Dustin Grimes is a Series 65-credentialed advisor at Gibbs Wealth Management, LLC with five years of industry experience. His prior roles include working as an insurance agent and positions at DPG Senior Signature Solutions and Mass Mutual Investors Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on assessing clients’ financial situations and risk tolerance to select model portfolios rather than managing individual securities directly.

Pei Chin Andrew is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Summit Financial in 2025, he worked at Private Client Services, Heritage Wealth Partners, and Morgan Stanley in various roles spanning over eight years. Andrew serves as the Investment Committee Chair for the North American Taiwanese Women's Association, overseeing the nonprofit’s brokerage account. 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 with both discretionary and consultative approaches.

Ryan Willis is a financial advisor at Manning & Napier Advisors, LLC in Dublin, Ohio, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Boyd Watterson Asset Management, LLC and SteelBridge Labs. Willis is currently affiliated solely with Manning & Napier Advisors. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled investment vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice for proprietary funds. The firm follows a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers additional services including retirement plan advice, participant education, transition management, and custom wealth management solutions.

Tony Dalton is a financial advisor with Kintra Wealth, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, McCarthy & Cox, Massachusetts Mutual Life Insurance Company, and MSI Financial Inc. He also engages in fixed insurance sales, dedicating a small portion of his work time to this activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional consulting.

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior experience includes roles at PNC Financial Services Group and Gateway Wealth, Inc., as well as work with the India Gospel League. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, trusts, estates, and institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by advanced research, technology, and ESG risk models.

Terrence Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Edward Jones for over two decades. He serves as a board member for the Columbus Symphony Orchestra in Columbus, Ohio. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and governmental clients. The firm offers comprehensive financial planning and wealth management services, combining in-house portfolio strategies with third-party managers and alternative investments.

Jan Vecerka is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Apollon Wealth Management, LLC, having joined the firm in 2026. Prior to this, he worked at Sequoia Financial Group and Wealthstone Advisors. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other clients, combining centrally managed strategy mandates with locally managed portfolios and employing a range of investment approaches including fundamental analysis, tactical allocations, ESG models, and technology-enhanced research.

William Schiffman is a financial advisor with ValMark Advisers, Inc. and holds the PFS™ designation and Series 66 license. He has 27 years of industry experience and has been affiliated with ValMark Advisers since 2000. In addition to his advisory work, he is involved in thoroughbred horse breeding ventures and operates an accounting firm. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, offering a variety of platforms and solutions including proprietary programs, third-party manager programs, and investment-company product involvement.

Andrew Grant is a financial advisor at Summit Financial, LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, WealthBridge Capital Management, and Morgan Stanley. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Hannah Mulligan is a financial advisor with Apollon Wealth Management, LLC in Columbus, OH, holding a Series 65 credential. She has one year of experience at Apollon and previously worked two years at Gilliland Lee Financial Group. Prior to her financial services career, she held roles at Restoration Hardware and worked in the hospitality industry. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across about 145 advisors and 67 offices. The firm serves a diversified client base including individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by technology and comprehensive governance.

Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

John Williams is a CFP® professional with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at MGO ONE SEVEN LLC dba PILLAR WEALTH GROUP, Mid Atlantic Financial Management, Inc., and First Financial Bank. He is also licensed to offer insurance products through various companies, earning both cash and non-cash compensation from these sales. 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 provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment management options.

Michael Saraullo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Meeder Asset Management, Meeder Distribution Services, and Foresters Advisory Services. In addition to advisory work, he is involved in insurance brokerage activities, earning compensation through the sale of various insurance products. 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 combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Andrew Cuprisin is a CFP® with 23 years of industry experience, currently with Prospera Financial Services, Inc. in Dublin, Ohio. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services, Morgan Stanley, and Citigroup Global Markets. He is a part owner of Tri-Oak Financial, LLC, an investment advisory practice in Dublin, Ohio. Prospera Financial Services, Inc. is a multi-team firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, and other entities through financial planning, portfolio management, and access to multiple advisory programs and platforms.

Timothy Ianni is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing residential real estate through Mars Hill Property LLC. Private Client Services is an independent investment adviser serving a diverse client base including individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both advisory and commission-based brokerage services.

Joseph Chornyak Sr. is a CFP®-certified financial advisor with 44 years of industry experience. He is currently a managing partner at Apollon Wealth Management, LLC d/b/a Chornyak & Associates, having previously worked at Janney Montgomery Scott and Commonwealth Financial Network. He is the author of the book *The Wealth Maze* and serves as a board member for the nonprofit Foundation for Financial Planning. Apollon Wealth Management is a multi-team SEC-registered adviser with approximately 145 advisors and $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, employing a combination of centrally managed mandates and locally managed portfolios supported by advanced research and technology tools.

Wendy Keeler is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. She previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and UBS Financial Services. Keeler serves as co-treasurer of the Dublin Jerome High School PTO and is a board member of the Financial Planning Association–Central Ohio Chapter. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Tyler Metzger is a CFP® with five years of industry experience currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and WESTERN SOUTHERN Life. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, managing approximately $1.5 billion in discretionary assets while integrating planning and investment strategies across household accounts.

Mitchell Bland is a financial advisor with Signature Equity Partners, LLC, based in Columbus, OH, holding a Series 63 designation and 21 years of industry experience. His prior work includes over two decades with Lincoln National Life and Lincoln Financial Advisors Corporation. Outside of advising, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm employs a multi-team approach with 34 advisors and utilizes platforms like Vision2020 Wealth Management to offer tailored portfolio management and consulting services.

Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with Series 65, Series 63, and Series 66 licenses and one year of industry experience. Prior to joining Kingsview, Hoppmann worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services through a blend of internal strategies and third-party managers, with portfolios that may include equities, fixed income, ETFs, options, and alternative investments.