Makinley Cornley is Co-Founder and Financial Advisor for Purpose1st Financial, a registered investment advisor based in Hilliard, Ohio serving high-net-worth families, business owners, and professional athletes. Makinley came to wealth management through personal loss, graduating from Penn State one week before her father passed, and later watching his estate fail to be distributed the way he intended. That experience is the reason protection is never a secondary conversation at Purpose1st. It is always the first. Over her career she progressed from financial advisor to Director of Operations at a firm managing private equity relationships and multimillionaire client portfolios, learning the work from inside the rooms where it actually happens. She co-founded Purpose1st with her husband Jamelle Cornley on the belief that the people who work hardest to build something deserve someone who works just as hard to protect it.

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

I'm the founder of ClearMind Capital, a fee-only firm based in Columbus, OH. I work mostly with business owners, self-employed professionals, and people who are close enough to retirement that the decisions they make in the next few years actually matter a lot. The planning I do tends to live at the intersection of retirement income, tax strategy, and the messier stuff that comes with owning a business or leaving one. A lot of my clients come in with good pieces in place but nobody has ever pulled them together or looked at how the tax picture connects to everything else. That's usually where the real work is. When we get that right, something shifts. People stop second-guessing whether they're making smart moves and start feeling like they actually have a plan they understand and trust. For most of my clients, that clarity is the thing they didn't know they were missing.

Freddie Everett Jr. is a financial advisor with Thomas Everett Investments, LLC in Columbus, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc., where he has held various roles since 1999. Everett maintains an outside business activity as an insurance agent. Thomas Everett Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing asset management, financial planning, ERISA plan consulting, and educational seminars. The firm specializes in non-discretionary management and offers a range of investment approaches, including fundamental, technical, and quantitative analysis, with a notable focus on serving charitable organizations and pension/ERISA clients.

Dennis Dicke is the sole advisor at Cornerstone Investment Counsel in Columbus, Ohio, holding a Series 65 designation with 20 years of industry experience. He has worked at Cornerstone Investment Counsel since 1996. Cornerstone Investment Counsel is a single-adviser registered investment adviser providing discretionary investment management to individuals, trusts, retirement accounts, and pension plans. The firm uses a process centered on client objectives and risk tolerance, employing no-load mutual funds, exchange-traded funds, and Defined Outcome (“buffer”) ETFs to construct portfolios.

David Clark is the founder and sole advisor of Clark Soeten, an independent firm based in Columbus, Ohio. He holds a Series 65 designation and has three years of industry experience. Prior to establishing his advisory practice in 2023, Clark worked in roles including philanthropic advising at The Catholic Foundation and owned a small event rental business, Rent Wedding Chairs. Clark Soeten provides asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis to identify undervalued securities for long-term holding and incorporates options strategies and arbitrage opportunities as part of its investment approach.

Michael Steele is the sole advisor at Steele Investment Counsel, Ltd. in Columbus, Ohio, holding a Series 65 designation and bringing 37 years of industry experience. He has led Steele Investment Counsel since 2001. Steele Investment Counsel, Ltd. is an independent, state-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management combining fundamental and technical analysis across various strategies while restricting the use of short sales, margin, and option writing, and it emphasizes institutional-level service despite its solo-advisor structure.

Spencer Hawkins is a CFP® with 22 years of industry experience and the principal of Spencer Hawkins Investment Adviser, LLC since 2018. He also owns and operates Protected World Insurance Agency, an independent insurance agency representing all major lines of insurance. Hawkins has prior experience with Southeast Investments, N.C. Inc., where he worked from 2014 to 2018. His firm provides financial planning, investment management, and retirement-plan consulting to individuals, families, business owners, and employer-sponsored plans. The firm’s investment approach uses written policy statements and model portfolios based on fundamental, technical, and cyclical analysis, favoring largely passive, cost-efficient, and tax-aware strategies oriented to long-term objectives.

Joshua Gallogly is a CFP® professional with six years of experience in financial planning and advising. He is the principal advisor at Milestones Financial in Columbus, OH, and has previously worked at Practical Financial Planning, First Heartland Capital Inc., and the OSU Wexner Medical Center. Outside of advising, he is a sole proprietor and owns a residential rental property. Milestones Financial provides financial planning and investment recommendations to individuals and families through project-based written plans and hourly advising. The firm uses a data-driven, asset-class approach rooted in modern portfolio theory and tax-aware analysis, and offers financial counseling to military beneficiaries through a VA-sponsored program.

Adam Luckow is a financial advisor at Highline Wealth Solutions in Columbus, OH, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual for six years and with Terrance Lumpkins of Northwestern Mutual for five years. Highline Wealth Solutions offers investment advisory and financial planning services to individuals, high-net-worth clients, and pension plan sponsors. The firm combines fundamental analysis with modern portfolio theory through a long-term trading approach and provides discretionary portfolio management, standalone financial plans, and pension consulting.

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.

Zachary Bernsdorf is a financial advisor with Aspire Capital Management, LLC in Columbus, OH. He holds a Series 66 designation and has nine years of industry experience. Prior to founding Aspire Capital Management, he worked at firms including Morgan Stanley, JP Morgan Securities LLC, and Protective Life Insurance Company. Aspire Capital Management is a state-registered investment adviser serving individual clients such as working professionals, pre-retirees, and retirees. The firm provides portfolio management, retirement-income planning, and financial planning with a focus on diversified, long-term asset allocation and fundamental research, operating on a flat, fee-only advisory model without asset minimums.

Paul Huey is a financial advisor at EFS Wealth Management LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Delta Capital Management, AE Wealth Management, and Eagle Financial Solutions, where he has also been involved in insurance sales and financial advising. EFS Wealth Management LLC provides investment advisory and financial planning services to individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm focuses on asset allocation and selecting outside money managers to manage portfolios, offering both discretionary management and standalone financial planning engagements.

John Hegler is a financial advisor with 23 years of industry experience and holds a Series 65 designation. He has been with 21 St Century Equity Advisors Corporation since 1999 and also maintains long-term involvement with Equity Builders Realty and his own accounting firm, John Hegler CPA & Co P.C. He provides personal tax return preparation for certain clients, a service separate from his advisory work. 21 St Century Equity Advisors Corporation offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental and technical analysis with market behavior studies to guide tactical and strategic investment decisions.

At Columbus Street Wealth Management, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience? • Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer My wife, Susan, and I reside in Grove City, Ohio, with our two children, Brady and Carter. Our leisure time is spent watching our sons play competitive lacrosse and tennis, golfing as a family, and visiting and hiking our scenic National Parks.

Philip Hammond is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Trendcalc Dynamics in Columbus, OH. His career includes roles at Osaic Wealth, Inc., Securities America Advisors, Inc., and several iterations of Trendcalc Capital Management since 2011. In addition to his advisory work, he has operated as an independent insurance agent since 1990. Trendcalc Dynamics provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a research-driven, systematic investment process across global and regional equity and fixed-income strategies and is notable for its ERISA 3(38) investment manager role for retirement plans.

Lawrence Zimmerman II is the sole advisor at Zimmerman Advisory Group, LLC, an independent firm based in Dublin, Ohio. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his current firm, he spent 10 years at Carl Zimmerman Financial Services, LLC and has been self-employed since 1989. Zimmerman Advisory Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides tailored financial planning and asset management, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management alongside educational workshops on retirement topics.

Deborah Price is a CFP® professional with 23 years of experience, owner of Price Planning, LLC in Columbus, Ohio. She has led Price Planning since 2002. In addition to her financial advisory role, she is the managing member of Price Legal Services, LLC, which offers clients the option to obtain basic legal documents such as simple wills and durable powers of attorney. Price Planning, LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, buy-and-hold investment strategies with emphasis on asset allocation. The firm does not accept commissions or custody of client funds and offers services through hourly and fixed-fee engagements.

Alan Ray is a financial advisor at Square Peg Financial Advisory Services, LLC in Columbus, OH, with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to founding Square Peg in 2019, he worked at AlphaStar Capital Management and Nationwide Securities LLC. Ray is also a licensed independent insurance agent, though he does not actively solicit insurance outside of financial planning recommendations. Square Peg Financial Advisory Services, LLC provides financial planning and investment management primarily to individual and high-net-worth clients. The firm uses third-party managers and model portfolios, focusing on cost efficiency and risk profile, and includes educational content in some limited planning engagements.

Craig Novosel Johnson is a CFP® professional with 14 years of industry experience. He is the principal of Wealthought LLC, an independent advisory firm he has led since 2013. He is also a limited partner in a family partnership managing timber and oil/gas assets. Wealthought LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a diverse range of analytic approaches and investment strategies across an unusually broad investment universe for a firm of its size.