Carson Cooke is a CFP® professional with three years of industry experience, currently serving at Everhart Advisors. His prior experience includes a position at JP Morgan in 2019. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through affiliated CPAs.

Andrew Pfeiffer is a CFP® with three years of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, OH. Prior to joining Everhart Advisors, he worked at Muirfield Village Golf Club for seven years and was a student at Coffman High School and The Ohio State University. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

Logan Jones is a CFP® with 10 years of industry experience, currently serving at Everhart Advisors in Dublin, OH. He has worked at Everhart Advisors since 2014, with a brief period at Mid Atlantic Capital Corporation from 2015 to 2020. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and offers integrated tax consulting and bookkeeping services through in-house CPAs.

Jonathan Wiley is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. He has been with Everhart Advisors since 2026 and has previous experience at Exact Medicare and Grace Polaris Church. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households, with a focus on retirement-plan consulting, wealth management, and financial planning. The firm employs a long-term, disciplined investment approach using diversified, lower-cost investments and offers additional services such as tax, accounting, and legacy planning through affiliated professionals.

John Grega is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Deloitte for a total of five years. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through CPAs.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 12 years of industry experience. She has worked at Everhart Advisors since 2016 and previously at Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors serves individuals, high-net-worth clients, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified investments and offers fiduciary services, participant education, and a formal investment due-diligence process for retirement plans.

Philip Parker is a financial advisor at Everhart Advisors with eight years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining Everhart Advisors in 2020, he worked at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering retirement-plan consulting, wealth management, financial planning, and related services. The firm takes a long-term, disciplined investment approach with diversified, lower-cost investments and provides client education, periodic portfolio reviews, and access to alternative investments when appropriate.

Matthew O’Hara is a CFP® professional at Everhart Advisors with eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Columbus Capital. Outside of his advisory work, he serves as a board member of the Wrestlers in Business Network and works as a commentator for Ohio State wrestling matches. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through its CPAs.

Richard Everhart is a CFP® with 34 years of experience in the financial services industry. He has been with Everhart Advisors since 1996 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. 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 serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers fiduciary services, in-house tax consulting, and bookkeeping through affiliated CPAs.

James St.Pierre is a financial advisor with Everhart Advisors in Dublin, OH, holding 12 years of industry experience. He has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Capital Corporation. He is also a licensed insurance agent in Ohio. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering a range of services such as retirement-plan consulting, wealth management, financial planning, and related tax and accounting services. The firm employs a long-term, disciplined investment approach with diversified, lower-cost investments and utilizes strategic alliances to enhance client offerings.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Mid Atlantic Capital Corporation and A GOGO Rentals. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, employing a long-term, disciplined investment approach that emphasizes diversified, lower-cost investments and client education.

Owen North is a CFP® professional at Everhart Advisors with four years of industry experience. His work history includes roles at Everhart Advisors, Hefren-Tillotson, Inc, and Amazon, as well as earlier experience in education at Avonworth High School and Grove City College. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, providing retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach featuring diversified, lower-cost investments, selective use of third-party sub-advisers, and client education through written communications and events.

Duane Gillman is a financial advisor with Everhart Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Everhart Advisors since 2016 and previously at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Outside of his advisory role, he occasionally serves as a notary public without charging fees. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers fiduciary and due-diligence services for retirement plans.

Rebekah Curran is a financial advisor at Everhart Advisors with four years of industry experience. She holds a Series 65 designation and has worked at Everhart Advisors and Mid Atlantic Capital Corporation. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach emphasizing diversified, lower-cost investments, model portfolios, and selective use of third-party sub-advisers.

Clay Acer is a CFP® with eight years of industry experience. He is currently with Everhart Advisors in Dublin, OH, where he has worked for one year. Previously, he spent nine years at Trinity Financial Advisors LLC and one year at Wallick Communities. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, utilizing a long-term, disciplined investment approach focused on diversified, lower-cost investments and selective use of third-party sub-advisers.

Luke Fassett is a financial advisor at Everhart Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses. He has recent experience with Everhart Advisors and previously worked at Linworth Baptist Church and The Ohio State University. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

Thomas Carline is a financial advisor at Everhart Advisors in Dublin, Ohio, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Pension Consultants for eight years before joining Everhart Advisors in 2021. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities, providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers fiduciary services, participant education, and formal investment due diligence for retirement plans.

Marc Cornell is a Series 66-credentialed advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2025 and previously held positions at JPM Investment Management and JPM Institutional Investments Inc for nine years, as well as brief tenures at Lincoln Financial Advisors Corporation and Kensington Wealth Partners in 2016. Everhart Advisors serves retirement plan sponsors and high-net-worth individuals, offering a range of services including retirement-plan consulting, wealth management, and financial planning. The firm follows a long-term, disciplined investment approach that emphasizes diversified, lower-cost investments and model portfolios, supported by strategic alliances and client education initiatives.

Steven Reinsel is a financial advisor at Everhart Advisors in Dublin, Ohio, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of advising, he is a practicing lawyer. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm follows a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

Matthew Romeo is a CFP® with 21 years of experience in the financial industry, currently serving at Everhart Advisors in Dublin, OH. He has held roles at Mid Atlantic Capital Corporation and has been with Everhart Advisors since 2001. Outside of his advisory work, he is a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions LLC and serves as a minority investor and strategic advisor for a patented water filtration system company. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm employs a buy-and-hold investment philosophy with a focus on low-cost, diversified portfolios and offers fiduciary services and in-house tax consulting through its team of CPAs.

Luke Gearhart is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at EGSI Investment Management and has experience in hospitality and university settings. Everhart Advisors serves individuals—including high-net-worth clients—retirement plan sponsors, trusts, and business entities with wealth management, portfolio management, and retirement plan consulting. The firm employs a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers integrated tax consulting and bookkeeping services through affiliated CPAs.

Brian Hanna is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 18 years of industry experience. He has been with Everhart Advisors since 2007 and previously worked at Mid Atlantic Capital Corporation for five years. He is the author of *The 401(k) Owner’s Manual*, a book covering topics related to building and maintaining 401(k) and corporate-sponsored retirement plans. Additionally, he serves as treasurer for the Wingate Farms Owner’s Association. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified portfolios and offers fiduciary services, including investment due diligence and participant education for retirement plans.

Max Rosenthal is a CFP® with six years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2019. Prior to joining Everhart, he worked at Minneapolis Wealth Advisors for two years and spent eleven years at Bearpath Country Club. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment philosophy focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through affiliated CPAs.

Jonathan Hlavac is a CFP® with 20 years of industry experience and has been with Everhart Advisors since 2016. Prior to joining Everhart, he worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm uses a buy-and-hold investment approach focused on low-cost, diversified investments and offers in-house tax consulting and bookkeeping services through its accounting professionals.

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. Outside of his advisory role, Roberto provides marketing and strategy consulting for startup businesses and serves as president of the board for the nonprofit Victory Project, in addition to being a board member of the YMCA of Greater Dayton. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by offering wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified model portfolios and provides fiduciary services, participant education, and retirement plan tools, including acting as the 3(38) investment advisor to a pooled employer plan.

Abigail Boyer is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, Ohio. Her prior work includes roles at Upstart and Cru, as well as experience with Dublin City Schools and The Ohio State University. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers fiduciary services and comprehensive retirement plan support.

Christopher Becker is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Kroger and Capital Choice Office Furniture, as well as founding Blue Monkey Parties and Events LLC. Becker serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school programs. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

John Mancinotti is a CFP® with five years of industry experience, currently serving as a financial advisor at Everhart Advisors. His prior roles include positions at Ameritas Advisory Services and Wilcox Financial. Outside of his advisory work, he serves as Vice President of Business Partners for the Human Resources Association of Central Ohio, a nonprofit role focused on marketing and community engagement. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment philosophy with low-cost, diversified investments and offers in-house tax consulting and bookkeeping services through affiliated CPAs.

Rachel Fry is a financial advisor with Everhart Advisors in Dublin, Ohio. She holds a Series 65 designation and has been with Everhart Advisors since 2019. Prior to her advisory role, she was a student for 17 years. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm uses a buy-and-hold investment approach focused on low-cost, diversified investments and model portfolios while offering fiduciary services and in-house tax consulting through its CPAs.

Clark Engle is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Everhart Advisors, where he has worked since 2022. Prior to that, he held roles at Souders Financial Advisors, LLC and Strategic Capital Advisors. Engle is also a licensed insurance agent. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm follows a buy-and-hold investment approach focusing on low-cost, diversified investments and offers in-house tax consulting and bookkeeping services through CPAs.

Steven Murlin is a financial advisor at Everhart Advisors in Dublin, OH, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Everhart Advisors since 2010, following a five-year tenure at Mid Atlantic Capital Corporation. Murlin is also a licensed insurance agent in Ohio. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm employs a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through its CPAs.