Bart Butler is a CFP® with 27 years of industry experience. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC, joining the firm in 2025 after prior roles at Agia and Valic Financial Advisors. Butler is also the author of a personal book titled "The Right Side of Money," which he distributes to clients and friends without charge. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and offers customized portfolio management and financial planning, leveraging the Vision2020 Wealth Management Platform and various portfolio monitoring and overlay services.

Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory work, Parrish serves as a board member for the 40 West Park Condominium Association. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios, and offers advisory services combined with technology and operational solutions for other advisers.

Steven Vonschriltz is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining ValMark Advisers in 2022, he spent 16 years at Lincoln Financial Advisors. Outside of his advisory work, he serves as an assistant swim coach at the Upper Arlington Swim Club in Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and approved third-party managers.

Benjamin Person is a CFP® with 16 years of industry experience and currently serves at Signature Equity Partners, LLC. His prior roles include positions at OSAIC Wealth, Inc., Golden Reserve, LLC, PNC Wealth Management, and Merrill. He is also involved in the sales and marketing of fixed annuities, life insurance, and investment advisory services through Signature Financial Group, LLC. Signature Equity Partners is a multi-team firm providing investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a network of independent advisory affiliates and uses platforms such as Vision2020 Wealth Management to offer customized portfolio management, financial planning, and third-party money manager selection.

Richard Hammons II is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Heritage Wealth Partners, LLC and Private Client Services. Outside of advising, he is involved in insurance sales as a licensed agent, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client needs.

Jacob Mcmillen is a financial advisor at Beacon Capital Management, Inc. with 12 years of industry experience. He previously worked at Nationwide Investment Services Corporation for nine years and Midland National Life Insurance Company for three years. He holds the Series 63 and Series 65 designations. Beacon Capital Management provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries. The firm uses tactical, data-driven strategies across various model portfolios, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies.

Austin Mauk is a CFP®-credentialed financial advisor with six years of industry experience, currently working at Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. He has a background that also includes work at Nationwide Children's Hospital. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser with approximately $11.56 billion in client assets and a network of around 145 advisors across 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering a range of services such as financial planning and portfolio management that combine fundamental analysis with tactical and ESG-focused strategies.

Michael Sullivan is a CFP® professional with 27 years of industry experience, currently with Silver Oak Securities, Inc. since 2021. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for nearly two decades and has operated Wealth Coach Financial Services, LLC since 2002. Outside of advisory work, he is involved in occasional insurance sales through Wealth Coach Financial Services and participates in a joint marketing effort with F3 Advisors, LLC. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, emphasizing discretionary management combined with technology-driven model monitoring and automatic investment processes.

Aaron Mcgreevy is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Manning & Napier in various capacities since 2004. Mcgreevy serves on the board of the Simon Kenton Council of the Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic approaches and an affiliated in-house trust company.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of financial advisory, he operates a lawn maintenance consulting business. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm uses a multi-team structure and delivers advice through independent advisory affiliates, offering customized portfolio management and consulting services supported by the Vision2020 Wealth Management Platform.

Cory Hixson is a CFP® with 12 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview in 2025, he spent 11 years at Edward Jones. He is also the managing member of Hixson Holdings, LLC, a role he has held since 2012. Kingsview Wealth Management is a multi-advisor firm that provides financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm employs a blend of in-house and third-party investment strategies, including management of affiliated exchange-traded funds and services for retirement plans.

Eric Seyboldt is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath, LLC) since 2019 and previously operated Seyboldt Insurance Group from 2007 to 2019. Seyboldt is also involved as Managing Director at Novus Financial Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, incorporating modern portfolio theory and multiple analysis methods.

Matthew Bonito is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Bonito serves as the secretary of the Saveson Acres Homeowner's Association. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Nickolas Turner is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Whitney and Associates and Transamerica Financial Advisors. Outside of finance, he has been involved with Superior Vending Inc. for over 20 years. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, utilizing a mix of asset allocation, dollar-cost averaging, and technical analysis.

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc. He serves on the boards of the Phi Delta Theta Company and the Archie Griffin Scholarship Fund, both nonprofit organizations. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure and delivers customized portfolio management and financial planning through a network of independent advisory affiliates using the Vision2020 Wealth Management Platform.

Robert Mauk is a CFP® with 32 years of industry experience, currently affiliated with Apollon Wealth Management, LLC. His prior work includes roles at Janney Montgomery Scott LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as President of the Summerfield XV Civic Association, a homeowners association in Pickerington, OH. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment approaches including ESG risk models and tax-efficient direct indexing.

Adam Schutter is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC in Columbus, Ohio. He began his career in the financial industry in 2024 and has held positions at several firms, including Nationwide Investment Services Corporation and Grimes Financial Group. Prior to his finance career, he has work experience in various roles during his time at The Ohio State University and earlier employment. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through third-party model portfolios. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations and risk tolerance rather than creating proprietary portfolios.

Anthony Shockley is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He previously worked at Signator Investors, Inc. for 33 years and has been with OSAIC Wealth, Inc. since 2018. He is also involved in the sales and marketing of fixed annuities, securities, and insurance products through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm serves clients through a network of independent advisory affiliates and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and advisory solutions.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. Additionally, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, estates, businesses, and charitable organizations. The firm emphasizes a long-term, low-cost investment approach using diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and tax-sensitive rebalancing.

John Click is a CFP® with 26 years of experience in the financial industry. He currently works at Summit Financial, LLC and has a long tenure at Meeder Asset Management, Inc., where he serves as Senior Vice President and shareholder. Outside of his advisory roles, he holds executive responsibilities at Meeder Investment Management, Inc. 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 programs, combining discretionary and consultative services to provide customized solutions.