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.

Eric Franklin is a financial advisor at The Pension Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and Jpmorgan Chase in various roles spanning from 2013 to 2026. The Pension Group provides personalized investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory and long-term strategic asset allocation, often working with third-party managers for portfolio management and trade execution.

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.

Michael Rhinehart is a Series 65-licensed advisor with Tenacity Private Wealth, where he has worked since 2024. He previously held roles at DGPenny CPAs + Advisors, Greif, Inc., and Blue & Co. LLC. Outside of his advisory work, he serves as CFO of Wolfpack Living, a bread company. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm integrates investment decisions with tax planning through its affiliation with an in-house tax practice and offers specialized services including retirement and estate planning, sale-of-business advice, and elder-care planning.

Robert Jamison is a CFP® professional with four years of experience, currently serving at Vawter Financial LTD. Prior to joining Vawter Financial, he was with Stoneburner Wealth Management and spent four years at The Ohio State University. Vawter Financial, Ltd. is a fee-only advisory firm that provides comprehensive financial planning and portfolio management to individuals, trusts, and small business owners, as well as retirement plan consulting for plan sponsors. The firm serves both non-high-net-worth and high-net-worth clients using a strategic asset allocation framework with periodic rebalancing and a buy-and-hold investment philosophy.

Gregory Bauer is a financial advisor at Cambridge Financial Group, Inc. in Columbus, Ohio, holding a Series 65 designation with 29 years of industry experience. He has been with Cambridge Financial Group since 1986. Cambridge Financial Group provides discretionary portfolio management and investment advisory services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a quantitative investment approach focused on price-momentum and relative-value strategies primarily within the S&P 500 universe.

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 holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and JPMorgan Securities LLC. Outside of his advisory role, he is involved in a family business operating laundromats and tanning salons. ClearMind Capital provides fee-only investment management and financial planning to individuals, including high net worth clients, as well as employers sponsoring defined contribution plans. The firm uses a blend of passive and active strategies, offers both ongoing management and planning services, and has expanded into workplace retirement plan advisory services.

John Deitrick is a CFP® with 19 years of industry experience, currently serving at ARD Advisory Services, LLC. His work history includes roles at JW Cole Advisors, INC. and Global Financial Private Capital, LLC. He is also the founder of Advanced Retirement Design, LLC. ARD Advisory Services serves individual and high-net-worth clients, businesses, pension plans, and charities, providing portfolio management, financial planning, and business consulting. The firm uses a variety of analytical methods and offers both discretionary investment management and subscription-based financial plans tailored to client needs.

Jill Gianola is a CFP® professional with 21 years of industry experience, serving clients through her firm, Gianola Financial Planning, LLC, since 1995. She is the author of The Young Couple's Guide to Growing Rich Together and co-author of Single Women and Money: How to Live Well on Your Income. Ms. Gianola also occasionally presents compensated financial planning seminars and workshops. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses, emphasizing comprehensive planning and strategic asset allocation primarily using diversified index and exchange-traded funds. The firm operates on a non-discretionary basis with fixed retainer and project fees, focusing on planning rather than product distribution.

Gregory Johnson is a CFP® with 13 years of industry experience, currently serving at Compass Financial Group, Inc. He has worked at Westminster Financial Securities, Inc. since 2022 and was previously with The O. N. Equity Sales Company from 2013 to 2022. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm emphasizes fundamental analysis, discretionary portfolio management, and a team-based approach, offering a wide range of planning programs including retirement, tax efficiency, estate, and charitable planning.

Timothy Hicks is a CFP® with 25 years of industry experience and serves as owner and president of Hicks Capital Management, LLC. He has been with Purshe Kaplan Sterling Investments and Hicks Capital Management since 2011. Outside of his advisory work, Hicks is involved as secretary of a nonprofit ministry, Tragedy Into Triumph, and coaches varsity high school baseball. Hicks Capital Management advises individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, derivatives, and may allocate assets to independent managers while also providing due diligence on private investment funds.

Mark Kamann is a financial advisor at Common Wealth Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships, employing a variety of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party managers.

John Quimjian is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Physicians Wealth Solutions, LLC since 2014 and is also involved with Orthopedic Specialists and Sports Medicine, where he serves as a 401(k) and profit-sharing plan administrator. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment process that includes fundamental and technical analysis, managing accounts on a discretionary basis with a focus on U.S. equities and a variety of other asset types.

Gregory Taylor is a financial advisor at Legacy Advisory Network, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Claraphi Advisory Network, Central Ohio Retirement Institute, and Retirement Wealth Advisors. In addition to his advisory role, he is involved in insurance sales and life insurance annuities through Legacy Wealth Partners. Legacy Advisory Network provides wealth management and financial planning services primarily for individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations, introducing clients to and monitoring third-party investment advisers rather than managing portfolios directly.

David Fiest is a financial advisor at Hicks Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Hicks Capital since 2014, following a brief tenure at Purshe Kaplan Sterling Investments in 2016. Outside of finance, he owns an IT consulting business and serves on the board of Lifewise Academy, a nonprofit organization. Hicks Capital Management advises individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and derivatives, and also provides due diligence and monitoring for private investment funds.