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.

Michael Fickell is a financial advisor with FC Wealth Solutions LLC in Westerville, OH, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has worked at FC Wealth Solutions since 2016, following a brief tenure at Lincoln Financial Advisors. FC Wealth Solutions serves individual and corporate clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing assets with both long-term and short-term strategies across a diverse range of instruments.

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.

John Mc Kewen is a CFP® professional with 5 years of industry experience, currently with Elevation Financial Partners, LLC. He has also managed his own firm, J.H. McKewen III & Associates, since 2016. Outside of finance, he is a musician and sound engineer, founding and managing the band The Drowsy Lads since 2003. Elevation Financial Partners serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individuals rather than high-net-worth households. The firm offers both active and passive discretionary management, incorporating technical and fundamental analysis alongside market-timing strategies, and provides clients with in-house market commentary and business consulting services.

Shawn Arseneau is a CFP® and ChFC® with 20 years of industry experience. He is currently a principal at ArsenEAU Financial in Westerville, OH, having previously worked at WealthBridge Capital Management and multiple Valmark entities. Outside of his advisory work, Arseneau is the founder of The Retirement Life, which provides educational and inspirational retirement content through digital media. ArsenEAU Financial offers 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 across fewer than 50 client relationships, with a fiduciary approach that incorporates multiple analysis methods and long-term strategies.

Timothy Woodburn is a CFP® with 13 years of industry experience, currently serving as an advisor at Buckeye Wealth Management LLC. His prior roles include positions at TPW Financial, LLC, Adaptation Financial Advisors Inc., Cambridge Investment Research, Inc., Madison Avenue Securities, LLC, and Eischen Financial Group. Buckeye Wealth Management LLC provides continuous investment management and basic financial planning to individuals, trusts, and pension or profit-sharing plan participants. The firm uses customized asset-allocation models with a core–satellite approach, managing portfolios on a discretionary basis for both retail and high-net-worth clients.

Ryan Johnston is a financial advisor with EGSI Investment Management in Dublin, Ohio. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining EGSI, he 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 and offers discretionary and non-discretionary portfolio management, retirement plan consulting, and fiduciary services.

James Cox is a financial advisor with Cox & Cook Wealth Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2009 and has been with Cox & Cook Wealth Advisors since 1999. Cox & Cook Wealth Advisors serves individuals, pension and profit-sharing plans, and corporations, managing approximately $98.7 million across about 205 client relationships. The firm provides portfolio management, financial planning, and consulting services, employing a combination of charting, fundamental and technical analysis, and modern portfolio theory to implement long-term and options-based strategies.

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.

Kristen Moosmiller is a CFP® professional with 13 years of industry experience. She has worked at Partnership Financial LLC, NorthAvenue, LLC, and Mercer Global Advisors Inc. since 2026. NorthAvenue serves individual investors and trusts, including high-net-worth clients, by providing financial planning and investment management through Inclusive Engagements and shorter Financial Tune-Up engagements. The firm combines fundamental and behavioral analysis with an asset-allocation framework based on Modern Portfolio Theory and operates on a fee-only, fixed-fee model.

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.

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.

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.

Mark Bowes is a financial advisor at Partnership Financial, LLC in Columbus, OH, holding a Series 65 designation with seven years of industry experience. His background includes service in the US Army from 2009 to 2017 and two years at The Ohio State University before joining Partnership Financial in 2017. Partnership Financial LLC is a fee-only, fiduciary advisory firm serving individuals and families, including young professionals and higher-net-worth households. The firm offers comprehensive financial planning and investment services with a flat-fee billing structure and emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, and fixed-income instruments.

Peter Toth is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Finish Well RIA LLC and has prior experience with AE Wealth Management, LLC and Moon Rock Wealth Management, where he is also involved in insurance sales. In addition to advisory services, Mr. Toth receives commissions from the sale of annuities and life insurance products. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning using Modern Portfolio Theory. The firm offers a fiduciary standard for retirement accounts and negotiates fixed fees rather than percentage-based charges.

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.

Bennett Steinfurth is a CFP® professional with six years of industry experience, currently with Harding Financial Group. He previously worked at John E. Sestina and Co and has held positions outside finance, including roles at Miami University and Soft Cloth Car Wash. Harding Financial Group provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach combines fundamental, technical, and charting analysis, offering both long- and short-term trading strategies alongside comprehensive financial planning.

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.