Ryan Smith is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Principal Securities Inc. He 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 customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and various discretionary manager relationships.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

James Zifer Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Preferred Planning Services since 1996 and Change Path LLC since 2017. Outside of advisory work, he serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Austin Mauk is a CFP® with six years of industry experience, currently affiliated with Apollon Wealth Management, LLC in Columbus, OH. His prior roles include positions at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm employs both centrally managed and locally managed investment strategies, incorporating fundamental analysis, tactical allocation, and ESG risk-based models across a diverse client base.

Brian Feuer is a financial advisor with Capital Analysts based in Columbus, OH, bringing 34 years of industry experience. His prior firms include Sterne Agee, Lincoln Investment, and WRP Investments, among others. Outside of his advisory work, he has experience as a stage hand in entertainment and manages a consulting business related to outsourcing digitization. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening processes and provides services with differentiated discretionary authority and multiple account management options.

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.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. 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, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.

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.

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.

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.

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 Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors LLC. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs Tactical Momentum and Earnings Momentum strategies alongside various analytical approaches and manages accounts primarily on a discretionary basis.

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, currently serving at Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott and Commonwealth Financial Network. Outside of his advisory work, he serves as president of the Summerfield XV Civic Association, a homeowner's association in Pickerington, Ohio. Apollon Wealth Management provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, combining centrally managed strategies with local portfolio oversight. The firm employs a mix of fundamental and tactical investment approaches and offers specialized services including private fund advisory and alternative investment recommendations.

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 financial advisor at Thurston Springer Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood since 2019, following prior roles at Cartwright Advisors LLC and Sweeney Cartwright & Company. Johns serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and retirement-plan consulting services to a diverse client base, including individuals, corporations, and charitable institutions. The firm employs a range of investment strategies, including Tactical Momentum and Earnings Momentum processes, and manages accounts primarily on a discretionary basis.

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.