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.

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.

Donald Kurfees Jr. is the sole advisor at Kurfees Capital Management, LLC in Dublin, Ohio, with 26 years of industry experience. He holds Series 65, 66, and 63 credentials and has worked at Sageview Advisory Group, LLC and Cetera Advisor Networks LLC since 2014. Outside of advisory services, he has minimal involvement in commercial real estate through Rocket Pony LLC. Kurfees Capital Management, LLC provides discretionary investment management and financial planning services primarily to individual clients. The firm emphasizes a holistic planning approach, partnering with clients' existing professionals and operating under discretionary authority to implement investment strategies aligned with clients’ goals.

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.

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.

Richard Kamp is a financial advisor at Regents Wealth Management, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience and a background that includes 11 years at Costco Wholesale and over 25 years with American First Capital Financial Services, Inc. Regents Wealth Management is an independent, state-registered investment adviser focused on non-discretionary retirement income planning and financial planning for individuals, families, and closely held businesses. The firm emphasizes tailored, income-focused portfolio construction and detailed retirement distribution strategies, using mutual funds and ETFs while avoiding discretionary asset management or speculative trading.

Joel Oles is a financial advisor at The Sherringon Group with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Oles owns and manages Oles & Associates, LLC, an accounting firm, dedicating significant time to its operations. The Sherringon Group provides comprehensive financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, diversified investment approach based on modern portfolio theory and operates a non-discretionary model with an affiliated accounting practice.

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.

J'neanne Theus is a financial advisor at Theus Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm, formerly Marathon Financial Group, since 2014. In addition to her advisory role, she is a Chartered Federal Employee Benefits Consultant, specializing in designing benefit packages for federal and military employees. Theus Wealth Advisors is a small supported firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and ETFs, and emphasizes client-specific planning, periodic reviews, and coordination with custodians.

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 18 years of industry experience. He has worked at Shuttleworth & Company since 2020 and previously spent 14 years at Steele Investment Counsel, Ltd. He is based in Powell, Ohio. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term clients. The firm employs a balanced investment approach using fundamental and technical analysis and offers diversified strategies that include equities, fixed income, mutual funds, ETFs, annuities, options, and limited partnerships.

Todd Brown is a financial advisor with PEB Capital Management LLC in Columbus, Ohio, holding a Series 66 license and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and LPL Financial LLC. In addition to his advisory work, he is also licensed as an agent for fixed and traditional insurance products. PEB Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm employs a primarily long-term, fiduciary-oriented investment approach combining fundamental and technical analysis, offering customized portfolio construction and ongoing management.

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.