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 held roles at several firms, including MoLei Financial, where he serves as President, and Cryptail Corp, a PetTech company focused on technology development and business operations. Parkins also leads FinCap Advisors LLC, providing financial and technology consulting for small businesses and startups. Concordia Wealth Planning, LLC serves primarily individual clients, including high-net-worth households, and offers wealth-planning engagements alongside investment management. The firm employs a structured planning model centered on written Investment Policy Statements and manages portfolios through a blend of passive and active approaches with options for ESG screens, direct indexing, and tax-aware overlays.

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.

Lauren Matthiessen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LeClair Wealth Partners since 2024. She previously worked at Raymond James & Associates for five years and UBS Financial Services for eight years. Outside of her advisory role, she is an insurance agent involved in selling insurance and variable products. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach supported by artificial intelligence tools and offers a broad range of investment instruments through both wrap fee and non-wrap accounts.

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.

Michael Stoner is a CFP® professional with eight years of experience at True North Financial Advisors, LLC and over 20 years running Stoner Professional Services, a consulting business serving a small family office with advice on accounting, business, legal, insurance, and tax matters. He is president of Stoner Professional Services, which provides noncustodial investment advice and oversight for private business holdings. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing assets internally through custom model portfolios and applying fundamental analysis and modern portfolio theory. The firm maintains a small client base and conducts regular account reviews with a two-advisor team overseeing approximately $50 million in client assets.

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.

Erin Maynard is a financial advisor at Shuttleworth & Company with 18 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Maynard has worked at Shuttleworth & Company in various capacities since 2011. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term investors. The firm employs a balanced, long-term investment approach using a diversified mix of asset types and tactical techniques to manage risk, and it operates as a small, employee-owned advisory with a focus on professional credentials among its staff.

Aaron Siekmann is a financial advisor at The Siekmann Company in Plain City, OH, with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs with approximately $227.5 million in plan assets and uses collective investment vehicles alongside third-party analytics to evaluate and monitor investment options.

Casey Stevenson is a financial advisor at Axim Planning & Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Casey is the owner of HedgeIT, LLC, an investment-related practice based in Powell, Ohio. Axim Planning & Wealth provides discretionary and nondiscretionary asset management and financial planning to individuals, high-net-worth clients, and select institutional clients. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, utilizing a mix of fundamental, technical, charting, and cyclical analysis with ongoing monitoring and rebalancing.

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 26 years of industry experience. She has been affiliated with Alexander Financial Planning, Inc. since 1997 and concurrently with Wrp Investments, Inc. since 1998. Alexander Financial Planning, Inc. provides fee-only 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 policy statements through a small team of three advisors.

Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like-minded professionals who traveled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families, and businesses throughout the United States and Puerto Rico achieve their financial goals. Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys traveling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.

Johnny Berry is a financial advisor with Adaptation Financial Advisors Inc. in Westerville, OH, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Cambridge Investment Research, Morgan Stanley, Bank of America, Merrill, and ARB Services. Outside of advising, he is the sole member of 5 Star Capital LLC, a company managing a residential property. Adaptation Financial Advisors serves individuals and families, including high net worth clients, as well as pension plans, trusts, estates, private businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a tailored approach that incorporates multiple analysis methods and participation in specialized wrap-fee and co-advisory programs.

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.