Gregory Johnson is a CFP® with 13 years of industry experience, currently serving at Compass Financial Group, Inc. He has worked at Westminster Financial Securities, Inc. since 2022 and was previously with The O. N. Equity Sales Company from 2013 to 2022. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm emphasizes fundamental analysis, discretionary portfolio management, and a team-based approach, offering a wide range of planning programs including retirement, tax efficiency, estate, and charitable planning.

Timothy Hicks is a CFP® with 25 years of industry experience and serves as owner and president of Hicks Capital Management, LLC. He has been with Purshe Kaplan Sterling Investments and Hicks Capital Management since 2011. Outside of his advisory work, Hicks is involved as secretary of a nonprofit ministry, Tragedy Into Triumph, and coaches varsity high school baseball. Hicks Capital Management advises individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, derivatives, and may allocate assets to independent managers while also providing due diligence on private investment funds.

Mark Kamann is a financial advisor at Common Wealth Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a small 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, employing a variety of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party managers.

John Quimjian is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Physicians Wealth Solutions, LLC since 2014 and is also involved with Orthopedic Specialists and Sports Medicine, where he serves as a 401(k) and profit-sharing plan administrator. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment process that includes fundamental and technical analysis, managing accounts on a discretionary basis with a focus on U.S. equities and a variety of other asset types.

Gregory Taylor is a financial advisor at Legacy Advisory Network, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Claraphi Advisory Network, Central Ohio Retirement Institute, and Retirement Wealth Advisors. In addition to his advisory role, he is involved in insurance sales and life insurance annuities through Legacy Wealth Partners. Legacy Advisory Network provides wealth management and financial planning services primarily for individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations, introducing clients to and monitoring third-party investment advisers rather than managing portfolios directly.

David Fiest is a financial advisor at Hicks Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Hicks Capital since 2014, following a brief tenure at Purshe Kaplan Sterling Investments in 2016. Outside of finance, he owns an IT consulting business and serves on the board of Lifewise Academy, a nonprofit organization. Hicks Capital Management advises individuals, business entities, trusts, estates, and charitable organizations through portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and derivatives, and also provides due diligence and monitoring for private investment funds.

Jennie Fravel is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Prolink Staffing, Tailored Management, Abercrombie & Fitch, Altard State, and Justice. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio management strategies tailored to client goals and risk tolerances, and it offers a wrap fee program along with ERISA 3(21) advisory support for plan sponsors.

Adam Koos is a CFP® with 21 years of industry experience, currently serving as an advisor at Libertas Wealth Management Group, Inc. since 2011. Based in Columbus, OH, he holds the Series 63 designation and works at a firm with one other advisor. Libertas Wealth Management Group provides personalized financial planning and investment management primarily to individual and high net worth clients, non-profit foundations, and business owners, also supporting retirement plans through ERISA 3(38) services and 401(k) consulting. The firm employs technically driven model portfolios complemented by fundamental analysis and operates as a fee-only adviser offering discretionary and non-discretionary portfolio management.

Jeffrey Best is a CFP® with 28 years of experience in the financial services industry. He has operated Best Advisory Services since 1998 and has been affiliated with Central Life Assurance Co. since 1990. He is also licensed to sell insurance and engages in insurance sales as part of client financial plans. He is part of Buckeye Wealth Management LLC, a firm that provides investment management and financial planning to individuals, trusts, and pension plan participants. The firm uses customized asset-allocation models and offers discretionary portfolio management, with a focus on modern portfolio theory and a core–satellite approach.

Justin Neuwirt is a CFP® professional and registered advisor with 12 years of industry experience. He currently leads Neu Wealth Group in New Albany, OH, where he has practiced since 2021. His prior experience includes roles at First Manhattan Co., People's United Advisors, People's Securities, Gfa Securities, and Gerstein Fisher. Neu Wealth Group serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a blend of fundamental, quantitative, qualitative, and technical analysis alongside advanced strategies such as margin and options trading.

Jacob Mark is a Series 65-licensed financial advisor at Kennon-Green & Co. with four years of industry experience. His prior roles include positions at Fidelity Investments and Hope College. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy and constructs customized portfolios using various approaches, including derivatives and bespoke mandates.

Brent Ries is a financial advisor with Legacy Advisory Network, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Legacy Advisory Network in 2022, he worked at Nationwide Investment Services Corporation for 11 years. He is also an independent insurance agent licensed in accident & health, life, and variable insurance. Legacy Advisory Network primarily provides wealth management and financial planning services to individual and high-net-worth clients. The firm focuses on developing financial plans and investment recommendations and introduces clients to unaffiliated third-party investment advisers, overseeing their selection and monitoring rather than managing portfolios directly.

Rodney Peters is a financial advisor with Peters Wealth Group in Westerville, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Aegis Wealth Management, Eastwind Capital Wealth Management, Guardian Life Insurance, and Park Avenue Securities. In addition to his advisory work, Peters hosts an educational podcast, YouTube channel, and radio show. Peters Wealth Group serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive wealth management through financial planning and portfolio management. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analyses, operating with discretionary authority and distinguishing itself by offering no-charge public educational seminars and media outreach.

Gregory Dupont is a CFP® professional with 19 years of experience in financial advising. He is the managing partner of the Law Offices of DuPont and Blumenstiel, LLC, where he has served as an attorney since 1992. In addition to his financial advisory work at Advocate Wealth Solutions, Dupont is president of Ohio Tax Advocates, providing tax planning and consulting services. Advocate Wealth Solutions offers fee-based financial planning and portfolio management to a range of individual clients, including both high-net-worth and non-HNW households. The firm operates primarily on a non-discretionary basis, tailoring portfolios to client goals and risk tolerance, and integrates legal and insurance expertise into its tax, estate, and insurance planning services.

Jordan Ranly is a CFP® professional with over four years at Nvest Wealth Strategies, Inc. and nearly two decades of prior experience at Honda Motor Company. He is based in Powell, Ohio. Nvest Wealth Strategies serves individual investors, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm applies a long-term, multi-asset approach focused on no-load mutual funds and ETFs, emphasizing diversification and periodic rebalancing while adhering to a fiduciary standard.

Jordan Acer is a CFP® and holds a Series 65 license, with nine years of industry experience. He is currently with Concordia Wealth Planning, LLC and has previously worked at Nvest Wealth Strategies, Inc. and WealthStone Inc. He has been with Concordia since 2022. Concordia Wealth Planning, LLC (d/b/a Blüprint Investments) primarily serves individual clients, including high-net-worth households, and also offers retirement-plan consulting, as well as charitable and corporate client services. The firm provides a range of wealth-planning engagements alongside investment management, employing a blend of passive and active strategies with options such as ESG screens and tax-aware overlays.

Andrew Shaffer is a financial advisor at Shaffer Capital in Westerville, OH. He holds a Series 65 designation and has been with Shaffer Capital for a total of six years, including his current role since 2026. His prior experience includes roles at Bowling Green State University, St. Francis DeSales High School, and St. Paul School. Shaffer Capital advises individual and business clients, including employer-sponsored retirement plans, serving both high-net-worth and non-HNW individuals. The firm utilizes a diversified investment approach incorporating fundamental, technical, cyclical, charting, and quantitative analysis alongside modern portfolio theory, and offers comprehensive financial planning, discretionary investment management, and specialized retirement-plan fiduciary services.

Craig Cavicchia is a financial advisor with FC Wealth Solutions LLC in Westerville, OH. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining FC Wealth Solutions in 2016, he worked at Northwest Asset Management for one year. FC Wealth Solutions serves individual and corporate clients, providing discretionary portfolio management and one-time financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage assets with both long- and short-term strategies.

Thomas Kaiser is a financial advisor with Garlikov Advisors Inc in Columbus, OH, holding 26 years of industry experience. He has been with Garlikov Advisors since 2010 and previously worked at The Leaders Group Inc and M Holdings Securities, Inc. Outside of his advisory role, he is involved with TK Craftsmanship as a consultant and financial design analyst. Garlikov Advisors, Inc is an SEC-registered advisory firm with a four-advisor team managing approximately $165 million for individuals, high-net-worth clients, trusts, and businesses. The firm employs a proprietary model focused on capital preservation and conservative growth, offering discretionary portfolio management, personalized asset allocation, and specialized management of assets within variable universal life insurance contracts.

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).