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Eric S

Series 65

Lewis Center, OH

Creativeone Wealth, LLC

Eric Seyboldt is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath, LLC) since 2019 and previously operated Seyboldt Insurance Group from 2007 to 2019. Seyboldt is also involved as Managing Director at Novus Financial Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, incorporating modern portfolio theory and multiple analysis methods.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Robert M

CFP®, Series 63

Columbus, OH

Apollon Wealth Management, LLC

Robert Mauk is a CFP® with 32 years of industry experience, currently affiliated with Apollon Wealth Management, LLC. His prior work includes roles at Janney Montgomery Scott LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as President of the Summerfield XV Civic Association, a homeowners association in Pickerington, OH. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment approaches including ESG risk models and tax-efficient direct indexing.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Wendy C

Series 66

Westerville, OH

Composition Wealth, LLC

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. Additionally, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, estates, businesses, and charitable organizations. The firm emphasizes a long-term, low-cost investment approach using diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and tax-sensitive rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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John C

CFP®, Series 63

Dublin, OH

Summit Financial, LLC

John Click is a CFP® with 26 years of experience in the financial industry. He currently works at Summit Financial, LLC and has a long tenure at Meeder Asset Management, Inc., where he serves as Senior Vice President and shareholder. Outside of his advisory roles, he holds executive responsibilities at Meeder Investment Management, Inc. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to provide customized solutions.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Lydia K

Series 65

Columbus, OH

Apollon Wealth Management, LLC

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior experience includes roles at PNC Financial Services Group and Gateway Wealth, Inc., as well as work with the India Gospel League. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, trusts, estates, and institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by advanced research, technology, and ESG risk models.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Terrence H

Series 63

Powell, OH

Kingsview Wealth Management, LLC

Terrence Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Edward Jones for over two decades. He serves as a board member for the Columbus Symphony Orchestra in Columbus, Ohio. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and governmental clients. The firm offers comprehensive financial planning and wealth management services, combining in-house portfolio strategies with third-party managers and alternative investments.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Jan V

CFP®, Series 65

Columbus, OH

Apollon Wealth Management, LLC

Jan Vecerka is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Apollon Wealth Management, LLC, having joined the firm in 2026. Prior to this, he worked at Sequoia Financial Group and Wealthstone Advisors. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other clients, combining centrally managed strategy mandates with locally managed portfolios and employing a range of investment approaches including fundamental analysis, tactical allocations, ESG models, and technology-enhanced research.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Hannah M

Series 65

Columbus, OH

Apollon Wealth Management, LLC

Hannah Mulligan is a financial advisor with Apollon Wealth Management, LLC in Columbus, OH, holding a Series 65 credential. She has one year of experience at Apollon and previously worked two years at Gilliland Lee Financial Group. Prior to her financial services career, she held roles at Restoration Hardware and worked in the hospitality industry. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across about 145 advisors and 67 offices. The firm serves a diversified client base including individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by technology and comprehensive governance.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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John W

CFP®, Series 63, Series 65

Dublin, OH

Summit Financial, LLC

John Williams is a CFP® professional with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at MGO ONE SEVEN LLC dba PILLAR WEALTH GROUP, Mid Atlantic Financial Management, Inc., and First Financial Bank. He is also licensed to offer insurance products through various companies, earning both cash and non-cash compensation from these sales. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment management options.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Michael S

Series 63, Series 66

Dublin, OH

Summit Financial, LLC

Michael Saraullo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Meeder Asset Management, Meeder Distribution Services, and Foresters Advisory Services. In addition to advisory work, he is involved in insurance brokerage activities, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Darren L

Series 63, Series 65, Series 66

Westerville, OH

Foundations Investment Advisors LLC

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked at Foundations since 2018 and is also the owner of Money Consciousness, where he provides insurance and annuity products. Prior to joining Foundations, he worked at Aptus Marketing. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements through a broad network of affiliated offices.

ESG / Sustainable investing
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Joseph C

CFP®, Series 63

Columbus, OH

Apollon Wealth Management, LLC

Joseph Chornyak Sr. is a CFP®-certified financial advisor with 44 years of industry experience. He is currently a managing partner at Apollon Wealth Management, LLC d/b/a Chornyak & Associates, having previously worked at Janney Montgomery Scott and Commonwealth Financial Network. He is the author of the book *The Wealth Maze* and serves as a board member for the nonprofit Foundation for Financial Planning. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately 145 advisors and $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed mandates and locally managed portfolios supported by advanced research and technology tools.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Mitchell B

Series 63

Columbus, OH

Signature Equity Partners, LLC

Mitchell Bland is a financial advisor with Signature Equity Partners, LLC, based in Columbus, OH, holding a Series 63 designation and 21 years of industry experience. His prior work includes over two decades with Lincoln National Life and Lincoln Financial Advisors Corporation. Outside of advising, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm employs a multi-team approach with 34 advisors and utilizes platforms like Vision2020 Wealth Management to offer tailored portfolio management and consulting services.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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Jaylee H

Series 65, Series 63, Series 66

Powell, OH

Kingsview Wealth Management, LLC

Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with Series 65, Series 63, and Series 66 licenses and one year of industry experience. Prior to joining Kingsview, Hoppmann worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services through a blend of internal strategies and third-party managers, with portfolios that may include equities, fixed income, ETFs, options, and alternative investments.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Joshua P

Series 63

Lewis Center, OH

Simplicity wealth

Joshua Pick is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Series 63 designation and has held roles at Aptus Wealth Insurance Services, LLC, Aptus Wealth Management, LLC, Doublet Capital Management, and other related firms over the past two decades. Outside of his advisory work, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced continuously, as well as technology and operational support services including a turn-key asset management platform for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Ryan J

Series 63

Dublin, OH

Summit Financial, LLC

Ryan Johnson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Asset Management and Northwestern Mutual for a significant portion of his career. Outside of his advisory role, he serves as an assistant boys lacrosse coach at Olentangy High School in Lewis Center, OH. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Nickolas M

Series 66

Westerville, OH

Signature Equity Partners, LLC

Nickolas Magora Jr. is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cetera Investment Services, and LPL Financial. In addition to his advisory work, he operates LC Wealth Management, providing securities and variable insurance services. Signature Equity Partners offers investment advisory and planning services to individuals, retirement plans, and corporations. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to deliver customized portfolio management, financial planning, and retirement-plan consulting.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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Amanda H

Series 63, Series 65

Delaware, OH

OneSeven

Amanda Hall is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with International Assets Advisory, LLC since 2019 and concurrently with MGO One Seven LLC since 2016. Amanda is the sole member of Kazmom Holdings, LLC, an entity with no active business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a primarily long-term investment approach with access to diverse asset classes and third-party managers.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Christopher C

CFP®, Series 63, Series 65, Series 66

Westerville, OH

Composition Wealth, LLC

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Logan H

Series 65

Lewis Center, OH

Simplicity wealth

Logan Harris is a Series 65 licensed advisor with three years of industry experience, currently with Simplicity Wealth. Prior to this, he worked at Verity Asset Management and Eaton Financial Holdings Company, LLC. He serves in the United States Naval Reserves and has entrepreneurial involvement as owner and manager of Harris Brothers of Florida, LLC, which operates Wish Clips, and as sole proprietor of Deploying Capital, a financial education website for the military community. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to managed account platforms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and supports advisers with technology and operational solutions, including a private-label asset management software program.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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