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.

Robert Deitrick is a financial advisor with Polaris Financial Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. He has been with Polaris since 2003 and previously worked at Cadaret, Grant & Co., Inc. from 2010 to 2023. Outside of advising, he is co-author of the book *Bulls, Bears & The Ballot Box* and is involved with Polaris Productions LLC. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for around 143 clients. The firm serves individuals and high-net-worth clients with financial planning and portfolio management, employing a variety of investment analysis methods and generally maintaining a long-term trading approach.

Michael Harding is a CFP® professional with 24 years of industry experience and has been with Harding Financial Group since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Harding Financial Group provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm employs a combination of fundamental, technical, and charting analysis in its investment approach and offers comprehensive planning services alongside portfolio management.

Mark Faubel is a financial advisor with Jericho Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Ohio National Financial Services, THE O.N. Equity Sales Company, and Swisher Financial. In addition to his advisory work, he provides tax preparation and filing services for individuals, businesses, and nonprofit organizations. Jericho Financial offers financial planning and discretionary portfolio management to individuals, families, and employer-sponsored retirement plans. The firm uses a long-term, asset allocation and diversification approach, supplemented by third-party advisers and technology platforms to manage client assets.

Stanley Edgell is a financial advisor at Strategic Planning, Inc. in Columbus, Ohio, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Planning, Inc. since 2006. Outside of advisory work, Edgell is involved in managing time-share properties and business interests through Diversified Planning LLC and serves as president of Planned Financial Services of Ohio, which manages real estate and leases. He is also a licensed life and health insurance agent in Ohio. Strategic Planning, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a consultative onboarding process and manages diversified portfolios primarily through equities, mutual funds, and ETFs, operating a multi-decade advisory practice with a high asset-to-advisor ratio.

Thresa Alexander is a CFP® professional with 27 years of experience in the financial services industry. She has worked at both Alexander Financial Planning, Inc. and Wrp Investments, Inc. since the late 1990s. Alexander Financial Planning serves individuals, families, trusts, and charitable organizations with fee-only financial life planning and wealth management services tailored to various life stages. The firm employs a strategic asset allocation approach using core-satellite portfolios of passive ETFs and no-load mutual funds, operating primarily on a discretionary basis and offering differentiated service tracks beyond traditional percentage-of-AUM billing.

Johnny Berry is a financial advisor with Adaptation Financial Advisors Inc. in Westerville, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Cambridge Investment Research. Outside his advisory role, Berry is the sole member of 5 Star Capital LLC. Adaptation Financial Advisors provides discretionary and non-discretionary portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm utilizes a variety of investment strategies and tools, including third-party managers and non-standard investments, and conducts seminars and workshops for clients and the public.

Gary Vawter is a CFP® and ChFC® with 21 years of industry experience. He has been with Vawter Financial, Ltd. since 1991. The firm is a fee-only advisory team of four based in Columbus, Ohio. Vawter Financial, Ltd. 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, employing a strategic asset allocation framework with a buy-and-hold investment philosophy and offers both discretionary and client-directed portfolio management.

Mark Menges is a financial advisor with Compass Financial Group, Inc. in Worthington, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Compass Financial Group since 2004 and has prior experience with Westminster Financial Securities, Inc. and The O.N. Equity Sales Company. Outside of his advisory role, he is an owner of real estate investment entities. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm employs a fundamental analysis approach and discretionary authority over client accounts, offering a range of services including portfolio management, ongoing rebalancing, and comprehensive planning programs.

Allen Weaver is a CFP® professional with 10 years of industry experience, currently serving at Elevation Financial Partners, LLC. He has been with J.H. McKewen III & Associates since 2015. Elevation Financial Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm combines discretionary securities management with consulting services and utilizes both active and passive investment strategies, including technical and fundamental analysis and market-timing techniques.

Jake Ethridge is a financial advisor with Peerless Wealth in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Heximer Investment Management, Karageorge Wealth Management, and Peerless ETFs. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing approximately $149 million in assets and acting as a sub-adviser to an exchange-traded fund that uses options strategies.

Christian Hviid is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently an advisor at Concordia Wealth Planning, LLC, where he has worked since 2025. Prior to joining Concordia, he held roles at Fifth Third Private Bank and Wells Fargo Private Bank. Concordia Wealth Planning, LLC serves primarily individual and high-net-worth clients, offering a range of wealth-planning engagements alongside investment management services. The firm uses a structured planning process with written Investment Policy Statements and manages portfolios through a combination of passive and active strategies, including ESG options and tax-aware overlays.

Deana Arseneau is a financial advisor at ArsenEAU Financial with a Series 65 credential and over eight years of industry experience, including roles at Centurion Service Group, SourcePoint, and The Retirement Life. She has been leading Arseneau Financial since 2026. Arseneau Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients. The firm manages approximately $42.3 million in discretionary assets, typically employs a discretionary management style, and uses a variety of analytical methods alongside alternative investment strategies.

Daniel Lamacchia is a CFP® with 41 years of industry experience. He has worked at Worthington Wealth Management since 2021 and previously spent nine years at Benjamin F. Edwards & Co. Worthington Wealth Management serves individuals, corporations, and retirement plans, offering tailored investment advisory services to both high-net-worth and non-HNW clients. The firm employs asset allocation, dollar-cost averaging, and technical analysis to develop investment strategies, managing most client assets on a discretionary basis.

Samuel Mc Coy is a CFP® with 11 years of industry experience, currently serving as an advisor at Tenacity Private Wealth. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves as Treasurer for the Upper Arlington Men’s Lacrosse Program and is a board member on the finance committee of the Upper Arlington Education Foundation. He is also the principal and owner of Tenacity Tax, LLC, a tax preparation service. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm emphasizes integrated tax and investment planning, drawing on its affiliation with an in-house tax practice and a team that includes CPA-licensed professionals.

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.

Kelley King is a financial advisor at ArsenEAU Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms including The Leaders Group Inc and Valmark Advisors, Inc. He also operates as an independent insurance agent through King Financial Solutions, a business he has been involved with since 1982. ArsenEAU Financial provides portfolio management, financial planning, and estate-planning support to individual and high-net-worth clients, managing approximately $42.3 million in discretionary assets. The firm typically manages accounts on a discretionary basis and employs a variety of investment strategies including long-term investing, options trading, and allocations to private funds and real estate vehicles.

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.

Michael Holly is a CFP® with four years of industry experience, currently serving as a financial advisor at Harding Financial Group. His prior work includes roles at Nationwide Investment Services Corp and various positions in the hospitality sector. Outside of his advisory role, he is involved in rental real estate ownership. Harding Financial Group provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach integrates fundamental, technical, and charting analysis with both long- and short-term trading strategies.