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® 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.

John Lynch is a CFP® and CFA® with 21 years of industry experience. He has been with Lynch Financial Group since 1989, where he serves as one of two principals. Lynch Financial Group provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as certain pension and profit-sharing plans. The firm emphasizes client-specific investment policies and offers discretionary portfolio management alongside written financial plans and ad hoc consulting.

Michael Coury is a Series 65 licensed advisor with 12 years of industry experience. He has been with First Hedge Capital Management since 2013. The firm serves primarily high-net-worth individuals, trusts, estates, corporations, and institutional clients, providing discretionary portfolio management, sub-advisory services, and access to a private pooled investment vehicle. First Hedge Capital Management employs a technically driven, short-term investment approach focused on options and derivatives trading, managing accounts on a discretionary basis with active monitoring and leverage tools.

Robert Coury is a financial advisor at First Hedge Capital Management in Delaware, Ohio, holding a Series 65 designation with 12 years of industry experience. He has been with First Hedge Capital Management since 2013. Coury has investment interests in publicly traded securities through First Hedge LLC, where he is the majority member. First Hedge Capital Management primarily serves high-net-worth individuals, trusts, estates, corporations, and institutional clients, offering discretionary portfolio management, sub-advisory services, and access to a private pooled investment vehicle. The firm employs a technically driven, short-term investment approach focused on options and derivatives trading, managing accounts with active monitoring and leverage tools.

Christopher Cassiere is a financial advisor at FC Wealth Solutions LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. since 2007, alongside his current role at FC Wealth Solutions since 2020. FC Wealth Solutions provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Nathan Parkins is a financial advisor at Concordia Wealth Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including MoLei Financial, where he serves as President, and Cryptail Corp, a PetTech company where he is Chief Compliance Officer. Parkins also provides financial and technology consulting for small businesses and startups through FinCap Advisors LLC. Concordia Wealth Planning primarily serves individual clients, including high-net-worth households, and offers a range of wealth-planning services alongside investment management. The firm employs a structured planning model with written Investment Policy Statements and manages portfolios using both passive and active strategies, incorporating ESG options and third-party manager platforms.

Ryan Sheppard is a ChFC® and holds a Series 66 license with 18 years of industry experience. He has been with Capstone Wealth Partners in Dublin, Ohio since 2010. Outside of his advisory role, he is the majority owner of The Ohio Political Network, LLC, a company that provides telecommunication technology to political campaigns and elected officials. Capstone Wealth Partners serves individual, high-net-worth clients, and businesses by offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive index funds and ETFs with selective active management, emphasizing college-focused planning services and software.

Douglas Lynch is a CFA® charterholder with 21 years of industry experience. He has been with Lynch Financial Group since 1989 and is based in Dublin, Ohio. Lynch Financial Group provides portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, as well as certain pension and profit-sharing plans. The firm emphasizes client-specific investment policies and offers discretionary portfolio management combined with written financial plans and ad hoc consulting.