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.

Mark Fissel is a CFP® and Series 65-credentialed financial advisor with 17 years of industry experience, currently associated with Beacon Hill Investment Advisory, LLC. He has longstanding ties to the City of Bellefontaine since 2008 and has operated Fissel Floor Covering, Inc. since 2004. Outside of advisory work, he is a member and partner in a real estate acquisitions and development company, The Allen Group, LLC. Beacon Hill Investment Advisory offers discretionary investment management to individuals, trusts, and corporate retirement plans, managing over $90 million in client assets. The firm provides a documented investment process with regular portfolio reviews and family-office services, and is involved with an affiliated Opportunity Zone real estate fund.

Ryan Retcher is a financial advisor at Access Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has been a managing partner at Loud Capital LLC, a non-investment related venture capital firm, since 2022. Prior to that, he served as Chief Operating Officer at Loud Capital starting in 2017. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, offering age-based Life Cycle Portfolios and planning across retirement, estate, tax, business, and cash-flow needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and manages proprietary model-guided strategies, including tactical risk management and frontier investment allocations.

Matthew Brandeburg is a CFP® professional with 10 years of industry experience, currently with Meridian Wealth Management, LLC since 2022. He previously worked at MTBW, LLC for six years. In addition to his advisory role, Brandeburg is the publisher of Coventry House Publishing, LLC, a publishing company he has been involved with since 2012. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on cash flow, retirement, education, estate, tax strategies, and risk management. The firm employs a mix of active and passive investment strategies, emphasizing tax-efficient, low-cost mutual funds and ETFs, with client discretion on implementation and typically annual reviews.

Peter Toth is a financial advisor at Finish Well RIA LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, he owns and operates Moon Rock Wealth Management, where he is involved in insurance sales. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning grounded in Modern Portfolio Theory. The firm offers customized Investment Policy Statements and conducts regular account reviews, managing accounts under a fiduciary standard with a fixed-fee structure.

Garrett Thompson is a financial advisor with Sky Vision Wealth, LLC, holding a Series 65 designation and currently based in Columbus, OH. He has one year of industry experience and previously worked in education at the middle school and high school levels, as well as at Ohio University. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients with portfolio management and retirement plan consulting. The firm employs a multi-method investment process and offers a variety of financial instruments, including stocks, bonds, ETFs, options, and private investments, along with financial planning and participant education.

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.

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.

Shengde Liu, CFA®, is a financial advisor at Access Wealth Group, LLC with 15 years of industry experience. He also has a tenure at Hamilton Capital Management Inc. dating back to 2016. Liu is the founder of Aurimax Holdings, LLC, which conducts investment-related research supporting Access Wealth Group’s investment models. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, utilizing proprietary model-guided strategies and a blend of fundamental, technical, cyclical, and charting analysis. The firm offers institutional-style portfolios alongside traditional retail management, including tactical sector rotation and frontier investment allocations.

Nicholas Daniel is a financial advisor at Columbus Wealth Management in Dublin, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked at Windsor Advisory Group for seven years before joining Columbus Wealth Management in 2021. Columbus Wealth Management provides discretionary investment management and financial planning services to individual clients, trusts, business entities, estates, and charitable organizations. The firm develops individualized investment policies using modern portfolio theory and fundamental analysis and offers a range of planning engagements alongside portfolio management tailored to client objectives.

Max Larsen is a CFP® with 40 years of industry experience and is currently affiliated with Future Finances Inc in Columbus, OH. He has held positions at Osaic Wealth, Inc. and Triad Advisors, Inc., and has served as president of both Future Finances Inc. and Professional Benefit Planning Corp. In addition to his advisory role, Larsen is president of FF1 Alternatives, LLC, an independent introducing broker offering managed futures programs and physical metals to high-net-worth clients. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm employs a core-and-satellite investment approach combining passively managed index funds and ETFs with tactical opportunities, and operates a hybrid model offering both fee-based management and commissionable products.

Brandon Kremer is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Heximer Investment Management Inc. since 2016. He holds Treasurer positions on the boards of the Mac-A-Cheek Foundation for the Humanities and The Polygonia Foundation, which focuses on education and conservation outreach benefiting pollinators. Heximer Investment Management provides investment management, wealth management, and financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including derivatives and options, tailoring portfolios to individual objectives and risk tolerances.

Alexander Shaffer is a financial advisor with Shaffer Capital in Westerville, OH, holding a Series 65 designation. He has been with Shaffer Capital since 2020 and has additional experience working in educational roles at Ohio Northern University and local schools. Shaffer Capital serves individual and business clients, including employer-sponsored retirement plans, offering services such as financial planning, discretionary investment management, and retirement-plan advisory services. The firm utilizes a variety of analytical approaches and portfolio construction techniques, managing approximately $211 million for around 188 clients.

Michael Rhinehart is a Series 65-licensed advisor with Tenacity Private Wealth, where he has worked since 2024. He previously held roles at DGPenny CPAs + Advisors, Greif, Inc., and Blue & Co. LLC. Outside of his advisory work, he serves as CFO of Wolfpack Living, a bread company. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm integrates investment decisions with tax planning through its affiliation with an in-house tax practice and offers specialized services including retirement and estate planning, sale-of-business advice, and elder-care planning.

Jill Gianola is a CFP® professional with 21 years of industry experience, serving clients through her firm, Gianola Financial Planning, LLC, since 1995. She is the author of The Young Couple's Guide to Growing Rich Together and co-author of Single Women and Money: How to Live Well on Your Income. Ms. Gianola also occasionally presents compensated financial planning seminars and workshops. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses, emphasizing comprehensive planning and strategic asset allocation primarily using diversified index and exchange-traded funds. The firm operates on a non-discretionary basis with fixed retainer and project fees, focusing on planning rather than product distribution.

Gregory Johnson is a CFP® with 13 years of industry experience, currently serving at Compass Financial Group, Inc. He has worked at Westminster Financial Securities, Inc. since 2022 and was previously with The O. N. Equity Sales Company from 2013 to 2022. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm emphasizes fundamental analysis, discretionary portfolio management, and a team-based approach, offering a wide range of planning programs including retirement, tax efficiency, estate, and charitable planning.

Mark Kamann is a financial advisor at Common Wealth Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships, employing a variety of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party managers.

John Quimjian is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Physicians Wealth Solutions, LLC since 2014 and is also involved with Orthopedic Specialists and Sports Medicine, where he serves as a 401(k) and profit-sharing plan administrator. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment process that includes fundamental and technical analysis, managing accounts on a discretionary basis with a focus on U.S. equities and a variety of other asset types.

Gregory Taylor is a financial advisor at Legacy Advisory Network, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Claraphi Advisory Network, Central Ohio Retirement Institute, and Retirement Wealth Advisors. In addition to his advisory role, he is involved in insurance sales and life insurance annuities through Legacy Wealth Partners. Legacy Advisory Network provides wealth management and financial planning services primarily for individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations, introducing clients to and monitoring third-party investment advisers rather than managing portfolios directly.

Matthew Stewart is a CFP® and ChFC® with 17 years of industry experience. He has worked at Forestview Financial Partners, LLC since 2017 and previously held roles at Stratos Wealth Partners, VOYA Financial Advisors, and Mony Securities Corporation. Outside of his advisory work, he owns The Benefits Design Group, LLC, an insurance agency licensed in Ohio. Forestview Financial Partners serves individual clients, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that incorporates fundamental, quantitative, technical, and modern portfolio theory, utilizing a range of strategies including options, short sales, and allocations to alternative investments.