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.

Matthew Freiburger is a CFA® charterholder with 18 years of industry experience. He has worked at Shuttleworth & Company since 2020 and previously spent 14 years at Steele Investment Counsel, Ltd. He is based in Powell, Ohio. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term clients. The firm employs a balanced investment approach using fundamental and technical analysis and offers diversified strategies that include equities, fixed income, mutual funds, ETFs, annuities, options, and limited partnerships.

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 Series 65-licensed financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, where he has worked since 2000 and has 14 years of industry experience. He is also associated with Powers Capital Management, LLC, and maintains a separate role as a licensed Ohio real estate salesperson with Concierge Real Estate and Investment. Cambridge Financial Group, Inc. manages approximately $331 million for about 300 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a quantitative investment process focused on momentum and relative-value strategies within the S&P 500, offering diversified portfolio management across equity and fixed-income products both directly and through broker-dealer wrap-fee programs.

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.

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 20 years of industry experience. He is the founder of Arseneau Financial and has held roles at several firms, including Valmark Securities, Valmark Advisers, and Eastwind Capital Wealth Management. Outside of advising, he founded The Retirement Life, a digital media platform focused on educational and inspirational retirement content. Arseneau Financial provides portfolio management, financial planning, and estate-planning support primarily to individual and high-net-worth clients. The firm manages roughly $42.3 million in discretionary assets and employs a mix of analytic techniques and long-term strategies to tailor portfolios to client goals.

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 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.

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.

James Cox is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research and its advisory affiliate since 2009. Cox has been associated with Cox & Cook Wealth Advisors, formerly Cox Financial Group, for over two decades. Cox & Cook Wealth Advisors manages approximately $120 million in assets for individual and high-net-worth clients, retirement plans, and small businesses. The firm provides portfolio management, financial planning, and consulting services, combining modern portfolio theory and options strategies with discretionary management tailored to client goals and risk tolerances.

Richard Clemens is the sole advisor at Hawk100 in Dublin, Ohio, holding the CFA® designation and Series 63 license with 22 years of industry experience. He has managed Hawk Investment Management, LLC since 2004. Hawk100 provides wealth advisory and portfolio management services to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm offers both discretionary and non-discretionary advice, employing a documented financial planning process and a two-tier investment implementation model that includes the use of derivatives and options, as well as pension consulting and ERISA fiduciary services.

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.