Ryan Retcher is a financial advisor at Access Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has been a managing partner at Loud Capital LLC, a non-investment related venture capital firm, since 2022. Prior to that, he served as Chief Operating Officer at Loud Capital starting in 2017. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, offering age-based Life Cycle Portfolios and planning across retirement, estate, tax, business, and cash-flow needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and manages proprietary model-guided strategies, including tactical risk management and frontier investment allocations.

Matthew Brandeburg is a CFP® professional with 10 years of industry experience, currently with Meridian Wealth Management, LLC since 2022. He previously worked at MTBW, LLC for six years. In addition to his advisory role, Brandeburg is the publisher of Coventry House Publishing, LLC, a publishing company he has been involved with since 2012. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on cash flow, retirement, education, estate, tax strategies, and risk management. The firm employs a mix of active and passive investment strategies, emphasizing tax-efficient, low-cost mutual funds and ETFs, with client discretion on implementation and typically annual reviews.

Mark Bowes is a Series 65-licensed financial advisor at Partnership Financial, LLC in Columbus, Ohio, with seven years of industry experience. He has worked at Partnership Financial since 2017 and previously served in the US Army for eight years. Partnership Financial LLC is a fee-only fiduciary firm that provides holistic financial planning and investment advisory services to individual and family clients, including middle- and high-income households. The firm offers comprehensive planning across retirement, estate, small-business, risk management, and tax topics, using a fixed-fee billing structure rather than percentage-of-assets fees.

Peter Toth is a financial advisor at Finish Well RIA LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, he owns and operates Moon Rock Wealth Management, where he is involved in insurance sales. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning grounded in Modern Portfolio Theory. The firm offers customized Investment Policy Statements and conducts regular account reviews, managing accounts under a fiduciary standard with a fixed-fee structure.

Kimberly Warrick is a financial advisor at Libertas Wealth Management Group, Inc. in Columbus, Ohio. She holds the Series 65 designation and has six years of experience, including prior work at Citibank. 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. The firm uses technically driven model portfolios supported by fundamental analysis and offers both discretionary and non-discretionary portfolio management as a fee-only adviser.

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 holds a Series 66 license with one year of industry experience. He has worked at Dynasty Family Office since 2021 and previously held positions at StoneBridge Financial Group, Amazon, Merck & Co., Inc., and Edward Jones. Dynasty Financial Planners serves individuals—including high-net-worth clients—business owners, and employee benefit plans with discretionary portfolio management and financial planning. The firm emphasizes customized Investment Policy Statements and regularly monitors client portfolios using both fundamental and technical analysis, while also offering unique services such as business-owner consulting, estate-unwinding assistance, and public educational workshops.

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.

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.

Jacob Hrusovsky is a CFP® and Series 65 credentialed advisor with Personal Financial Advisors, Inc. He has been in the financial industry since 2015, holding roles at various firms including Keeler & Nadler Family Wealth and Ameriprise. His experience spans several positions over the past eight years. Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm emphasizes tailored investment policies and non-discretionary management, relying on fundamental analysis and client approval for transactions.

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.