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.

Aaron Green is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds the Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. Prior to this, he was involved with Kennon-Green Enterprises, LLC and Mount Olympus Awards, LLC. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm follows a value-oriented investment philosophy and offers bespoke portfolio construction, including the use of derivatives and performance-based fee arrangements in select cases.

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®, CFA®, and Series 65-licensed financial advisor at Heximer Investment Management Inc. in Columbus, Ohio, with 17 years of industry experience. He has worked at Heximer since 2012 and previously worked at The Burney Company from 2009 to 2012. Outside of his advisory role, he serves as treasurer for a local Cub Scout pack and owns a tax preparation and consulting firm, Family Tree Tax LLC. Heximer Investment Management provides investment management, wealth management, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $134 million across about 116 client relationships and employs a range of investment strategies including the use of derivatives and options in separately managed accounts.

Nicholas Daniel is a financial advisor at Columbus Wealth Management in Dublin, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked at Windsor Advisory Group for seven years before joining Columbus Wealth Management in 2021. Columbus Wealth Management provides discretionary investment management and financial planning services to individual clients, trusts, business entities, estates, and charitable organizations. The firm develops individualized investment policies using modern portfolio theory and fundamental analysis and offers a range of planning engagements alongside portfolio management tailored to client objectives.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds a Series 65 designation and has worked at Kennon-Green & Company, LLC since 2015. Prior to that, he was involved with Kennon-Green Enterprises, LLC, Mount Olympus Awards, LLC, and About.com. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services mainly to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy with bespoke portfolios and utilizes strategies including derivatives and performance-based fee arrangements in select cases.

David Stone is a CFP® professional with 25 years of industry experience. He has been with Personal Financial Advisors, Inc. since 2004 and previously worked at Brecek & Young Advisors, Inc. from 2001 to 2004. Stone is also self-employed, providing financial planning services over the past 28 years. Personal Financial Advisors, Inc. offers investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm focuses on client-specific investment policies and asset allocation targets and manages assets largely on a non-discretionary basis.

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.

Andrew Phillips is a financial advisor with Phillips Wealth Management LLC in Pickerington, Ohio. He holds eight years of industry experience, including prior work at Mid Atlantic Capital Corporation. Phillips has been with Phillips Wealth Management since 2013. Phillips Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio strategies tailored to client goals and risk tolerances, and it operates a firm-sponsored wrap fee program, which is uncommon for a firm of its size.

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.

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.

Earl Newsome is a financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Compass Securities Corporation since 2014 and has been with Cambridge Financial Group since 1991. Newsome is a 50% owner of Encompass Capital Management, LLC, a registered investment adviser based in Ohio. Cambridge Financial Group provides discretionary portfolio management and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a quantitative investment approach focused on price-momentum and relative-value strategies primarily within the S&P 500 universe and manages approximately $315 million in discretionary assets.

Robert Jamison is a CFP® at Vawter Financial LTD in Columbus, OH, with one year of industry experience. He worked previously at Stoneburner Wealth Management for one year and held roles at The Ohio State University and in education before that. 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, utilizing a strategic asset allocation framework with a buy-and-hold approach across a broad mix of securities.

Gregory Bauer is a Series 65-licensed financial advisor with Cambridge Financial Group, Inc. in Columbus, OH, where he has worked for over 40 years. He has 30 years of industry experience at the firm. 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 uses a quantitative investment process focused on momentum and relative-value selection within the S&P 500, offering discretionary portfolio management across equity and fixed-income strategies.

Michael Allman is a financial advisor at Patriot Asset Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Patriot Asset Advisors, he worked at Discover Financial Services and concurrently supervises distribution operations at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, model allocation strategies, and a proprietary concentrated equity model. The firm also conducts educational seminars and uses derivatives and option strategies within managed accounts, a practice less common among peers.

Linda Cash is a financial advisor at Hicks Capital Management, LLC in Columbus, Ohio, with 26 years of industry experience. She holds a Series 63 designation and has worked at Hicks Capital Management and Purshe Kaplan Sterling Investments since 2013. Outside of her advisory role, she is also a commissioned notary. Hicks Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including equities, fixed income, mutual funds, ETFs, and options, and offers due diligence on private investment funds.

Shane Duckworth is a financial advisor at ClearMind Capital with four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and JPMorgan Securities LLC. Outside of his advisory role, he is involved in managing a family business that operates laundromats and tanning salons. ClearMind Capital provides fee-only investment management and financial planning services to individuals, including high net worth clients, as well as employers sponsoring defined contribution plans. The firm uses a blend of passive and active asset-allocation strategies and offers a range of planning engagements, including an Integrative Wealth Planning program.