Paul Schaller is a financial advisor with Trustmont Advisory Group, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Trustmont in 2023, he spent seven years at Coastal Investment Advisors and Coastal Equities, Inc. Outside of financial advising, Schaller is a professional guitarist who provides live music entertainment. Trustmont Advisory Group serves a diverse client base including individuals, institutions, and charitable organizations. The firm employs a long-term investment outlook, drawing on a broad range of public research sources, and offers discretionary portfolio management along with other financial planning and advisory services.

Michael Agriesti is a financial advisor with Gladstone Wealth Partners in Columbus, OH, holding a Series 63 designation and 27 years of industry experience. He worked at Lincoln Financial Advisors and Lincoln National Life for 20 years before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers customized investment solutions, including discretionary portfolio management and retirement plan consulting, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Chase Bennett is a CFP® with two years of industry experience, currently serving as a financial advisor at Root Financial Partners. Prior to joining Root, he held roles at Peak Retirement Planning, LPL Financial, and Wright-Patt Credit Union among others. Bennett has also worked in educational settings, including Wright State University and Mathnasium. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, while also offering specialized strategies and educational programming.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Gabriel Woolum is a financial advisor with StoneX Advisors Inc. in Worthington, OH, holding a Series 66 credential and bringing 18 years of industry experience. He has been with StoneX Advisors since 2015 and also serves as an independent insurance agent through a sole proprietorship. Additionally, he holds the position of Vice President at GLS Financial Consultants, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies utilizing proprietary models, third-party managers, and multiple platforms to accommodate client preferences and restrictions.

Cortland Bradbury is a financial advisor at Private Client Services, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Heritage Wealth Group and LPL Financial. Bradbury is a member of the Worthington AM Rotary and serves on the board of Ohio Jump Start, a nonprofit promoting financial literacy in Ohio schools. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Scott Morgan is a financial advisor at TFO Wealth Partners in Dublin, Ohio, holding a Series 65 designation with 10 years of industry experience. He has been with TFO Wealth Partners since 2015 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using a long-term, asset-allocation approach grounded in modern portfolio theory, employing model portfolios primarily composed of mutual funds and ETFs.

Timothy George is a Series 63-registered advisor with Capital Analysts in Columbus, OH, bringing five years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2021 and previously held roles at Rock City Church and Abbott Nutrition. Outside of his advisory duties, he leads the Children's Ministry team at Garden City Church, teaching children twice a month. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a proprietary mutual-fund screening process.

Christopher Mc Graw is a financial advisor at Oxford Financial Group, Ltd with eight years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work history includes roles at Wells Fargo, Fifth Third Bank, Adaptation Financial Advisors Inc., and Cambridge Investment Research, Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes both discretionary and non-discretionary management.

Benjamin Kiser is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at UBS Financial Services and the University of Dayton. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, managing a mix of discretionary and non-discretionary portfolios.

Heinz Ickert is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Berthel Fisher since 2003. Outside of his advisory role, he owns a forensic accounting and expert witness business. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms and employs approximately 100 independent investment adviser representatives.

Chintan Desai is a CFP® and Series 66-registered advisor with Valeo Financial Advisors, LLC in Columbus, OH, where he has worked since 2014. He has 11 years of industry experience. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies when appropriate.

Lance White is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing partnerships focused on real estate and technology investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, portfolio management, and consulting services. The firm combines independent managers, model strategies, and technology tools, including AI-assisted analytics, to tailor portfolios and enhance investment decision-making.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners with one year of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Samuel Koon and Associates. Beggin has experience working in club management roles and spent six years attending Ohio State University. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and retirement consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Matthew Calhoun is a CFP® professional with 24 years of industry experience, currently serving at Signature Equity Partners, LLC since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and First Financial Equity Corporation. Outside of financial advising, he is involved in the ownership and financing of male grooming salons and a cigar lounge. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, consulting, and retirement-plan services through a network of independent advisory affiliates, utilizing various model portfolio solutions and offering both discretionary and non-discretionary account structures.

Michael Hinkel is a financial advisor at Capital Analysts with 51 years of industry experience. He has worked at Capital Analysts since 2023 and previously held positions at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and emphasizes fiduciary responsibility with various investment options tailored to client needs.

Daniel Bartholomew is a financial advisor with Creativeone Wealth, LLC, holding 13 years of industry experience. He has worked at Preferred Planning Services and ChangePath, LLC since 2019, and previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2015 to 2019. Bartholomew is also a board member and trustee for the Upper Arlington Area Chamber of Commerce. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts through a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.

Jason Myers is a financial advisor at Signature Equity Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OSAIC Wealth, Inc. and Sii. He also conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates using model-based and customized investment solutions.

William Williams is a financial advisor with Capital Analysts in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Legend Equities Corporation and Lincoln Investment. Outside of his advisory role, he owns BILL J.W. LLC, where he provides consulting services to churches and Christian schools on governance, compensation, curriculum, facilities, and related areas. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm uses a discretionary and non-discretionary investment approach supported by an in-house research team and proprietary screening processes, offering a range of portfolio management options and advisor-led services.