Donald Ross is a financial advisor with Ross Wealth Advisors, LLC in Columbus, OH, holding 21 years of industry experience. He has worked at various iterations of Ross Wealth Advisors since 1999 and spent four years at Tounjian Advisory Group, LLC. Outside of his advisory role, he also works as a fixed insurance sales agent. Ross Wealth Advisors, LLC manages approximately $140 million in discretionary assets for around 270 individual and high-net-worth clients. The firm offers portfolio management services, third-party model portfolios, and financial planning, with investment approaches tailored to client objectives and risk tolerance.

Cory Sickles is a Series 65-licensed financial advisor with Safe Harbor Wealth Advisors, LLC in Dublin, OH, bringing 12 years of industry experience. He has held various roles within Safe Harbor entities since 2012 and is involved in insurance sales through Safe Harbor Retirement Group, LLC and Safe Harbor Health, LLC, where he serves as President and Owner. Safe Harbor Wealth Advisors serves both individual clients, including high-net-worth and non-HNW individuals, as well as institutional and trust accounts, offering portfolio management, financial planning, and consulting services. The firm primarily uses third-party model portfolios and maintains co-advisor relationships, incorporating client-directed restrictions and a range of investment strategies.

Brent Soller is a CFP® with nine years of industry experience, currently serving as an advisor at The Siekmann Company since 2025. He previously worked at LPL Financial LLC and FSC Securities Corp and manages the Soller Insurance Agency. Outside of his advisory roles, he is involved in insurance sales and service through his own agency. The Siekmann Company provides investment advisory and retirement plan consulting for individuals and organizations, focusing on non-discretionary portfolio management and participant education. The firm utilizes a range of fund types and institutional analytic tools to tailor portfolios to client needs, while managing significant retirement-plan assets.

Robert Gabel is a financial advisor at Colburn Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked for 12 years at Cardinal Health, Inc. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm follows a fundamental analysis approach tailored to client objectives, offers comprehensive financial plans at no additional cost, and conducts quarterly account reviews including tax-loss harvesting.

Shawn Hogan is a financial advisor with Finish Well RIA LLC in Columbus, OH, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Golden Reserve, American Financial Education Alliance, AE Wealth Management, and Moon Rock Wealth Management. He is also owner of several affiliated businesses providing insurance and Medicare services to support holistic financial planning. Finish Well RIA LLC offers investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning with a long-term approach based on Modern Portfolio Theory. The firm provides financial planning to portfolio management clients, operates under a fiduciary standard, and incorporates licensed insurance services with transparent conflict-of-interest disclosures.

John Lynch is a CFP® and CFA® with 21 years of industry experience. He has been with Lynch Financial Group since 1989, where he serves as one of two principals. Lynch Financial Group provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as certain pension and profit-sharing plans. The firm emphasizes client-specific investment policies and offers discretionary portfolio management alongside written financial plans and ad hoc consulting.

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.

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.

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.

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.

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.

Laura Wall is a CFP® professional with eight years of industry experience, currently serving at Personal Financial Advisors, Inc. in Pickerington, Ohio. She has been with the firm since 2006. Personal Financial Advisors, Inc. provides continuous investment advisory services and comprehensive financial planning tailored to individual clients, focusing on areas such as retirement planning, college savings, insurance review, and business planning. The firm employs a fundamental analysis-driven investment process to create customized portfolios and asset allocations, operating on a nondiscretionary basis with approximately $68 million managed as of December 2024.

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.

Edward Daniels is a Series 65-credentialed advisor at Colburn Wealth Management, LLC with one year of industry experience. Prior to joining Colburn Wealth Management, he worked at Cardinal Health, Inc. for 28 years. Daniels is also involved with Brass Bull1. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm’s investment approach emphasizes fundamental analysis and tailors strategies to client objectives, conducting regular account reviews and offering educational seminars.