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.

Adria Rosebrock is a CFP® and Series 66 licensed advisor with 19 years of industry experience. She has been with Hamilton Capital and its predecessor entities since 2016. 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 to construct diversified portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Max Martz is a CFP® and Series 65-licensed advisor at Hamilton Capital with two years of industry experience. His work history includes multiple roles at Hamilton Capital and previous positions linked to the University of Pennsylvania and KB Partners. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment process to construct diversified portfolios across multiple asset classes and investment vehicles.

Kennedy Coey is a CFP® with four years of experience and currently an advisor at Plante Moran Financial Advisors. Prior to joining Plante Moran, Coey held roles at The Wendy’s Company, Summit Financial Strategies, and Vawter Financial. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional investors, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models in its investment process, offering both discretionary and non-discretionary portfolio management.

John Williams is a CFP® professional with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at MGO ONE SEVEN LLC dba PILLAR WEALTH GROUP, Mid Atlantic Financial Management, Inc., and First Financial Bank. He is also licensed to offer insurance products through various companies, earning both cash and non-cash compensation from these sales. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment management options.

Rebekah Curran is a Series 65-credentialed financial advisor with four years of industry experience. She is currently with Everhart Advisors and has worked with the firm intermittently since 2014. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and offers additional services including tax, accounting, and limited family-office support.

Michael Saraullo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Meeder Asset Management, Meeder Distribution Services, and Foresters Advisory Services. In addition to advisory work, he is involved in insurance brokerage activities, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Timothy Ianni is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing residential real estate through Mars Hill Property LLC. Private Client Services is an independent investment adviser serving a diverse client base including individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both advisory and commission-based brokerage services.

Daniel Harkin is a CFP® and Series 65-designated financial advisor at Hamilton Capital with three years of industry experience. He previously worked at Morgan Stanley and UBS before joining Hamilton Capital, where he has been since 2022. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of vehicles, including pooled and private investment funds.

Joseph Chornyak Sr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC in Columbus, OH. His career includes roles at Janney Montgomery Scott and Commonwealth Financial Network, as well as founding Chornyak & Associates. He is an author of a book titled *The Wealth Maze* and serves as an uncompensated board member of the Foundation for Financial Planning. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, tax-managed direct indexing, and advisory roles for insurance company clients and private funds.

Tyler Metzger is a CFP® with five years of industry experience currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and WESTERN SOUTHERN Life. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, managing approximately $1.5 billion in discretionary assets while integrating planning and investment strategies across household accounts.

Shivani Kolluru is a financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. She previously worked at Darborn Cardiology and Beaumont Hospital before joining Hamilton 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 utilizes a top-down, macroeconomic-driven investment approach to construct diversified portfolios and manages affiliated pooled investment vehicles and private investment funds.

Wendell Bennett is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Entingh Financial Services since 2004. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Jacob Johns is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Hamilton Capital since 2024, following two years at Gerber, LLC, and seven years at Cardinal Health. Hamilton Capital provides wealth and investment management 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 portfolio solutions including pooled investment vehicles and private funds.

Mitchell Bland is a financial advisor with Signature Equity Partners, LLC, based in Columbus, OH, holding a Series 63 designation and 21 years of industry experience. His prior work includes over two decades with Lincoln National Life and Lincoln Financial Advisors Corporation. Outside of advising, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm employs a multi-team approach with 34 advisors and utilizes platforms like Vision2020 Wealth Management to offer tailored portfolio management and consulting services.

Kathleen Hedges is a CFP® with 16 years of experience in the financial industry. She is currently with Hamilton Capital and previously worked with Hamilton Capital Management Inc for ten years. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Bussdieker is a Series 65-licensed financial advisor at Hamilton Capital with 19 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Meeder Financial, Inc. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled funds and private investment funds.

Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Kingsview, she worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio group. The firm employs a range of investment strategies and manages proprietary model portfolios, ETFs, and separately managed accounts.

Robert Johnson is a Series 66-licensed financial advisor at StoneX Advisors Inc. in Columbus, OH, with 17 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2010 to 2015. Outside of his advisory role, he practices law providing legal advice, wills and trusts preparation, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment strategies and platforms to support tailored client portfolios and periodic due diligence.

Matthew Mc Evily is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.