Carson Cooke is a CFP® with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to joining Everhart, he worked at JP Morgan in 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, uses model portfolios, and may allocate assets to third-party sub-advisers, offering services that include portfolio management, participant education, and coordinated tax and accounting support.

Andrew Pfeiffer is a CFP® and Series 65 licensed advisor with Everhart Advisors, based in Dublin, OH, and has four years of industry experience. Prior to joining Everhart Advisors, he worked at Muirfield Village Golf Club for seven years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment philosophy, utilizing model portfolios and third-party sub-advisers, and offers a range of services including financial planning, participant education, and in-house tax and bookkeeping support.

Logan Jones is a CFP® professional with 11 years of industry experience. He has worked at Everhart Advisors since 2014, with a brief tenure at Mid Atlantic Capital Corporation from 2015 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Jonathan Wiley is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. He has one year of industry experience, including prior work at Exact Medicare and extensive involvement with Grace Polaris Church for over a decade. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, participant education, and related tax and accounting services. The firm employs a long-term, buy-and-hold investment approach and utilizes model portfolios alongside third-party sub-advisers for specialized strategies.

Christopher Massey is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation. He joined Everhart Advisors in 2026 and previously worked in various roles at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.

John Grega is a Series 65-licensed financial advisor at Everhart Advisors with two years of industry experience. Prior to joining Everhart Advisors, he worked at Deloitte for a total of five years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 13 years of industry experience. She has worked at Everhart Advisors since 2016 and was previously with Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, and trusts, acting as ERISA 3(21) or 3(38) fiduciaries where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Philip Parker is a CFP® professional at Everhart Advisors with nine years of experience in the financial services industry. His prior roles include positions at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers integrated services including portfolio management, participant education, and tax and bookkeeping coordination.

Matthew O'Hara is a CFP® with nine years of industry experience, currently serving as a financial advisor at Everhart Advisors. His prior roles include positions at Raymond James Financial Services and Columbus Capital. Outside of his advisory work, he is an independent contractor commentator for Ohio State wrestling matches and serves as a board member of the Wrestlers in Business Network. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, and participant education. The firm follows a long-term, buy-and-hold investment philosophy and provides additional services such as tax and bookkeeping coordination through affiliated CPAs.

Francesco Ciotola is a financial advisor with Everhart Advisors in Miami, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Everhart Advisors since 2003, having previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. Outside of his advisory role, he serves as a board member of the Ohio Chamber of Commerce. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA 3(21) or 3(38) fiduciary. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Richard Everhart is a CFP® professional with 35 years of experience in the financial advisory industry. He has been with Everhart Advisors since 1996 and previously worked at Mid Atlantic Capital Corporation for five years. He is a co-author of "The 401(k) Owner's Manual" and is part owner of an entity that owns a private jet leased to Fly Exclusive. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often serving as an ERISA fiduciary. The firm follows a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers, and offers additional services such as participant education, legacy coordination, and integrated tax and bookkeeping support.

James St.Pierre is a financial advisor at Everhart Advisors with 12 years of industry experience. He has worked at Everhart Advisors since 2016 and previously spent five years at Mid Atlantic Capital Corporation. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy, offering portfolio management, financial planning, participant education, and coordinated tax and accounting services with affiliated CPAs.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2018, with prior experience at Mid Atlantic Capital Corporation. His background also includes roles outside traditional finance, such as work at A GOGO Rentals and the University of Cincinnati. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary under ERISA 3(21) or 3(38) when specified. The firm employs a long-term, buy-and-hold investment approach, offering portfolio management, participant education, and integrated services including tax and bookkeeping coordinated with affiliated CPAs.

Owen North is a CFP® professional at Everhart Advisors with approximately four years of industry experience. His prior roles include positions at Hefren-Tillotson, Inc and Amazon, as well as teaching at Avonworth High School and Grove City College. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax, accounting, and bookkeeping support through affiliated CPAs.

Carson Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Everhart Advisors, Carson worked at Case Pearlman Retirement Plan Advisors, LLC and has experience outside the financial sector including roles at Fedex and Ecoshield Pest Control. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Dennis Pearlman is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2021 and previously spent a decade at Case Pearlman Retirement Plan Advisors, LLC. Outside of advisory work, Dennis is involved in professional development and consulting for business professionals and elected officials in the Southwest Florida community through Winning Dynamics, LLC. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers to manage diversified strategies, and offers additional services including participant education, tax and bookkeeping support, and retirement plan administration.

Duane Gillman is a financial advisor at Everhart Advisors in Dublin, OH, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Everhart Advisors since 2016. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Concourse Financial Group Securities, Inc. Outside of his advisory work, he occasionally serves as a notary public without charge. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers additional services such as participant education, tax coordination, and cash-balance plan consulting.

Rebekah Curran is a financial advisor at Everhart Advisors with a Series 65 designation and four years of industry experience. She has worked at Everhart Advisors since 2014, with additional roles at Mid Atlantic Capital Corporation and Hamilton Capital Management. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Logan Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 credential and has two years of industry experience. Prior to joining Everhart Advisors in 2024, he worked for five years at Covenant College and seven years at Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Clay Acer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2026. He previously worked for Trinity Financial Advisors LLC for nine years and spent one year at Wallick Communities. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, financial planning, participant education, and tax, accounting, and bookkeeping services coordinated with affiliated CPAs.

Luke Fassett is a financial advisor at Everhart Advisors in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has been with Everhart Advisors since 2025. Prior to joining the firm, he worked at Linworth Baptist Church and has experience at The Ohio State University and Dublin Jerome High School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA 3(21) or 3(38) fiduciary. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, financial planning, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Thomas Carline is a financial advisor at Everhart Advisors with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Trinity Pension Consultants and PNC Wealth Management. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy, utilizes model portfolios and third-party sub-advisers, and offers a range of services including participant education, tax, accounting, and bookkeeping services coordinated with affiliated CPAs.

Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked for firms including JPM Investment Management and Lincoln Financial Advisors Corporation. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services such as portfolio management, financial planning, participant education, and tax and bookkeeping support through affiliated CPAs.

Steven Reinsel is a financial advisor at Everhart Advisors in Dublin, Ohio, with 10 years of industry experience and a Series 66 designation. He previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary when specified. The firm employs a long-term, buy-and-hold investment approach, offers a range of services including participant education and tax coordination, and utilizes model portfolios and third-party sub-advisers for specialized strategies.

Matthew Romeo is a financial advisor with Everhart Advisors in Dublin, Ohio, holding CFP® and Series 63 designations and bringing 22 years of industry experience. He has been with Everhart Advisors since 2001 and previously worked at Mid Atlantic Capital Corporation. Outside of advisory work, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions LLC and acts as a minority investor and strategic advisor in a patented water filtration system business. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy, utilizing model portfolios and third-party sub-advisers, and offers integrated financial planning and tax-related services coordinated with affiliated CPAs.

Luke Gearhart is a financial advisor at Everhart Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at EGSI Investment Management and Northstar Cafe. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, participant education, and tax and bookkeeping services. The firm follows a long-term, buy-and-hold investment philosophy and utilizes model portfolios and third-party sub-advisers to implement diversified strategies.

Brian Hanna is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 19 years of industry experience. He has worked at Everhart Advisors since 2007 and was previously with Mid Atlantic Capital Corporation from 2015 to 2020. He is the author of *The 401(k) Owner’s Manual*, a book addressing various topics related to building and maintaining 401(k) and corporate retirement plans. He also serves as treasurer for the Wingate Farms Owner’s Association. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary when specified. The firm employs a long-term, buy-and-hold investment approach that includes model portfolios and allocations to third-party sub-advisers, offering services such as participant education, legacy coordination, and tax and bookkeeping assistance through affiliated CPAs.

Max Rosenthal is a CFP® with seven years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2019. Before joining Everhart, he worked for Minneapolis Wealth Advisors for two years and spent over a decade at Bearpath Country Club. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy, offers portfolio management, financial planning, participant education, and coordinates tax, accounting, and bookkeeping services through affiliated CPAs.

Jonathan Hlavac is a CFP® professional with 21 years of industry experience, currently serving at Everhart Advisors since 2016. His prior roles include positions at Mid Atlantic Financial Management, Inc., Mid Atlantic Capital Corporation, and Concourse Financial Group Securities, Inc. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary when specified. The firm employs a long-term, buy-and-hold investment philosophy, uses model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Gregory Roberto is a financial advisor at Everhart Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services and Ross, Sinclaire & Associates. Roberto serves as president of the board for the nonprofit Victory Project and is a board member of the YMCA of Greater Dayton. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm utilizes a long-term, buy-and-hold investment approach with model portfolios and third-party sub-advisers, offering services that include portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Abigail Boyer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, Ohio. Her prior roles include positions at Upstart and Cru, along with experience in education with Dublin City Schools. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax and bookkeeping services in partnership with affiliated CPAs.

Christopher Becker is a financial advisor at Everhart Advisors with two years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2020. Outside of his advisory role, Mr. Becker serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school LifeWise programs. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm employs a long-term, buy-and-hold investment approach, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

John Mancinotti is a CFP® and Series 66-licensed advisor with five years of industry experience. He has worked at Everhart Advisors since 2023 and previously held roles at Ameritas Advisory Services, Wilcox Financial, and other firms. Mancinotti serves as Vice President of Business Partners for the Human Resources Association of Central Ohio (HRACO), a nonprofit role focused on marketing initiatives. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy and offers portfolio management, financial planning, participant education, and a range of tax and accounting services.

Rachel Fry is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. She has been with Everhart Advisors since 2019 and has no prior industry experience before joining the firm. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy, offers portfolio management, financial planning, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Clark Engle is a Certified Financial Planner® with eight years of industry experience, currently with Everhart Advisors since 2022. He previously worked at Souders Financial Advisors, LLC, and Strategic Capital Advisors. Engle is also a licensed insurance agent. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as fiduciaries when specified. The firm employs a long-term, buy-and-hold investment approach using model portfolios and third-party sub-advisers, and offers a range of services including retirement plan management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Steven Murlin is a financial advisor at Everhart Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets, Morgan Stanley, Mid Atlantic Capital Corporation, and Everhart Advisors. Murlin is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary when specified. The firm follows a long-term, buy-and-hold investment approach and offers services including portfolio management, participant education, and coordinated tax and bookkeeping support with affiliated CPAs.