Hudson Bull is a financial advisor at Hamilton Capital with a Series 65 credential and one year of industry experience. Prior to joining Hamilton Capital, he held positions at Jericho Financial and Envisage Wealth. 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 approach and manages diversified portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments.

Rebekah Curran is a financial advisor at Everhart Advisors with a Series 65 designation and four years of industry experience. She has worked at Everhart Advisors since 2014, with additional roles at Mid Atlantic Capital Corporation and Hamilton Capital Management. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Daniel Harkin is a CFP® and holds a Series 65 license, with four years of industry experience. He has worked at Hamilton Capital since 2022 and previously held positions at Morgan Stanley and UBS. 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 approach and manages diversified portfolios using a variety of vehicles including mutual funds, ETFs, and alternative investments.

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.

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.

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.

Jordan Wintrich is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2022. Prior to that, he held positions at Polaris Financial Partners and has a diverse background including experience outside finance. 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 approach, managing diversified portfolios through various vehicles including mutual funds, ETFs, and private investment funds.

Nash Klinger is a financial advisor at McAdam LLC in Columbus, OH, holding a Series 65 designation with eight years of industry experience. His career includes roles at McAdam since 2018, Brown Physicians Inc in 2017, and Colby College from 2014 to 2018. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with portfolios tailored through fundamental analysis and periodic reviews.

Anna Carpenter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hamilton Capital. She has worked primarily at Hamilton Capital since 2017 and previously spent a year with Queen Financial Group. 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 employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and private funds.

Celeste Sloma is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Lifetime Financial Growth and Nationwide Hotel & Conference. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often employs third-party managers and alternative investments.

Debra Gordon is a financial advisor with WesBanco Securities, Inc. in Reynoldsburg, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with WesBanco Securities since 2009 and WesBanco Bank since 2012. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, utilizing a range of analytical methods and investment strategies.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Clay Acer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2026. He previously worked for Trinity Financial Advisors LLC for nine years and spent one year at Wallick Communities. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, financial planning, participant education, and tax, accounting, and bookkeeping services coordinated with affiliated CPAs.

Gregory Smith is a financial advisor at Hamilton Capital with 35 years of industry experience. He has been with Hamilton Capital 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, endowments, and retirement plans. The firm uses a macroeconomic-driven, forward-looking investment process to construct diversified portfolios across various asset classes and investment vehicles.

Zachary Auxter is a CFP® and holds a Series 65 license with 10 years of experience in financial advisory services. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model.