Robert Gabel is a financial advisor at Colburn Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked for 12 years at Cardinal Health, Inc. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm follows a fundamental analysis approach tailored to client objectives, offers comprehensive financial plans at no additional cost, and conducts quarterly account reviews including tax-loss harvesting.

Michael Stoner is a CFP® professional with eight years of experience at True North Financial Advisors, LLC and over 20 years running Stoner Professional Services, a consulting business serving a small family office with advice on accounting, business, legal, insurance, and tax matters. He is president of Stoner Professional Services, which provides noncustodial investment advice and oversight for private business holdings. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing assets internally through custom model portfolios and applying fundamental analysis and modern portfolio theory. The firm maintains a small client base and conducts regular account reviews with a two-advisor team overseeing approximately $50 million in client assets.

Thresa Alexander is a CFP® professional with 26 years of industry experience. She has been affiliated with Alexander Financial Planning, Inc. since 1997 and concurrently with Wrp Investments, Inc. since 1998. Alexander Financial Planning, Inc. provides fee-only financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment policy statements through a small team of three advisors.

Edward Daniels is a Series 65-credentialed advisor at Colburn Wealth Management, LLC with one year of industry experience. Prior to joining Colburn Wealth Management, he worked at Cardinal Health, Inc. for 28 years. Daniels is also involved with Brass Bull1. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm’s investment approach emphasizes fundamental analysis and tailors strategies to client objectives, conducting regular account reviews and offering educational seminars.

Robert Bailey is a CFP® professional with The Sherrington Group in Columbus, OH, where he has worked since 2013. He has 13 years of experience in the industry. The Sherrington Group provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm follows a non-discretionary investment approach built around modern portfolio theory and a long-term, buy-and-hold strategy, with an internal investment committee overseeing a diversified roster of funds and sub-advisors.

Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.

Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment strategies through a small team of three advisors.

Jason Moore is a financial advisor at Hicks Capital Management, LLC in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hicks Capital Management since 2013. Outside of advising, he is a trustee of a family trust that leases land for oil and gas exploration. Hicks Capital Management serves 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 third-party managers, and offers services such as due diligence on private investment funds and institutional retirement plan consulting.

Emily Paulus is a financial advisor at NorthAvenue LLC in Columbus, OH, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at FirstCapUS and Dawson, among others. NorthAvenue serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through fiduciary, fee-only engagements that combine fundamental and behavioral analysis with asset allocation based on Modern Portfolio Theory.

Donald Garlikov is the president of Garlikov Advisors Inc and holds a Series 63 designation. He has 54 years of industry experience, including roles at The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Since 1978, he has also been owner and chairman of Garlikov & Associates, a firm involved in life insurance sales. Additionally, he performs business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities, overseeing approximately $208 million in client assets. The firm uses a proprietary discretionary approach focused on capital preservation and conservative growth, combining technical indicators and fundamental analysis, and offers specialized portfolio management inside variable universal life insurance contracts.

Marian Leuby is a Series 65-licensed financial advisor with 25 years of industry experience. She has worked at The Hendrickson Advisory Group, Inc. since 2003 and previously spent 19 years with Hendrickson & Hendrickson Inc. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, and pension consulting for individuals, trusts, business entities, and retirement plans. The firm manages client accounts primarily through a turnkey asset management program, coordinating investment and tax planning while facilitating services such as tax return preparation and ERISA nondiscretionary pension consulting.

David Kirkey is a CFP® professional with 26 years of industry experience and has been the principal of Kirkey & Co. Financial Advisors, Inc. since 1996. He also owns and leads Kirkey & Co., Inc. CPAs, an accounting firm providing tax preparation and small business accounting services. Kirkey & Co. Financial Advisors offers wealth management, asset management, and financial planning primarily to individual clients including high-net-worth households, trusts, and small businesses. The firm’s approach integrates fundamental, technical, cyclical, and quantitative analysis within modern portfolio theory and maintains a collaborative relationship with its affiliated tax and accounting practice under common ownership.

John Frencho is a financial advisor at Forestview Financial Partners, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forestview since 2021. Prior to this, he was employed at U.S. Bank from 2014 to 2020. Outside of his advisory role, Frencho works as a sales associate at Par Golf of Columbus, assisting customers with golf equipment. Forestview Financial Partners serves individuals, business owners, and various institutional clients, offering portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, with capabilities in derivatives, options, and private fund allocations.

James Graver is an advisor with Graver Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, G2 Capital Management, and Wachovia Securities Financial Network. He serves on the Regional Advisory Board of State Bank & Trust Company. Graver Capital Management provides wealth management services combining financial planning and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm manages approximately $153.5 million on a discretionary basis, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual equities, and alternative investments, with regular account monitoring and formal annual reviews.

Charles Hendrickson is a financial advisor with The Hendrickson Advisory Group, Inc. in Columbus, OH, holding the ChFC® designation and Series 63 license, and has 21 years of industry experience. He has been with The Hendrickson Advisory Group since 1997 and is also involved with Hendrickson & Hendrickson, Inc. and Life Settlement Agency Inc, two incorporated insurance agencies he owns. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, pension consulting, and wealth-planning coordination for individuals, trusts, business entities, and retirement plans. The firm uses a turnkey asset management program and offers services including tax return facilitation and ERISA nondiscretionary pension consulting, managing $219 million in assets under advisement across 67 clients.

James Davis is a CFP® and Series 65 licensed advisor at Partnership Financial, LLC in Columbus, OH, with 18 years of industry experience. He has been with Partnership Financial since 2008. Outside of financial advising, he manages a mailing list supply business where he oversees customer service operations. Partnership Financial LLC is a fee-only advisory firm serving individual clients and families across middle- and high-income levels. The firm offers comprehensive financial planning and investment management, emphasizing tailored portfolios and integrated tax preparation without charging percentage-based fees.

Jeffrey Porterfield is a financial advisor with PEB Capital Management LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining PEB Capital Management in 2021, he worked at Wells Fargo Advisors Financial Network LLC since 2009. He is also a licensed insurance professional outside of his investment advisory role. PEB Capital Management is an SEC-registered advisor that offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fiduciary-oriented investment approach, combining fundamental and technical analysis across a range of asset classes while monitoring portfolios for tax and risk considerations.

Conner Mc Clure is a financial advisor at True North Financial Advisors, LLC with four years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Skylight Financial Group, Expansion Group, Roost Enterprises, Prime Social Group, and Traxler Printing. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing client assets internally with a focus on customized model portfolios, tax management, and regular account reviews.

Eric Weinberg is a financial advisor at Weinberg Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2005. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm combines Modern Portfolio Theory with a proprietary security-selection process and is notable for its use of covered-call option strategies within separately managed accounts.