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 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.

Joseph Finneran is a CFP® professional with 43 years of experience, currently serving as the sole advisor at Tricord Wealth Advisors in Worthington, OH. He has been with Tricord since 1988 and has prior experience at Omni Financial Securities, Inc. and World Choice Securities, Inc. Finneran is also involved in managing the Stewardship Foundation, a public foundation where he oversees expenses, donations, and investment manager selection. Tricord Wealth Advisors offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes long-term investment strategies, provides periodic account reviews, and combines internal analysis with external research, often managing assets on a non-discretionary basis with client approval required before trades.

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.

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.

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.

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.

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.

Paul Huey is a financial advisor at EFS Wealth Management LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Delta Capital Management, AE Wealth Management, and Eagle Financial Solutions, where he has also been involved in insurance sales and financial advising. EFS Wealth Management LLC provides investment advisory and financial planning services to individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm focuses on asset allocation and selecting outside money managers to manage portfolios, offering both discretionary management and standalone financial planning engagements.

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

At Chapters to Wealth, we believe wealth is written over time, through the daily choices you make and the habits you form. It's believing wealth is more than just an accumulation of assets. It's flexibility. It's freedom of time. It's legacy. It’s the ability to choose, to give, to grow, and to live with purpose. It’s a story filled with challenges, adventures, and unexpected twists. Serving families, entrepreneurs, and do-it-yourself investors, we offer more than just financial advice; we are a partner who blends strategic planning with behavioral coaching. Your financial life unfolds in chapters, and we’re here to help you author each one with clarity, confidence, and purpose. After nearly 20 years in the industry, I founded Chapters to Wealth because I believe navigating your story requires a different kind of partnership: one rooted in authenticity, consistent habits, and the humility to evolve. I understand the drive to build a meaningful life for your family because I am working hard to do the same for mine. Outside of the office, I am a husband and a dad to two boys. We share a desire for travel, but when I have the choice, I prefer the mountains to the coast; give me a challenging hike over a day at the beach any time. I’ll take a good hockey game over football, and I prefer resistance training over cardio. I also love being in my garden; I’d much rather grow my own fruits and vegetables than buy them at the store. To unwind, I enjoy a home-cooked meal fresh off the grill, then sipping a glass of bourbon (or rye) in front of a fire on the patio.

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.

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.

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.

My mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of clients and their communities. As Founder and Chief Compliance Officer of NorthPoint Financial Planning my guiding principle is to be the financial advisor that I always wanted to hire before becoming one; that is, one who: ♦ develops a strong relationship and a nuanced understanding of each client's goals and expectations ♦ does the 'legwork' and research before recommendations are made ♦ provides specific recommendations based on experience and thorough analysis ♦ offers full transparency regarding compensation received for services My areas of expertise include: ♦ Financial Planning ♦ Investment Management ♦ Small Business Retirement Plans ♦ Insurance Analysis Prior to founding NorthPoint Financial Planning, I enjoyed a successful career serving as director for a diversified financial services enterprise; providing insurance and asset management solutions to financial advisors and their clients. My experience includes over 30 years of helping clients to achieve their personal, business or plan sponsor related financial objectives. I have served as Past President of the Columbus Chapter of the Society for Financial Service Professionals, a multidisciplinary network of professional advisors including those designated as CFP, CPA, JD, CLU and ChFC. The Society's mission is to support the highest standards of ethical and professional achievement and to promote awareness by the general public of the benefits of working with a professionally designated advisor. Education ♦ University of Dayton - Dayton, OH ♦ Bachelor of Science, Finance - 1989 ♦ Drexel University - Philadelphia, PA ♦ Masters of Business Administration, Finance – 1999 Licensure & Registrations ♦ Investment Adviser Representative