Shaun Carney

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

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

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, OH, serving retirees and busy professionals throughout the region and across the United States. The firm was intentionally structured as a solo practice so clients work directly with a seasoned professional who brings deep perspective, sound judgment, and consistency to every financial decision. Over two decades of advising through multiple market cycles has shaped a disciplined, practical approach to financial planning. Blue Advisors focuses on comprehensive planning that integrates retirement planning, investment management, tax-efficient strategies, and estate planning coordination. Advice is grounded in real-world experience, not trends or sales incentives, and is tailored to each client’s goals, complexity, and stage of life. Clients benefit from continuity and accountability that only a single-advisor firm can provide. There is no handoff to junior staff, no rotating service team, and no competing incentives. Every plan, portfolio, and recommendation is developed and monitored by the same advisor who understands the client’s full financial picture and long-term objectives. Investment strategies emphasize evidence-based principles, thoughtful portfolio construction, and risk management designed to support long-term financial independence rather than short-term market speculation. Planning is proactive and evolves as life circumstances, tax laws, and market conditions change. As a fee-only fiduciary, Blue Advisors is committed to transparency, objectivity, and acting in clients’ best interests at all times. The firm serves busy professionals, pre-retirees, and retirees who value experience, clarity, and a trusted long-term advisory relationship with a professional who has seen both calm and challenging markets—and knows how to navigate them.

Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!

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).

Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.