Mark Faubel is a financial advisor with Jericho Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Ohio National Financial Services, THE O.N. Equity Sales Company, and Swisher Financial. In addition to his advisory work, he provides tax preparation and filing services for individuals, businesses, and nonprofit organizations. Jericho Financial offers financial planning and discretionary portfolio management to individuals, families, and employer-sponsored retirement plans. The firm uses a long-term, asset allocation and diversification approach, supplemented by third-party advisers and technology platforms to manage client assets.

Johnny Berry is a financial advisor with Adaptation Financial Advisors Inc. in Westerville, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Cambridge Investment Research. Outside his advisory role, Berry is the sole member of 5 Star Capital LLC. Adaptation Financial Advisors provides discretionary and non-discretionary portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm utilizes a variety of investment strategies and tools, including third-party managers and non-standard investments, and conducts seminars and workshops for clients and the public.

Allen Weaver is a CFP® professional with 10 years of industry experience, currently serving at Elevation Financial Partners, LLC. He has been with J.H. McKewen III & Associates since 2015. Elevation Financial Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm combines discretionary securities management with consulting services and utilizes both active and passive investment strategies, including technical and fundamental analysis and market-timing techniques.

Deana Arseneau is a financial advisor at ArsenEAU Financial with a Series 65 credential and over eight years of industry experience, including roles at Centurion Service Group, SourcePoint, and The Retirement Life. She has been leading Arseneau Financial since 2026. Arseneau Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients. The firm manages approximately $42.3 million in discretionary assets, typically employs a discretionary management style, and uses a variety of analytical methods alongside alternative investment strategies.

Kelley King is a financial advisor at ArsenEAU Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including The Leaders Group Inc and Valmark Advisors, Inc. He also operates as an independent insurance agent through King Financial Solutions, a business he has been involved with since 1982. ArsenEAU Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients, managing approximately $42.3 million in discretionary assets. The firm typically manages accounts on a discretionary basis and employs a variety of investment strategies including long-term investing, options trading, and allocations to private funds and real estate vehicles.

Michael Holly is a CFP® with four years of industry experience, currently serving as a financial advisor at Harding Financial Group. His prior work includes roles at Nationwide Investment Services Corp and various positions in the hospitality sector. Outside of his advisory role, he is involved in rental real estate ownership. Harding Financial Group provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach integrates fundamental, technical, and charting analysis with both long- and short-term trading strategies.

Eric Robbins is a financial advisor with Buckeye Wealth Management LLC in Westerville, Ohio, holding 21 years of industry experience. He has been involved with Insurlease LLC since 2002 and Advent Resource Management since 1993. Buckeye Wealth Management LLC is a privately held advisory firm serving individuals, trusts, and pension or profit-sharing plan participants, including both retail and high-net-worth clients. The firm emphasizes a discretionary investment approach using customized asset-allocation models based on modern portfolio theory and a core–satellite strategy.

David Lennox is a financial advisor with Eastwind Capital Wealth Management and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has been involved with Eastwind Capital, LLC since 2008. Lennox also operates Estate Planning Professionals, an insurance services business in Westerville, Ohio, where he spends a significant portion of his time. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to a range of clients including individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

Jason Moore is a financial advisor at Hicks Capital Management, LLC in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hicks Capital Management since 2013. Outside of advising, he is a trustee of a family trust that leases land for oil and gas exploration. Hicks Capital Management serves individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, derivatives, and third-party managers, and offers services such as due diligence on private investment funds and institutional retirement plan consulting.

Shar Cross is a financial advisor at Jericho Financial in Westerville, OH, holding a Series 65 license with three years of industry experience. Prior to joining Jericho Financial, Shar worked at North Star Cafe and Scramblers. Jericho Financial provides financial planning and portfolio management services to individuals, families, and employer-sponsored retirement plans. The firm utilizes a long-term, asset-allocation approach emphasizing diversification and periodic rebalancing, and it offers ongoing monitoring with discretionary management while recommending third-party investment managers when appropriate.

Ituoghirisic Igoni is a Series 65 credentialed advisor at YFP Wealth with one year of industry experience. Prior to joining YFP Wealth, he worked at Your Financial Pharmacist Planning, LLC and CLF Asset Management, and he has experience linked to the University of Wisconsin-Madison and Flora Homecare, LLC. YFP Wealth provides financial planning and investment management services to individuals, families, and small-business plan sponsors, emphasizing passive investment strategies with options for active management. The firm integrates a life-planning process into its services and engages in client education through podcasts, seminars, and nonprofit affiliations focused on the pharmacy profession.

James Noxon is a Series 65 licensed financial advisor with The Retirement Specialist of Central Ohio. He has held prior roles at Aetna and operated Noxon Financial LLC, as well as experience running a window cleaning business and multiple self-employed ventures. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, self-employed individuals, and small business owners, providing discretionary portfolio management, financial planning, and subscription services integrated with an online planning platform. The firm focuses on developing personalized investment policies using fundamental analysis tailored to client goals, time horizons, and risk tolerance.

Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.

James Fisher is a financial advisor at Theus Wealth Advisors with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Fisher has been with Theus Wealth Advisors since 2015 and concurrently owns and operates The CPA Advantage, a certified public accounting firm. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, relying on their model portfolios and trade execution rather than managing portfolios in-house.

Benjamin Huff is a financial advisor at Huff Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2018, following roles at Heartland Bank and a brief period of unemployment. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm creates custom, risk-managed portfolios using a blend of equities, fixed income, mutual funds, and cash positions, employing both fundamental and technical analysis alongside quantitative evaluation metrics.

Donald Depalma is a financial advisor at Buckeye Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with Capital Estate Services, Inc. since 1993. In addition to his advisory role, he provides non-investment related estate planning consultation on a fee basis and is licensed for insurance sales in Ohio. Buckeye Wealth Management LLC is a privately held firm serving individuals, trusts, and pension or profit-sharing plan participants. The firm offers discretionary portfolio management based on customized asset-allocation models, combining modern portfolio theory with a core–satellite approach, and provides ongoing reporting and account supervision.

Barbara Huff is a financial advisor at Huff Wealth Management LLC in New Albany, Ohio, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at New Albany Investment Management LLC since 2011. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm constructs custom, risk-managed portfolios using a combination of equities, fixed income, mutual funds, and cash positions, applying both fundamental and technical analysis alongside quantitative evaluation methods.

Austen Harrison is a CFP® professional with seven years of experience at Summit Financial Strategies Inc. He has worked at Summit continuously since 2015. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, and separate financial and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Benjamin Murray is a CFP® professional with six years of experience in financial advising, currently serving at Summit Financial Strategies Inc. in Columbus, OH. He has worked at the firm since 2016. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations with a range of investment advisory and wealth management services. The firm emphasizes diversified, long-term portfolio allocations and incorporates third-party platforms for account aggregation and tax-efficient strategies, maintaining a fiduciary standard as a fee-only adviser.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.