Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, he worked for six years at the Social Security Administration. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, focusing on comprehensive planning and strategic asset allocation using diversified portfolios primarily composed of index and exchange-traded funds.

William Shorthill is a CFP® professional with 17 years of industry experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. He also operates W.B. Shorthill & Associates, LLC, which he has been involved with since 2008. Shorthill is a board member of FPA Central Ohio, contributing to continuing education and professional development for financial planning and insurance professionals. Beacon Hill Investment Advisory provides discretionary investment management services to individuals, trusts, and corporate retirement plans, managing over $91 million in client assets. The firm emphasizes a process that includes risk-tolerance testing, documented Investment Policy Statements, and strategic asset allocation with tactical adjustments, serving both individual and high-net-worth clients with customizable family-office services.

Samuel Weinberg is a financial advisor at Weinberg Advisory Group in Columbus, OH, holding a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles across the medical technology and aerospace sectors. Weinberg Advisory Group is a fee-only registered investment adviser serving individuals, high-net-worth clients, and select small institutions. The firm employs a combination of Modern Portfolio Theory and proprietary security-selection processes, including option writing strategies within separately managed accounts.

Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides 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 strategies through a small team of three advisors.

David Lennox is a financial advisor with Eastwind Capital Wealth Management and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has been involved with Eastwind Capital, LLC since 2008. Lennox also operates Estate Planning Professionals, an insurance services business in Westerville, Ohio, where he spends a significant portion of his time. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to a range of clients including individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

Jason Moore is a financial advisor at Hicks Capital Management, LLC in Columbus, OH, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hicks Capital Management since 2013. Outside of advising, he is a trustee of a family trust that leases land for oil and gas exploration. Hicks Capital Management serves 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 third-party managers, and offers services such as due diligence on private investment funds and institutional retirement plan consulting.

Emily Paulus is a financial advisor at NorthAvenue LLC in Columbus, OH, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at FirstCapUS and Dawson, among others. NorthAvenue serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through fiduciary, fee-only engagements that combine fundamental and behavioral analysis with asset allocation based on Modern Portfolio Theory.

Alexander Rye is an advisor at EGSI Investment Management with Series 63 and Series 65 designations and one year of industry experience. Prior to joining EGSI, he held positions at Northwestern Mutual and worked in pediatric ophthalmology for four years. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach combining fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

Donald Garlikov is a financial advisor at Garlikov Advisors Inc with over 53 years of industry experience. He holds a Series 63 designation and has worked at firms including The Leaders Group, Inc. and M HOLDINGS SECURITIES, Inc. Garlikov is also involved in business development consulting for BioSig Technologies, Inc. Garlikov Advisors Inc provides discretionary and non-discretionary investment management primarily for individuals, high net worth clients, trusts, businesses, and select charities. The firm employs a proprietary discretionary approach focused on capital preservation and conservative growth, managing traditional portfolios as well as assets within variable universal life insurance contracts.

Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.

Ituoghirisic Igoni is a Series 65 credentialed advisor at YFP Wealth with one year of industry experience. Prior to joining YFP Wealth, he worked at Your Financial Pharmacist Planning, LLC and CLF Asset Management, and he has experience linked to the University of Wisconsin-Madison and Flora Homecare, LLC. YFP Wealth provides financial planning and investment management services to individuals, families, and small-business plan sponsors, emphasizing passive investment strategies with options for active management. The firm integrates a life-planning process into its services and engages in client education through podcasts, seminars, and nonprofit affiliations focused on the pharmacy profession.

Mitchell Towne is a financial advisor at LeClair Wealth Partners with four years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Raymond James & Associates, LPL Financial, and UBS Financial Services. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach supported by artificial-intelligence tools and offers a broad range of investment instruments through a firm-branded wrap fee program and non-wrap accounts.

Marian Leuby is a Series 65-licensed financial advisor with 25 years of industry experience. She has worked at The Hendrickson Advisory Group, Inc. since 2003 and previously spent 19 years with Hendrickson & Hendrickson Inc. The Hendrickson Advisory Group provides non-discretionary portfolio supervisory services, financial planning, and pension consulting for individuals, trusts, business entities, and retirement plans. The firm manages client accounts primarily through a turnkey asset management program, coordinating investment and tax planning while facilitating services such as tax return preparation and ERISA nondiscretionary pension consulting.

David Kirkey is a CFP® professional with 25 years of experience in financial advising. He has been with Kirkey & Co. Financial Advisors, Inc. since 1996 and also serves as president and sole owner of Kirkey & Co., Inc. CPAs, an accounting firm offering tax preparation and small business accounting services. He works full-time managing both firms concurrently. Kirkey & Co. Financial Advisors provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, retirement plan participants, and business entities. The firm integrates investment management with tax and accounting services through its affiliation with the CPA practice, employing a blend of analytical approaches grounded in modern portfolio theory.

John Frencho is a financial advisor at Forestview Financial Partners, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forestview since 2021. Prior to this, he was employed at U.S. Bank from 2014 to 2020. Outside of his advisory role, Frencho works as a sales associate at Par Golf of Columbus, assisting customers with golf equipment. Forestview Financial Partners serves individuals, business owners, and various institutional clients, offering portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach that includes fundamental, quantitative, and technical analysis, with capabilities in derivatives, options, and private fund allocations.

William Burton is a CFP® with over 43 years of industry experience. He has been with Capital Investors Advisory Corporation since 1988 and worked at Royal Alliance Associates, INC. from 1989 to 2019. In addition to his advisory role, Burton serves as a trustee providing trust-related services to various families. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting to individuals, corporations, and charitable organizations. The firm utilizes model portfolios and third-party managers, applying fundamental analysis and modern portfolio theory to align investments with clients’ risk tolerance and objectives.

Mark Phillips is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, including its operation under different structures. Phillips also maintains an insurance agent practice alongside his advisory work. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm offers active and passive portfolio management, financial planning, ERISA 3(21) advisory support, and operates a wrap fee program, with portfolios managed according to client goals and reviewed regularly.

Renee Bonsell is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Meridian Wealth Management since 2018. Additionally, she serves as a Senior Compliance Specialist for XY Planning Network, LLC. Meridian Wealth Management provides financial planning services to individual and high-net-worth clients, focusing on areas such as cash flow, retirement strategies, tax and estate planning, education funding, and investment planning. The firm employs a blend of active and passive investment approaches to construct diversified, tax-efficient portfolios.

Edward Siddell is a Series 65 licensed advisor with over 22 years of industry experience. He has worked at EGSI Investment Management since 2002 and at Prosperity Capital Advisors since 2011. He is also the CEO of a business involved in insurance. EGSI Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, non-profits, and institutional public funds. The firm employs a top-down approach to market analysis, offering both discretionary and non-discretionary portfolio management with a range of model portfolios and continuous account supervision.

William Whitaker is a CFP® professional with 15 years of industry experience. He has been with Vawter Financial, Ltd. since 2017 and previously worked at Summit Financial Strategies, Inc. from 2014 to 2017. Vawter Financial, Ltd. is a fee-only advisory firm serving individuals, trusts, small business owners, and retirement plan sponsors. The firm employs a strategic asset allocation approach with buy-and-hold investing, offering discretionary or client-controlled portfolio management and regular reviews based on market performance and client goals.