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.

Donald Kurfees Jr. is the principal advisor at Kurfees Capital Management, LLC in Dublin, Ohio, with 26 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Sageview Advisory Group, LLC and Cetera Advisor Networks LLC since 2014. Outside of advisory services, he has minimal involvement in commercial real estate through Rocket Pony LLC and DC Autumn LLC. Kurfees Capital Management, LLC offers discretionary investment management and financial planning primarily for individual clients. The firm emphasizes holistic planning and partnership with clients’ other professionals, managing portfolios to align with clients’ goals under discretionary authority.

Tyler Keenan is a CFP® and ChFC® credentialed advisor at Fiducia Wealth Management in Upper Arlington, OH, with seven years of industry experience. Prior to founding Fiducia in 2025, he worked at Northwestern Mutual from 2018 to 2025. Outside of his advisory role, he is licensed to sell non-variable life, health, Medicare, annuity, disability, and long-term care insurance products through unaffiliated companies. Fiducia Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach combines technical analysis with a long-term trading orientation and emphasizes customized Investment Policy Statements, ongoing portfolio monitoring, and optional accounting services through an unaffiliated CPA.

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.

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.

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.

Gary Sickles is a financial advisor with Safe Harbor Wealth Management, LLC in Columbus, Ohio. He holds a Series 65 designation and has 14 years of industry experience. He has been with Safe Harbor Wealth Management since 2011 and has been involved with Safe Harbor Retirement since 2005. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small business entities. The firm manages approximately $25.7 million in client assets and primarily utilizes model portfolios and third-party money managers to implement client strategies.

Anne Zavaglia is a CFP® with seven years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2015. She is based in Dublin, Ohio. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages approximately $91.7 million in client assets and advises on $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients with customized family-office services.

Richard Clemens is a financial advisor at Hawk100 with a Series 65 credential and one year of industry experience. His prior work includes roles at The Ohio State University and various service positions. Hawk100 advises individuals, families, and retirement plans using a purpose-driven wealth alignment plan, managing approximately $14 million across about two dozen client relationships. The firm employs a mix of ETF-based core allocations and options strategies, offering both discretionary portfolio management and periodic advice.

John Stewart is a financial advisor with Physicians Wealth Solutions, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Physicians Wealth Solutions since 2015. Outside of his advisory work, he is a 50% member of JRS Investors, LLC, which owns a hunting land and cabin in Otsego, Ohio. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a multi-method investment approach that includes charting, fundamental, technical, cyclical, and quantitative analysis, employing both long- and short-term strategies across various asset classes.

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 Series 65-licensed financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, where he has worked since 2000 and has 14 years of industry experience. He is also associated with Powers Capital Management, LLC, and maintains a separate role as a licensed Ohio real estate salesperson with Concierge Real Estate and Investment. Cambridge Financial Group, Inc. manages approximately $331 million for about 300 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a quantitative investment process focused on momentum and relative-value strategies within the S&P 500, offering diversified portfolio management across equity and fixed-income products both directly and through broker-dealer wrap-fee programs.

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.

Robert Burnette is a financial advisor with Wellness Investment Advisers LLC in Dublin, OH, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He serves as CEO of Outlook Financial Center, LLC, where he provides life, disability, and long-term care insurance products, and he is also president of Assurance Tax and Business Services, which offers personal and business tax preparation. Wellness Investment Advisers LLC is a fee-based financial planning and investment management firm serving individual clients, pension and profit-sharing plans, and business entities. The firm provides discretionary asset management and consulting, using fundamental and technical analysis, and offers educational seminars and retirement-plan services with a client base that does not include high-net-worth households.

Corey Burton is a CFP® professional with four years of experience at Capital Investors Advisory Corporation. Prior to his advisory role, he worked for eight years at Abercrombie & Fitch. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting services to individual clients, corporations, defined benefit and contribution plans, and charitable organizations. The firm utilizes model portfolios from various sources and employs fundamental analysis, modern portfolio theory, and long-term purchase strategies tailored to each client’s risk tolerance and objectives.

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.

James Cox is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research and its advisory affiliate since 2009. Cox has been associated with Cox & Cook Wealth Advisors, formerly Cox Financial Group, for over two decades. Cox & Cook Wealth Advisors manages approximately $120 million in assets for individual and high-net-worth clients, retirement plans, and small businesses. The firm provides portfolio management, financial planning, and consulting services, combining modern portfolio theory and options strategies with discretionary management tailored to client goals and risk tolerances.

Richard Clemens is the sole advisor at Hawk100 in Dublin, Ohio, holding the CFA® designation and Series 63 license with 22 years of industry experience. He has managed Hawk Investment Management, LLC since 2004. Hawk100 provides wealth advisory and portfolio management services to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm offers both discretionary and non-discretionary advice, employing a documented financial planning process and a two-tier investment implementation model that includes the use of derivatives and options, as well as pension consulting and ERISA fiduciary services.