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.

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.

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.

Michael Sommer is the Principal and sole advisor at Alaminos Wealth Planning in Dublin, Ohio. He holds a Series 65 designation and has prior experience at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. Additionally, he is the principal of Perugia Insights LLC, an independent corporate finance consulting firm. Alaminos Wealth Planning provides investment management, financial planning, and targeted financial analyses to individuals and high-net-worth clients. The firm also offers educational seminars to small businesses, corporations, and nonprofits, employing a personalized investment approach that combines fundamental and cyclical analysis with modern portfolio theory.

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 the principal of Fauchard Investments and holds a Series 65 designation with five years of industry experience. Prior to founding Fauchard Investments, he worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of advising, he is involved in technology and data businesses through Lapidary, LLC and Graunt, Inc. Fauchard Investments serves dentists, dental specialists, and their families by providing discretionary investment management, financial planning, and practice-level financial guidance. The firm focuses on long-term, diversified portfolio management tailored to client-specific needs and offers specialized services related to dental practice financial matters, including valuation and compensation analysis.

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 Young is a Series 65-licensed financial advisor with six years of industry experience. He is the founder of Young Financial Planning LLC and previously worked at Whitaker-Myers Wealth Managers, Ltd. and JP Morgan Chase & Co. Young Financial Planning LLC provides wealth management and financial planning services to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, retirement plan consulting, written financial plans, and educational seminars, employing an investment approach that combines passive and active strategies based on modern portfolio theory.

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.

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.

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

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.

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.

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.