Robert Buehler is a ChFC® credentialed advisor with FirstTen Financial in Westerville, OH. He has prior experience at Nationwide Insurance from 2011 to 2024 and currently operates BB Point LLC. FirstTen Financial provides fee-only financial planning primarily to individual clients, offering ongoing quarterly planning and project-based engagements without managing client assets. The firm emphasizes passive investment strategies and charges fixed fees rather than percentage-of-assets fees.

Tyler Keenan is a CFP® and ChFC® credentialed advisor with seven years of industry experience. He previously worked at Northwestern Mutual from 2018 to 2025 before founding Fiducia Wealth Management in Upper Arlington, OH. Fiducia Wealth Management provides portfolio management and financial planning services to individuals and high-net-worth clients, overseeing approximately $53 million in discretionary assets. The firm combines technical analysis with a long-term trading strategy and emphasizes regular portfolio monitoring and diversified asset allocation.

Justin Liska is the sole advisor at Liska Investments LLC, an independent firm based in Columbus, OH. Holding a Series 65 designation, he has six years of industry experience, including time as a self-employed advisor prior to founding his firm in 2019. Outside of his advisory work, he manages a residential duplex property. Liska Investments provides consulting and non-discretionary investment advice primarily to individual investors, focusing on fundamental, value-based security selection combined with technical analysis. The firm serves clients through scheduled hourly consultations and an optional subscription-based monitoring service, emphasizing transparency and an advice-only, non-custodial relationship.

James Taylor is the sole advisor at Taylor Financial Management Inc in Bexley, OH, holding a Series 63 designation with 22 years of industry experience. He has operated his independent firm since 1995. Taylor Financial Management provides investment advisory services to individuals, trusts, and businesses, constructing and managing diversified portfolios tailored to each client's Investment Policy Statement. The firm employs a long-term, active portfolio approach driven primarily by fundamental securities analysis and maintains centralized oversight with quarterly account reviews by the sole advisor.

Joseph Baumann is a CFP® professional with 18 years of experience, serving clients through Cambridge Financial and Tax Advisors, LLC in Columbus, Ohio. He has been with Cambridge Financial and Tax Advisors since 2008. Cambridge Financial and Tax Advisors, LLC provides fee-only, comprehensive financial planning and related services to mid- and upper-middle-income individuals and families. The firm emphasizes holistic, plan-driven recommendations and integrates tax return preparation and planning into its services, working with a relatively small client roster without minimum asset requirements.

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.

Todd Brown is a financial advisor with PEB Capital Management LLC in Columbus, Ohio, holding a Series 66 license and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and LPL Financial LLC. In addition to his advisory work, he is also licensed as an agent for fixed and traditional insurance products. PEB Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm employs a primarily long-term, fiduciary-oriented investment approach combining fundamental and technical analysis, offering customized portfolio construction and ongoing management.

Bradley Bauer is a financial advisor at Cambridge Financial Group, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Group since 2000, also working with Powers Capital Management, LLC since 2024. In addition to his advisory role, he is a licensed real estate salesperson affiliated with Concierge Real Estate. Cambridge Financial Group is an SEC-registered advisory firm managing approximately $331 million for around 300 clients, including individuals and institutional accounts. The firm employs a quantitative investment process focused on momentum and relative-value selection from the S&P 500, offering a range of portfolio models across equity and fixed-income strategies with monthly monitoring and rebalancing.

Molly Grubb is a financial advisor at Dynasty Financial Planners with 17 years of industry experience. She holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, INC from 2012 to 2017. Outside of her advisory role, she owns an exotic car holding company, Amora Green Exotics, LLC. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized investment strategies documented in written Investment Policy Statements and offers services including pension consulting, estate-unwinding assistance, and business-owner exit planning.

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.

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 21 years of industry experience. He is currently with ArsenEAU Financial, which he founded in 2023, following prior roles at WealthBridge Capital Management, Valmark Securities, Valmark Advisers, W3 Wealth Advisors, Gravitas Wealth Partners, Eastwind Capital Wealth Management, and The Harvest Company. He is the founder of The Retirement Life, a digital media platform providing educational content on retirement, which contributes to a portion of his compensation. ArsenEAU Financial serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning support. The firm utilizes a range of analytical methods and may allocate to third-party managers while offering insurance and annuity products through licensed advisors on the team.

Ryan Johnston is a financial advisor at EGSI Investment Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously 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 combined with fundamental, technical, and cyclical methods to adjust strategic asset allocations tactically.