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.

Bradley Bauer is a financial advisor at Cambridge Financial Group, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Group since 2000, also working with Powers Capital Management, LLC since 2024. In addition to his advisory role, he is a licensed real estate salesperson affiliated with Concierge Real Estate. Cambridge Financial Group is an SEC-registered advisory firm managing approximately $331 million for around 300 clients, including individuals and institutional accounts. The firm employs a quantitative investment process focused on momentum and relative-value selection from the S&P 500, offering a range of portfolio models across equity and fixed-income strategies with monthly monitoring and rebalancing.

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.

Ryan Johnston is a financial advisor at EGSI Investment Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and The Huntington National Bank. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm uses a top-down market analysis approach combined with fundamental, technical, and cyclical methods to adjust strategic asset allocations tactically.

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.

Danny Colburn is a Series 65-licensed financial advisor with 15 years of industry experience. He is the principal of Colburn Investments, LLC and also leads Colburn Wealth Management, LLC in Grove City, Ohio. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm’s investment approach centers on fundamental analysis and custom strategies, with regular portfolio reviews and a focus on tax-loss harvesting.

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.

Terrance Hennessy III is a CFP® with six years of industry experience, currently serving as an advisor at Graver Capital Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Northwestern Mutual, and managing operations at the Claire de Leigh restaurant. In addition to his advisory work, he maintains an agent role for fixed and traditional insurance products. Graver Capital Management provides wealth management services to individuals, high net worth clients, trusts, and estates, combining financial planning with discretionary investment management. The firm manages approximately $153.5 million in assets and offers customized portfolios utilizing low-cost mutual funds and ETFs, alongside selective use of equities and alternative investments.

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.

Kimberly Warrick is a financial advisor at Libertas Wealth Management Group, Inc. in Columbus, Ohio. She holds the Series 65 designation and has six years of experience, including prior work at Citibank. Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners. The firm uses technically driven model portfolios supported by fundamental analysis and offers both discretionary and non-discretionary portfolio management as a fee-only adviser.

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.

Jonathan Messimer is a CFP® and holds a Series 66 license with one year of industry experience. He has worked at Dynasty Family Office since 2021 and previously held positions at StoneBridge Financial Group, Amazon, Merck & Co., Inc., and Edward Jones. Dynasty Financial Planners serves individuals—including high-net-worth clients—business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized Investment Policy Statements and regularly monitors client portfolios using both fundamental and technical analysis, while also offering unique services such as business-owner consulting, estate-unwinding assistance, and public educational workshops.

Katrina Moore is a CFP® professional with six years of industry experience, currently serving at Vawter Financial, Ltd. in Columbus, Ohio. She has been with the firm since 2016. Vawter Financial, Ltd. provides fee-only comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and small business owners. The firm manages approximately $394 million in discretionary assets using a strategic asset allocation framework with a buy-and-hold orientation across a broad mix of securities.

Nicholas Groves is a financial advisor at Safe Harbor Wealth Advisors, LLC in Dublin, Ohio, with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Nationwide Investment Services Corporation and Gradient Securities, LLC. Outside of advising, Groves is involved in an active insurance business through an affiliated company. Safe Harbor Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, estates, charitable organizations, and business entities. The firm manages approximately $165 million and employs a model portfolio approach primarily through co-advisor relationships with third-party managers.

Michael Martinez is a financial advisor at The Pension Group in Dublin, Ohio, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, LLC, Kovack Advisors, Inc., and Kovack Securities, Inc. Martinez is also the president of One Resource Group Wealth Management, LLC, an insurance-related business. The Pension Group provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory with a long-term strategic asset allocation approach and utilizes third-party managers for portfolio implementation while maintaining ongoing oversight.

Kenny Dodson is a financial advisor with The Wealth Advantage Group, Inc. in Columbus, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with The Wealth Advantage Group since 2002. The Wealth Advantage Group, Inc. is a fee-only financial planning and investment management firm serving individuals, trusts, business entities, and retirement plans. The firm emphasizes customized global asset allocation and asset-location strategies, managing portfolios on a discretionary basis with a focus on time horizon, risk tolerance, tax considerations, and market conditions.

Nathan Swab is a CFP® professional with 14 years of experience in the financial services industry. He currently works at Alexander Financial Planning, Inc. and has previously held roles at Cambridge Investment Research Advisors, Raymond James Financial Services, and U.S. Bancorp Investments. Alexander Financial Planning, Inc. is a fee-only firm serving individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and focuses on customized financial life planning and investment management using strategic asset allocation with tactical overlays.

John Ohsner is a CFP®, CFA®, and Series 65-licensed financial advisor at Heximer Investment Management Inc. in Columbus, Ohio, with 17 years of industry experience. He has worked at Heximer since 2012 and previously worked at The Burney Company from 2009 to 2012. Outside of his advisory role, he serves as treasurer for a local Cub Scout pack and owns a tax preparation and consulting firm, Family Tree Tax LLC. Heximer Investment Management provides investment management, wealth management, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $134 million across about 116 client relationships and employs a range of investment strategies including the use of derivatives and options in separately managed accounts.

Charles Hendrickson is a CFP® and CFA® with nine years of industry experience. He has been with The Hendrickson Advisory Group, Inc. since 2017 and previously worked at Hamilton Capital Management, Inc. from 2014 to 2017. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm manages client accounts through a turnkey asset management program, emphasizing non-discretionary relationships and coordinating investment and tax planning with other professionals.