Zachary Dennis is a financial advisor with Lincoln Douglas Investments, LLC, holding a Series 63 license and having 11 years of industry experience. He has worked at Lincoln Douglas Investments since 2013 and is also involved in fixed insurance and property & casualty insurance through Madison Collins Stevens Insurance. Additionally, he works as a driver for Lyft part-time outside of securities trading hours. Lincoln Douglas Investments, LLC is a team-based advisory firm serving primarily individual investors, as well as pension plans, trusts, and business entities. The firm manages portfolios using a range of strategies including equity positions, mutual funds, fixed income, and option strategies, with accounts reviewed at least annually.

Nick Burson is a CFP®-certified financial advisor with 15 years of industry experience. He has been with Lincoln Douglas Investments, LLC since 2011. Outside of his advisory role, he serves as the unpaid treasurer for the AM Spirit Chapter, a professional networking group. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage client portfolios.

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 24 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a member of Northstar Studio LLC, an all-star cheerleading organization. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combining fundamental and technical analysis with discretionary oversight.

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

Nathaniel Fowler is a financial advisor at Lincoln Douglas Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Lincoln Douglas Investments since 2020. Outside of his advisory role, he is involved in cryptoeconomic research as an independent contractor and operates an online package and shipping retail business. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build diversified portfolios and offers programmatic management through an advisory program where it acts as broker-dealer.

Christopher Brubaker is a financial advisor with Swisher Financial Concepts, Inc. in Westerville, Ohio, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research and Roger D Fields Associates. Outside of his advisory work, he serves as a golf caddy at local country clubs. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm provides fee-based financial planning, investment management, and pension consulting, employing client-specific investment policies and a blend of fundamental and technical analysis.

Addison Crouch is a financial advisor at CoreCap Advisors with a Series 66 designation and one year of industry experience. Prior to joining CoreCap, Addison worked at Cooper, Adel, Vu Financial and Walmart. CoreCap Advisors serves individuals, retirement plans, and institutional clients with discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and typically long-term, focusing on mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds the Series 66 designation and has worked previously at ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory roles, Parrish serves as a board member of the 40 West Park Condominium Association. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm uses a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through its managed account platform and model portfolios.

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.

Kevin Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he is president of Greenwave Racing, LLC, involved in standardbred horse ownership and racing. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and alternative investments.

Lauren Cooper is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2014. In addition to her advisory role, Cooper is a partner at an elder law firm, COOPER, ADEL, VU, and ASSOCIATIES, LPA, where she manages a flexible schedule to accommodate her responsibilities at both entities. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and employs sub-advisors and third-party asset managers to support its services.

Ryan Fischer is a financial advisor at CoreCap Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at FundThatFlip.com and Wayne Savings Bank prior to joining CoreCap. He is also active as a financial assistant at Cooper, Adel, Vu & Associates. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes long-term, relationship-oriented investment strategies with a focus on mutual funds, ETFs, equities, and bonds, along with oversight of affiliated asset managers.

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and is also the owner of Money Consciousness, an insurance and annuity products business he has operated since 2016. Prior to joining Foundations, he spent two years at Aptus Marketing. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Lance Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he sells group health and life insurance contracts with carriers outside of ValMark’s insurance arrangements. ValMark Advisers serves individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive advisory and back-office services.

James Gundling is a financial advisor at CoreCap Advisors with a Series 65 credential and two years of industry experience. Prior to joining CoreCap Advisors, he worked at Cooper, Adel, Vu Financial and was employed by the Cleveland Cavaliers. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Daniel Weingartner is a CFP® professional with 16 years of industry experience, currently serving at CoreCap Advisors since 2021. His prior experience includes roles at NYLIFE Securities, New York Life Insurance Co, Prudential Insurance Company of America, and TD Ameritrade. He is also an IRS Enrolled Agent and supports a tax team during tax season by reviewing clients' final tax returns and assisting with payment collection. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Charles Powell is an advisor at Signature Equity Partners, LLC with nine years of industry experience. He previously worked at Cambridge Investment Research, Inc. for eight years and Utility Pipeline Ltd for fourteen years. Outside of his advisory role, he is a minority owner of a local CPA firm where he assists with public relations and community events, and he occasionally works as a professional DJ for private gatherings. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services using model portfolios and both discretionary and non-discretionary strategies.

Anish Rajgolikar is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 66 designation and has worked at US Bank and Hexanika prior to joining CoreCap Advisors in 2023. He also provides back-office and financial operations support through Cooper, Adel, Vu Financial. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and, with client consent, options and short sales.