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 the sole advisor at Delta Capital Management, Inc. in Powell, Ohio, holding 14 years of industry experience since 2012. He has focused his career exclusively at Delta Capital Management. Delta Capital Management provides discretionary investment management primarily as a third‑party sub‑adviser to other financial advisors and, in some cases, directly to individuals, trusts, and institutions. The firm emphasizes portfolio management using a combination of bond fund portfolios for income and capital preservation alongside S&P 500 index options to capture upside with limited downside exposure.

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.

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.

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.

Donald Kurfees Jr. is the sole advisor at Kurfees Capital Management, LLC in Dublin, Ohio, with 26 years of industry experience. He holds Series 65, 66, and 63 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. Kurfees Capital Management, LLC provides discretionary investment management and financial planning services primarily to individual clients. The firm emphasizes a holistic planning approach, partnering with clients' existing professionals and operating under discretionary authority to implement investment strategies aligned with clients’ goals.

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 in Columbus, OH, holding a Series 65 designation with six years of industry experience. He has operated as a self-employed advisor since 2014 and founded Liska Investments in 2019. Outside of advisory work, he manages a duplex rental property. Liska Investments LLC provides consulting and non-discretionary investment advice primarily to individual investors, focusing on smaller account sizes. The firm employs a personalized approach combining fundamental value investing with technical analysis, emphasizing long-term value stocks, ETFs, and large-cap index funds, while using a distinctive fee structure based on hourly consulting and flat monthly retainers.

Pierre Bigby is a Certified Financial Planner™ with 20 years of industry experience. He has been the principal advisor at Bigby Financial Planning, LLC since 2009. Bigby Financial Planning, LLC is an independent, fee-only firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and non-discretionary investment management, with a focus on client consultation and approval for all trades.

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.

Matthew Freiburger is a CFA® charterholder with 18 years of industry experience. He has worked at Shuttleworth & Company since 2020 and previously spent 14 years at Steele Investment Counsel, Ltd. He is based in Powell, Ohio. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term clients. The firm employs a balanced investment approach using fundamental and technical analysis and offers diversified strategies that include equities, fixed income, mutual funds, ETFs, annuities, options, and limited partnerships.