Adam Koos is a CFP® with 21 years of industry experience, currently serving as an advisor at Libertas Wealth Management Group, Inc. since 2011. Based in Columbus, OH, he holds the Series 63 designation and works at a firm with one other advisor. 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, also supporting retirement plans through ERISA 3(38) services and 401(k) consulting. The firm employs technically driven model portfolios complemented by fundamental analysis and operates as a fee-only adviser offering discretionary and non-discretionary portfolio management.

Justin Neuwirt is a CFP® professional with 12 years of industry experience. He is the sole advisor at Neu Wealth Group, where he has worked since 2018 in various roles, including under JMN Financial dba Neu Wealth Group since 2021. His prior experience includes positions at First Manhattan Co., People's United Advisors, People's Securities, and Gerstein Fisher. Neu Wealth Group provides advisory services primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and business entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis within asset allocation and fixed-income frameworks and uses various strategies including margin, options, and derivatives within separately managed accounts.

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.

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.

Thomas Kaiser is a financial advisor with Garlikov Advisors Inc in Columbus, OH, holding 26 years of industry experience. He has been with Garlikov Advisors since 2010 and previously worked at The Leaders Group Inc and M Holdings Securities, Inc. Outside of his advisory role, he is involved with TK Craftsmanship as a consultant and financial design analyst. Garlikov Advisors, Inc is an SEC-registered advisory firm with a four-advisor team managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary model focused on capital preservation and conservative growth, offering discretionary portfolio management, personalized asset allocation, and specialized management of assets within variable universal life insurance contracts.

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).

Moneyfluent is a fee-only financial advisory firm focused on empowering Millennials to take charge of their financial future. We offer a personalized planning experience delivered through 3- and 6-month engagements, with plan implementation always included. Our typical client has a household income between $100k and $300k and less than $500k invested, and our services are specifically tailored to help individuals and couples at this stage of wealth-building. As a CERTIFIED FINANCIAL PLANNER®, Chandler specializes in empowering Millennials to launch their financial success with a planning process built around real-life goals—like buying your first home, tackling your student loans, planning for early retirement or a career shift, building your investments, growing your family, and traveling more! After serving as a partner at a boutique, retainer-based firm, she saw that Millennials needed a different approach: financial planning that’s comprehensive enough to tackle their complex goals, yet flexible and affordable enough to fit their lives. Chandler’s fresh approach marries the best of both worlds—offering expert partnership, hands-on implementation, and actionable strategies, all delivered in focused 3- to 6-month engagements for a one-time fee. You get the guidance, instruction, and setup that you need to move forward with confidence, without being locked into ongoing costs or planning models that weren't built for you. Chandler's process is clear and supportive: 1. Teach you to understand your money, inside and out. 2. Design a roadmap for the future you want. 3. Help you turn plans into action with hands-on implementation. Moneyfluent advocates for greater access to financial advice through short-term engagements and Free Friday Drop-Ins services. This purpose-driven business is powered by years of experience helping clients of all ages and net worths understand and improve their financial situation. While virtually serving clients nationwide, she calls downtown Columbus, Ohio, home. Beyond finance, Chandler's musical roots shine through with her involvement with The Harmony Project, a 500-voice choir fostering unity through the arts and community service.

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.

Austin Wolfe is a financial advisor at ClearMind Capital with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining ClearMind Capital in 2026, he worked at J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. from 2025 to 2026. Wolfe also serves in the U.S. Army, a role he has held since 2018. ClearMind Capital provides fee-only investment management and financial planning services to individuals, including high net worth clients, and employers sponsoring 401(k) and other defined contribution plans. The firm combines passive and active asset-allocation strategies and offers both ongoing management and year-long integrative wealth planning engagements.

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.

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.

Robert Gabel is a financial advisor at Colburn Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked for 12 years at Cardinal Health, Inc. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm follows a fundamental analysis approach tailored to client objectives, offers comprehensive financial plans at no additional cost, and conducts quarterly account reviews including tax-loss harvesting.

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.

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.