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.

Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.

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.

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 an advisor at Plante Moran Financial Advisors with Series 63 and Series 65 credentials. He joined Plante Moran Financial Advisors in 2025 and has prior experience with Plante Moran and other companies dating back to 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods and offers both discretionary and non-discretionary portfolio management, managing a substantial mix of assets under these arrangements.

Sheila Steury is a financial advisor with Lanark Financial, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Stifel since 2009, UBS Financial Services since 2007, and Mcdonald Investments Inc. since 1999. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and utilizes a mix of discretionary and non-discretionary arrangements supported by various program-based accounts and affiliated investment management divisions.

Robert Fox is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors LLC. Outside of advising, he serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable organization. Thurston Springer Advisors serves a wide range of clients including individuals, corporations, retirement plans, and foundations, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies from buy-and-hold to active tactical approaches, and is notable for its integrated structure including affiliated broker-dealer and insurance services.

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He serves as a board member for both the Phi Delta Theta Company and the Archie Griffin Scholarship Fund. Signature Equity Partners, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes model solutions and a network of independent advisory affiliates to deliver discretionary and non-discretionary investment services.

Robert Mauk is a CFP® with 32 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Janney Montgomery Scott, Commonwealth Financial Network, and Chornyak & Associates. Outside of his advisory role, he serves as president of a local homeowners' association. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles.

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.

Christopher Johns is a Series 66-licensed advisor at Thurston Springer Advisors with 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 serves individuals, corporations, retirement plans, foundations, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to active Tactical Momentum approaches and operates with a structure that includes affiliated broker-dealer and insurance entities.

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.

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.

Anthony Shockley is an investment advisor at Signature Equity Partners, LLC with 40 years of industry experience. He has previously worked at Signator Investors, Inc. for 33 years and OSAIC Wealth, Inc. for 8 years. He holds the Series 63 and Series 65 designations and conducts investment and insurance business through his own LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services using model-based strategies and independent advisory affiliates.

Joel Cox is a financial advisor with Thurston Springer Advisors in Bexley, Ohio, holding a Series 66 designation and 16 years of industry experience. His work history includes positions 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 individuals, corporations, retirement plans, foundations, endowments, estates, and trusts with a range of financial planning, portfolio management, and fiduciary services. The firm utilizes both discretionary and non-discretionary strategies, combining buy-and-hold, asset allocation, and active tactical approaches involving technical and fundamental analysis.

Dustin Grimes is a Series 65 licensed advisor with four years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience as a self-employed insurance agent. He is also associated with DPG Senior Signature Solutions. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

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.

Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.

Serina Shores is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at The Huntington Investment Company and SVB Wealth. She serves as a board member for Maryhaven, a nonprofit organization focused on addiction rehabilitation, and is involved with the National Center for Women & Information Technology, supporting initiatives to increase female participation in technology careers. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a global multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis with manager research and portfolio rebalancing.

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and no prior industry experience. Her previous work includes roles at PNC Financial Services Group and the India Gospel League. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, and insurance company clients. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, and consulting across various asset classes.