Danny Colburn is a Series 65-licensed financial advisor with 15 years of industry experience. He is the principal of Colburn Investments, LLC and also leads Colburn Wealth Management, LLC in Grove City, Ohio. 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’s investment approach centers on fundamental analysis and custom strategies, with regular portfolio reviews and a focus on tax-loss harvesting.

Kristen Moosmiller is a CFP® with 13 years of industry experience. She has worked at NorthAvenue LLC since 2018 and joined Mercer Global Advisors Inc. in 2026. Her prior experience includes roles at Partnership Financial LLC and PDS Planning Inc. NorthAvenue serves individual investors and trusts, including high-net-worth clients, by providing comprehensive financial planning and investment management through fee-only, fixed-fee engagements. The firm’s investment approach relies on fundamental and behavioral analysis within a Modern Portfolio Theory framework and may include discretionary strategy implementation through an independent manager while maintaining fiduciary oversight.

Mark Fissel is a CFP® and Series 65-credentialed financial advisor with 17 years of industry experience, currently associated with Beacon Hill Investment Advisory, LLC. He has longstanding ties to the City of Bellefontaine since 2008 and has operated Fissel Floor Covering, Inc. since 2004. Outside of advisory work, he is a member and partner in a real estate acquisitions and development company, The Allen Group, LLC. Beacon Hill Investment Advisory offers discretionary investment management to individuals, trusts, and corporate retirement plans, managing over $90 million in client assets. The firm provides a documented investment process with regular portfolio reviews and family-office services, and is involved with an affiliated Opportunity Zone real estate fund.

Terrance Hennessy III is a CFP® with six years of industry experience, currently serving as an advisor at Graver Capital Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Northwestern Mutual, and managing operations at the Claire de Leigh restaurant. In addition to his advisory work, he maintains an agent role for fixed and traditional insurance products. Graver Capital Management provides wealth management services to individuals, high net worth clients, trusts, and estates, combining financial planning with discretionary investment management. The firm manages approximately $153.5 million in assets and offers customized portfolios utilizing low-cost mutual funds and ETFs, alongside selective use of equities and alternative investments.

Sean Powers is a financial advisor with Powers Capital Management, LLC in Columbus, Ohio. He holds Series 63 and 65 designations and has 29 years of industry experience. His previous roles include working at U.S. Brokerage, Inc. since 2010 and Central Ohio Financial Consultants, L.L.C. from 2000 to 2005. Powers is involved in managing trusts and has experience as an insurance agent for life, long-term care, and disability policies. Powers Capital Management provides portfolio management and investment advisory services primarily to banks, credit unions, and thrift institutions. The firm manages discretionary assets using a long-term, research-driven approach that incorporates mutual funds, equities, and ETFs, and focuses on institutional clients through a formal LLC structure with compliance policies.

Ryan Retcher is a financial advisor at Access Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has been a managing partner at Loud Capital LLC, a non-investment related venture capital firm, since 2022. Prior to that, he served as Chief Operating Officer at Loud Capital starting in 2017. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, offering age-based Life Cycle Portfolios and planning across retirement, estate, tax, business, and cash-flow needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and manages proprietary model-guided strategies, including tactical risk management and frontier investment allocations.

Matthew Brandeburg is a CFP® professional with 10 years of industry experience, currently with Meridian Wealth Management, LLC since 2022. He previously worked at MTBW, LLC for six years. In addition to his advisory role, Brandeburg is the publisher of Coventry House Publishing, LLC, a publishing company he has been involved with since 2012. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on cash flow, retirement, education, estate, tax strategies, and risk management. The firm employs a mix of active and passive investment strategies, emphasizing tax-efficient, low-cost mutual funds and ETFs, with client discretion on implementation and typically annual reviews.

Mark Bowes is a financial advisor at Partnership Financial, LLC in Columbus, OH, holding a Series 65 designation with seven years of industry experience. His background includes service in the US Army from 2009 to 2017 and two years at The Ohio State University before joining Partnership Financial in 2017. Partnership Financial LLC is a fee-only, fiduciary advisory firm serving individuals and families, including young professionals and higher-net-worth households. The firm offers comprehensive financial planning and investment services with a flat-fee billing structure and emphasizes tax-aware portfolio construction using no-load mutual funds, ETFs, and fixed-income instruments.

Peter Toth is a financial advisor at Finish Well RIA LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, he owns and operates Moon Rock Wealth Management, where he is involved in insurance sales. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning grounded in Modern Portfolio Theory. The firm offers customized Investment Policy Statements and conducts regular account reviews, managing accounts under a fiduciary standard with a fixed-fee structure.

Kimberly Warrick is a financial advisor at Libertas Wealth Management Group, Inc. in Columbus, Ohio. She holds the Series 65 designation and has six years of experience, including prior work at Citibank. Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners. The firm uses technically driven model portfolios supported by fundamental analysis and offers both discretionary and non-discretionary portfolio management as a fee-only adviser.

John McKewen is a financial advisor at Elevation Financial Partners, LLC with 21 years of industry experience. He has worked at J. H. McKewen III & Associates, LLC since 2005 and has been associated with Wrp Investments, Inc. since 1990. Elevation Financial Partners serves individuals as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm offers both active and passive management strategies, incorporating technical and fundamental analysis, and provides clients with discretionary management alongside business- and practice-focused consulting.

Garrett Thompson is a financial advisor with Sky Vision Wealth, LLC, holding a Series 65 designation and currently based in Columbus, OH. He has one year of industry experience and previously worked in education at the middle school and high school levels, as well as at Ohio University. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients with portfolio management and retirement plan consulting. The firm employs a multi-method investment process and offers a variety of financial instruments, including stocks, bonds, ETFs, options, and private investments, along with financial planning and participant education.

Jonathan Messimer is a CFP® and holds a Series 66 license with one year of industry experience. He has worked at Dynasty Family Office since 2021 and previously held positions at StoneBridge Financial Group, Amazon, Merck & Co., Inc., and Edward Jones. Dynasty Financial Planners serves individuals—including high-net-worth clients—business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized Investment Policy Statements and regularly monitors client portfolios using both fundamental and technical analysis, while also offering unique services such as business-owner consulting, estate-unwinding assistance, and public educational workshops.

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.

Nicholas Groves is a financial advisor at Safe Harbor Wealth Advisors, LLC in Dublin, Ohio, with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Nationwide Investment Services Corporation and Gradient Securities, LLC. Outside of advising, Groves is involved in an active insurance business through an affiliated company. Safe Harbor Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, estates, charitable organizations, and business entities. The firm manages approximately $165 million and employs a model portfolio approach primarily through co-advisor relationships with third-party managers.

Michael Martinez is a financial advisor at The Pension Group in Dublin, Ohio, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, LLC, Kovack Advisors, Inc., and Kovack Securities, Inc. Martinez is also the president of One Resource Group Wealth Management, LLC, an insurance-related business. The Pension Group provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory with a long-term strategic asset allocation approach and utilizes third-party managers for portfolio implementation while maintaining ongoing oversight.

Shengde Liu, CFA®, is a financial advisor at Access Wealth Group, LLC with 15 years of industry experience. He also has a tenure at Hamilton Capital Management Inc. dating back to 2016. Liu is the founder of Aurimax Holdings, LLC, which conducts investment-related research supporting Access Wealth Group’s investment models. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, utilizing proprietary model-guided strategies and a blend of fundamental, technical, cyclical, and charting analysis. The firm offers institutional-style portfolios alongside traditional retail management, including tactical sector rotation and frontier investment allocations.

Kenny Dodson is a financial advisor with The Wealth Advantage Group, Inc. in Columbus, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with The Wealth Advantage Group since 2002. The Wealth Advantage Group, Inc. is a fee-only financial planning and investment management firm serving individuals, trusts, business entities, and retirement plans. The firm emphasizes customized global asset allocation and asset-location strategies, managing portfolios on a discretionary basis with a focus on time horizon, risk tolerance, tax considerations, and market conditions.

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.

John Ohsner is a CFP® and CFA® with 16 years of industry experience, currently serving as an advisor at Heximer Investment Management Inc. since 2012. He is the owner of Family Tree Tax LLC, which provides tax preparation and consulting services, and serves as treasurer for Cub Scout Pack 417 in Upper Arlington, Ohio. Heximer Investment Management offers investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm applies fundamental, technical, charting, and cyclical analysis to manage portfolios and employs derivative and options strategies within separately managed accounts.