Jacob Mark is a Series 65-licensed financial advisor at Kennon-Green & Co. with four years of industry experience. His prior roles include positions at Fidelity Investments and Hope College. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy and constructs customized portfolios using various approaches, including derivatives and bespoke mandates.

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® with nine years of experience in financial advising. He is currently with Concordia Wealth Planning, LLC, where he has worked since 2022. Previously, he was with Nvest Wealth Strategies, Inc. and WealthStone Inc. Concordia Wealth Planning, LLC primarily serves individual and high-net-worth clients, offering a range of wealth-planning services along with investment management that blends passive and active strategies supported by written Investment Policy Statements.

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.

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

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® with 21 years of industry experience, currently serving as an advisor at Royal Oak Financial Group since 2012. He previously worked at Wrp Investments, Inc. and has operated Jehn Financial since 2004. Outside of his advisory role, Jehn is president of Y.O.U. Accounting and teaches retirement workshops several times a year. Royal Oak Financial Group serves individual and high-net-worth clients with portfolio management and financial planning services. The firm emphasizes long-term, diversified equity and fixed-income strategies tailored to client goals, using various analytical approaches within a small advisory team.

Adam Edwards is a CFP® with 22 years of industry experience, currently serving as an advisor at PEB Capital Management LLC since 2021. He previously worked at Wells Fargo Advisors and Northwestern Mutual Investment Management. Edwards also serves as treasurer for the Upper Arlington Youth Football Association, managing the organization’s financial records. PEB Capital Management is a boutique wealth management firm that offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of ETFs, mutual funds, individual equities and bonds, and may include independent managers, tailoring portfolios through both fundamental and technical analysis.

Matthew Shaffer is a CFP® with 24 years of industry experience and has been with Shaffer Capital since 2009. He holds Series 63 and Series 65 licenses and is based in Westerville, OH. Shaffer Capital advises individual and business clients, including employer-sponsored retirement plans, providing comprehensive financial planning, investment management, and consulting services. The firm manages discretionary portfolios across various strategies using mutual funds, ETFs, and individual securities, and offers educational seminars and plan education for sponsors and participants.

Cory Cook is a financial advisor at Cox & Cook Wealth Advisors in Dublin, Ohio, with 14 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2015. Outside of investment advising, he is an independent insurance agent involved in the sale of insurance products and fixed annuities. Cox & Cook Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporations. The firm manages approximately $98.7 million across about 205 client relationships, providing portfolio management, financial planning, and consulting with a focus on individualized Investment Policy Statements and a mix of analytical approaches for long-term and options-based strategies.

Donald Ross is a financial advisor with Ross Wealth Advisors, LLC, based in Columbus, Ohio, with 21 years of industry experience. He has worked at various firms including Tounjian Advisory Group, LLC, and has maintained a long tenure at Ross Wealth Advisors in several capacities since 1999. Outside of advisory services, Ross spends a significant portion of his time in fixed insurance sales. Ross Wealth Advisors, LLC manages approximately $140 million in discretionary assets for around 270 individual and high-net-worth clients. The firm offers portfolio management, access to third-party model portfolios through AE Wealth Management, and financial planning, tailoring investment advice to client objectives and risk tolerance.

Cory Sickles is a Series 65-licensed financial advisor with Safe Harbor Wealth Advisors, LLC in Dublin, OH, bringing 12 years of industry experience. He has held various roles within Safe Harbor entities since 2012 and is involved in insurance sales through Safe Harbor Retirement Group, LLC and Safe Harbor Health, LLC, where he serves as President and Owner. Safe Harbor Wealth Advisors serves both individual clients, including high-net-worth and non-HNW individuals, as well as institutional and trust accounts, offering portfolio management, financial planning, and consulting services. The firm primarily uses third-party model portfolios and maintains co-advisor relationships, incorporating client-directed restrictions and a range of investment strategies.

William Shaffer is a financial advisor at Shaffer Capital with a Series 65 designation and nine years of experience in the industry. He worked at St. Francis DeSales High School for four years prior to his current role. Shaffer Capital serves both individual and business clients, including employer-sponsored retirement plans, providing comprehensive financial planning, discretionary investment management, and fiduciary advisory services. The firm employs a diverse investment approach incorporating fundamental, technical, cyclical, charting, and quantitative analysis, and offers customized portfolios and specialized retirement plan solutions.

Brent Soller is a CFP® professional with nine years of industry experience, currently serving at The Siekmann Company. His prior roles include positions at LPL Financial LLC and FSC Securities Corp. He also manages the Soller Insurance Agency, where he has been involved in insurance sales and services for over a decade. The Siekmann Company offers investment advisory and retirement plan consulting services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes non-discretionary portfolio management and retirement plan advisory, using a variety of fund types and institutional analytic tools, with a strong focus on retirement-plan advisory scale and participant education workshops.

Daniel Messmer is a financial advisor at Messmer Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Meeder Investment Management, Inc. since 2013. Outside of his advisory role, he owns and manages rental properties in central Ohio. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Shawn Hogan is a financial advisor with Finish Well RIA LLC in Columbus, OH, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Golden Reserve, American Financial Education Alliance, AE Wealth Management, and Moon Rock Wealth Management. He is also owner of several affiliated businesses providing insurance and Medicare services to support holistic financial planning. Finish Well RIA LLC offers investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning with a long-term approach based on Modern Portfolio Theory. The firm provides financial planning to portfolio management clients, operates under a fiduciary standard, and incorporates licensed insurance services with transparent conflict-of-interest disclosures.