Chad Frush is a financial advisor at Arch City Financial with the PFS™ designation and seven years of industry experience. He has been with Arch City Financial since 2018 and has also operated Frush & Associates, Inc. since 2009. Outside of his advisory role, he owns Frush Consulting, LLC, which provides external accounting solutions to clients. Arch City Financial serves institutional and plan-sponsor clients, corporations, and individuals, offering portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment management with diversified, asset-class portfolios and applies various analytical methods in its research and due diligence.

Troy Green is the managing member of T Green Wealth Advisors LLC in Grove City, OH, with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company. Outside of his advisory work, he serves as Patrol Director for Mad River Mountain Ski Patrol, overseeing medical and skiing proficiency training on a volunteer basis. T Green Wealth Advisors LLC provides portfolio management and financial planning services primarily to individual clients, emphasizing retirement-plan consulting and participant education. The firm’s investment approach incorporates modern portfolio theory and asset allocation, utilizing a range of securities including mutual funds, equities, fixed income, and ETFs.

Danny Colburn is a Series 65-licensed financial advisor with 15 years of industry experience. He is the principal of Colburn Investments, LLC and also leads Colburn Wealth Management, LLC in Grove City, Ohio. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm’s investment approach centers on fundamental analysis and custom strategies, with regular portfolio reviews and a focus on tax-loss harvesting.

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.

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.

Paul Chapman is a financial advisor with Colburn Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Colburn Wealth Management since 2016. Colburn Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning tailored to client goals and risk tolerances. The firm employs a fundamental analysis investment process and offers services including quarterly account reviews, tax-loss harvesting, and educational seminars.

Jeremy Kelley is a financial advisor at Creative Financial Solutions, LLC with 18 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Cambridge Investment Research Inc. and The Huntington Investment Company. Kelley is also an independent insurance agent with various companies. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm emphasizes planning and fee-for-service models over asset-based fees and uses third-party custodians for investment execution rather than managing client assets directly.

Mark Casto is a financial advisor with Creative Financial Solutions, LLC, holding the CFP® designation and Series 63 license, and has 26 years of industry experience. He has been with Creative Financial Solutions since 2000 and also has a 12-year history with Cambridge Investment Research. Outside of advisory services, he is an independent insurance agent through his own firm, MARK CASTO, LLC. Creative Financial Solutions primarily serves individuals, families, small businesses, and trusts by providing comprehensive financial planning and related advisory services. The firm employs a planning and fee-for-service model rather than asset-based fees, focusing on mutual funds, ETFs, annuities, and similar vehicles, while advisors operate with dual registrations and utilize third-party custodians for investment execution.

Brynn Walden is a financial advisor with Ash Matson Wealth Partners, Inc. based in London, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ash Matson, Walden worked for Platinum Capital Advisors LLC for 10 years and has been involved with Southern Cross Management Ltd since 1993. Outside of advising, Walden is active in real estate development and management through multiple partnerships and development companies. Ash Matson Wealth Partners provides advisory services to individuals and various institutional clients by recommending third-party advisers to implement investment strategies. The firm uses a personalized asset-allocation process based on client goals and risk tolerance but does not directly manage client portfolios or custody assets.

Cole Filer is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, he worked at Peak Retirement Planning, Inc., Fifth Third Bank, and Lifetime Financial Growth. Before entering financial advising, he spent six years working at Chick-fil-A. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and offers a flat subscription fee structure rather than percentage-of-assets-under-management fees.

Ryan Garland is a CFP® professional at Savvy with seven years of industry experience. He has worked at multiple firms including Budros, Ruhlin & Roe and Corient Services LLC. Outside of his advisory role, Garland facilitates farm succession planning with agricultural families through Nationwide Land As Your Legacy, where he also delivers presentations and helps connect clients with relevant professionals. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Mark Scott is a CFP® with 16 years of industry experience currently serving at Virtue Capital Management, LLC. He has held roles at firms including Wealth Guidance, LLC, Horter Investment Management, and Variable Investment Advisors. Scott is also the owner and president of Scott Financial Group DBA Ohio Pension Advisors, where he is involved in insurance sales and financial planning. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.

Richard Tucker is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including 27 years with Fifth Third Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jennifer Morrow is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She has been with Fifth Third Securities since 2002 and has worked at Fifth Third Bank since 1996. She holds the Series 63 and Series 66 designations. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Seth Hargrove is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. since 2014. He has been affiliated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor within the structure of a large banking institution.

Ryan Stocke is a financial advisor at FIFTH THIRD SECURITIES, Inc. with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fifth Third Bank and its affiliated securities firm since 2016. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party managers and advisor-directed strategies to meet varying client risk profiles.

Joseph Perigo is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has 15 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Perigo is also associated with Madison Plains High and CNO Financial Group. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.

Sean Haider is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at LPL Financial, Banc One Securities Corporation, and multiple firms under the Lion Street umbrella. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Jason Phipps is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including prior work with People's Bank, N.A. and Raymond James Financial Services. He serves as treasurer and board member for local nonprofit organizations in Ohio. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital platform.

Zane Foucht is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked with Ohio University's Finance Department and KylesHill Financial Planning LLC. Outside of his advisory role, Foucht is involved in managing a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Aaron Black is a financial advisor with J.P. Morgan Securities in Grove City, OH. He holds the Series 63 and Series 65 designations and has five years of industry experience, primarily with J.P. Morgan and its affiliated firms. His prior roles include positions at Nationwide Investment Advisors, Nationwide Investment Services Corp, and Innosource. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager and fund searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework in its investment recommendations.

Danielle Holmes is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corp and H.Beck, Inc. In addition to her advisory role, she serves as Vice President of Holmes Management LLC, an insurance and economic research agency that supports financial services activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a variety of asset classes.

Dane Robinson is a financial advisor with Ameriprise in Grove City, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at The Huntington Investment Company, PNC Investments, and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Thomasina Quesinberry is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Advisors LLC since 2021 and is also involved with Prosperity Advisors, a financial services firm where she serves as a compliance associate. Outside of her financial career, she volunteers as secretary for the Purrfect Companion Cat Resource Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Christopher Gourley is a financial advisor with Edward Jones in Grove City, OH. He holds the CFP® designation and Series 66 license and has 12 years of industry experience, all with Edward Jones since 2013. Outside his advisory role, he is a member of CGBM LLC, a property management business focused on commercial rental properties in Tifton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of investment strategies and affiliated financial services.

Teri Landrum is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Purdon is a financial advisor with Osaic who holds a Series 66 designation and has less than one year of industry experience. Prior to joining Osaic, he worked at PMI Advisors and FedEx. Outside of financial services, he has been involved with New Life Baptist Church and operated Purdon Power Washing LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios that may include various investment types on a discretionary or non-discretionary basis.

Derek Farnlacher is a Series 66-licensed financial advisor with eight years of industry experience, currently with UBS Financial Services. His prior roles include positions at JPMorgan Securities, Morgan Stanley, and Fairway Independent Mortgage Corporation. Outside of finance, he has experience with Vista Community Church and Muirfield Village Golf Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

David Neff is a financial advisor at Raymond James Financial in Grove City, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Raymond James Financial and its related entities since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional customers. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Glen Holmes is a financial advisor at OSAIC with 40 years of industry experience and holds a Series 63 designation. His prior roles include positions at FSC Securities Corp and H.Beck, Inc., and he has managed Holmes & Welsheimer LLC and Holmes Management LLC for nearly two decades. Outside of advising, Holmes manages an insurance agency and owns a 50% interest in a houseboat listed on Airbnb and VRBO. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple investment types.

Stacy Asbury is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Charles Schwab in 2022, she worked in the hospitality sector at Hilton and Einstein Bros. Bagels. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and comprehensive research.

Nathan High is a CFP® professional with seven years of experience currently serving as a financial advisor at Ameriprise Financial Services. His background includes prior roles at Ameriprise Financial Services, Inc., Dicks Sporting Goods, and service in the Ohio Army National Guard. Outside of his advisory role, he is involved with BFM & Associates, LLC as an associate financial advisor and is a franchise owner of an Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Natalie Cardenas is a financial advisor at Edward Jones in Grove City, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Apex LLC and held various roles including social media management and positions at Soar Behavior Services and Compass Career Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jacob Waters is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to help them work towards their financial goals through holistic planning. Jacob has been with Fidelity Investments since 2021, progressing through various roles including Benefits and Planning Consultant, Workplace Planning Consultant at multiple levels, Investment Solutions Representative, and Customer Relationship Advocate. Prior to Fidelity, he completed an internship at Creative Financial Solutions from 2020 to 2021. Outside of his professional work, Jacob is engaged in family activities and enjoys football, golf, music, social events with friends, and parenthood.

Deanna Sieren Cardenas is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 1996. Outside of her advisory role, she is involved in managing a rental property in Columbus, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carson Holley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, KeyBank, and Equitable Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Harrison is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 20 years of industry experience, including roles at AVISAE and JPMorgan Chase Bank, NA. Harrison is based in Grove City, Ohio. J.P. Morgan Securities provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Courtney Walls is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 19 years of industry experience. Prior to joining LPL in 2021, Walls worked at Lincoln Financial Advisors and Blackrock Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, asset management, and retirement advice solutions, supported by a large network of investment adviser representatives and technology tools.

Robert Herron is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and also operates Herron Financial Group, which he founded in 1999. Outside of his advisory work, he serves as a trustee for multiple family trusts involved in charitable distributions and participates in a local investment club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary portfolio strategies across multiple custody platforms.

Justin Dawson is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2010. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Andrew Day is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education for five years and coached varsity boys and girls basketball teams at Adena Local Schools. He also serves as a high school football announcer for iHeartMedia. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brendan Shea is a financial advisor with Edward Jones in London, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.

Ryan York is a CFP® with 11 years of industry experience, all of which have been spent at Edward Jones since 2015. He is based in Grove City, OH, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anzhelika Prosise is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she has been involved with Tn Express LLC since 2017. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.