Verna Ruby is a financial advisor with Common Wealth Management LLC in Columbus, Ohio. She holds a Series 63 designation and has 16 years of industry experience. Ruby has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a supported 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 using a range of strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party money managers.

Robert Bailey is a CFP® professional with The Sherrington Group in Columbus, OH, where he has worked since 2013. He has 13 years of experience in the industry. The Sherrington Group provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm follows a non-discretionary investment approach built around modern portfolio theory and a long-term, buy-and-hold strategy, with an internal investment committee overseeing a diversified roster of funds and sub-advisors.

Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.

James Rice is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations and has been with the firm since 2000. Capital Asset Management is an independent, fee-only registered investment adviser serving affluent individuals and families. The firm employs a value-investing approach based on fundamental analysis and integrates comprehensive financial planning with ongoing portfolio management, also providing institutional consulting services for trusts, estates, non-profits, and businesses.

Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, he worked for six years at the Social Security Administration. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, focusing on comprehensive planning and strategic asset allocation using diversified portfolios primarily composed of index and exchange-traded funds.

William Shorthill is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Beacon Hill Investment Advisory, LLC since 2012 and previously operated W.B. Shorthill & Associates, LLC from 2008 to 2012. He serves as a board member of FPA Central Ohio, supporting continuing education and professional development for financial planners in the region. Beacon Hill Investment Advisory provides discretionary investment management services to individuals, trusts, and corporate retirement plans. The firm employs a risk-tolerance-based process and offers customized family-office services, managing approximately $91.7 million in client assets and advising on an additional $67.8 million in participant-directed retirement plan assets.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.

Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment strategies through a small team of three advisors.

Emily Paulus is a financial advisor at NorthAvenue LLC in Columbus, OH, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at FirstCapUS and Dawson, among others. NorthAvenue serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through fiduciary, fee-only engagements that combine fundamental and behavioral analysis with asset allocation based on Modern Portfolio Theory.

Alexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

Donald Garlikov is the president of Garlikov Advisors Inc and holds a Series 63 designation. He has 54 years of industry experience, including roles at The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Since 1978, he has also been owner and chairman of Garlikov & Associates, a firm involved in life insurance sales. Additionally, he performs business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities, overseeing approximately $208 million in client assets. The firm uses a proprietary discretionary approach focused on capital preservation and conservative growth, combining technical indicators and fundamental analysis, and offers specialized portfolio management inside variable universal life insurance contracts.

Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, LPL Financial, Bluestone Wealth Partners, and UBS Financial Services. LeClair Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term approach to portfolio construction, utilizing a digital platform and artificial intelligence tools to support research and back-office functions.

Marian Leuby is a Series 65-licensed financial advisor with 25 years of industry experience. She has worked at The Hendrickson Advisory Group, Inc. since 2003 and previously spent 19 years with Hendrickson & Hendrickson Inc. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, and pension consulting for individuals, trusts, business entities, and retirement plans. The firm manages client accounts primarily through a turnkey asset management program, coordinating investment and tax planning while facilitating services such as tax return preparation and ERISA nondiscretionary pension consulting.

David Kirkey is a CFP® professional with 26 years of industry experience and has been the principal of Kirkey & Co. Financial Advisors, Inc. since 1996. He also owns and leads Kirkey & Co., Inc. CPAs, an accounting firm providing tax preparation and small business accounting services. Kirkey & Co. Financial Advisors offers wealth management, asset management, and financial planning primarily to individual clients including high-net-worth households, trusts, and small businesses. The firm’s approach integrates fundamental, technical, cyclical, and quantitative analysis within modern portfolio theory and maintains a collaborative relationship with its affiliated tax and accounting practice under common ownership.

John Frencho is a financial advisor at Forestview Financial Partners, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forestview since 2021. Prior to this, he was employed at U.S. Bank from 2014 to 2020. Outside of his advisory role, Frencho works as a sales associate at Par Golf of Columbus, assisting customers with golf equipment. Forestview Financial Partners serves individuals, business owners, and various institutional clients, offering portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, with capabilities in derivatives, options, and private fund allocations.

William Burton is a CFP® with over 43 years of industry experience. He has been with Capital Investors Advisory Corporation since 1988 and worked at Royal Alliance Associates, INC. from 1989 to 2019. In addition to his advisory role, Burton serves as a trustee providing trust-related services to various families. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting to individuals, corporations, and charitable organizations. The firm utilizes model portfolios and third-party managers, applying fundamental analysis and modern portfolio theory to align investments with clients’ risk tolerance and objectives.

Renee Bonsell is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Meridian Wealth Management since 2018. Additionally, she serves as a Senior Compliance Specialist for XY Planning Network, LLC. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on areas such as cash flow, retirement strategies, tax and estate planning, education funding, and investment planning. The firm employs a blend of active and passive investment approaches to construct diversified, tax-efficient portfolios.

Edward Siddell is a Series 65-licensed advisor with EGSI Investment Management in Dublin, Ohio, and has 23 years of industry experience. He has worked at EGSI since 2002 and was previously with Prosperity Capital Advisors from 2011 to 2015. In addition to his advisory role, he serves as CEO of a management company involved in business development and insurance. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, nonprofit organizations, and institutional public funds. The firm uses a top-down market analysis approach and offers a range of model portfolios, combining fundamental, technical, and cyclical methods with regular account supervision.

William Whitaker is a CFP® professional with 15 years of industry experience. He has been with Vawter Financial, Ltd. since 2017 and previously worked at Summit Financial Strategies, Inc. from 2014 to 2017. Vawter Financial, Ltd. is a fee-only advisory firm serving individuals, trusts, small business owners, and retirement plan sponsors. The firm employs a strategic asset allocation approach with buy-and-hold investing, offering discretionary or client-controlled portfolio management and regular reviews based on market performance and client goals.