Bohdan (Bo) Hall is a financial advisor at OneSeven with a Series 65 designation and two years of industry experience. His prior work includes roles at the University of Cincinnati and Kent State University. He is also the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting with a primarily long-term investment approach that includes diversified funds, ETFs, individual securities, and access to alternative investments.

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 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.

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.

Zachary Falbo is a financial advisor at Mount Vernon Financial, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade Investment Management, Scottrade, and Regions Bank. Outside of his advisory role, he manages rental properties in Pensacola, Florida. Mount Vernon Financial, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to construct asset-allocation portfolios using both passive and active investment vehicles.

Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.

Robert Buehler is a ChFC® credentialed advisor with FirstTen Financial in Westerville, OH. He has prior experience at Nationwide Insurance from 2011 to 2024 and currently operates BB Point LLC. FirstTen Financial provides fee-only financial planning primarily to individual clients, offering ongoing quarterly planning and project-based engagements without managing client assets. The firm emphasizes passive investment strategies and charges fixed fees rather than percentage-of-assets fees.

Michael Fickell is a financial advisor at FC Wealth Solutions LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with FC Wealth Solutions since 2016, following a brief tenure at Lincoln Financial Advisors. FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Timothy Woodburn is a CFP® with 13 years of industry experience, currently serving as an advisor at Buckeye Wealth Management LLC. His prior roles include positions at TPW Financial, LLC, Adaptation Financial Advisors Inc., Cambridge Investment Research, Inc., Madison Avenue Securities, LLC, and Eischen Financial Group. Buckeye Wealth Management LLC provides continuous investment management and basic financial planning to individuals, trusts, and pension or profit-sharing plan participants. The firm uses customized asset-allocation models with a core–satellite approach, managing portfolios on a discretionary basis for both retail and high-net-worth clients.

James Bishop is a financial advisor at Eagle Eye Advisory LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Diamond Hill Investment Group, Inc., Diamond Hill Capital Management, Inc., and Foreside Financial Services, LLC. Eagle Eye Advisory provides fee-only financial planning and portfolio management primarily to individuals, families, trusts, small businesses, retirement plans, and non-profits. The firm focuses on asset allocation across stocks, bonds, mutual funds, and ETFs, offering both discretionary and non-discretionary investment management aligned with clients’ goals.

Bennett Steinfurth is a CFP® professional with six years of industry experience, currently with Harding Financial Group. He previously worked at John E. Sestina and Co and has held positions outside finance, including roles at Miami University and Soft Cloth Car Wash. Harding Financial Group provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and profit-sharing plans. The firm’s investment approach combines fundamental, technical, and charting analysis, offering both long- and short-term trading strategies alongside comprehensive financial planning.

Donald Bussell is a financial advisor at Theus Wealth Advisors with five years of industry experience. He holds a Series 65 designation and has a background serving in the United States Marine Corps Reserve since 2019. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, utilizing fundamental, technical, and cyclical methods to develop client strategies.

Alexander Shaffer is a financial advisor at Shaffer Capital with a Series 65 designation and over six years of experience in the industry. He has held roles at Shaffer Capital since 2020 and has also worked in educational institutions including Ohio Northern University. Shaffer Capital serves individual clients, including high-net-worth and non-HNW households, as well as business clients, with a focus on employer-sponsored retirement plans. The firm offers financial planning, discretionary investment management, consulting, and fiduciary retirement plan services using a range of investment strategies and analytical approaches.

Jeffrey Best is a CFP® with 28 years of experience in the financial services industry. He has operated Best Advisory Services since 1998 and has been affiliated with Central Life Assurance Co. since 1990. He is also licensed to sell insurance and engages in insurance sales as part of client financial plans. He is part of Buckeye Wealth Management LLC, a firm that provides investment management and financial planning to individuals, trusts, and pension plan participants. The firm uses customized asset-allocation models and offers discretionary portfolio management, with a focus on modern portfolio theory and a core–satellite approach.

Rodney Peters is a financial advisor at Peters Wealth Group in Westerville, OH, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Wealth Management, Eastwind Capital Wealth Management, and Guardian Life Insurance. Outside of advising, he produces educational content through a podcast, YouTube channel, and radio show. Peters Wealth Group provides wealth management and financial planning primarily to individual clients and small businesses, offering services such as retirement and cash flow analyses, insurance and education-savings planning, and estate analysis. The firm uses both internally developed and third-party model portfolios, monitors accounts regularly, and holds free public educational seminars and workshops.

Andrew Shaffer is a financial advisor at Shaffer Capital in Westerville, OH, holding a Series 65 designation with over seven years of experience in the industry. His prior work includes roles in education at Bowling Green State University, St. Francis DeSales High School, and St. Paul School. Shaffer Capital serves individual and business clients, focusing on employer-sponsored retirement plans. The firm offers financial planning, discretionary investment management, and fiduciary services, employing a diverse investment approach that integrates fundamental, technical, and quantitative analyses.

Craig Cavicchia is a financial advisor at FC Wealth Solutions LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at FC Wealth Solutions since 2016, following prior roles at Northwest Asset Management and SWS Partners, LLC. FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth individuals, and corporate clients. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to implement portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Ryan Bosler is a CFP® professional with 19 years of experience in financial advising. He has been with Jericho Financial since 2017 and previously worked at Ohio National Financial Services, The O.N. Equity Sales Company, and Swisher Financial Concepts. Outside of his advisory role, Bosler is a partner and COO of CrossFit Polaris, a fitness business in Westerville, OH. Jericho Financial provides financial planning and discretionary portfolio management for individuals, families, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach supplemented by third-party advisers and technology to manage a broad range of investment options.

Matthew Shaffer is a CFP® with 24 years of industry experience and has been with Shaffer Capital since 2009. He holds Series 63 and Series 65 licenses and is based in Westerville, OH. Shaffer Capital advises individual and business clients, including employer-sponsored retirement plans, providing comprehensive financial planning, investment management, and consulting services. The firm manages discretionary portfolios across various strategies using mutual funds, ETFs, and individual securities, and offers educational seminars and plan education for sponsors and participants.