Bohdan (Bo) Hall is a financial advisor at OneSeven with three years of industry experience and holds a Series 65 designation. He has worked at OneSeven since 2024 and has previous experience at the University of Cincinnati and Kent State University. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing diversified mutual funds, ETFs, and individual securities with access to alternatives and private placements when suitable.

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Joseph Finneran is a CFP® professional with 44 years of experience in financial advising. He has been with Tricord Wealth Advisors since 1988 and has also worked at Omni Financial Securities, Inc. and World Choice Securities, Inc. In addition to his advisory work, he is involved in public foundation administration through the Stewardship Foundation. Tricord Wealth Advisors provides investment management and financial and business planning services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes long-term investment strategies, offers periodic account reviews and written reports, and may utilize third-party money managers when appropriate.

Non-profit professionals and individuals that donate to non-profit organizations are a key component to improving our communities, both locally and nationally. I’ve seen the impact on our communities firsthand because of the work of my wife, my siblings, my father, and my sister-in-law, all of whom work for various non-profit organizations. Their efforts to better the lives of those around them motivated me to launch a financial planning firm dedicated to serving them, and other community-centric individuals. Our approach is to not only work with individuals and families on developing a path for financial security, but to also be a resource to provide financial clarity. Often, we think of financial planning as maximizing investment returns, or developing strategies to minimize the taxes we owe. While important, any financial plan or strategy lacks impact unless we align the plan and the financial strategies to what is truly important to YOU. Financial planning is about more than numbers – it’s about a financial planner working in lockstep with the client to identify and create a life that aligns with the client’s values, aspirations, and ideal financial future. Prior to becoming a client, we will work with prospective clients to identify and elaborate on what is important to them, and how we can maximize their money and resources to align with their values. From there, the planning process can begin, and we can set out on the path of maximizing today, while also planning for tomorrow.

Alexander Shoker is a Series 65-licensed financial advisor with five years of industry experience. He is the principal of Fauchard Investments, an independent firm based in Powell, OH. Prior to founding his current firm, he worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of advising, he is involved with two technology-related businesses, Lapidary, LLC and Graunt, Inc. Fauchard Investments serves dentists, dental specialists, and their families, providing discretionary investment management, financial planning, and practice-level financial guidance. The firm emphasizes practice transition and analysis, offers educational seminars for dental practice staff, and employs a long-term, diversified investment approach supported by technology and AI tools.

Daniel Schwenker is the sole advisor at D.A. Schwenker & Associates, Inc., an independent firm based in Worthington, Ohio. He holds a Series 63 designation and has 41 years of industry experience, including over 33 years at his current firm. D.A. Schwenker & Associates serves primarily individual clients, mostly age 50 and over, and a limited number of high-net-worth individuals. The firm offers financial planning, ongoing investment advice, and portfolio management through a tailored, longer-term, largely passive approach, combining non-discretionary client decisioning with recommended third-party discretionary managers.

Andrew Kerns is a CFP® professional with 17 years of experience and the sole advisor at Accountable Financial Planning LLC in Westerville, OH, where he has worked since 2009. Accountable Financial Planning LLC provides coordinated financial planning and non-discretionary investment management for individuals, families, trusts, and small-business owners. The firm offers a broad range of services including cash-flow and retirement planning, insurance analysis, employer benefits reviews, bookkeeping, and income tax preparation, typically implementing globally diversified portfolios with low-cost mutual funds and ETFs on a fee-for-service basis.

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings. We work with busy professionals and client's in-or-near retirement specializing in income planning and taxes. Our mission is to connect your money with the things that are most important to you, so you can live your core values and maximize your full potential. We help our clients save time, save money, and make money by making wise financial decisions. Hi I'm Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it's important to help people connect their money with the things that are most important to them. I like to say, "money without purpose is like eating cereal without milk, it might taste ok - it's just not as satisfying." I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives. One of my driving motivations in building a new financial planning business was to differentiate from the Wall Street firms, banks, and insurance companies that sell proprietary products with sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of clients. As an independent RIA we are completely free to focus on our clients and what's in your best interest. Schedule a time for a conversation > https://weiseradvisor.com/schedule

Brian Becker, CFP®, is the founder of Chapters To Wealth, a fee-only, advice-only financial planning firm based in Columbus, Ohio, serving clients locally and across the country. With more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Brian works exclusively as a fiduciary, meaning every recommendation is made solely in the client's best interest. Chapters To Wealth is a flat-fee, advice-only firm: no commissions, no product sales, no assets-under-management fees, and no investment or asset custody. Clients pay a transparent flat fee for planning and ongoing advice, whether they're beginning a focused planning project, an hourly consultation, or an ongoing advisory relationship. This structure removes the conflicts of interest common in commission-based or AUM-based models, so clients know their advisor is compensated the same way regardless of what they recommend. Brian works with three main types of clients: families and career professionals balancing today's financial demands with long-term goals; do-it-yourself investors who manage their own portfolios but want an objective second opinion; and business owners and entrepreneurs navigating the overlap between personal wealth and business risk. Core services include cash flow and investment strategy, strategic lifetime tax planning, risk management and insurance review, estate and legacy planning, charitable and philanthropic planning, business planning and succession. Brian's advice-only approach centers on understanding each client's personal story and goals first, then building a plan around consistent, controllable financial habits rather than short-term predictions. As a fee-only, flat-fee fiduciary CFP® with over two decades of industry experience, Brian Becker and Chapters To Wealth offer an alternative to traditional AUM-based wealth management: unbiased, transparent financial planning advice for clients who want expert guidance without asset management or investment product sales. Learn more or schedule an introductory conversation at www.chapterstowealth.com.

Richard Roell is a ChFC®-designated financial advisor with 17 years of industry experience. He has been with Peak Financial Partners, LLC since 2007. Peak Financial Partners serves individual investors, companies, and trusts by providing financial planning, wealth management, and insurance products. The firm uses client-specific asset allocations with both fundamental and technical analysis, managing portfolios primarily through diversified mutual funds, stocks, FDIC-insured certificates of deposit, and U.S. Treasuries, typically on a discretionary basis with regular reviews and rebalancing.

Kyle Hickey is a financial advisor at Jameson & Griffin Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Everhart Advisors and Skylight Financial. Hickey is also a licensed insurance agent. Jameson & Griffin Financial is a sole-proprietor registered investment adviser that provides discretionary portfolio management to both non‑high-net-worth and high-net-worth individuals. The firm uses modern portfolio theory and a long-term trading approach, managing accounts primarily with mutual funds, equities, and ETFs.

Jorge Llaneza is the sole advisor at Sterling Financial Group LLC in Columbus, OH, with 37 years of industry experience. He holds a Series 63 designation and has worked with Raymond James Financial Services and Financial Advisors Resources, where he also owns a financial planning support company. Llaneza maintains insurance licenses but currently does not write insurance business. Sterling Financial Group serves a small client base including individuals, trusts, estates, corporations, and pension/profit sharing plans, focusing on comprehensive financial planning, business consulting, and asset advisory consulting through fixed, project-based engagements rather than ongoing portfolio management. The firm emphasizes detailed fact-finding and planning across multiple financial areas and provides investment recommendations without exercising discretionary trading authority.

James Vaughan is the principal and sole advisor at Vaughan Investment Advisors, LLC, based in Worthington, Ohio. He holds the ChFC® designation and has 16 years of industry experience, having founded and operated his independent advisory firm since 2010. Vaughan Investment Advisors provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-driven investment process that integrates ETFs, large-cap equities, fixed income, alternative exposures, and active options strategies tailored to client goals and risk profiles.

Lee Kramer is a financial advisor with Capital Management Analytics in Powell, OH, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Capital Management Analytics since 1995. Capital Management Analytics provides discretionary portfolio management and financial advisory services to high-net-worth individuals, families, trusts, businesses, and institutional clients. The firm employs a range of investment strategies, including derivatives and structured products, and offers performance-based fee arrangements to qualified clients, managing approximately $79 million across about 100 accounts.

Joe Mesenburg is the sole advisor at JR Mesenburg and Associates, LLC, an independent firm based in Columbus, OH. He holds a Series 63 designation and has 13 years of industry experience. He has been with JR Mesenburg and Associates since 1977. The firm provides investment advice and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and religious and charitable institutions. Portfolios are customized based on clients’ income needs, liquidity, time horizon, tax considerations, and risk tolerance, primarily using actively managed equity and fixed-income strategies with discretionary implementation.

Jill Wood is a financial advisor with Freewood Private Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at J.P. Morgan Securities LLC for four years before founding her independent firm in 2016. In addition to her advisory role, Wood holds an insurance license and dedicates approximately 10 hours per month to related activities. Freewood Private Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm manages about $25 million in assets across roughly 100 client relationships, employing a portfolio strategy centered on low-cost, diversified mutual funds and ETFs with a mix of fundamental and technical analysis.

Norma Duckett is a financial advisor at Dorsey Groomes Wealth Management with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott and Nationwide Securities. Outside of her advisory role, she owns and leads Dorsey Groomes Creative, LLC, a company providing marketing services. Dorsey Groomes Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm typically employs third-party managers and offers a range of client service options from comprehensive plans to hourly consultations.