Timothy Hamilton is a CFP® with 14 years of industry experience and has been the sole advisor at FinancialFamilies since 2014. He holds a Series 66 license and serves as a volunteer Finance Officer for the Civil Air Patrol in Maxwell, Alabama. FinancialFamilies provides financial planning and investment review services to individual and high-net-worth families, focusing on tailored, non-discretionary plans that cover retirement, estate, tax, insurance, business planning, cash flow, and college savings. The firm emphasizes client-specific recommendations and periodic reviews, using various analytical methods and typically recommending mutual funds, ETFs, REITs, and fixed-income instruments.

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® credentialed advisor with seven years of industry experience. He previously worked at Northwestern Mutual from 2018 to 2025 before founding Fiducia Wealth Management in Upper Arlington, OH. Fiducia Wealth Management provides portfolio management and financial planning services to individuals and high-net-worth clients, overseeing approximately $53 million in discretionary assets. The firm combines technical analysis with a long-term trading strategy and emphasizes regular portfolio monitoring and diversified asset allocation.

Justin Liska is the sole advisor at Liska Investments LLC, an independent firm based in Columbus, OH. Holding a Series 65 designation, he has six years of industry experience, including time as a self-employed advisor prior to founding his firm in 2019. Outside of his advisory work, he manages a residential duplex property. Liska Investments provides consulting and non-discretionary investment advice primarily to individual investors, focusing on fundamental, value-based security selection combined with technical analysis. The firm serves clients through scheduled hourly consultations and an optional subscription-based monitoring service, emphasizing transparency and an advice-only, non-custodial relationship.

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.

Joseph Baumann is a CFP® professional with 18 years of experience, serving clients through Cambridge Financial and Tax Advisors, LLC in Columbus, Ohio. He has been with Cambridge Financial and Tax Advisors since 2008. Cambridge Financial and Tax Advisors, LLC provides fee-only, comprehensive financial planning and related services to mid- and upper-middle-income individuals and families. The firm emphasizes holistic, plan-driven recommendations and integrates tax return preparation and planning into its services, working with a relatively small client roster without minimum asset requirements.

Erick Zanner is a financial advisor with Weinberg Advisory Group in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at JDM Investment Counsel from 2008 to 2017 before joining Weinberg Advisory Group, where he has been since 2017. In addition to his advisory role, Zanner serves as a FINRA arbitrator and is a compensated member of the board of directors of Priority Designs, a private company. Weinberg Advisory Group serves individual investors, including high-net-worth clients, as well as endowments, foundations, trusts, pensions, nonprofits, and small institutions. The firm employs a blend of Modern Portfolio Theory and proprietary equity selection to construct concentrated, long-only equity portfolios, favoring direct security selection and using option derivatives within separately managed accounts.

Joe Anderson is a financial advisor at ClearMind Capital with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at J.P. Morgan Investment Management Inc. and its affiliates. ClearMind Capital provides fee-only investment management and financial planning services to individuals, including high net worth clients, and employers sponsoring retirement plans. The firm uses a combination of passive and active strategies and offers ongoing management, advice-only planning, and Integrative Wealth Planning engagements.

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.

John Mc Kewen is a CFP® professional with 5 years of industry experience, currently with Elevation Financial Partners, LLC. He has also managed his own firm, J.H. McKewen III & Associates, since 2016. Outside of finance, he is a musician and sound engineer, founding and managing the band The Drowsy Lads since 2003. Elevation Financial Partners serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individuals rather than high-net-worth households. The firm offers both active and passive discretionary management, incorporating technical and fundamental analysis alongside market-timing strategies, and provides clients with in-house market commentary and business consulting services.

Shawn Arseneau is a CFP® and ChFC® with 21 years of industry experience. He is currently with ArsenEAU Financial, which he founded in 2023, following prior roles at WealthBridge Capital Management, Valmark Securities, Valmark Advisers, W3 Wealth Advisors, Gravitas Wealth Partners, Eastwind Capital Wealth Management, and The Harvest Company. He is the founder of The Retirement Life, a digital media platform providing educational content on retirement, which contributes to a portion of his compensation. ArsenEAU Financial serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning support. The firm utilizes a range of analytical methods and may allocate to third-party managers while offering insurance and annuity products through licensed advisors on the team.

Matthew Wolfe is a financial advisor at Garlikov Advisors Inc with 18 years of industry experience. He holds a Series 66 designation and has been involved in several business ventures, including owning a CPA firm and a continuing professional education provider in Ohio. Wolfe also serves as an independent insurance agent. Garlikov Advisors, Inc. is a four-advisor SEC-registered firm managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary, committee-driven investment model focused on capital preservation and conservative growth, utilizing technical indicators and fundamental analysis with customized portfolio construction.

Kristen Moosmiller is a CFP® with 13 years of industry experience. She has worked at NorthAvenue LLC since 2018 and joined Mercer Global Advisors Inc. in 2026. Her prior experience includes roles at Partnership Financial LLC and PDS Planning Inc. NorthAvenue serves individual investors and trusts, including high-net-worth clients, by providing comprehensive financial planning and investment management through fee-only, fixed-fee engagements. The firm’s investment approach relies on fundamental and behavioral analysis within a Modern Portfolio Theory framework and may include discretionary strategy implementation through an independent manager while maintaining fiduciary oversight.

Sean Powers is a financial advisor with Powers Capital Management, LLC in Columbus, Ohio. He holds Series 63 and 65 designations and has 29 years of industry experience. His previous roles include working at U.S. Brokerage, Inc. since 2010 and Central Ohio Financial Consultants, L.L.C. from 2000 to 2005. Powers is involved in managing trusts and has experience as an insurance agent for life, long-term care, and disability policies. Powers Capital Management provides portfolio management and investment advisory services primarily to banks, credit unions, and thrift institutions. The firm manages discretionary assets using a long-term, research-driven approach that incorporates mutual funds, equities, and ETFs, and focuses on institutional clients through a formal LLC structure with compliance policies.

Mark Bowes is a Series 65-licensed financial advisor at Partnership Financial, LLC in Columbus, Ohio, with seven years of industry experience. He has worked at Partnership Financial since 2017 and previously served in the US Army for eight years. Partnership Financial LLC is a fee-only fiduciary firm that provides holistic financial planning and investment advisory services to individual and family clients, including middle- and high-income households. The firm offers comprehensive planning across retirement, estate, small-business, risk management, and tax topics, using a fixed-fee billing structure rather than percentage-of-assets fees.

Peter Toth is a financial advisor at Finish Well RIA LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, he owns and operates Moon Rock Wealth Management, where he is involved in insurance sales. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning grounded in Modern Portfolio Theory. The firm offers customized Investment Policy Statements and conducts regular account reviews, managing accounts under a fiduciary standard with a fixed-fee structure.

John McKewen is a financial advisor at Elevation Financial Partners, LLC with 21 years of industry experience. He has worked at J. H. McKewen III & Associates, LLC since 2005 and has been associated with Wrp Investments, Inc. since 1990. Elevation Financial Partners serves individuals as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm offers both active and passive management strategies, incorporating technical and fundamental analysis, and provides clients with discretionary management alongside business- and practice-focused consulting.

Garrett Thompson is a financial advisor with Sky Vision Wealth, LLC, holding a Series 65 designation and currently based in Columbus, OH. He has one year of industry experience and previously worked in education at the middle school and high school levels, as well as at Ohio University. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients with portfolio management and retirement plan consulting. The firm employs a multi-method investment process and offers a variety of financial instruments, including stocks, bonds, ETFs, options, and private investments, along with financial planning and participant education.