David Fiest is a financial advisor at Hicks Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Hicks Capital since 2014, following a brief tenure at Purshe Kaplan Sterling Investments in 2016. Outside of finance, he owns an IT consulting business and serves on the board of Lifewise Academy, a nonprofit organization. Hicks Capital Management advises 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, and derivatives, and also provides due diligence and monitoring for private investment funds.

Jennie Fravel is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Prolink Staffing, Tailored Management, Abercrombie & Fitch, Altard State, and Justice. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio management strategies tailored to client goals and risk tolerances, and it offers a wrap fee program along with ERISA 3(21) advisory support for plan sponsors.

Thomas Kaiser is a financial advisor with Garlikov Advisors Inc in Columbus, OH, holding 26 years of industry experience. He has been with Garlikov Advisors since 2010 and previously worked at The Leaders Group Inc and M Holdings Securities, Inc. Outside of his advisory role, he is involved with TK Craftsmanship as a consultant and financial design analyst. Garlikov Advisors, Inc is an SEC-registered advisory firm with a four-advisor team managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary model focused on capital preservation and conservative growth, offering discretionary portfolio management, personalized asset allocation, and specialized management of assets within variable universal life insurance contracts.

Moneyfluent is a fee-only financial advisory firm focused on empowering Millennials to take charge of their financial future. We offer a personalized planning experience delivered through 3- and 6-month engagements, with plan implementation always included. Our typical client has a household income between $100k and $300k and less than $500k invested, and our services are specifically tailored to help individuals and couples at this stage of wealth-building. As a CERTIFIED FINANCIAL PLANNER®, Chandler specializes in empowering Millennials to launch their financial success with a planning process built around real-life goals—like buying your first home, tackling your student loans, planning for early retirement or a career shift, building your investments, growing your family, and traveling more! After serving as a partner at a boutique, retainer-based firm, she saw that Millennials needed a different approach: financial planning that’s comprehensive enough to tackle their complex goals, yet flexible and affordable enough to fit their lives. Chandler’s fresh approach marries the best of both worlds—offering expert partnership, hands-on implementation, and actionable strategies, all delivered in focused 3- to 6-month engagements for a one-time fee. You get the guidance, instruction, and setup that you need to move forward with confidence, without being locked into ongoing costs or planning models that weren't built for you. Chandler's process is clear and supportive: 1. Teach you to understand your money, inside and out. 2. Design a roadmap for the future you want. 3. Help you turn plans into action with hands-on implementation. Moneyfluent advocates for greater access to financial advice through short-term engagements and Free Friday Drop-Ins services. This purpose-driven business is powered by years of experience helping clients of all ages and net worths understand and improve their financial situation. While virtually serving clients nationwide, she calls downtown Columbus, Ohio, home. Beyond finance, Chandler's musical roots shine through with her involvement with The Harmony Project, a 500-voice choir fostering unity through the arts and community service.

Austin Wolfe is a financial advisor at ClearMind Capital with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining ClearMind Capital in 2026, he worked at J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. from 2025 to 2026. Wolfe also serves in the U.S. Army, a role he has held since 2018. ClearMind Capital provides fee-only investment management and financial planning services to individuals, including high net worth clients, and employers sponsoring 401(k) and other defined contribution plans. The firm combines passive and active asset-allocation strategies and offers both ongoing management and year-long integrative wealth planning engagements.

Laura Wall is a CFP® professional with eight years of industry experience, currently serving at Personal Financial Advisors, Inc. in Pickerington, Ohio. She has been with the firm since 2006. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning tailored to individual clients, focusing on areas such as retirement planning, college savings, insurance review, and business planning. The firm employs a fundamental analysis-driven investment process to create customized portfolios and asset allocations, operating on a nondiscretionary basis with approximately $68 million managed as of December 2024.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.

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.

Donald Garlikov is a financial advisor at Garlikov Advisors Inc with over 53 years of industry experience. He holds a Series 63 designation and has worked at firms including The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Garlikov is also involved in business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities. The firm employs a proprietary discretionary approach focused on capital preservation and conservative growth, managing traditional portfolios as well as assets within variable universal life insurance contracts.

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.

John Frencho is a financial advisor at Forestview Financial Partners, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forestview since 2021. Prior to this, he was employed at U.S. Bank from 2014 to 2020. Outside of his advisory role, Frencho works as a sales associate at Par Golf of Columbus, assisting customers with golf equipment. Forestview Financial Partners serves individuals, business owners, and various institutional clients, offering portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, with capabilities in derivatives, options, and private fund allocations.

Mark Phillips is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, including its operation under different structures. Phillips also maintains an insurance agent practice alongside his advisory work. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm offers active and passive portfolio management, financial planning, ERISA 3(21) advisory support, and operates a wrap fee program, with portfolios managed according to client goals and reviewed regularly.

Eric Weinberg is a financial advisor at Weinberg Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm combines Modern Portfolio Theory with a proprietary security-selection process and is notable for its use of covered-call option strategies within separately managed accounts.

Anthony Jones is a financial advisor at rebel Financial, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with rebel Financial since 2015. Rebel Financial serves individual and high-net-worth investors, pension/profit-sharing plans, and corporate clients by providing investment management along with comprehensive financial, retirement, business, and estate planning. The firm combines fundamental analysis and modern portfolio theory in discretionary portfolio management and offers additional services such as tax preparation, bookkeeping, and payroll.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Meghan Mader is a CFP® professional with 21 years of experience in financial advising. She currently works at TSG Advice Partners, LLC and has previously been with Collaborative Financial Partners LLC and Ameriprise Financial Services, Inc. since 2004. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

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.

Kevin Kale is a financial advisor at SWS Partners, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Manning & Napier Advisors, LLC and Inverness Securities. Outside of his advisory role, he is involved in multiple film production ventures as a silent investor and producer. SWS Partners manages approximately $442.6 million in assets through a five-person team, offering discretionary investment management, financial planning, OCIO, and multi-family office services to individuals, family offices, pension plans, and other clients. The firm combines passive asset-class exposures with fundamental active selection and is involved in pooled investment vehicles, wrap-fee programs, and alternative investments.

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.