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.

Matthew Oberdorfer is a financial advisor at OIC Financial with one year of industry experience and holds a Series 65 designation. He has worked as an airline pilot since 2018 and serves as a Lieutenant Colonel in the United States Marine Corps Reserve. OIC Financial is an independent firm that provides fee-only financial planning, investment management, and coaching to individual investors, business owners, and institutional clients. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates planning across market accounts and real estate holdings, offering customized services at a boutique scale.

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.

Mark Shafer is the sole advisor at Goodrich Asset Management LLC in New Albany, OH, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has led Goodrich Asset Management since 2009. Goodrich Asset Management provides discretionary asset management and hourly financial consulting primarily to individual and high-net-worth clients, managing approximately $2.68 million across a small number of accounts. The firm offers tailored portfolios of individual stocks, bonds, ETFs, mutual funds, and other public securities with regular account supervision and employs a range of active strategies uncommon for a solo advisor.

Sara Becker is a financial advisor at Omega Capital Management LLC with one year of industry experience. She holds a Series 65 credential and has prior work history at Henry Schein Animal Health and Schottenstein Stores Corp. In addition to her advisory role, Becker is president of The New Albany CPA Co., an accounting and tax services firm. Omega Capital Management LLC provides discretionary asset management, retirement-plan advisory, and financial planning to individuals, high net worth clients, trusts, estates, small businesses, and pension/profit-sharing plans. The firm emphasizes tax-aware, diversified portfolios using fundamental and technical analysis, and offers specialized services including pension consulting and employer retirement plan advising.

John Gustafson is the sole advisor at Palmetto Wealth Management, LLC in New Albany, OH, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Palmetto Wealth Management since 2009. Palmetto Wealth Management offers personalized portfolio management and modular financial planning to individuals, businesses, trusts, and estates. The firm focuses on a small client base with larger household accounts, employing firm-developed model portfolios that include mutual funds, individual stocks, bonds, and ETFs, as well as active strategies such as short-term trading, short sales, and option writing when appropriate.

Joseph Baumann is a CFP® professional with 17 years of experience in financial advising. He has been with Cambridge Financial and Tax Advisors, LLC since 2008, operating as a solo advisor in Columbus, OH. Cambridge Financial and Tax Advisors is a fee-only, independent practice serving primarily mid- and upper-middle income individuals and families. The firm offers comprehensive financial planning, tax preparation, and portfolio advice with a focus on low-cost investments and non-investment planning, emphasizing retainer and hourly billing rather than asset-based fees.

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.

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.

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.

John Deitrick is a CFP® professional with 18 years of experience in financial advising. He is currently with ARD Advisory Services, LLC and ARD Insurance Services LLC, and has previously worked at JW Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory roles, he is involved in ARD Business Advocates, providing financial planning and business consulting for business owners. ARD Advisory Services, LLC is a supported investment advisory firm serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and access to a variety of investment vehicles, using a range of analytical methods and tailored client programs.

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.

Justin Neuwirt is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Neu Wealth Group. His prior experience includes roles at First Manhattan Co., People's United Advisors, People's Securities, Gfa Securities, and Gerstein Fisher. Neu Wealth Group serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, quantitative, technical, and sector analysis, along with asset-allocation and fixed-income strategies, and may use margin borrowing and derivatives in client accounts.

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.

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).