Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

Johnny Berry is a financial advisor with Adaptation Financial Advisors Inc. in Westerville, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Cambridge Investment Research. Outside his advisory role, Berry is the sole member of 5 Star Capital LLC. Adaptation Financial Advisors provides discretionary and non-discretionary portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm utilizes a variety of investment strategies and tools, including third-party managers and non-standard investments, and conducts seminars and workshops for clients and the public.

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.

Allen Weaver is a CFP® professional with 10 years of industry experience, currently serving at Elevation Financial Partners, LLC. He has been with J.H. McKewen III & Associates since 2015. Elevation Financial Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm combines discretionary securities management with consulting services and utilizes both active and passive investment strategies, including technical and fundamental analysis and market-timing techniques.

Deana Arseneau is a financial advisor at ArsenEAU Financial with a Series 65 credential and over eight years of industry experience, including roles at Centurion Service Group, SourcePoint, and The Retirement Life. She has been leading Arseneau Financial since 2026. Arseneau Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients. The firm manages approximately $42.3 million in discretionary assets, typically employs a discretionary management style, and uses a variety of analytical methods alongside alternative investment strategies.

Kelley King is a financial advisor at ArsenEAU Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including The Leaders Group Inc and Valmark Advisors, Inc. He also operates as an independent insurance agent through King Financial Solutions, a business he has been involved with since 1982. ArsenEAU Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients, managing approximately $42.3 million in discretionary assets. The firm typically manages accounts on a discretionary basis and employs a variety of investment strategies including long-term investing, options trading, and allocations to private funds and real estate vehicles.

David Lennox is a financial advisor with Eastwind Capital Wealth Management and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has been involved with Eastwind Capital, LLC since 2008. Lennox also operates Estate Planning Professionals, an insurance services business in Westerville, Ohio, where he spends a significant portion of his time. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to a range of clients including individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

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.

Ituoghirisic Igoni is a Series 65 credentialed advisor at YFP Wealth with one year of industry experience. Prior to joining YFP Wealth, he worked at Your Financial Pharmacist Planning, LLC and CLF Asset Management, and he has experience linked to the University of Wisconsin-Madison and Flora Homecare, LLC. YFP Wealth provides financial planning and investment management services to individuals, families, and small-business plan sponsors, emphasizing passive investment strategies with options for active management. The firm integrates a life-planning process into its services and engages in client education through podcasts, seminars, and nonprofit affiliations focused on the pharmacy profession.

James Noxon is a Series 65 licensed financial advisor with The Retirement Specialist of Central Ohio. He has held prior roles at Aetna and operated Noxon Financial LLC, as well as experience running a window cleaning business and multiple self-employed ventures. The Retirement Specialist of Central Ohio serves individual and high-net-worth clients, self-employed individuals, and small business owners, providing discretionary portfolio management, financial planning, and subscription services integrated with an online planning platform. The firm focuses on developing personalized investment policies using fundamental analysis tailored to client goals, time horizons, and risk tolerance.

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.

Mark Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and UBS Financial Services. Phillips Wealth Management LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm manages portfolios using a combination of fundamental, technical, charting, and cyclical analysis, employing both active and passive strategies while also utilizing third-party money managers and a held-away platform for defined-contribution accounts.

Barbara Huff is a financial advisor at Huff Wealth Management LLC in New Albany, Ohio, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at New Albany Investment Management LLC since 2011. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm constructs custom, risk-managed portfolios using a combination of equities, fixed income, mutual funds, and cash positions, applying both fundamental and technical analysis alongside quantitative evaluation methods.

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.

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.

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.

Hannah Fitzpatrick is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. She has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals across wealth levels, business entities, trusts, estates, and charitable organizations with a range of advisory services including discretionary and non-discretionary investment management, financial planning, tax planning, and retirement plan services. The firm emphasizes diversified, long-term portfolios while allowing flexibility for client-directed strategies and employs technology platforms to support tax-efficient asset management and rebalancing.

Samuel La Vielle is a CFP® professional at Summit Financial Strategies Inc with four years of industry experience. Prior to his current role, he held positions at Bank of America and Equis Financial. Outside of his advisory work, he serves as an assistant swim coach for Olentangy Orange Schools. Summit Financial Strategies provides investment advisory and wealth management services to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes diversified, long-term portfolio allocations while offering discretionary and non-discretionary services, tax planning, and retirement plan management.

Timothy Swain is a CFP® professional with 13 years of industry experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2016. Summit Financial Strategies serves individuals and entities including trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory services along with financial planning, tax planning, and retirement plan services. The firm operates as a fee-only adviser with a fiduciary oath requirement and emphasizes diversified, long-term portfolio construction while employing advanced tools and strategies.

Timothy Scholten is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory work, he serves as a paid referee for Ohio high school and middle school basketball games. Yarger Wealth Strategies is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management, financial planning, and ERISA fiduciary investment oversight, employing customized portfolios with a focus on fundamental analysis and a primarily long-term investment horizon.