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.

Norma Duckett is a financial advisor at Dorsey Groomes Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott and Nationwide Securities. Outside of her advisory role, she owns and leads Dorsey Groomes Creative, LLC, a company providing marketing services. Dorsey Groomes Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm typically employs third-party managers and offers a range of client service options from comprehensive plans to hourly consultations.

Chad Frush is a financial advisor at Arch City Financial with the PFS™ designation and seven years of industry experience. He has been with Arch City Financial since 2018 and has also operated Frush & Associates, Inc. since 2009. Outside of his advisory role, he owns Frush Consulting, LLC, which provides external accounting solutions to clients. Arch City Financial serves institutional and plan-sponsor clients, corporations, and individuals, offering portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with diversified, asset-class portfolios and applies various analytical methods in its research and due diligence.

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.

Troy Green is the managing member of T Green Wealth Advisors LLC in Grove City, Ohio. He holds the ChFC® designation and Series 66 license and has 23 years of experience in the financial industry. His prior roles include positions at The Huntington Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. Green also serves as Patrol Director for Mad River Mountain Ski Patrol, overseeing medical and skiing proficiency training for volunteers. T Green Wealth Advisors LLC provides portfolio management and financial planning primarily to individual clients and employer-sponsored retirement plans. The firm employs a modern portfolio theory-based investment process and offers pension/ERISA consulting and participant education services alongside discretionary and non-discretionary advisory solutions.

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.

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.

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.

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.

Donald Kurfees Jr. is the sole advisor at Kurfees Capital Management, LLC in Dublin, Ohio, with 26 years of experience in the industry. He holds Series 65, Series 66, and Series 63 credentials. Prior to founding his firm, he has been associated with Sageview Advisory Group, LLC and Cetera Advisor Networks LLC since 2014. Outside of his advisory role, he is involved with Rocket Pony LLC, a commercial building business. Kurfees Capital Management, LLC provides discretionary investment management and financial planning services to individual clients, focusing on retirement, college funding, cash flow, tax, insurance, and estate planning. The firm develops holistic life and financial plans aligned with clients’ goals and works collaboratively with clients’ existing professionals to supplement its services.

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.

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.

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.