Craig Novosel Johnson is a CFP® professional with 14 years of industry experience. He is the principal of Wealthought LLC, an independent advisory firm he has led since 2013. He is also a limited partner in a family partnership managing timber and oil/gas assets. Wealthought LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a diverse range of analytic approaches and investment strategies across an unusually broad investment universe for a firm of its size.

Jorge Llaneza is the sole advisor at Sterling Financial Group LLC in Columbus, OH, with 37 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services and Financial Advisors Resources, where he also owns a financial planning support company. Llaneza maintains insurance licenses but currently does not write insurance business. Sterling Financial Group serves a small client base including individuals, trusts, estates, corporations, and pension/profit sharing plans, focusing on comprehensive financial planning, business consulting, and asset advisory consulting through fixed, project-based engagements rather than ongoing portfolio management. The firm emphasizes detailed fact-finding and planning across multiple financial areas and provides investment recommendations without exercising discretionary trading authority.

Brent Jenkins is a financial advisor with Grant Street Wealth Management, Ltd. in Columbus, OH, holding 14 years of industry experience. He has been associated with AXA Advisors, LLC since 2009. Outside of finance, he owns Jenkins Photography, a small photography business. Grant Street Wealth Management, Ltd. is an independent, fee-only advisory firm serving families, small businesses, trusts, estates, charitable organizations, and employee benefit plans. The firm focuses on financial planning, investment consulting, and pension consulting by recommending and overseeing third-party money managers and turnkey asset management programs, with an emphasis on pension consulting and plan-level services.

Eric Laub is a CFP® professional with eight years of industry experience. He has been with Finance 180 since 2017 and previously worked at Exchange Capital Management. Outside of his advisory role, Laub is employed as a substitute teacher at Evergreen School District, a position he has held for over two decades. Finance 180 offers investment management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies using diversified portfolios of index mutual funds and ETFs tailored to client-specific asset allocations. The firm provides ongoing portfolio management, standalone planning engagements, and comprehensive planning retainers.

Terrie Austin is a CFP® with 26 years of industry experience, currently serving as the sole advisor at Milestone Wealth Strategies in Columbus, OH. She has previously worked at Stratos Wealth Partners, LPL Financial, and Fifth Third Securities. In addition to her advisory work, she operates a separate divorce-focused consulting business and holds a certified divorce financial analyst credential. Milestone Wealth Strategies provides holistic financial planning and discretionary portfolio management to individuals, families, small businesses, and not-for-profit organizations. The firm offers a formal specialty in divorce financial planning, as well as employer retirement plan consulting, educational seminars, and the use of third-party sub-advisors to support its investment approach focused on value, safety, quality, and risk control.

Matthew Sands is a financial advisor at Elevate Wealth Management with 16 years of industry experience. His prior work includes positions at Neptune Consulting, Heritage Wealth Partners, Private Client Services, and LPL Financial. He holds the Series 65 and Series 66 licenses. Elevate Wealth Management is a state-registered investment adviser that provides both discretionary and non-discretionary portfolio management along with financial planning services to individuals and high net worth clients. The firm uses asset allocation, dollar-cost averaging, and a combination of long- and short-term strategies, with accounts reviewed quarterly.

James Vaughan is the principal and sole advisor at Vaughan Investment Advisors, LLC, based in Worthington, Ohio. He holds the ChFC® designation and has 16 years of industry experience, having founded and operated his independent advisory firm since 2010. Vaughan Investment Advisors provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-driven investment process that integrates ETFs, large-cap equities, fixed income, alternative exposures, and active options strategies tailored to client goals and risk profiles.

Lee Kramer is a financial advisor with Capital Management Analytics in Powell, OH, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Capital Management Analytics since 1995. Capital Management Analytics provides discretionary portfolio management and financial advisory services to high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm employs a range of investment strategies, including derivatives and structured products, and offers performance-based fee arrangements to qualified clients, managing approximately $79 million across about 100 accounts.

Michael Stafford is a financial advisor at One Brick Capital, LLC in Columbus, Ohio, holding a Series 66 designation with 22 years of industry experience. He has worked at One Brick Capital since 2019 and concurrently at SWS Partners since 2015. Stafford is also a partner in CRM Binds LLC and Stafford Brothers, LLC, with the latter being a family partnership without active responsibilities. One Brick Capital, LLC provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, financial institutions, and small businesses. The firm employs a systematic, rules-based investment approach that combines fundamental and technical analysis, offering discretionary portfolio management primarily through its proprietary wrap fee program tailored to higher-net-worth clients.

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.

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.

John Bevilacqua is a financial advisor at Personal Wealth Management Advisors, Inc. in Dublin, Ohio, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Personal Wealth Management Advisors since 2005, following prior experience at J.C. Bradford & Co. He also serves as an adjunct faculty member at Franklin University in Columbus, Ohio. Personal Wealth Management Advisors, Inc. provides investment advisory and portfolio management services primarily for individual clients, as well as charitable organizations and select institutional clients. The firm emphasizes ongoing portfolio management with structured reviews and individualized oversight, combining experience in institutional portfolio management with a focus on a modest client roster that includes nonprofit and institutional mandates.

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.

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.