Logan Miller is a CFP® and Series 65-credentialed advisor with two years of experience, currently with Hamilton Capital in Columbus, OH. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for several years. Hamilton Capital provides wealth and investment management to both individual and institutional clients, employing a top-down, macroeconomic-driven investment process. The firm manages diversified portfolios using various asset classes and offers co-advisory and portfolio management services across multiple investment vehicles.

Ryan Smith is a financial advisor with The AmeriFlex Group in Columbus, OH, holding a Series 63 designation and bringing 31 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Principal Securities Inc. Smith serves as a director and volunteer for the FOP Foundation Capitol City 9. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies using model asset allocations and discretionary or non-discretionary manager relationships.

John Chambers is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has been with Hamilton Capital since 2016, initially with Hamilton Capital Management, Inc., and continuing with Hamilton Capital, LLC since 2023. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Posey is a financial advisor with BFC Planning, Inc. in Gahanna, Ohio, holding 37 years of industry experience. He has worked with Securities Management & Research, Inc. since 1988. Posey serves as a board member of The Chris Castle Memorial Fund, Inc., a charitable organization focused on planning charity events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services, utilizing various platforms and strategies tailored to individual advisor preferences.

Dylan Gaver is a CFP® with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2025. His prior experience includes roles at The Sherringon Group, Budros, Ruhlin & Roe, and PNC Financial Services. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach combining long- and short-term positions, with services that range from discretionary portfolio management to comprehensive financial planning.

Joseph Miller is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade Capital. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.

Travis Henderson is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Hamilton Capital since 2014, working first at Hamilton Capital Management Inc and continuing with Hamilton Capital Management, LLC. Hamilton Capital manages wealth and investments for individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio construction using mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options when requested.

Cole Filer is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, he worked at Peak Retirement Planning, Inc., Fifth Third Bank, and Lifetime Financial Growth. Before entering financial advising, he spent six years working at Chick-fil-A. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and offers a flat subscription fee structure rather than percentage-of-assets-under-management fees.

Derrick Sweeney is a financial advisor with The AmeriFlex Group in Columbus, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and Principal Life Insurance Company, among others. He is also a partner at RS Advisors. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized investment strategies through various model allocations and manager relationships.

Ethan Potts is a financial advisor at Plante Moran Financial Advisors with Series 65 and Series 63 licenses. He joined the firm in 2025 and has prior experience at Plante Moran as well as positions at Hartzell Air Movement and Airstream. Potts graduated from Miami University (OH) in 2024. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment approach.

Robert Fox is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Christopher Johns is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, corporations, foundations, estates, and retirement plans, offering a range of discretionary and consultative services supported by diverse investment analysis and strategies.

Matthew Kirby is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Hamilton Capital since 2015, currently serving as an advisor at the firm based in Columbus, OH. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Nicholas Twining is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and National Asset Management. Outside of his advisory role, he is involved with Hilton Head Asset Management Group, an investment advisory business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through around 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and proprietary asset allocation models.

Eric Thiemann is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with four years of industry experience. His background includes roles at Hamilton Capital since 2021 and prior experience at Citi Group and Ohio University. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers a range of strategies including mutual funds, ETFs, customized fixed-income, and alternative investments.

Christopher Farmer is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Fifth Third Securities. Outside of his advisory role, Farmer is a licensed social worker providing individual and family therapy, counseling, coaching, and mental health assessments through the Center for Family Resolution. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory offerings.

Victoria Christy is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including SagePoint Financial, Nationwide Investment Services Corp, and Voya Financial Partners. Victoria is also associated with Keller William Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and utilizes third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Jeffrey Loehnis is a CERTIFIED FINANCIAL PLANNER™ practitioner at Hamilton Capital with 25 years of industry experience. He has been with Hamilton Capital Management, Inc. since 2001. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to create diversified portfolios across various asset classes and offers management of pooled investment vehicles alongside co-advisory arrangements with other advisers.

Joel Cox is a financial advisor at Thurston Springer Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked 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 individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

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.