Derrick Schuler is a CFP® professional at Schuler Wealth Planning LLC with three years of industry experience. Prior to founding his firm, he worked for 12 years at the Office of the Comptroller of the Currency. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching engagements. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and employs a fee structure based on fixed, project, or hourly billing rather than a percentage of assets.

Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vision 4 Fund Distributors, WisdomTree Asset Management, Foreside Fund Services, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

William Harrigan is a financial advisor at Polaris Financial Partners, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Polaris, he held positions at the Virgin Islands Department of Property and Procurement, the Superior Court of the Virgin Islands, and First American Title Insurance Company. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for about 143 clients. The firm offers financial planning and portfolio management services to individuals and high-net-worth clients, employing a variety of investment analysis methods and maintaining a long-term trading orientation.

Steven Henderly is a CFA charterholder with 13 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs, and operates under a fiduciary standard.

Dean Schuler is a financial advisor with Schuler Wealth Planning LLC in Powell, OH, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at PDS Planning, Inc. for seven years before joining Schuler Wealth Planning in 2022. Outside of his advisory work, he serves as a wrestling coach at Shanahan Jr. High in Lewis Center, OH. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, along with project-based planning and coaching engagements. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plan sponsors and uses fixed, project, or hourly fee structures rather than asset-based fees.

Steven Kurtz is a financial advisor at Peters Wealth Group in Westerville, OH, with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Peters Wealth Group, he worked at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory role, he is involved with Kurtz Collective, a real estate venture focused on distressed properties. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses with comprehensive wealth management services that integrate financial planning and portfolio management. The firm employs discretionary portfolio management using model portfolios and a mix of fundamental, technical, and cyclical analysis, and distinguishes itself through public educational seminars and a broad media presence.

William Henderly is a CFA® charterholder with 26 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and hourly consulting. The firm employs a long-term, multi-asset investment approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while operating under a fiduciary standard.

John Eddingfield II is a financial advisor at The Siekmann Company with a Series 65 credential and three years of industry experience. His prior work includes roles at the Cincinnati Reds, Strata Financial, and BBI Logistics. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs totaling approximately $227.5 million in plan assets and employs third-party analytics to evaluate investment options, emphasizing fiduciary practices and participant education.

Adam Smetzer is a CFP® professional with 14 years of experience in the financial services industry. He is the principal of Sky Vision Wealth, LLC, an independent advisory firm based in Columbus, OH. Prior to founding Sky Vision Wealth in 2021, he worked at Stoneburner Wealth Management, Commonwealth Financial Network, and Chornyak & Associates. In addition to his advisory role, he provides CPA and tax services. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients, offering portfolio management and retirement plan consulting. The firm employs a multi-method investment approach and provides financial planning, participant education, and tax-related services.

Bradley Huffman is a CFP® professional with 28 years of experience in financial advising. He has been with Future Finances Inc since 1997, serving as CIO and CEO, and has prior experience at Triad Advisors, Inc. and Professional Benefit Planning Corp. He is also involved with FFI Alternatives LLC, an independent introducing broker offering access to managed futures programs. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite investment approach, combining passively managed index funds and ETFs with tactical asset allocation strategies.

Christopher Fry is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Capital Asset Management since 2000. Capital Asset Management, Inc. is a fee-only, independent registered investment adviser serving primarily affluent individuals and families. The firm employs a value-investing philosophy based on fundamental analysis and constructs portfolios tailored to client-specific investment policy statements, emphasizing asset-class diversification and a margin of safety.

Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.

Richard Milliken is a financial advisor with SWS Advisors, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. He has been with SWS Advisors since 2013 and also serves as Vice President of Operations for Centerpoint Stewardship, Inc. Outside of his advisory role, Milliken is a licensed insurance agent and registered representative of Omni Financial Securities, Inc. SWS Advisors, Inc. manages approximately $50.6 million in discretionary assets for individuals, corporations, businesses, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and hourly or project-based advice, using both fundamental and technical analysis with tailored investment strategies.

Zakariah Aziz is a financial advisor at Capital City Asset Management Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital City since 2019. Prior to that, he held positions at American Heritage Securities Inc and Kinsale Golf and Fitness Club. Capital City Asset Management Group offers discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s 11-advisor team manages approximately $43.3 million in discretionary assets and utilizes a range of investment strategies tailored to client objectives.

Robert Behan is a CFA® charterholder with 29 years of industry experience. He is associated with Meeder Advisory Services, Inc. and has previously worked at Calamos Financial Services LLC. He also operates a consulting business, R.F. Behan, Consulting Inc. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through portfolio management and model strategies, focusing on the use of affiliated mutual funds and quantitative asset allocation implemented via separately managed accounts and model portfolios.

David Suchland is a financial advisor with WealthBridge Capital Management, LLC in Westerville, OH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including 11 years at The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios using low-cost ETFs and mutual funds, individual securities, and independent managers, and offers educational seminars on budgeting, credit, student loans, and retirement basics.

Neil Patel is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation. Prior to joining Meeder Advisory Services, he held roles at The Ohio State University and Total Care Therapy. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors and their participants, and individual investors through separately managed accounts and model/strategist programs. The firm uses a quantitative investment process implemented via SMAs, model portfolios, and Meeder-branded funds, primarily working through intermediaries and institutional plan relationships.

Brian Anderson is a financial advisor at Life, Inc. Retirement Services with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2012 and joined Life, Inc. Retirement Services in 2019. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting services to individual clients and small-business plan sponsors, focusing on fundamental analysis and modern portfolio theory to support a long-term investment approach.

Kendall Theil is a financial advisor at Meeder Advisory Services, Inc. with Series 65 and 63 credentials and one year of industry experience. Prior to joining Meeder Distribution Services, Inc., Kendall held roles at Meeder Investment Management, First Mutual Holding Company, Homepoint Financial, and Ohio State University. Meeder Advisory Services serves financial intermediaries, retirement plan sponsors, and individual investors through separately managed accounts and model portfolio programs. The firm uses a quantitative, asset-allocation-driven investment approach and primarily works through intermediaries and institutional plan relationships.

Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Life, Inc. Retirement Services since 2019 and has worked with Cambridge Investment Research Advisors and Cambridge Investment Research since 2013. Outside of his advisory roles, he is a co-owner of Ruttenberg & Company LLC, a financial planning firm, and part-owner of The Money Twins, a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on long-term strategies guided by fundamental analysis, quantitative models, and modern portfolio theory. The firm serves primarily non-high-net-worth clients and manages a significant portion of assets on a non-discretionary basis.