Lauren Matthiessen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LeClair Wealth Partners since 2024. She previously worked at Raymond James & Associates for five years and UBS Financial Services for eight years. Outside of her advisory role, she is an insurance agent involved in selling insurance and variable products. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach supported by artificial intelligence tools and offers a broad range of investment instruments through both wrap fee and non-wrap accounts.

Erin Maynard is a financial advisor at Shuttleworth & Company with 18 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Maynard has worked at Shuttleworth & Company in various capacities since 2011. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term investors. The firm employs a balanced, long-term investment approach using a diversified mix of asset types and tactical techniques to manage risk, and it operates as a small, employee-owned advisory with a focus on professional credentials among its staff.

Aaron Siekmann is a financial advisor at The Siekmann Company in Plain City, OH, with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs with approximately $227.5 million in plan assets and uses collective investment vehicles alongside third-party analytics to evaluate and monitor investment options.

Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like-minded professionals who traveled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families, and businesses throughout the United States and Puerto Rico achieve their financial goals. Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys traveling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.

Verna Ruby is a financial advisor with Common Wealth Management LLC in Columbus, Ohio. She holds a Series 63 designation and has 16 years of industry experience. Ruby has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships using a range of strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party money managers.

William Shorthill is a CFP® professional with 17 years of industry experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. He also operates W.B. Shorthill & Associates, LLC, which he has been involved with since 2008. Shorthill is a board member of FPA Central Ohio, contributing to continuing education and professional development for financial planning and insurance professionals. Beacon Hill Investment Advisory provides discretionary investment management services to individuals, trusts, and corporate retirement plans, managing over $91 million in client assets. The firm emphasizes a process that includes risk-tolerance testing, documented Investment Policy Statements, and strategic asset allocation with tactical adjustments, serving both individual and high-net-worth clients with customizable family-office services.

Derrick Schuler is a CFP® professional at Schuler Wealth Planning LLC with three years of industry experience. Prior to founding his firm, he worked for 12 years at the Office of the Comptroller of the Currency. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching engagements. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and employs a fee structure based on fixed, project, or hourly billing rather than a percentage of assets.

Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vision 4 Fund Distributors, WisdomTree Asset Management, Foreside Fund Services, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with four years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Raymond James & Associates, LPL Financial, and UBS Financial Services. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach supported by artificial-intelligence tools and offers a broad range of investment instruments through a firm-branded wrap fee program and non-wrap accounts.

Steven Henderly is a CFA charterholder with 13 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs, and operates under a fiduciary standard.

Dean Schuler is a financial advisor with Schuler Wealth Planning LLC in Powell, OH, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at PDS Planning, Inc. for seven years before joining Schuler Wealth Planning in 2022. Outside of his advisory work, he serves as a wrestling coach at Shanahan Jr. High in Lewis Center, OH. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, along with project-based planning and coaching engagements. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plan sponsors and uses fixed, project, or hourly fee structures rather than asset-based fees.

William Burton is a CFP® with over 43 years of industry experience. He has been with Capital Investors Advisory Corporation since 1988 and worked at Royal Alliance Associates, INC. from 1989 to 2019. In addition to his advisory role, Burton serves as a trustee providing trust-related services to various families. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting to individuals, corporations, and charitable organizations. The firm utilizes model portfolios and third-party managers, applying fundamental analysis and modern portfolio theory to align investments with clients’ risk tolerance and objectives.

Renee Bonsell is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Meridian Wealth Management since 2018. Additionally, she serves as a Senior Compliance Specialist for XY Planning Network, LLC. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on areas such as cash flow, retirement strategies, tax and estate planning, education funding, and investment planning. The firm employs a blend of active and passive investment approaches to construct diversified, tax-efficient portfolios.

Clint Edgington is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2008. He holds a Series 65 license and is based in Dublin, Ohio. Outside of his advisory role, Edgington is a managing member of an investment-related enterprise focused on residential real estate investing. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing client assets through customized Private Wealth and Corporate Retirement Plan programs. The firm employs a structured investment process that includes risk-tolerance testing, documented investment policies, and tactical asset allocation adjustments, serving both individual and high-net-worth clients.

Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!

John Eddingfield II is a financial advisor at The Siekmann Company with a Series 65 credential and three years of industry experience. His prior work includes roles at the Cincinnati Reds, Strata Financial, and BBI Logistics. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs totaling approximately $227.5 million in plan assets and employs third-party analytics to evaluate investment options, emphasizing fiduciary practices and participant education.

Zakariah Aziz is a financial advisor at Capital City Asset Management Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City since 2019. Prior to that, he held positions at American Heritage Securities Inc and Kinsale Golf and Fitness Club. Capital City Asset Management Group offers discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s 11-advisor team manages approximately $43.3 million in discretionary assets and utilizes a range of investment strategies tailored to client objectives.

Jamie Menges is a CFP® with 23 years of industry experience, currently serving as an advisor at PDS Planning, Inc. since 2013. He holds a Series 63 designation and is based in Dublin, Ohio. PDS Planning, Inc. is a fee-only registered investment adviser that serves individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm provides comprehensive financial planning and investment advisory services with a planning-driven approach, emphasizing fixed-fee engagements and a fiduciary standard.

Robert Behan is a CFA® charterholder with 29 years of industry experience. He is associated with Meeder Advisory Services, Inc. and has previously worked at Calamos Financial Services LLC. He also operates a consulting business, R.F. Behan, Consulting Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies, focusing on the use of affiliated mutual funds and quantitative asset allocation implemented via separately managed accounts and model portfolios.

Larry Myers Jr. is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 63 designation and nine years of industry experience. His prior experience includes roles at Cetera, Farmers National Bank, Citizens Securities, and Citizens Bank. Outside of advisory work, he is active as a food delivery driver for Uber Eats and DoorDash. Golden Reserve Retirement, LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading, diversification, and low-cost investments, integrating estate-planning and tax services within its fee structure.