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 Series 66-licensed advisor at Thurston Springer Advisors with 23 years of industry experience. His previous roles include positions at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to active Tactical Momentum approaches and operates with a structure that includes affiliated broker-dealer and insurance entities.

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.

Eric Thiemann is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with four years of industry experience. His background includes roles at Hamilton Capital since 2021 and prior experience at Citi Group and Ohio University. 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 offers a range of strategies including mutual funds, ETFs, customized fixed-income, and alternative investments.

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 at Signature Equity Partners, LLC with 40 years of industry experience. He has previously worked at Signator Investors, Inc. for 33 years and OSAIC Wealth, Inc. for 8 years. He holds the Series 63 and Series 65 designations and conducts investment and insurance business through his own LLC. 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, consulting, and retirement-plan services using model-based strategies and independent advisory affiliates.

Jeffrey Loehnis is a CERTIFIED FINANCIAL PLANNER™ practitioner at Hamilton Capital with 25 years of industry experience. He has been with Hamilton Capital Management, Inc. since 2001. 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 create diversified portfolios across various asset classes and offers management of pooled investment vehicles alongside co-advisory arrangements with other advisers.

Joel Cox is a financial advisor with Thurston Springer Advisors in Bexley, Ohio, holding a Series 66 designation and 16 years of industry experience. His work history includes positions 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 individuals, corporations, retirement plans, foundations, endowments, estates, and trusts with a range of financial planning, portfolio management, and fiduciary services. The firm utilizes both discretionary and non-discretionary strategies, combining buy-and-hold, asset allocation, and active tactical approaches involving technical and fundamental analysis.

Dustin Grimes is a Series 65 licensed advisor with four years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience as a self-employed insurance agent. He is also associated with DPG Senior Signature Solutions. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

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.

Pei Chin Andrew is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Summit Financial in 2025, he worked at Private Client Services, Heritage Wealth Partners, and Morgan Stanley in various roles spanning over eight years. Andrew serves as the Investment Committee Chair for the North American Taiwanese Women's Association, overseeing the nonprofit’s brokerage account. 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 range of investment advisory and portfolio management services with both discretionary and consultative approaches.

Ryan Willis is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. He has previously worked at Boyd Watterson Asset Management, LLC and SteelBridge Labs. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm utilizes a team-based investment process combining top-down macro analysis with bottom-up security selection and offers specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Conolly Boughner is a CFP® with six years of industry experience, currently serving at Hamilton Capital. He previously worked at KeyBanc Capital Markets Inc. and has held positions at several firms including Morgan Stanley and Diamond Hill Capital Management. Hamilton Capital provides wealth and investment management services 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 pooled funds and private investment funds.

Griffin Davies is a Certified Financial Planner® at Hamilton Capital in Columbus, OH, with one year of industry experience. Prior to joining Hamilton Capital in 2025, he worked at MAI Capital for two years. 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 a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Michael De Carlo is a Series 65-licensed financial advisor at Hamilton Capital with two years of industry experience. Prior to joining Hamilton Capital, he worked at Cardinal Health and Battelle Memorial Institute. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to build diversified portfolios and manages pooled investment vehicles and private funds alongside traditional accounts.

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.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2018, with prior experience at Mid Atlantic Capital Corporation. Outside of advising, he was involved with A GOGO Rentals from 2015 to 2017. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment strategy and offers integrated tax, accounting, and bookkeeping services alongside its advisory offerings.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation and 37 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he is an insurance agent selling life, health, long-term care, and fixed annuities, and a partner in a financial planning firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, in-house teams, and various investment platforms to deliver tailored portfolio solutions.

Eric Susi is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his primary role, he is a majority owner of True North Wealth Partners and True North Insurance Partners, which provide investment management, financial planning, and insurance services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes both bespoke and model portfolios and maintains relationships with affiliated subadvisers and third-party platforms to deliver a comprehensive advisory service.