William Shaffer is a financial advisor at Shaffer Capital with a Series 65 designation and nine years of experience in the industry. He worked at St. Francis DeSales High School for four years prior to his current role. Shaffer Capital serves both individual and business clients, including employer-sponsored retirement plans, providing comprehensive financial planning, discretionary investment management, and fiduciary advisory services. The firm employs a diverse investment approach incorporating fundamental, technical, cyclical, charting, and quantitative analysis, and offers customized portfolios and specialized retirement plan solutions.

Brent Soller is a CFP® professional with nine years of industry experience, currently serving at The Siekmann Company. His prior roles include positions at LPL Financial LLC and FSC Securities Corp. He also manages the Soller Insurance Agency, where he has been involved in insurance sales and services for over a decade. The Siekmann Company offers investment advisory and retirement plan consulting services to individuals, pension and profit-sharing plans, and corporations. The firm emphasizes non-discretionary portfolio management and retirement plan advisory, using a variety of fund types and institutional analytic tools, with a strong focus on retirement-plan advisory scale and participant education workshops.

Daniel Messmer is a financial advisor at Messmer Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Meeder Investment Management, Inc. since 2013. Outside of his advisory role, he owns and manages rental properties in central Ohio. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

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.

Christopher Cassiere is a financial advisor at FC Wealth Solutions LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. since 2007, alongside his current role at FC Wealth Solutions since 2020. FC Wealth Solutions provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.

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 worked at several firms, including MoLei Financial, where he serves as President, and Cryptail Corp, a PetTech company where he is Chief Compliance Officer. Parkins also provides financial and technology consulting for small businesses and startups through FinCap Advisors LLC. Concordia Wealth Planning primarily serves individual clients, including high-net-worth households, and offers a range of wealth-planning services alongside investment management. The firm employs a structured planning model with written Investment Policy Statements and manages portfolios using both passive and active strategies, incorporating ESG options and third-party manager platforms.

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 Trinity Wealth Advisors, Inc. with 19 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Shuttleworth & Co, Valic Financial Advisors, FSC Securities Corporation, and Nationwide Investment Services. Trinity Wealth Advisors, Inc. provides wealth management and portfolio management services for individuals, pension and profit-sharing plans, charitable organizations, and other long-term entities. The firm follows a balanced, long-term investment approach and manages approximately $173 million in discretionary assets across nearly 200 client relationships.

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 27 years of experience in the financial services industry. She has worked at both Alexander Financial Planning, Inc. and Wrp Investments, Inc. since the late 1990s. Alexander Financial Planning serves individuals, families, trusts, and charitable organizations with fee-only financial life planning and wealth management services tailored to various life stages. The firm employs a strategic asset allocation approach using core-satellite portfolios of passive ETFs and no-load mutual funds, operating primarily on a discretionary basis and offering differentiated service tracks beyond traditional percentage-of-AUM billing.

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.