Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.

Thomas Cantrell is the sole advisor at The Retirement Specialist of Central Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with his current firm since 2014 and is also involved in several related business activities, including ownership of Senior Services Inc, which focuses on life insurance and fixed annuity sales. The Retirement Specialist of Central Ohio serves individual clients, including high-net-worth individuals and small business owners, offering tailored financial planning and portfolio services. The firm combines written financial plans with an online aggregation platform and subscription-based wealth management, managing approximately $13.6 million in discretionary assets as of December 31, 2024.

Jonathan Taylor is a financial advisor at Patriot Asset Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Summit Brokerage Services. He also maintains a life insurance producer role, integrating life insurance into financial planning for clients. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a value-oriented approach with strategic and tactical asset allocation models. The firm offers a proprietary concentrated equity portfolio, employs derivatives and option strategies within managed accounts, and conducts public educational seminars and workshops.

Aaron Green is a financial advisor at Kennon-Green & Co. in New Albany, Ohio, holding a Series 65 designation with nine years of industry experience. He has been with Kennon-Green & Company, LLC since 2015 and previously held roles at Kennon-Green Enterprises, Mount Olympus Awards, and About.com. He and his spouse, Joshua A. Kennon, jointly manage a special purpose real estate holding company related to their firm’s headquarters. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm offers discretionary, customized portfolio management based on a long-term value-investing philosophy, incorporating strategies such as value, high-dividend, defensive balanced, passive, and fixed income, with selective use of derivatives and performance-based fee arrangements for qualified clients.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with nine years of industry experience. He holds a Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. His prior work includes roles at Kennon-Green Enterprises, Mount Olympus Awards, and About.com. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm employs a long-term value-investing approach and offers discretionary, customized portfolio management with a notable use of derivatives and performance-based fee arrangements in select cases.

Ashly Vallimont is a financial advisor at Kennon-Green & Co. with three years of industry experience. She holds a Series 65 designation and has previously worked as a self-employed travel agent. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, and institutional clients. The firm employs a long-term value-investing approach with discretionary, bespoke portfolio management, including the use of derivatives and selective currency hedging for income enhancement and risk management.

Michael Allman is an advisor at Patriot Asset Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Discover Financial Services and currently supervises product distribution at Victoria's Secret. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management, model allocation strategies, and a proprietary equity portfolio. The firm uses a value-oriented approach and incorporates derivatives and option strategies in managed accounts, along with public educational seminars and workshops.

Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.

Jennie Fravel is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Prolink Staffing, Tailored Management, Abercrombie & Fitch, Altard State, and Justice. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm employs both active and passive portfolio management strategies tailored to client goals and risk tolerances, and it offers a wrap fee program along with ERISA 3(21) advisory support for plan sponsors.

Jacob Mark is a financial advisor at Kennon-Green & Co. with a Series 65 credential and three years of industry experience. He has worked at Kennon-Green & Co. since 2022 and has prior experience at Fidelity Investments and various other organizations, including Hope College and East Grand Rapids Public Schools. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm employs a long-term value-investing strategy and offers discretionary, customized portfolio management that includes the use of derivatives and selective currency hedging for income enhancement and risk management.

James Noxon is a financial advisor with The Retirement Specialist of Central Ohio in Newark, OH. He holds a Series 65 designation and has experience providing discretionary investment management and comprehensive financial planning. The Retirement Specialist of Central Ohio serves individuals, high-net-worth clients, and self-employed or small business owners, focusing on retirement planning. The firm employs client interviews to develop individualized investment policies and uses fundamental analysis in investment decisions, offering an online planning platform and subscription-based ongoing planning services.

Richard Stocker is a CFP® with 31 years of industry experience and currently serves as an advisor at Patriot Asset Advisors, LLC. He previously worked at Cetera and Summit Brokerage Services. In addition to his advisory role, he is the owner of Patriot Insurance Advisors, LLC, and serves as Treasurer for the Licking County Coalition. Patriot Asset Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, using a value-oriented approach that includes strategic and tactical asset allocation models and a proprietary concentrated equity portfolio. The firm also offers public educational seminars and workshops for various organizations.

Mark Phillips is a financial advisor at Phillips Wealth Management LLC in Pickerington, OH, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, including its operation under different structures. Phillips also maintains an insurance agent practice alongside his advisory work. Phillips Wealth Management LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, business entities, and qualified retirement plans. The firm offers active and passive portfolio management, financial planning, ERISA 3(21) advisory support, and operates a wrap fee program, with portfolios managed according to client goals and reviewed regularly.

Benjamin Huff is a financial advisor at Huff Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2018, following roles at Heartland Bank and a brief period of unemployment. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm creates custom, risk-managed portfolios using a blend of equities, fixed income, mutual funds, and cash positions, employing both fundamental and technical analysis alongside quantitative evaluation metrics.

Aaron Steffan is a ChFC® credentialed financial advisor with 21 years of experience. He has worked at W&S Brokerage Services since 2013 and has been with Western Southern Life since 2001, where he serves as a full-time sales manager. W&S Advisory Services, LLC offers non-discretionary investment management focused on UGMA accounts through the Fabric by Gerber Life digital platform, providing clients with model portfolios managed by an affiliated sub-adviser. The firm operates as a subsidiary of Western & Southern Financial Group and integrates investment management with insurance affiliate services.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

Sheila Steury is a financial advisor with NBC Securities, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her career includes roles at Stifel, UBS Financial Services, and McDonald Investments Inc. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base that includes high-net-worth individuals, institutional clients, and municipalities. The firm offers multiple fee-based advisory programs combining discretionary and non-discretionary management alongside integrated brokerage and custody solutions.

Lawrence Miller is a financial advisor at NBC Securities, Inc. in Granville, Ohio, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has been with NBC Securities since 2014. Outside of his advisory role, he is involved with Elegiac LLC, an entity that owns the office condominium housing his branch office. NBC Securities provides investment management, financial planning, and brokerage services to a wide range of individual and institutional clients, including high-net-worth individuals, ERISA-qualified plans, trusts, and municipalities. The firm offers multiple fee-based advisory programs that integrate third-party and affiliated investment managers with discretionary or non-discretionary options, supported by brokerage and custody services through RBC platforms.

Wayne Farnsworth Jr. is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with ValMark Advisers since 1999 and also operates Wayne Farnsworth Financial Services, Inc. Additionally, he is a U.S. Coast Guard licensed captain running a charter boat fishing business in Newark, Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm uses diversified, goal-based model portfolios with multi-asset allocation and offers proprietary platforms and third-party programs.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.