John Deitrick is a CFP® with 19 years of industry experience, currently serving at ARD Advisory Services, LLC. His work history includes roles at JW Cole Advisors, INC. and Global Financial Private Capital, LLC. He is also the founder of Advanced Retirement Design, LLC. ARD Advisory Services serves individual and high-net-worth clients, businesses, pension plans, and charities, providing portfolio management, financial planning, and business consulting. The firm uses a variety of analytical methods and offers both discretionary investment management and subscription-based financial plans tailored to client needs.

Jill Gianola is a CFP® professional with 21 years of industry experience, serving clients through her firm, Gianola Financial Planning, LLC, since 1995. She is the author of The Young Couple's Guide to Growing Rich Together and co-author of Single Women and Money: How to Live Well on Your Income. Ms. Gianola also occasionally presents compensated financial planning seminars and workshops. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses, emphasizing comprehensive planning and strategic asset allocation primarily using diversified index and exchange-traded funds. The firm operates on a non-discretionary basis with fixed retainer and project fees, focusing on planning rather than product distribution.

Gregory Johnson is a CFP® with 13 years of industry experience, currently serving at Compass Financial Group, Inc. He has worked at Westminster Financial Securities, Inc. since 2022 and was previously with The O. N. Equity Sales Company from 2013 to 2022. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm emphasizes fundamental analysis, discretionary portfolio management, and a team-based approach, offering a wide range of planning programs including retirement, tax efficiency, estate, and charitable planning.

Timothy Hicks is a CFP® with 25 years of industry experience and serves as owner and president of Hicks Capital Management, LLC. He has been with Purshe Kaplan Sterling Investments and Hicks Capital Management since 2011. Outside of his advisory work, Hicks is involved as secretary of a nonprofit ministry, Tragedy Into Triumph, and coaches varsity high school baseball. Hicks Capital Management advises 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 may allocate assets to independent managers while also providing due diligence on private investment funds.

Mark Kamann is a financial advisor at Common Wealth Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships, employing a variety of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party managers.

John Quimjian is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Physicians Wealth Solutions, LLC since 2014 and is also involved with Orthopedic Specialists and Sports Medicine, where he serves as a 401(k) and profit-sharing plan administrator. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment process that includes fundamental and technical analysis, managing accounts on a discretionary basis with a focus on U.S. equities and a variety of other asset types.

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.

David Fiest is a financial advisor at Hicks Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Hicks Capital since 2014, following a brief tenure at Purshe Kaplan Sterling Investments in 2016. Outside of finance, he owns an IT consulting business and serves on the board of Lifewise Academy, a nonprofit organization. Hicks Capital Management advises 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, and derivatives, and also provides due diligence and monitoring for private investment funds.

Matthew Stewart is a financial advisor at Forestview Financial Partners, LLC with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Forestview Financial Partners in 2017, he worked at Stratos Wealth Partners, Ltd. He is also the owner of The Benefits Design Group, LLC, an Ohio-licensed insurance agency. Forestview Financial Partners serves individual clients, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, pension consulting, and an online advisory service utilizing model portfolios and third-party managers, employing a diverse investment approach that includes fundamental and quantitative analysis, technical strategies, and alternative investments.

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.

Jeffrey Best is a CFP® with 28 years of experience in the financial services industry. He has operated Best Advisory Services since 1998 and has been affiliated with Central Life Assurance Co. since 1990. He is also licensed to sell insurance and engages in insurance sales as part of client financial plans. He is part of Buckeye Wealth Management LLC, a firm that provides investment management and financial planning to individuals, trusts, and pension plan participants. The firm uses customized asset-allocation models and offers discretionary portfolio management, with a focus on modern portfolio theory and a core–satellite approach.

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.

Rodney Peters is a financial advisor with Peters Wealth Group in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Aegis Wealth Management, Eastwind Capital Wealth Management, Guardian Life Insurance, and Park Avenue Securities. In addition to his advisory work, Peters hosts an educational podcast, YouTube channel, and radio show. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive wealth management through financial planning and portfolio management. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analyses, operating with discretionary authority and distinguishing itself by offering no-charge public educational seminars and media outreach.

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.

Andrew Shaffer is a financial advisor at Shaffer Capital in Westerville, OH. He holds a Series 65 designation and has been with Shaffer Capital for a total of six years, including his current role since 2026. His prior experience includes roles at Bowling Green State University, St. Francis DeSales High School, and St. Paul School. Shaffer Capital advises individual and business clients, including employer-sponsored retirement plans, serving both high-net-worth and non-HNW individuals. The firm utilizes a diversified investment approach incorporating fundamental, technical, cyclical, charting, and quantitative analysis alongside modern portfolio theory, and offers comprehensive financial planning, discretionary investment management, and specialized retirement-plan fiduciary services.

Craig Cavicchia is a financial advisor with FC Wealth Solutions LLC in Westerville, OH. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining FC Wealth Solutions in 2016, he worked at Northwest Asset Management for one year. FC Wealth Solutions serves individual and corporate clients, providing discretionary portfolio management and one-time financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage assets with both long- and short-term strategies.

Ryan Bosler is a CFP® professional with 19 years of experience in financial advising. He has been with Jericho Financial since 2017 and previously worked at Ohio National Financial Services, The O.N. Equity Sales Company, and Swisher Financial Concepts. Outside of his advisory role, Bosler is a partner and COO of CrossFit Polaris, a fitness business in Westerville, OH. Jericho Financial provides financial planning and discretionary portfolio management for individuals, families, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach supplemented by third-party advisers and technology to manage a broad range of investment options.

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.