits rather than short-term predictions. What to expect: planning begins with a 30- to 60-day deep dive that includes two to three collaborative working sessions, held virtually or in person. Brian organizes your complete financial picture, builds tax strategies, and delivers a clear, step-by-step action plan. Ongoing clients meet three times a year around timely themes, such as tax planning, investment and risk reviews, and year-end planning. For clients who want expert guidance without asset management or product sales, Chapters To Wealth offers an alternative to traditional AUM-based wealth management: clear, transparent financial planning advice in plain English. Learn more or schedule an introductory conversation at www.chapterstowealth.com.

Richard Roell is a ChFC®-designated financial advisor with 17 years of industry experience. He has been with Peak Financial Partners, LLC since 2007. Peak Financial Partners serves individual investors, companies, and trusts by providing financial planning, wealth management, and insurance products. The firm uses client-specific asset allocations with both fundamental and technical analysis, managing portfolios primarily through diversified mutual funds, stocks, FDIC-insured certificates of deposit, and U.S. Treasuries, typically on a discretionary basis with regular reviews and rebalancing.

Kyle Hickey is a financial advisor at Jameson & Griffin Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Everhart Advisors and Skylight Financial. Hickey is also a licensed insurance agent. Jameson & Griffin Financial is a sole-proprietor registered investment adviser that provides discretionary portfolio management to both non‑high-net-worth and high-net-worth individuals. The firm uses modern portfolio theory and a long-term trading approach, managing accounts primarily with mutual funds, equities, and ETFs.

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.

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.

Jorge Llaneza is the sole advisor at Sterling Financial Group LLC in Columbus, OH, with 37 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services and Financial Advisors Resources, where he also owns a financial planning support company. Llaneza maintains insurance licenses but currently does not write insurance business. Sterling Financial Group serves a small client base including individuals, trusts, estates, corporations, and pension/profit sharing plans, focusing on comprehensive financial planning, business consulting, and asset advisory consulting through fixed, project-based engagements rather than ongoing portfolio management. The firm emphasizes detailed fact-finding and planning across multiple financial areas and provides investment recommendations without exercising discretionary trading authority.

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.

Lee Kramer is a financial advisor with Capital Management Analytics in Powell, OH, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Capital Management Analytics since 1995. Capital Management Analytics provides discretionary portfolio management and financial advisory services to high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm employs a range of investment strategies, including derivatives and structured products, and offers performance-based fee arrangements to qualified clients, managing approximately $79 million across about 100 accounts.

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.

Casey Stevenson is a financial advisor at Axim Planning & Wealth in Powell, OH, with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing. Stevenson is also the owner of HedgeIT, LLC, a financial practice unrelated to his primary advisory role. Axim Planning & Wealth provides discretionary and nondiscretionary asset management and financial planning services to individuals, high-net-worth households, and pension plans. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerance, offering portfolio management, account reviews, and comprehensive planning solutions.