James Cox is a CFP® with 23 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has a long tenure with McCarthy & Cox dating back to 2007. Outside of advisory work, Cox is involved in managing a golf course through Bug & Bear Holdings, LLC, a private company he co-owns. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven, tax-efficient investment process and offers specialized services such as business exit planning and institutional advisory solutions.

Ryan Mickelson is a CFP® with 20 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox Retirement, Commonwealth Financial Network, and Ameriprise. Mickelson also engages in fixed insurance sales as part of his business activities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with personalized planning to optimize tax efficiency and offers specialized services including business exit planning and institutional advisory.

Joshua Pick is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Series 63 designation and has held roles at Aptus Wealth Insurance Services, LLC, Aptus Wealth Management, LLC, Doublet Capital Management, and other related firms over the past two decades. Outside of his advisory work, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced continuously, as well as technology and operational support services including a turn-key asset management platform for other advisers.

Wesley Bean is a CFA® charterholder with 28 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox and Commonwealth Financial Network. He serves as an Investment Committee Member for the Union County Foundation, a nonprofit organization. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services including business exit planning and sub-advisory support.

Christopher Crothers is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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 programs and platforms.

Ryan Johnson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Asset Management and Northwestern Mutual for a significant portion of his career. Outside of his advisory role, he serves as an assistant boys lacrosse coach at Olentangy High School in Lewis Center, OH. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nickolas Magora Jr. is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cetera Investment Services, and LPL Financial. In addition to his advisory work, he operates LC Wealth Management, providing securities and variable insurance services. Signature Equity Partners offers investment advisory and planning services to individuals, retirement plans, and corporations. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to deliver customized portfolio management, financial planning, and retirement-plan consulting.

Amanda Hall is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with International Assets Advisory, LLC since 2019 and concurrently with MGO One Seven LLC since 2016. Amanda is the sole member of Kazmom Holdings, LLC, an entity with no active business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a primarily long-term investment approach with access to diverse asset classes and third-party managers.

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Sean Milner is a financial advisor with Signature Equity Partners, LLC in Columbus, OH, holding a Series 63 designation and 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. 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 delivers tailored portfolio management through the Vision2020 Wealth Management Platform and other independent services.

Logan Harris is a Series 65 licensed advisor with three years of industry experience, currently with Simplicity Wealth. Prior to this, he worked at Verity Asset Management and Eaton Financial Holdings Company, LLC. He serves in the United States Naval Reserves and has entrepreneurial involvement as owner and manager of Harris Brothers of Florida, LLC, which operates Wish Clips, and as sole proprietor of Deploying Capital, a financial education website for the military community. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering services from financial planning to managed account platforms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and supports advisers with technology and operational solutions, including a private-label asset management software program.

Bradley Graham is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the Gift Annuity Committee Advisory at Grace Polaris Church, assisting with translating investment terms. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Alex Wong Jr. is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining Gradient in 2018, he worked in insurance and operated several businesses, including software and retail sales companies. Outside of advising, Wong is involved in social media advertising and notary services. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and often incorporates third-party managers while maintaining disclosures around its revenue-sharing and incentive arrangements.

Clayton Irwin is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Signature Equity Partners, LLC in Columbus, OH, and has previously worked at firms including LPL Financial, The Huntington Investment Company, JPMorgan Securities, and Nationwide Securities. Outside of his advisory role, he participates in consumer feedback and research studies. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, offering tailored portfolio management and financial planning. The firm employs a multi-team structure and leverages platforms like Vision2020 Wealth Management to deliver customized investment solutions.

Smaro Janes is a Series 66-credentialed advisor at Kingsview Wealth Management, LLC with two years of industry experience. She has a background that includes a year with Edward Jones and extensive prior experience there from 2016 to 2025. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Christopher Marmion is a CFP® and ChFC® with 21 years of industry experience. He currently serves as a financial advisor at Kestra Private Wealth Services, LLC, having previously worked at UBS Financial Services for 13 years. Outside of his advisory work, he holds a treasurer position with a youth development troop and serves on the OLP school board. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount and 529 plan services.

Bryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Sandlapper Wealth Management, and SANDLAPPER Securities. Outside of his advisory work, Larrison is involved in youth hockey as a volunteer coach and collaborator with USA Hockey and the Columbus Chill Youth Hockey Association. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and educational seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Quinn Mickelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at Commonwealth Financial Network and McCarthy & Cox Retirement & Estate Specialists LLC. Mickelson is also involved in fixed insurance sales as a secondary business activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory support for ETFs.

Susan Bickel is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Apollon Wealth Management, LLC and has previously been affiliated with Janney Montgomery Scott, Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates overseen by an Investment Committee with locally managed portfolios, employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.