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 at Creativeone Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Preferred Planning Services since 1996 and Change Path LLC since 2017. He also serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary and third-party model portfolios and investment strategies, including ETFs, mutual funds, options, and private investments.

Austin Mauk is a CFP® professional with six years of industry experience, currently serving at Apollon Wealth Management, LLC in Columbus, OH. His prior experience includes roles at Janney Montgomery Scott LLC, Independence Wealth Advisors, Golden Reserve, LLC, and Nationwide Children's Hospital. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios tailored to client needs.

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. His prior roles include positions at Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of financial advisory, he operates a lawn maintenance consulting business. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm uses a multi-team structure and delivers advice through independent advisory affiliates, offering customized portfolio management and consulting services supported by the Vision2020 Wealth Management Platform.

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 a financial advisor at Plante Moran Financial Advisors with Series 63 and Series 65 credentials. He has been with Plante Moran since 2023, having held roles within the broader Plante Moran organization prior to joining the financial advisory team. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a multifaceted investment process combining fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Eric Seyboldt is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath, LLC) since 2019 and previously operated Seyboldt Insurance Group from 2007 to 2019. Seyboldt is also involved as Managing Director at Novus Financial Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, incorporating modern portfolio theory and multiple analysis methods.

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 previously worked at Boenning & Scattergood, Cartwright Advisors LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable foundation. 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, portfolio management, and fiduciary services, employing a variety of investment analysis methods and strategies tailored to client goals.

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc. He serves on the boards of the Phi Delta Theta Company and the Archie Griffin Scholarship Fund, both nonprofit organizations. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure and delivers customized portfolio management and financial planning through a network of independent advisory affiliates using the Vision2020 Wealth Management Platform.

Robert Mauk is a CFP® with 32 years of industry experience, currently advising at Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as President of the Summerfield XV Civic Association in Pickerington, Ohio. Apollon Wealth Management is a multi-team SEC-registered adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm integrates centrally managed model strategies with locally managed portfolios and offers a broad range of investment solutions, including ESG models and tax-managed Direct Indexing.

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 23 years of industry experience. He holds the Series 66 designation and has worked previously at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individual and high-net-worth clients, as well as corporations and retirement plans, employing a variety of investment strategies including both buy-and-hold and active models.

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.

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.