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.

Bennett Steinfurth is a CFP® professional with six years of industry experience, currently with Harding Financial Group. He previously worked at John E. Sestina and Co and has held positions outside finance, including roles at Miami University and Soft Cloth Car Wash. Harding Financial Group provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach combines fundamental, technical, and charting analysis, offering both long- and short-term trading strategies alongside comprehensive financial planning.

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 Series 66-registered advisor with Dynasty Financial Planners in Worthington, OH. He has been with Dynasty since 2019 and has prior experience at StoneBridge Financial Group, Edward Jones, Pfizer, Merck & Co., and Amazon. Dynasty Financial Planners serves individuals, business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized model allocations, uses a range of investment methods including fundamental and technical analysis, and offers specialized services such as business-owner exit planning and estate-unwinding assistance.

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.

Donald Bussell is a financial advisor at Theus Wealth Advisors with five years of industry experience. He holds a Series 65 designation and has a background serving in the United States Marine Corps Reserve since 2019. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, utilizing fundamental, technical, and cyclical methods to develop client strategies.

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.

Graham Guthrie is a financial advisor at Eastwind Capital Wealth Management with 11 years of industry experience and holds the Series 66 designation. Prior to joining Eastwind in 2018, he worked at Money Concepts Capital Corp. from 2015 to 2018 and has operated Guthrie Law Office, LLC, a legal practice focused on bankruptcy and debt restructuring, since 2003. Outside of financial advising, he volunteers with the Westerville Area Chamber of Commerce and works as an apprentice strength coach. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to individuals, institutions, and charitable organizations. The firm employs a Specialized Strategic Investment Model emphasizing income and capital preservation through a diversified portfolio of stocks, ETFs, mutual funds, fixed income, closed-end funds, and options, with investment decisions guided by a combination of fundamental, technical, and charting analysis.

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.

Nicholas Daniel is a Series 65-registered financial advisor with six years of industry experience. He has worked at Columbus Wealth Management since 2021 and previously spent seven years at Windsor Advisory Group. Nicholas is based in Dublin, Ohio. Columbus Wealth Management serves individuals, high-net-worth clients, trusts, business entities, estates, and charitable organizations, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies guided by fundamental analysis and modern portfolio theory, managing a small client roster with a focus on individualized policies and regular portfolio reviews.

Max Larsen is a CFP® with 40 years of industry experience and is currently affiliated with Future Finances Inc in Columbus, OH. He has held positions at Osaic Wealth, Inc. and Triad Advisors, Inc., and has served as president of both Future Finances Inc. and Professional Benefit Planning Corp. In addition to his advisory role, Larsen is president of FF1 Alternatives, LLC, an independent introducing broker offering managed futures programs and physical metals to high-net-worth clients. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm employs a core-and-satellite investment approach combining passively managed index funds and ETFs with tactical opportunities, and operates a hybrid model offering both fee-based management and commissionable products.

Charles Hendrickson is a CFP® and CFA® with nine years of industry experience. He has been with The Hendrickson Advisory Group, Inc. since 2017 and previously worked at Hamilton Capital Management, Inc. from 2014 to 2017. 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 manages client accounts through a turnkey asset management program, emphasizing non-discretionary relationships and coordinating investment and tax planning with other professionals.

Eric Franklin is a financial advisor at The Pension Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and Jpmorgan Chase in various roles spanning from 2013 to 2026. The Pension Group provides personalized investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory and long-term strategic asset allocation, often working with third-party managers for portfolio management and trade execution.

Brandon Kremer is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Heximer Investment Management Inc. since 2016. He holds Treasurer positions on the boards of the Mac-A-Cheek Foundation for the Humanities and The Polygonia Foundation, which focuses on education and conservation outreach benefiting pollinators. Heximer Investment Management provides investment management, wealth management, and financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including derivatives and options, tailoring portfolios to individual objectives and risk tolerances.

Alexander Shaffer is a financial advisor with Shaffer Capital in Westerville, OH, holding a Series 65 designation. He has been with Shaffer Capital since 2020 and has additional experience working in educational roles at Ohio Northern University and local schools. Shaffer Capital serves individual and business clients, including employer-sponsored retirement plans, offering services such as financial planning, discretionary investment management, and retirement-plan advisory services. The firm utilizes a variety of analytical approaches and portfolio construction techniques, managing approximately $211 million for around 188 clients.

Asim Sheikh is the President, CEO, and owner of Sheikh Investments, Inc., an Ohio-registered investment adviser. He holds Series 63 and Series 65 credentials and has 34 years of industry experience, including a tenure at Moneyblock since 2012. Outside of his advisory role, he serves as a board member of the St Brendan Athletic Association. Sheikh Investments, Inc. manages over $126 million in assets for approximately 166 clients, providing non-discretionary portfolio management, financial planning, and consulting services. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable institutions, corporations, advisory firms, and investment companies, employing a mix of fundamental, technical, and quantitative analytical methods with a focus on long-term strategies and risk monitoring.