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® with six years of industry experience. He is the sole advisor at Fiducia Wealth Management, where he has worked since 2025. Prior to this, he spent seven years at Northwestern Mutual and has a background at Ohio State University. Fiducia Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on long-term trading strategies that incorporate a range of investment vehicles including mutual funds, ETFs, equities, and fixed income. The firm creates written Investment Policy Statements tailored to clients’ goals and risk tolerance and offers discretionary account management alongside optional accounting services through an unaffiliated CPA.

Justin Liska is the sole advisor at Liska Investments LLC in Columbus, OH, holding a Series 65 designation with six years of industry experience. He has operated as a self-employed advisor since 2014 and founded Liska Investments in 2019. Outside of advisory work, he manages a duplex rental property. Liska Investments LLC provides consulting and non-discretionary investment advice primarily to individual investors, focusing on smaller account sizes. The firm employs a personalized approach combining fundamental value investing with technical analysis, emphasizing long-term value stocks, ETFs, and large-cap index funds, while using a distinctive fee structure based on hourly consulting and flat monthly retainers.

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 17 years of experience in financial advising. He has been with Cambridge Financial and Tax Advisors, LLC since 2008, operating as a solo advisor in Columbus, OH. Cambridge Financial and Tax Advisors is a fee-only, independent practice serving primarily mid- and upper-middle income individuals and families. The firm offers comprehensive financial planning, tax preparation, and portfolio advice with a focus on low-cost investments and non-investment planning, emphasizing retainer and hourly billing rather than asset-based fees.

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.

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.

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.

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.

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.

Matthew Wolfe is a financial advisor at Garlikov Advisors Inc with 18 years of industry experience. He holds a Series 66 designation and has been involved in several business ventures, including owning a CPA firm and a continuing professional education provider in Ohio. Wolfe also serves as an independent insurance agent. Garlikov Advisors, Inc. is a four-advisor SEC-registered firm managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary, committee-driven investment model focused on capital preservation and conservative growth, utilizing technical indicators and fundamental analysis with customized portfolio construction.