Jonathan Messimer is a CFP® and Series 66-registered advisor with Dynasty Financial Planners in Worthington, OH. He has been with Dynasty since 2019 and has prior experience at StoneBridge Financial Group, Edward Jones, Pfizer, Merck & Co., and Amazon. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized model allocations, uses a range of investment methods including fundamental and technical analysis, and offers specialized services such as business-owner exit planning and estate-unwinding assistance.

Katrina Moore is a CFP® professional with six years of industry experience, currently serving at Vawter Financial, Ltd. in Columbus, Ohio. She has been with the firm since 2016. Vawter Financial, Ltd. provides fee-only comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and small business owners. The firm manages approximately $394 million in discretionary assets using a strategic asset allocation framework with a buy-and-hold orientation across a broad mix of securities.

Jonathan Taylor is a financial advisor with Patriot Asset Advisors, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at Summit Brokerage Services from 2015 to 2018. Taylor also provides life insurance as part of his financial planning services. Patriot Asset Advisors offers investment advisory and financial planning services to individual and high-net-worth clients, featuring a value-oriented investment approach, a proprietary concentrated equity model, and the use of derivatives and option strategies within managed accounts. The firm also conducts educational seminars and workshops for the public and various organizations.

Jacob Hrusovsky is a CFP® and Series 65 credentialed advisor with Personal Financial Advisors, Inc. He has been in the financial industry since 2015, holding roles at various firms including Keeler & Nadler Family Wealth and Ameriprise. His experience spans several positions over the past eight years. Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm emphasizes tailored investment policies and non-discretionary management, relying on fundamental analysis and client approval for transactions.

Graham Guthrie is a financial advisor at Eastwind Capital Wealth Management with 11 years of industry experience and holds the Series 66 designation. Prior to joining Eastwind in 2018, he worked at Money Concepts Capital Corp. from 2015 to 2018 and has operated Guthrie Law Office, LLC, a legal practice focused on bankruptcy and debt restructuring, since 2003. Outside of financial advising, he volunteers with the Westerville Area Chamber of Commerce and works as an apprentice strength coach. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to individuals, institutions, and charitable organizations. The firm employs a Specialized Strategic Investment Model emphasizing income and capital preservation through a diversified portfolio of stocks, ETFs, mutual funds, fixed income, closed-end funds, and options, with investment decisions guided by a combination of fundamental, technical, and charting analysis.

Aaron Green is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds the Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. Prior to this, he was involved with Kennon-Green Enterprises, LLC and Mount Olympus Awards, LLC. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm follows a value-oriented investment philosophy and offers bespoke portfolio construction, including the use of derivatives and performance-based fee arrangements in select cases.

Nathan Swab is a CFP® professional with 14 years of experience in the financial services industry. He currently works at Alexander Financial Planning, Inc. and has previously held roles at Cambridge Investment Research Advisors, Raymond James Financial Services, and U.S. Bancorp Investments. Alexander Financial Planning, Inc. is a fee-only firm serving individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and focuses on customized financial life planning and investment management using strategic asset allocation with tactical overlays.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds a Series 65 designation and has worked at Kennon-Green & Company, LLC since 2015. Prior to that, he was involved with Kennon-Green Enterprises, LLC, Mount Olympus Awards, LLC, and About.com. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services mainly to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy with bespoke portfolios and utilizes strategies including derivatives and performance-based fee arrangements in select cases.

David Stone is a CFP® with 24 years of industry experience, currently serving as president of Personal Financial Advisors, Inc. in Pickerington, Ohio. He has been with Personal Financial Advisors since 2004 and has worked with Brecek & Young Advisors, Inc. since 2001. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning to individual clients, focusing on retirement planning, college savings, insurance review, cash flow, and business planning. The firm employs fundamental analysis to create tailored portfolios and asset allocation targets, managing approximately $68 million on a nondiscretionary basis while clients retain final control over transactions.

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.

Andrew Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds eight years of industry experience, including prior work at Mid Atlantic Capital Corporation. Phillips has been with Phillips Wealth Management since 2013. Phillips Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio strategies tailored to client goals and risk tolerances, and it operates a firm-sponsored wrap fee program, which is uncommon for a firm of its size.

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.

Robert Jamison is a CFP® professional with four years of experience, currently serving at Vawter Financial LTD. Prior to joining Vawter Financial, he was with Stoneburner Wealth Management and spent four years at The Ohio State University. Vawter Financial, Ltd. is a fee-only advisory firm that provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients using a strategic asset allocation framework with periodic rebalancing and a buy-and-hold investment philosophy.

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services for six years and currently holds a supervisory role at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing value-oriented asset allocation models and a concentrated proprietary equity portfolio. The firm employs derivatives and option strategies in managed accounts and offers public educational seminars and workshops.

Linda Cash is a financial advisor at Hicks Capital Management, LLC in Columbus, Ohio, with 26 years of industry experience. She holds a Series 63 designation and has worked at Hicks Capital Management and Purshe Kaplan Sterling Investments since 2013. Outside of her advisory role, she is also a commissioned notary. Hicks Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including equities, fixed income, mutual funds, ETFs, and options, and offers due diligence on private investment funds.

Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.

Shane Duckworth is a financial advisor at ClearMind Capital with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and JPMorgan Securities LLC. Outside of his advisory role, he is involved in a family business operating laundromats and tanning salons. ClearMind Capital provides fee-only investment management and financial planning to individuals, including high net worth clients, as well as employers sponsoring defined contribution plans. The firm uses a blend of passive and active strategies, offers both ongoing management and planning services, and has expanded into workplace retirement plan advisory services.

John Deitrick is a CFP® with 19 years of industry experience, currently serving at ARD Advisory Services, LLC. His work history includes roles at JW Cole Advisors, INC. and Global Financial Private Capital, LLC. He is also the founder of Advanced Retirement Design, LLC. ARD Advisory Services serves individual and high-net-worth clients, businesses, pension plans, and charities, providing portfolio management, financial planning, and business consulting. The firm uses a variety of analytical methods and offers both discretionary investment management and subscription-based financial plans tailored to client needs.

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.

Timothy Hicks is a CFP® with 25 years of industry experience and serves as owner and president of Hicks Capital Management, LLC. He has been with Purshe Kaplan Sterling Investments and Hicks Capital Management since 2011. Outside of his advisory work, Hicks is involved as secretary of a nonprofit ministry, Tragedy Into Triumph, and coaches varsity high school baseball. Hicks Capital Management advises 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 may allocate assets to independent managers while also providing due diligence on private investment funds.