Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, J.W. Cole Advisors, Fifth Third Securities, and PRUCO Securities. Outside of his advisory work, he is a co-owner of a financial planning firm and part-owner of a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients. The firm employs fundamental and quantitative analysis alongside modern portfolio theory, managing assets mostly on a non-discretionary basis while combining retirement plan consulting with insurance services.

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.

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.

Michael Sommer is the sole advisor at Alaminos Wealth Planning in Dublin, OH. He holds a Series 65 credential and has one year of industry experience. Prior to founding Alaminos Wealth Planning in 2025, he worked at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. He is also the principal and sole member of Perugia Insights LLC, a corporate finance consulting firm serving non-financial clients on a project basis. Alaminos Wealth Planning provides investment management, financial planning, and personalized financial analyses to individuals and high-net-worth clients. The firm offers educational seminars and speaking engagements, utilizes a mix of fundamental and cyclical analysis alongside modern portfolio theory, and manages portfolios using both passive and active vehicles.

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 financial advisor at Fauchard Investments with five years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. and IHS Markit. Outside of his advisory role, he is involved with Lapidary, LLC and Graunt, Inc. Fauchard Investments is a fee-only, state-registered investment adviser that primarily serves dentists, dental specialists, and their families. The firm offers discretionary investment management alongside integrated financial planning and specialized practice-level financial guidance for dental professionals.

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.

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

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

Brian Becker, CFP®, is the founder of Chapters To Wealth, a flat-fee, advice-only financial planning firm based in Columbus, Ohio, serving clients locally and across the country. With more than 20 years of experience in the financial services industry, Brian is a CERTIFIED FINANCIAL PLANNER™ professional who works as a fiduciary, meaning his advice is given in the client’s best interest. Chapters To Wealth charges a transparent flat fee, never a percentage of assets. There are no commissions, no product sales, and no asset management or custody. Clients choose the engagement that fits their needs: a focused planning project, a one-time consultation, or an ongoing advisory relationship. This structure minimizes the conflicts of interest common in commission-based and AUM-based models, because Brian is paid the same way no matter what he recommends. Brian works with ambitious professionals building their next chapter; small business owners balancing personal wealth with business risk; DIY investors who want an expert second opinion; and retirees and pre-retirees planning for income, taxes, and legacy. Core services include cash flow planning, investment strategy, retirement planning, lifetime tax planning, risk management and insurance review, estate and legacy planning, charitable planning, and business planning and succession. Brian starts with each client’s personal story, goals, and values, then builds a plan around consistent, controllable financial habits rather than short-term predictions. What to expect: planning begins with a 30- to 60-day deep dive that includes two to three collaborative working sessions, held virtually or in person. Brian organizes your complete financial picture, builds tax strategies, and delivers a clear, step-by-step action plan. Ongoing clients meet three times a year around timely themes, such as tax planning, investment and risk reviews, and year-end planning. For clients who want expert guidance without asset management or product sales, Chapters To Wealth offers an alternative to traditional AUM-based wealth management: clear, transparent financial planning advice in plain English. Learn more or schedule an introductory conversation at www.chapterstowealth.com.

James Arnold is the sole advisor at Runnymede Capital Advisors, Inc. in Dublin, Ohio, holding Series 63 and Series 65 designations with 22 years of industry experience. He has led Runnymede Capital Advisors since its founding in 2003. Outside of his advisory role, Arnold owns and manages a property rental business. Runnymede Capital Advisors provides discretionary portfolio management and financial planning primarily for individuals, families, and some charitable organizations. The firm employs a tailored approach that includes equities, fixed income, mutual funds, ETFs, and derivative strategies such as covered calls and buffered ETFs, distinguishing itself by incorporating options and serving tax-exempt clients.

William Baker is a financial advisor at W.M. Baker Investments LLC in Dublin, Ohio, holding a Series 65 designation with 19 years of industry experience. He has led W.M. Baker Investments since 2012. W.M. Baker Investments LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also serving corporate and institutional accounts. The firm employs fundamental, technical, and cyclical analysis with strategies ranging from long-term holdings to short-term trading and options writing, managing all assets internally across approximately $5 million in discretionary assets.

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.

Casey Stevenson is a financial advisor at Axim Planning & Wealth in Powell, OH, holding a Series 66 designation with 12 years of industry experience. Prior to founding Axim Planning & Wealth, Casey worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is the owner of HedgeIT LLC, a related investment practice. Axim Planning & Wealth offers discretionary and nondiscretionary asset management and financial planning services to individuals, high-net-worth households, and pension plans. The firm customizes investment programs based on clients' goals, risk tolerance, and time horizons, combining various security analysis methods with ongoing portfolio reviews and planning services.

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.