Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.

Shar Cross is a financial advisor at Jericho Financial in Westerville, OH, holding a Series 65 license with three years of industry experience. Prior to joining Jericho Financial, Shar worked at North Star Cafe and Scramblers. Jericho Financial provides financial planning and portfolio management services to individuals, families, and employer-sponsored retirement plans. The firm utilizes a long-term, asset-allocation approach emphasizing diversification and periodic rebalancing, and it offers ongoing monitoring with discretionary management while recommending third-party investment managers when appropriate.

Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vision 4 Fund Distributors, WisdomTree Asset Management, Foreside Fund Services, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with four years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Raymond James & Associates, LPL Financial, and UBS Financial Services. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach supported by artificial-intelligence tools and offers a broad range of investment instruments through a firm-branded wrap fee program and non-wrap accounts.

William Harrigan is a financial advisor at Polaris Financial Partners, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Polaris, he held positions at the Virgin Islands Department of Property and Procurement, the Superior Court of the Virgin Islands, and First American Title Insurance Company. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for about 143 clients. The firm offers financial planning and portfolio management services to individuals and high-net-worth clients, employing a variety of investment analysis methods and maintaining a long-term trading orientation.

Steven Henderly is a CFA charterholder with 13 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a long-term, multi-asset investment approach focused on diversification and periodic rebalancing, primarily using no-load mutual funds and ETFs, and operates under a fiduciary standard.

James Fisher is a financial advisor at Theus Wealth Advisors with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Fisher has been with Theus Wealth Advisors since 2015 and concurrently owns and operates The CPA Advantage, a certified public accounting firm. 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, relying on their model portfolios and trade execution rather than managing portfolios in-house.

Dean Schuler is a financial advisor with Schuler Wealth Planning LLC in Powell, OH, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at PDS Planning, Inc. for seven years before joining Schuler Wealth Planning in 2022. Outside of his advisory work, he serves as a wrestling coach at Shanahan Jr. High in Lewis Center, OH. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, along with project-based planning and coaching engagements. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plan sponsors and uses fixed, project, or hourly fee structures rather than asset-based fees.

Steven Kurtz is a financial advisor at Peters Wealth Group in Westerville, OH, with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Peters Wealth Group, he worked at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory role, he is involved with Kurtz Collective, a real estate venture focused on distressed properties. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses with comprehensive wealth management services that integrate financial planning and portfolio management. The firm employs discretionary portfolio management using model portfolios and a mix of fundamental, technical, and cyclical analysis, and distinguishes itself through public educational seminars and a broad media presence.

Benjamin Huff is a financial advisor at Huff Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2018, following roles at Heartland Bank and a brief period of unemployment. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm creates custom, risk-managed portfolios using a blend of equities, fixed income, mutual funds, and cash positions, employing both fundamental and technical analysis alongside quantitative evaluation metrics.

Renee Bonsell is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Meridian Wealth Management since 2018. Additionally, she serves as a Senior Compliance Specialist for XY Planning Network, LLC. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on areas such as cash flow, retirement strategies, tax and estate planning, education funding, and investment planning. The firm employs a blend of active and passive investment approaches to construct diversified, tax-efficient portfolios.

William Henderly is a CFA® charterholder with 26 years of industry experience. He has been with Nvest Wealth Strategies, Inc. since 2006. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and hourly consulting. The firm employs a long-term, multi-asset investment approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while operating under a fiduciary standard.

Donald Depalma is a financial advisor at Buckeye Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with Capital Estate Services, Inc. since 1993. In addition to his advisory role, he provides non-investment related estate planning consultation on a fee basis and is licensed for insurance sales in Ohio. Buckeye Wealth Management LLC is a privately held firm serving individuals, trusts, and pension or profit-sharing plan participants. The firm offers discretionary portfolio management based on customized asset-allocation models, combining modern portfolio theory with a core–satellite approach, and provides ongoing reporting and account supervision.

Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!

Adam Smetzer is a CFP® professional with 14 years of experience in the financial services industry. He is the principal of Sky Vision Wealth, LLC, an independent advisory firm based in Columbus, OH. Prior to founding Sky Vision Wealth in 2021, he worked at Stoneburner Wealth Management, Commonwealth Financial Network, and Chornyak & Associates. In addition to his advisory role, he provides CPA and tax services. Sky Vision Wealth serves individual investors, employer-sponsored retirement plans, and other business clients, offering portfolio management and retirement plan consulting. The firm employs a multi-method investment approach and provides financial planning, participant education, and tax-related services.

Henry Richter is a financial advisor at Worthington Wealth Management with 55 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Benjamin F. Edwards & Co. from 2017 to 2021. Worthington Wealth Management provides investment advisory and portfolio management services to individuals, corporations, and retirement plans. The firm manages approximately $153.7 million in assets across about 336 client relationships, employing a client-focused investment approach tailored to objectives, time horizon, and risk tolerance.

Bradley Huffman is a CFP® professional with 28 years of experience in financial advising. He has been with Future Finances Inc since 1997, serving as CIO and CEO, and has prior experience at Triad Advisors, Inc. and Professional Benefit Planning Corp. He is also involved with FFI Alternatives LLC, an independent introducing broker offering access to managed futures programs. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base, including individuals, pension plans, trusts, and small businesses. The firm employs a core-and-satellite investment approach, combining passively managed index funds and ETFs with tactical asset allocation strategies.

Christopher Fry is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Capital Asset Management since 2000. Capital Asset Management, Inc. is a fee-only, independent registered investment adviser serving primarily affluent individuals and families. The firm employs a value-investing philosophy based on fundamental analysis and constructs portfolios tailored to client-specific investment policy statements, emphasizing asset-class diversification and a margin of safety.

Erik Thompson is a financial advisor at Peerless Wealth with Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Ascend Advisory Group. Outside of his advisory work, he owns and manages several commercial and residential properties. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, offering financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both custom client strategies and model portfolios, and acts as a sub-adviser to an exchange-traded fund.

Anthony La Macchia is a financial advisor at Worthington Wealth Management with Series 65 and Series 66 credentials and three years of industry experience. Before joining Worthington Wealth Management in 2022, he worked in landscaping and held roles at Hillsdale College and Worthington Schools. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm uses a diversified investment approach with an emphasis on preserving long-term purchasing power and offers discretionary and non-discretionary managed accounts.