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® and CFA® with 16 years of industry experience, currently serving as an advisor at Heximer Investment Management Inc. since 2012. He is the owner of Family Tree Tax LLC, which provides tax preparation and consulting services, and serves as treasurer for Cub Scout Pack 417 in Upper Arlington, Ohio. Heximer Investment Management offers investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm applies fundamental, technical, charting, and cyclical analysis to manage portfolios and employs derivative and options strategies within separately managed accounts.

Nicholas Daniel is a Series 65-registered financial advisor with six years of industry experience. He has worked at Columbus Wealth Management since 2021 and previously spent seven years at Windsor Advisory Group. Nicholas is based in Dublin, Ohio. Columbus Wealth Management serves individuals, high-net-worth clients, trusts, business entities, estates, and charitable organizations, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies guided by fundamental analysis and modern portfolio theory, managing a small client roster with a focus on individualized policies and regular portfolio reviews.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds a Series 65 designation and has worked at Kennon-Green & Company, LLC since 2015. Prior to that, he was involved with Kennon-Green Enterprises, LLC, Mount Olympus Awards, LLC, and About.com. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services mainly to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy with bespoke portfolios and utilizes strategies including derivatives and performance-based fee arrangements in select cases.

David Stone is a CFP® with 24 years of industry experience, currently serving as president of Personal Financial Advisors, Inc. in Pickerington, Ohio. He has been with Personal Financial Advisors since 2004 and has worked with Brecek & Young Advisors, Inc. since 2001. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning to individual clients, focusing on retirement planning, college savings, insurance review, cash flow, and business planning. The firm employs fundamental analysis to create tailored portfolios and asset allocation targets, managing approximately $68 million on a nondiscretionary basis while clients retain final control over transactions.

Max Larsen is a CFP® with 40 years of industry experience and is currently affiliated with Future Finances Inc in Columbus, OH. He has held positions at Osaic Wealth, Inc. and Triad Advisors, Inc., and has served as president of both Future Finances Inc. and Professional Benefit Planning Corp. In addition to his advisory role, Larsen is president of FF1 Alternatives, LLC, an independent introducing broker offering managed futures programs and physical metals to high-net-worth clients. Future Finances Inc provides personalized financial planning and discretionary portfolio management to a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm employs a core-and-satellite investment approach combining passively managed index funds and ETFs with tactical opportunities, and operates a hybrid model offering both fee-based management and commissionable products.

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.