Jill Wood is a financial advisor with Freewood Private Wealth Management, LLC in Powell, OH. She holds a Series 66 designation and has 17 years of industry experience, including prior roles at J.P. Morgan Securities, Chase Investment Services, Merrill, and Wells Fargo Clearing. Wood is licensed to sell insurance and spends approximately 10 hours per month on related non-investment activities. Freewood Private Wealth Management is a state-registered, single-advisor RIA serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary investment management, hourly financial planning, and retirement plan advisory services, focusing on a long-term approach using low-cost mutual funds and ETFs while incorporating both fundamental and technical analysis.

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.

John Bevilacqua is a financial advisor at Personal Wealth Management Advisors, Inc. in Dublin, Ohio, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Personal Wealth Management Advisors since 2005, following prior experience at J.C. Bradford & Co. He also serves as an adjunct faculty member at Franklin University in Columbus, Ohio. Personal Wealth Management Advisors, Inc. provides investment advisory and portfolio management services primarily for individual clients, as well as charitable organizations and select institutional clients. The firm emphasizes ongoing portfolio management with structured reviews and individualized oversight, combining experience in institutional portfolio management with a focus on a modest client roster that includes nonprofit and institutional mandates.

Charles Lombardo is the sole advisor at Delta Capital Management, Inc. in Powell, Ohio, holding 14 years of industry experience since 2012. He has focused his career exclusively at Delta Capital Management. Delta Capital Management provides discretionary investment management primarily as a third‑party sub‑adviser to other financial advisors and, in some cases, directly to individuals, trusts, and institutions. The firm emphasizes portfolio management using a combination of bond fund portfolios for income and capital preservation alongside S&P 500 index options to capture upside with limited downside exposure.

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.

Jason Marsh is a financial advisor at Cognition Financial LLC in Dublin, Ohio, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Ameriprise Financial Services and Fors Marsh Group LLC. Cognition Financial provides investment management and financial planning services to individual and corporate clients, incorporating tax preparation, bookkeeping, and fractional CFO services alongside portfolio advice. The firm employs a combination of modern portfolio theory, fundamental and technical analysis, and both passive and active strategies to tailor asset allocation to clients’ goals and risk tolerance.

Donald Kurfees Jr. is the sole advisor at Kurfees Capital Management, LLC in Dublin, Ohio, with 26 years of experience in the industry. He holds Series 65, Series 66, and Series 63 credentials. Prior to founding his firm, he has been associated with Sageview Advisory Group, LLC and Cetera Advisor Networks LLC since 2014. Outside of his advisory role, he is involved with Rocket Pony LLC, a commercial building business. Kurfees Capital Management, LLC provides discretionary investment management and financial planning services to individual clients, focusing on retirement, college funding, cash flow, tax, insurance, and estate planning. The firm develops holistic life and financial plans aligned with clients’ goals and works collaboratively with clients’ existing professionals to supplement its services.

Pierre Bigby is a Certified Financial Planner™ with 20 years of industry experience. He has been the principal advisor at Bigby Financial Planning, LLC since 2009. Bigby Financial Planning, LLC is an independent, fee-only firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and non-discretionary investment management, with a focus on client consultation and approval for all trades.

Richard Kamp is a financial advisor with Regents Wealth Management, LLC in Delaware, Ohio. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 14 years of industry experience. Prior to founding Regents Wealth Management, he worked at Costco Wholesale for 11 years and has been associated with American First Capital Financial Services, Inc. since 2001. Regents Wealth Management, LLC is a state-registered investment adviser focusing on non-discretionary retirement income planning, financial planning, and asset management for individuals, families, and closely held businesses. The firm emphasizes tailored, income-focused portfolio construction and retirement distribution planning using mutual funds and ETFs, providing recommendations without discretionary trading or speculative strategies.

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.

Anne Zavaglia is a CFP® with seven years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2015. She is based in Dublin, Ohio. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages approximately $91.7 million in client assets and advises on $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients with customized family-office services.

Richard Clemens is a financial advisor at Hawk100 with a Series 65 credential and one year of industry experience. His prior work includes roles at The Ohio State University and various service positions. Hawk100 advises individuals, families, and retirement plans using a purpose-driven wealth alignment plan, managing approximately $14 million across about two dozen client relationships. The firm employs a mix of ETF-based core allocations and options strategies, offering both discretionary portfolio management and periodic advice.

John Stewart is a financial advisor with Physicians Wealth Solutions, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Physicians Wealth Solutions since 2015. Outside of his advisory work, he is a 50% member of JRS Investors, LLC, which owns a hunting land and cabin in Otsego, Ohio. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a multi-method investment approach that includes charting, fundamental, technical, cyclical, and quantitative analysis, employing both long- and short-term strategies across various asset classes.

Matthew Freiburger is a CFA® charterholder with 19 years of industry experience. He is affiliated with Trinity Wealth Advisors, Inc. and has prior work history at Shuttleworth & Company and Steele Investment Counsel, Ltd. Trinity Wealth Advisors, Inc. provides wealth management and portfolio management services for individuals, pension plans, charitable organizations, and other long-term investors. The firm employs a balanced, long-term investment approach using a range of asset types and tactical techniques, managing most accounts on a discretionary basis with regular reviews.

Molly Grubb is a financial advisor at Dynasty Financial Planners with 17 years of industry experience. She holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, INC from 2012 to 2017. Outside of her advisory role, she owns an exotic car holding company, Amora Green Exotics, LLC. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized investment strategies documented in written Investment Policy Statements and offers services including pension consulting, estate-unwinding assistance, and business-owner exit planning.

Robert Burnette is a financial advisor with Wellness Investment Advisers LLC in Dublin, OH, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He serves as CEO of Outlook Financial Center, LLC, where he provides life, disability, and long-term care insurance products, and he is also president of Assurance Tax and Business Services, which offers personal and business tax preparation. Wellness Investment Advisers LLC is a fee-based financial planning and investment management firm serving individual clients, pension and profit-sharing plans, and business entities. The firm provides discretionary asset management and consulting, using fundamental and technical analysis, and offers educational seminars and retirement-plan services with a client base that does not include high-net-worth households.

Michael Fickell is a financial advisor with FC Wealth Solutions LLC in Westerville, OH, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has worked at FC Wealth Solutions since 2016, following a brief tenure at Lincoln Financial Advisors. FC Wealth Solutions serves individual and corporate clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing assets with both long-term and short-term strategies across a diverse range of instruments.

Corey Burton is a CFP® professional with four years of experience at Capital Investors Advisory Corporation. Prior to his advisory role, he worked for eight years at Abercrombie & Fitch. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting services to individual clients, corporations, defined benefit and contribution plans, and charitable organizations. The firm utilizes model portfolios from various sources and employs fundamental analysis, modern portfolio theory, and long-term purchase strategies tailored to each client’s risk tolerance and objectives.

James Cox is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research and its advisory affiliate since 2009. Cox has been associated with Cox & Cook Wealth Advisors, formerly Cox Financial Group, for over two decades. Cox & Cook Wealth Advisors manages approximately $120 million in assets for individual and high-net-worth clients, retirement plans, and small businesses. The firm provides portfolio management, financial planning, and consulting services, combining modern portfolio theory and options strategies with discretionary management tailored to client goals and risk tolerances.