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.

Michael Sommer is the sole advisor at Alaminos Wealth Planning, holding a Series 65 registration with one year of industry experience. His prior work includes roles at Protiviti, Vaco LLC, Lowe's Home Centers LLC, and The Scotts Company LLC. He is also the principal of Perugia Insights LLC, an independent corporate finance consulting firm serving non-financial clients on a project basis. Alaminos Wealth Planning is a fee-only investment adviser serving individuals, high-net-worth clients, and organizations. The firm combines fundamental and cyclical analysis within a modern portfolio theory framework, using both passive and active investment vehicles and discretionary management when engaged.

Richard Clemens is the sole advisor at Hawk100 in Dublin, Ohio, holding the CFA® designation and Series 63 license with 22 years of industry experience. He has managed Hawk Investment Management, LLC since 2004. Hawk100 provides wealth advisory and portfolio management services to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm offers both discretionary and non-discretionary advice, employing a documented financial planning process and a two-tier investment implementation model that includes the use of derivatives and options, as well as pension consulting and ERISA fiduciary services.

Lawrence Zimmerman is the sole advisor at Zimmerman Advisory Group, LLC in Dublin, OH, holding a Series 65 designation with 18 years of industry experience. He previously worked at Carl Zimmerman Financial Services, LLC for 10 years and has been self-employed since 1989. Zimmerman Advisory Group provides fee-based financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a consultative, client-tailored approach that includes direct portfolio management and referrals to third-party managers, along with educational workshops on retirement topics.

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 with W.M. Baker Investments LLC in Dublin, Ohio. He holds a Series 65 designation and has 18 years of industry experience. He has led W.M. Baker Investments since its founding in 2012. W.M. Baker Investments provides portfolio management and financial planning services primarily for individual and high-net-worth clients, while also managing corporate and institutional accounts. The firm employs fundamental, technical, and cyclical analysis and offers a range of strategies from long-term holdings to options writing, managing approximately $5 million in discretionary assets for about 41 clients as of December 2023.

Michael Stafford is a financial advisor at One Brick Capital, LLC in Columbus, Ohio, with 21 years of industry experience. He holds a Series 66 designation and has worked previously at SWS Partners and Purshe Kaplan Sterling Investments. Outside of his advisory work, Stafford is a partner in Stafford Brothers, LLC, a family partnership formed to hold property, though he has no active duties there. One Brick Capital provides personalized financial planning, investment management, and consulting services to individuals and various organizations. The firm employs a systematic, rules-based investment approach focused on upside momentum and downside protection, managing client accounts primarily on a discretionary basis through its own wrap fee program tailored to higher-net-worth clients.

Norma Duckett is a financial advisor at Dorsey Groomes Wealth Management with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Janney Montgomery Scott and Nationwide Securities. Outside of her advisory role, she is the owner and president of Dorsey Groomes Creative, LLC, a marketing services company. Dorsey Groomes Wealth Management provides financial planning and investment management services to both non-high-net-worth and high-net-worth individuals, as well as investors using pooled strategies. The firm employs a range of investment vehicles, including ETFs, mutual funds, and individual securities, and offers various planning options such as comprehensive and hourly engagements.

John Bevilacqua is a financial advisor at Personal Wealth Management Advisors, Inc. in Dublin, Ohio, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Personal Wealth Management Advisors since 2005, following prior experience at J.C. Bradford & Co. He also serves as an adjunct faculty member at Franklin University in Columbus, Ohio. Personal Wealth Management Advisors, Inc. provides investment advisory and portfolio management services primarily for individual clients, as well as charitable organizations and select institutional clients. The firm emphasizes ongoing portfolio management with structured reviews and individualized oversight, combining experience in institutional portfolio management with a focus on a modest client roster that includes nonprofit and institutional mandates.

Daniel O'Connell is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley from 2011 to 2017 before founding BullRock Capital, LLC in 2017, where he is the sole advisor. BullRock Capital provides ongoing portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, profit-sharing and charitable plans, and corporate clients. The firm combines fundamental analysis and modern portfolio theory with both long-term and short-term trading, and maintains an explicit pension consulting practice while managing client assets directly.

Jason Marsh is a financial advisor at Cognition Financial LLC in Dublin, Ohio, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Ameriprise Financial Services and Fors Marsh Group LLC. Cognition Financial provides investment management and financial planning services to individual and corporate clients, incorporating tax preparation, bookkeeping, and fractional CFO services alongside portfolio advice. The firm employs a combination of modern portfolio theory, fundamental and technical analysis, and both passive and active strategies to tailor asset allocation to clients’ goals and risk tolerance.

Edward Siddell is a Series 65 licensed financial advisor with 22 years of industry experience. He is the sole advisor at EGSI Investment Management, an independent firm based in Dublin, Ohio, where he has worked since 2002. Prior to and alongside EGSI, he has been associated with Prosperity Capital Advisors since 2011. Outside of his advisory role, Siddell is involved in business development and insurance through his management company. EGSI Investment Management provides financial planning, consulting, and discretionary portfolio management services to a diverse client base including individuals, trusts, estates, businesses, nonprofit organizations, and institutional public funds. The firm employs a top-down investment approach integrating fundamental, technical, and cyclical analysis, and offers a range of model portfolios from capital preservation to aggressive growth.

Donald Kurfees is the principal of Kurfees Capital Management, LLC in Columbus, Ohio, with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sageview Advisory Group and Cetera Advisor Networks since 2014. Outside of his advisory work, he is involved with Rocket Pony LLC, a commercial building enterprise. Kurfees Capital Management, LLC provides discretionary investment management and financial planning services to individual clients, focusing on retirement, college funding, cash flow, tax, insurance, and estate planning. The firm emphasizes a holistic planning approach and collaborates with clients’ existing professionals to deliver tailored financial solutions.

Gary Sickles is a financial advisor with Safe Harbor Wealth Management, LLC in Columbus, Ohio. He holds a Series 65 designation and has 14 years of industry experience. He has been with Safe Harbor Wealth Management since 2011 and has been involved with Safe Harbor Retirement since 2005. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and small business entities. The firm manages approximately $25.7 million in client assets and primarily utilizes model portfolios and third-party money managers to implement client strategies.

Anne Zavaglia is a CFP® with seven years of industry experience, currently serving as an advisor at Beacon Hill Investment Advisory, LLC since 2015. She is based in Dublin, Ohio. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans through separate Private Wealth and Corporate Retirement Plan programs. The firm manages approximately $91.7 million in client assets and advises on $67.8 million in participant-directed retirement plan assets, serving both individual and high-net-worth clients with customized family-office services.

Bradley Bauer is a financial advisor at Powers Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Cambridge Financial Group, Inc. since 2000. Outside of advisory services, he is also employed as an Ohio Real Estate Salesperson with Concierge Real Estate and Investment. Powers Capital Management, LLC provides discretionary portfolio management primarily to banks, credit unions, and thrift institutions. The firm uses cyclical, fundamental, and technical analysis to construct tailored investment allocations and prepares Investment Policy Statements aligned with clients’ goals and risk tolerance.

Robert Burnette is a financial advisor with Wellness Investment Advisers LLC in Piqua, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has served as CEO and insurance agent at Outlook Financial Center, LLC since 2016 and is also president of Assurance Tax and Business Services, where he prepares personal and business taxes. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, pension and profit-sharing plans, and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis, offers retirement plan consulting and participant education, and employs third-party managers under its oversight.

Corey Burton is a CFP® professional with four years of experience at Capital Investors Advisory Corporation. Prior to his advisory role, he worked for eight years at Abercrombie & Fitch. Capital Investors Advisory Corporation offers non-discretionary portfolio management and pension consulting services to individual clients, corporations, defined benefit and contribution plans, and charitable organizations. The firm utilizes model portfolios from various sources and employs fundamental analysis, modern portfolio theory, and long-term purchase strategies tailored to each client’s risk tolerance and objectives.

James Cox is a financial advisor with Cox & Cook Wealth Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2009 and has been with Cox & Cook Wealth Advisors since 1999. Cox & Cook Wealth Advisors serves individuals, pension and profit-sharing plans, and corporations, managing approximately $98.7 million across about 205 client relationships. The firm provides portfolio management, financial planning, and consulting services, employing a combination of charting, fundamental and technical analysis, and modern portfolio theory to implement long-term and options-based strategies.