Mark Scott is a CFP® professional with 16 years of industry experience. He is currently with Virtue Capital Management, LLC and also owns Scott Financial Group DBA Ohio Pension Advisors, where he provides insurance sales and financial planning services. His prior roles include positions at Horter Investment Management and Variable Investment Advisors. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs a model-driven investment approach utilizing mutual funds and ETFs, offering services such as discretionary portfolio management, financial planning, and ERISA consulting.

Paul Schaller is a financial advisor with Trustmont Advisory Group, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Trustmont in 2023, he spent seven years at Coastal Investment Advisors and Coastal Equities, Inc. Outside of financial advising, Schaller is a professional guitarist who provides live music entertainment. Trustmont Advisory Group serves a diverse client base including individuals, institutions, and charitable organizations. The firm employs a long-term investment outlook, drawing on a broad range of public research sources, and offers discretionary portfolio management along with other financial planning and advisory services.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Joshua Chaney is a financial advisor at Inspire Advisors, LLC with a Series 65 credential and five years of industry experience. He previously worked at Edelman Financial Engines and Financial Engines for a total of six years prior to joining Inspire Advisors. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and offers discretionary portfolio management, financial planning, and consulting services through a combination of quantitative, fundamental, technical, and modern portfolio theory analyses.

Scott Morgan is a financial advisor at TFO Wealth Partners in Dublin, Ohio, holding a Series 65 designation with 10 years of industry experience. He has been with TFO Wealth Partners since 2015 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using a long-term, asset-allocation approach grounded in modern portfolio theory, employing model portfolios primarily composed of mutual funds and ETFs.

Christopher Mc Graw is a financial advisor at Oxford Financial Group, LTD, holding Series 66 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, Cambridge Investment Research, and Adaptation Financial Advisors. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by providing family office, CIO services, comprehensive financial and estate planning, and fiduciary trust administration, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and operates dedicated teams to source and monitor investment managers.

Benjamin Kiser is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at UBS Financial Services and the University of Dayton. 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, manager selection, and uses a proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

Heinz Ickert is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Berthel Fisher since 2003. Outside of his advisory role, he owns a forensic accounting and expert witness business. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms and employs approximately 100 independent investment adviser representatives.

Chintan Desai is a CFP® and Series 66-registered advisor with Valeo Financial Advisors, LLC in Columbus, OH, where he has worked since 2014. He has 11 years of industry experience. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies when appropriate.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners in Columbus, OH, holding a Series 66 credential with one year of industry experience. Prior to joining Gladstone, he worked at LPL Financial and Samuel Koon and Associates. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting for individual and high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, offering discretionary portfolio management and access to third-party managers and retirement-account technology.

William Clark is a financial advisor with Creative Financial Designs, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2003. Outside of his advisory role, Clark is also an insurance agent specializing in life and disability coverage. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Kyle Zeller is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 27 years of industry experience. He has worked at Schneider Downs since 2005 and was previously with SagePoint Financial, Inc. from 2009 to 2017. 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 services. The firm employs a process-driven investment approach with diversified portfolios and provides access to private equity and tax-aware strategies.

Benjamin Jerome is a financial advisor with Encompass More Asset Management LLC in Columbus, OH, holding a Series 65 designation and seven years of industry experience. He has worked at Encompass More since 2022 and previously at Verity Asset Management from 2019 to 2022, while also maintaining a role with Appreciation Financial since 2015. Outside of his advisory work, he is a managing partner in two financial services firms, Jerome, Hacker & Becker LLC and Hacker & Jerome LLC, which provide passive management support related to his employment with Appreciation Financial. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals and HNW investors rather than corporate or charitable clients.

Sherri Thompson is a financial advisor at CoreCap Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining CoreCap Advisors, she worked at Battelle and has been involved with Capital Choice Financial Services, where she serves as Regional Marketing Director and is active in life insurance and fixed indexed annuity sales. She also prepares taxes through Ncrease Financial Services. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, retirement accounts, and institutions. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Michelle Calloway is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 65 and 63 licenses. She has eight years of industry experience, including roles at Nationwide Investment Services Corp and State Auto Insurance Companies. Outside of her financial career, she serves as Chief Christian Education Officer at Friendship Missionary Baptist Church. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Caritas Palmisano is a CFP®, ChFC®, and Series 66-registered advisor with nine years of industry experience. She is currently affiliated with Nationwide Investment Advisors, LLC and has previously worked at various Capital One entities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

Bradley Kastan is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Janney Montgomery Scott in 2022. Kastan serves on the Board of Trustees at The Ohio State University, a role he has held since 2023. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Natalie Collins is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2019, she worked at JPMorgan Securities LLC for three years. Outside of her advisory role, she is a joint owner of a rental property with her husband. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management and also acts as adviser to a donor-advised fund.

Michael Brown is a CFA® charterholder and holds a Series 66 license with 12 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2023, following six years at PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Justin Guarino is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Nationwide Investment Services Inc since 2019 and previously at Checks an Balances Inc. from 2018 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves around 270,000 retail participant accounts through discretionary and non-discretionary services.