Mark Finney is a CFP® with 20 years of industry experience, currently advising at Kintra Wealth, LLC. He previously worked at McCarthy & Cox Retirement & Estate Specialist for 11 years and Commonwealth Financial Network for 8 years. Outside of advisory work, he is also an insurance agent selling fixed life, fixed annuity, long-term care, and disability insurance products. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven, tax-efficient investment process integrated with planning services.

Jonathan Lawrence is a CFP® with six years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at McCarthy & Cox, Commonwealth Financial Network, and Cetera Investors. Outside his advisory duties, he spends a portion of his time engaged in fixed insurance sales. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven investment process combined with fundamental analysis, managing approximately $1.5 billion in discretionary assets and offering specialized services such as business exit planning and institutional advisory solutions.

Matthew Keyes is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Heritage Wealth Partners and LPL Financial. Outside of advising, he provides fixed life insurance services to clients through Heritage Wealth Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet diverse client needs.

Jonathan Hlavac is a CFP® and holds a Series 66 designation with 21 years of industry experience. He has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and offers tailored portfolios, third-party manager allocations, and integrated tax, accounting, and limited family-office support.

Megan Collins is a CFP® professional with 15 years of industry experience. She is currently with Kintra Wealth, LLC and has previously worked at McCarthy & Cox Retirement & Estate Specialists, Commonwealth Financial Network, and Nationwide Investment Services Corporation. Megan also spends a portion of her time engaged in fixed insurance sales. Kintra Wealth serves a broad range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm combines client-focused planning with model-driven asset allocation and fundamental security analysis, implementing strategies designed to optimize tax efficiency and reduce duplicate holdings across household accounts.

Gregory Roberto is a financial advisor at Everhart Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, LLC, Ross, Sinclaire & Associates, LLC, and The Connor Group. He 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 as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates accounting and tax services with its investment management offerings.

Abigail Boyer is a CFP® professional at Everhart Advisors with two years of industry experience. She has worked at Everhart Advisors since 2021 and held prior roles at Upstart and Cru. Abigail’s background also includes employment with Dublin City Schools and The Ohio State University. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates accounting and tax services alongside tailored portfolio management.

Christopher Becker is a financial advisor at Everhart Advisors in Dublin, OH, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Kroger, Capital Choice Office Furniture, and Blue Monkey Parties and Events LLC. He serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school programs. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach, tailoring portfolios to client needs and integrating tax, accounting, and bookkeeping services alongside investment management.

Philip Scholler is a financial advisor with Vanderbilt Advisory Services in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2015. Outside of his advisory role, Scholler serves as President and CEO of WealthMark Advisory Services, an investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis in its investment approach, with integrated retirement-plan and benefits consulting services distinguishing it from many peers.

Zachary Boyd is a CFP® professional with 16 years of industry experience. He has worked at Edward Jones from 2009 to 2025 and is currently with Kingsview Wealth Management, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including proprietary ETFs and access to alternative investments.

Helen Davis is a CFP® with 36 years of experience in the financial services industry, currently serving at Lifemark Securities Corp. since 2018. Her prior experience includes roles at Foresters Equity Services, Inc., LegalShield Inc., and founding Davis Financial Management Group. Outside of advisory work, she is involved in charitable organizations as a board member and treasurer, and is an author of children’s books through Grandma Davis LLC. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering tailored, suitability-driven advice supported by multiple program options and platform tools.

John Mancinotti is a CFP® with five years of experience in financial advising, currently with Everhart Advisors since 2023. His prior roles include positions at Ameritas Advisory Services, Wilcox Financial, and Ameritas Investment Company. He serves as Vice President of Business Partners for the Human Resources Association of Central Ohio, a nonprofit role focused on marketing engagement within the HR community. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy, employing model portfolios and specialized third-party managers while integrating tax and accounting services for comprehensive client support.

Logan Gray is a financial advisor at First Heartland Consultants, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Abel Financial and Ohio State University. Outside of his advisory role, he volunteers as a youth bowling program coordinator. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, providing financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Rachel Fry is a financial advisor at Everhart Advisors in Dublin, Ohio. She holds a Series 65 designation and has been with Everhart Advisors since 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and integrates accounting and tax services through affiliated professionals.

Kori Manus is a financial advisor at Mariner Independent with 23 years of industry experience and holds the Series 66 designation. Prior to joining Mariner, Kori worked at firms including Carbon Wealth Advisors, Ideal Wealth Partners, and LPL Financial. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 investment adviser representatives using both model and customized discretionary portfolios.

Anne Wilson is a financial advisor with MissionSquare Retirement in Dublin, OH, holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. She has been with ICMA RC since 2016 and is also a managing member and performer in the Six Foot Blonde Band, a local cover band established in 2009. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a multi-team advisory structure. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and delivered through multiple channels exclusively for MissionSquare accounts.

Clark Engle is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Everhart Advisors, where he has worked since 2022. His prior experience includes roles 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, as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and offers coordinated tax, accounting, and bookkeeping services alongside retirement-plan-specific fiduciary support.

Steven Murlin is a financial advisor with Everhart Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Everhart Advisors since 2010 and was previously with Mid Atlantic Capital Corporation from 2015 to 2020. Murlin is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm uses a long-term, buy-and-hold investment approach and offers integrated tax, accounting, and family-office support, tailoring portfolios through a range of investment vehicles and third-party managers.

Leah Burke is a financial advisor with Private Advisor Group, LLC in Dublin, Ohio. She holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at Private Advisor Group and LPL Financial, both since 2016, and she has also operated under the name Leah Franckhauser since 2008. Additionally, she serves as a notary public. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, providing access to various advisory programs and third-party asset managers.

William Henehan is a financial advisor with GWN Securities Inc. in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he serves as CEO of Henehan Financial Group, an insurance sales business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.