Gregory Taylor is a financial advisor at Legacy Advisory Network, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Claraphi Advisory Network, Central Ohio Retirement Institute, and Retirement Wealth Advisors. In addition to his advisory role, he is involved in insurance sales and life insurance annuities through Legacy Wealth Partners. Legacy Advisory Network provides wealth management and financial planning services primarily for individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations, introducing clients to and monitoring third-party investment advisers rather than managing portfolios directly.

Adam Koos is a CFP® with 21 years of industry experience, currently serving as an advisor at Libertas Wealth Management Group, Inc. since 2011. Based in Columbus, OH, he holds the Series 63 designation and works at a firm with one other advisor. 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, also supporting retirement plans through ERISA 3(38) services and 401(k) consulting. The firm employs technically driven model portfolios complemented by fundamental analysis and operates as a fee-only adviser offering discretionary and non-discretionary portfolio management.

Brent Ries is a financial advisor with Legacy Advisory Network, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Legacy Advisory Network in 2022, he worked at Nationwide Investment Services Corporation for 11 years. He is also an independent insurance agent licensed in accident & health, life, and variable insurance. Legacy Advisory Network primarily provides wealth management and financial planning services to individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations and introduces clients to unaffiliated third-party investment advisers, overseeing their selection and monitoring rather than managing portfolios directly.

Gregory Dupont is a CFP® professional with 19 years of experience in financial advising. He is the managing partner of the Law Offices of DuPont and Blumenstiel, LLC, where he has served as an attorney since 1992. In addition to his financial advisory work at Advocate Wealth Solutions, Dupont is president of Ohio Tax Advocates, providing tax planning and consulting services. Advocate Wealth Solutions offers fee-based financial planning and portfolio management to a range of individual clients, including both high-net-worth and non-HNW households. The firm operates primarily on a non-discretionary basis, tailoring portfolios to client goals and risk tolerance, and integrates legal and insurance expertise into its tax, estate, and insurance planning services.

Jordan Ranly is a CFP® professional with over four years at Nvest Wealth Strategies, Inc. and nearly two decades of prior experience at Honda Motor Company. He is based in Powell, Ohio. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm applies a long-term, multi-asset approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while adhering to a fiduciary standard.

Jordan Acer is a CFP® and holds a Series 65 license, with nine years of industry experience. He is currently with Concordia Wealth Planning, LLC and has previously worked at Nvest Wealth Strategies, Inc. and WealthStone Inc. He has been with Concordia since 2022. Concordia Wealth Planning, LLC (d/b/a Blüprint Investments) primarily serves individual clients, including high-net-worth households, and also offers retirement-plan consulting, as well as charitable and corporate client services. The firm provides a range of wealth-planning engagements alongside investment management, employing a blend of passive and active strategies with options such as ESG screens and tax-aware overlays.

Matthew Jehn is a CFP® professional with 21 years of industry experience. He has been with Royal Oak Financial Group since 2012 and also maintains involvement with Wrp Investments, Inc. and Jehn Financial. Outside of advisory work, he serves as president of Y.O.U. Accounting, which provides tax, bookkeeping, and payroll services, and he instructs retirement workshops several times a year. Royal Oak Financial Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing long-term, diversified equity and fixed-income strategies tailored to client goals and risk tolerance. The firm integrates multiple analytical approaches and offers insurance products through licensed representatives.

Adam Edwards is a CFP® with 21 years of industry experience. He has worked at PEB Capital Management LLC since 2021 and previously spent five years with Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for the Upper Arlington Youth Football Association Inc., where he reviews financial books and records income and expenses. PEB Capital Management is a boutique wealth management firm serving individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term, customized investment approach combining fundamental and technical analysis, offering discretionary management that includes ETFs, mutual funds, individual securities, and independent manager recommendations.

Cory Cook is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 14 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2015. Outside of investment advising, he is an independent insurance agent involved in the sale of insurance products and fixed annuities. Cox & Cook Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm manages approximately $98.7 million across about 205 client relationships, providing portfolio management, financial planning, and consulting with a focus on individualized Investment Policy Statements and a mix of analytical approaches for long-term and options-based strategies.

Donald Ross is a financial advisor with Ross Wealth Advisors, LLC in Columbus, OH, holding 21 years of industry experience. He has worked at various iterations of Ross Wealth Advisors since 1999 and spent four years at Tounjian Advisory Group, LLC. Outside of his advisory role, he also works as a fixed insurance sales agent. Ross Wealth Advisors, LLC manages approximately $140 million in discretionary assets for around 270 individual and high-net-worth clients. The firm offers portfolio management services, third-party model portfolios, and financial planning, with investment approaches tailored to client objectives and risk tolerance.

Cory Sickles is a Series 65-licensed financial advisor with Safe Harbor Wealth Advisors, LLC in Dublin, OH, bringing 12 years of industry experience. He has held various roles within Safe Harbor entities since 2012 and is involved in insurance sales through Safe Harbor Retirement Group, LLC and Safe Harbor Health, LLC, where he serves as President and Owner. Safe Harbor Wealth Advisors serves both individual clients, including high-net-worth and non-HNW individuals, as well as institutional and trust accounts, offering portfolio management, financial planning, and consulting services. The firm primarily uses third-party model portfolios and maintains co-advisor relationships, incorporating client-directed restrictions and a range of investment strategies.

Brent Soller is a CFP® with nine years of industry experience, currently serving as an advisor at The Siekmann Company since 2025. He previously worked at LPL Financial LLC and FSC Securities Corp and manages the Soller Insurance Agency. Outside of his advisory roles, he is involved in insurance sales and service through his own agency. The Siekmann Company provides investment advisory and retirement plan consulting for individuals and organizations, focusing on non-discretionary portfolio management and participant education. The firm utilizes a range of fund types and institutional analytic tools to tailor portfolios to client needs, while managing significant retirement-plan assets.

Daniel Messmer is a financial advisor at Messmer Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Meeder Investment Management, Inc. since 2013. Outside of his advisory role, he owns and manages rental properties in central Ohio. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Shawn Hogan is a financial advisor with Finish Well RIA LLC in Columbus, OH, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Golden Reserve, American Financial Education Alliance, AE Wealth Management, and Moon Rock Wealth Management. He is also owner of several affiliated businesses providing insurance and Medicare services to support holistic financial planning. Finish Well RIA LLC offers investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning with a long-term approach based on Modern Portfolio Theory. The firm provides financial planning to portfolio management clients, operates under a fiduciary standard, and incorporates licensed insurance services with transparent conflict-of-interest disclosures.

John Lynch is a CFP® and CFA® with 21 years of industry experience. He has been with Lynch Financial Group since 1989, where he serves as one of two principals. Lynch Financial Group provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as certain pension and profit-sharing plans. The firm emphasizes client-specific investment policies and offers discretionary portfolio management alongside written financial plans and ad hoc consulting.

Nathan Parkins is a financial advisor at Concordia Wealth Planning, LLC with six years of industry experience. He holds a Series 65 designation and has held roles at several firms, including MoLei Financial, where he serves as President, and Cryptail Corp, a PetTech company focused on technology development and business operations. Parkins also leads FinCap Advisors LLC, providing financial and technology consulting for small businesses and startups. Concordia Wealth Planning, LLC serves primarily individual clients, including high-net-worth households, and offers wealth-planning engagements alongside investment management. The firm employs a structured planning model centered on written Investment Policy Statements and manages portfolios through a blend of passive and active approaches with options for ESG screens, direct indexing, and tax-aware overlays.

Ryan Sheppard is a ChFC® and holds a Series 66 license with 18 years of industry experience. He has been with Capstone Wealth Partners in Dublin, Ohio since 2010. Outside of his advisory role, he is the majority owner of The Ohio Political Network, LLC, a company that provides telecommunication technology to political campaigns and elected officials. Capstone Wealth Partners serves individual, high-net-worth clients, and businesses by offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive index funds and ETFs with selective active management, emphasizing college-focused planning services and software.

Douglas Lynch is a CFA® charterholder with 21 years of industry experience. He has been with Lynch Financial Group since 1989 and is based in Dublin, Ohio. Lynch Financial Group provides portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, as well as certain pension and profit-sharing plans. The firm emphasizes client-specific investment policies and offers discretionary portfolio management combined with written financial plans and ad hoc consulting.

Lauren Matthiessen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LeClair Wealth Partners since 2024. She previously worked at Raymond James & Associates for five years and UBS Financial Services for eight years. Outside of her advisory role, she is an insurance agent involved in selling insurance and variable products. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach supported by artificial intelligence tools and offers a broad range of investment instruments through both wrap fee and non-wrap accounts.

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.