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 with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He previously worked at Signator Investors, Inc. for 33 years and has been with OSAIC Wealth, Inc. since 2018. He is also involved in the sales and marketing of fixed annuities, securities, and insurance products through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm serves clients through a network of independent advisory affiliates and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and advisory solutions.

Victoria Christy is a financial advisor at Arete Wealth Advisors, LLC in Columbus, OH, with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at SagePoint Financial, Nationwide Investment Services, Keller William Consultants, Voya Financial Partners, and Ameriprise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. Additionally, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, estates, businesses, and charitable organizations. The firm emphasizes a long-term, low-cost investment approach using diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and tax-sensitive rebalancing.

Joel Cox is a financial advisor at Thurston Springer Advisors with 17 years of industry experience. He holds a 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 as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies that include both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

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.

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 at First Citizens Asset Management, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company for 11 years. Shores serves as a board member for Maryhaven, a non-profit organization providing rehabilitation services in Ohio, and is a Regional Affiliate Coordinator for the National Center for Women & Information Technology. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers a range of multi-asset class model portfolios and emphasizes strategic asset allocation, manager research, and risk control.

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.

Matthew Anderson is a CFP® professional with 16 years of experience in the financial industry. He is currently with Summit Financial, LLC and has previously worked at Keebeck Wealth Management LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as a mentor for aspiring financial planners through the Certified Financial Planner Board of Standards. Summit Financial, LLC is a multi-team SEC-registered 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 programs, combining discretionary and consultative services tailored to client needs.

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.

Robert Johnson is a financial advisor at StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation with 38 years of industry experience. His prior roles include positions at Wrp Investments, Inc. and StoneX Securities Inc. In addition to his advisory work, he owns an insurance agency where he sells life, health, long-term care insurance, and fixed annuities, and he is a partner in a financial planning partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based solutions and third-party money managers for portfolio implementation and conducts regular due diligence on these resources.

James Hankenhof Jr. is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and joined the broader Plante & Moran, LLP organization in 2026. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse clientele including individual households, institutions, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment analysis approach and offers both discretionary and non-discretionary portfolio advisory services.

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.

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.

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Bethany Rabinowitz is a Series 65 licensed financial advisor at Freestone Capital Management, LLC with three years of industry experience. She has been with Freestone Capital Management since 2017 and previously worked at Everhart Advisors from 2015 to 2017. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, using a diversified approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Samuel Fiscus is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His work history includes multiple roles at Moraine Country Club and positions in education at Miami University, Kettering Fairmont High School, and Van Buren Middle School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.