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.

Perry Jeffries III is a financial advisor at Diamond Equity Advisors with 22 years of industry experience. He holds a Series 66 designation and has been with Diamond Equity Advisors since 2019. Prior to this, he worked at Hardiman Investment Management Inc and First Heartland Capital Inc. Outside of his advisory role, he is involved in health and wellness through marketing nutritional supplements and coaching via his web-based company, PHY-NANCIALLY FIT LLC. Diamond Equity Advisors provides consulting, financial planning, and pension/profit-sharing plan services to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm’s investment approach blends fundamental analysis and modern portfolio theory with a focus on buy-and-hold strategies, using third-party managers and occasionally incorporating options or short-term trades where suitable.

Michael Damian is the managing director of Damian Capital Management, LLC, an independent registered investment adviser based in Columbus, Ohio. He holds Series 63 and Series 65 credentials and has 22 years of experience in the financial industry. Prior to founding his firm in 2003, he has worked as a senior project manager at URS Corporation since 1999. Outside of investment advisory, he serves as vice president of a small appliance manufacturing company, Happy Lights, LLC. Damian Capital Management provides discretionary portfolio management and occasional investment recommendations primarily to individual clients. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, focusing on dividend-paying stocks and exchange-traded funds, and currently manages approximately $590,000 in client assets.

Joe Mesenburg is the sole advisor at JR Mesenburg and Associates, LLC, an independent firm based in Columbus, OH. He holds a Series 63 designation and has 13 years of industry experience. He has been with JR Mesenburg and Associates since 1977. The firm provides investment advice and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and religious and charitable institutions. Portfolios are customized based on clients’ income needs, liquidity, time horizon, tax considerations, and risk tolerance, primarily using actively managed equity and fixed-income strategies with discretionary implementation.

Jill Wood is a financial advisor with Freewood Private Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at J.P. Morgan Securities LLC for four years before founding her independent firm in 2016. In addition to her advisory role, Wood holds an insurance license and dedicates approximately 10 hours per month to related activities. Freewood Private Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm manages about $25 million in assets across roughly 100 client relationships, employing a portfolio strategy centered on low-cost, diversified mutual funds and ETFs with a mix of 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.

Charles Lombardo is a financial advisor at Delta Capital Management, Inc. with 13 years of industry experience. He has been with Delta Capital Management since 2012. Delta Capital Management provides discretionary investment management primarily as a third-party sub-adviser to financial advisors and, in some cases, directly to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm combines a yield-focused bond fund portfolio with long S&P 500 index call options to seek upside participation while aiming to limit downside exposure.

Jacob Kipi is a CFP® professional with two years of experience in financial advising, currently serving as the principal of Kipi Financial Planning LLC in Columbus, Ohio. Prior to founding his firm, he worked at The Joseph Group and held various roles including at Designer Brands and Rea & Associates. He is also a CPA and operates a small online retail business specializing in collectible trading cards. Kipi Financial Planning is an independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm integrates investment management and financial planning, using a range of analytical techniques to construct diversified portfolios across multiple asset classes.

Sara Becker is the principal and sole advisor at Omega Capital Management LLC, an independent SEC-registered firm. She holds a Series 65 designation and has two years of industry experience. Prior to founding Omega Capital, she has worked at Henry Schein Animal Health and Schottenstein Stores Corp. In addition to her advisory role, Becker serves as president of The New Albany CPA Co., an accounting and tax services firm. Omega Capital Management LLC manages discretionary assets for high-net-worth individuals, trusts, estates, small businesses, and institutional retirement clients. The firm employs a combination of fundamental and technical analysis with diversified investment allocations, focusing on long-term holdings tailored to client risk tolerance and time horizon.

John Davidson is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with KylesHill Financial Planning since 2008 and also has a longstanding affiliation with Growth Management Solutions. Additionally, he is a minority partner in Enterprise Advisory Group, LLC, a non-investment related professional services firm. KylesHill Financial Planning is an independent, fee-only firm that serves individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, focusing on long-term asset allocation and typically managing accounts on a non-discretionary basis.

Divine Fondem is a financial advisor at FP Investment with a Series 65 credential and one year of industry experience. Prior to this role, Divine worked with World Financial Group and has eight years of experience in the education sector. He also serves as an adjunct professor at the University of the Cumberlands in the Plaster Graduate School of Business. FP Investment, founded in 2025, offers discretionary and non-discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and technical analysis alongside Monte Carlo planning, managing accounts with various strategies including options trading, and provides specialized ERISA 3(21) and 3(38) pension consulting services.

Curtis Reed is a CFP® professional with 20 years of experience in financial advising. He founded and has operated WelsPire LLC since 2015 in Upper Arlington, OH. WelsPire LLC is an independent registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a long-term investment approach with tailored strategies that include low-cost mutual funds, ETFs, and tactical use of options and cash.

Steve Schaefer is the sole advisor at Eagle Eye Advisory LLC in Westerville, Ohio. He holds a Series 65 designation and has 19 years of industry experience. He has operated Eagle Eye Advisory since 2006. Eagle Eye Advisory LLC is a fee-only independent registered investment adviser serving individuals, families, trusts, small businesses, retirement plans, and nonprofit clients, with an emphasis on those with liquid net assets. The firm uses a goal- and asset-allocation driven approach to financial planning and portfolio management, offering tailored investment strategies including mutual funds, ETFs, equities, and fixed-income securities.

John Gustafson is the sole advisor at Palmetto Wealth Management, LLC in New Albany, OH, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palmetto Wealth Management since 2009. Palmetto Wealth Management offers personalized portfolio management and modular financial planning to individuals, businesses, trusts, and estates. The firm focuses on a small client base with larger household accounts, employing firm-developed model portfolios that include mutual funds, individual stocks, bonds, and ETFs, as well as active strategies such as short-term trading, short sales, and option writing when appropriate.

Robert Buehler is a ChFC® credentialed advisor with FirstTen Financial in Westerville, OH. He has prior experience at Nationwide Insurance from 2011 to 2024 and currently operates BB Point LLC. FirstTen Financial provides fee-only financial planning primarily to individual clients, offering ongoing quarterly planning and project-based engagements without managing client assets. The firm emphasizes passive investment strategies and charges fixed fees rather than percentage-of-assets fees.

Tyler Keenan is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at Fiducia Wealth Management, where he has worked since 2025. Prior to this, he spent seven years at Northwestern Mutual and has a background at Ohio State University. Fiducia Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on long-term trading strategies that incorporate a range of investment vehicles including mutual funds, ETFs, equities, and fixed income. The firm creates written Investment Policy Statements tailored to clients’ goals and risk tolerance and offers discretionary account management alongside optional accounting services through an unaffiliated CPA.

Justin Liska is the sole advisor at Liska Investments LLC in Columbus, OH, holding a Series 65 designation with six years of industry experience. He has operated as a self-employed advisor since 2014 and founded Liska Investments in 2019. Outside of advisory work, he manages a duplex rental property. Liska Investments LLC provides consulting and non-discretionary investment advice primarily to individual investors, focusing on smaller account sizes. The firm employs a personalized approach combining fundamental value investing with technical analysis, emphasizing long-term value stocks, ETFs, and large-cap index funds, while using a distinctive fee structure based on hourly consulting and flat monthly retainers.

James Taylor is the sole advisor at Taylor Financial Management Inc in Bexley, OH, holding a Series 63 designation with 22 years of industry experience. He has operated his independent firm since 1995. Taylor Financial Management provides investment advisory services to individuals, trusts, and businesses, constructing and managing diversified portfolios tailored to each client's Investment Policy Statement. The firm employs a long-term, active portfolio approach driven primarily by fundamental securities analysis and maintains centralized oversight with quarterly account reviews by the sole advisor.

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.

Joseph Baumann is a CFP® professional with 17 years of experience in financial advising. He has been with Cambridge Financial and Tax Advisors, LLC since 2008, operating as a solo advisor in Columbus, OH. Cambridge Financial and Tax Advisors is a fee-only, independent practice serving primarily mid- and upper-middle income individuals and families. The firm offers comprehensive financial planning, tax preparation, and portfolio advice with a focus on low-cost investments and non-investment planning, emphasizing retainer and hourly billing rather than asset-based fees.