Joel Cox is a financial advisor with Thurston Springer Advisors in Bexley, Ohio, holding a Series 66 designation and 16 years of industry experience. His work history includes positions at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. He also serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts with a range of financial planning, portfolio management, and fiduciary services. The firm utilizes both discretionary and non-discretionary strategies, combining buy-and-hold, asset allocation, and active tactical approaches involving technical and fundamental analysis.

Steve Vujevich II is a financial advisor at Summit Financial, LLC with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Bank of America. Outside of advisory work, he is involved in several business ventures, including ownership of multiple real estate LLCs. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management that serves about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs through a mix of discretionary and consultative services.

Matthew Anderson is a CFP® professional with 16 years of experience in the financial industry. He is currently with Summit Financial, LLC and has previously worked at Keebeck Wealth Management LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as a mentor for aspiring financial planners through the Certified Financial Planner Board of Standards. Summit Financial, LLC is a multi-team SEC-registered 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 programs, combining discretionary and consultative services tailored to client needs.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation and 37 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he is an insurance agent selling life, health, long-term care, and fixed annuities, and a partner in a financial planning firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, in-house teams, and various investment platforms to deliver tailored portfolio solutions.

James Hankenhof Jr. is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and also works with Plante & Moran, LLP since 2026. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and implement portfolios through discretionary and non-discretionary arrangements.

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Bethany Rabinowitz is a Series 65 licensed financial advisor at Freestone Capital Management, LLC with three years of industry experience. She has been with Freestone Capital Management since 2017 and previously worked at Everhart Advisors from 2015 to 2017. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, using a diversified approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Samuel Fiscus is a financial advisor with Plante Moran Financial Advisors in Columbus, OH. He holds a Series 65 designation and has been with Plante Moran since 2025. His prior experience includes multiple roles at Moraine Country Club and positions in education at Miami University, Kettering Fairmont High School, and Van Buren Middle School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kennedy Coey is a CFP® professional with three years of experience in financial advising, currently with Plante Moran Financial Advisors. Prior to this role, Coey has held positions at several firms including Summit Financial Strategies and Vawter Financial, as well as work experience with The Wendy's Company. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise which provides integrated trust, insurance, broker-dealer, and real-estate advisory services.

Shannon Gligora is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Gradient Advisors, LLC and has previously worked at Encompass More Asset Management LLC, Verity Asset Management, and Appreciation Financial. Outside of her advisory role, she owns a digital marketing course business called Shannon's Daily Pay. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors and employs a tailored investment approach using fundamental, technical, and cyclical analysis, typically delivering portfolio services on a non-discretionary basis.

Omar Ganoom is a financial advisor with SB Advisory, LLC in Columbus, OH, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at San Blas Securities LLC, Central States Capital Markets, Caldwell Sutter Capital, Inc., and Boenning & Scattergood. Outside of his advisory work, he is the managing member of a real estate ownership entity. SB Advisory, LLC is a multi-team firm managing over $1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice using a combination of mutual funds, ETFs, individual equities, and outside managers, employing fundamental, technical, and qualitative analysis.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, Johnson is an attorney providing legal advice, including wills and trusts, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm uses a combination of independent advisors and in-house teams to implement strategies through various platforms and third-party managers.

Matthew Mc Evily is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors in Grandview Heights, OH. He has nine years of industry experience, all spent with Plante Moran since 2016. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non‑HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the broader Plante Moran enterprise.

Nash Klinger is a financial advisor at McAdam LLC in Columbus, Ohio, with 7 years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018. Prior to joining McAdam, he worked at Brown Physicians Inc and Colby College. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and individual securities, and offers financial planning, investment management, and retirement-plan consulting across a multi-advisor platform.

Celeste Sloma is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. She previously worked at Lifetime Financial Growth and Nationwide Hotel & Conference. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise to provide integrated financial services.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Zachary Auxter is a CFP® professional with a Series 65 license and 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Andrew Adolph is a financial advisor at Summit Financial, LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. He previously worked at Morgan Stanley from 2019 to 2021 and at Huntington National Bank in 2018. Andrew has also been affiliated with Summit Financial since 2021. Summit Financial, LLC is an SEC-registered, 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 tailored to client preferences.

Vincent Dobransky is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company. Outside of his advisory role, he operates a tax preparation service, Dobransky Tax Service, based in Lewis Center, OH. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for portfolio management and trading.