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 with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He previously worked at Signator Investors, Inc. for 33 years and has been with OSAIC Wealth, Inc. since 2018. He is also involved in the sales and marketing of fixed annuities, securities, and insurance products through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm serves clients through a network of independent advisory affiliates and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and advisory solutions.

Victoria Christy is a financial advisor with Arete Wealth Advisors, LLC, based in Columbus, OH. She holds the Series 63 and Series 66 designations and has 13 years of industry experience. Her previous roles include positions at SagePoint Financial, Nationwide Investment Services, Voya Financial, and Ameriprise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service offerings.

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.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. Additionally, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, estates, businesses, and charitable organizations. The firm emphasizes a long-term, low-cost investment approach using diversified mutual funds and ETFs, supplemented by other asset types, and conducts regular portfolio reviews and tax-sensitive rebalancing.

Joel Cox is a financial advisor at Thurston Springer Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked 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 individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies that include both buy-and-hold and active models such as Tactical Momentum and Earnings Momentum.

Dustin Grimes is a Series 65-credentialed advisor at Gibbs Wealth Management, LLC with five years of industry experience. His prior roles include working as an insurance agent and positions at DPG Senior Signature Solutions and Mass Mutual Investors Services. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on assessing clients’ financial situations and risk tolerance to select model portfolios rather than managing individual securities directly.

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.

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.

Serina Shores is a financial advisor at First Citizens Asset Management, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company for 11 years. Shores serves as a board member for Maryhaven, a non-profit organization providing rehabilitation services in Ohio, and is a Regional Affiliate Coordinator for the National Center for Women & Information Technology. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers a range of multi-asset class model portfolios and emphasizes strategic asset allocation, manager research, and risk control.

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and no prior industry experience. Her previous work includes roles at PNC Financial Services Group and the India Gospel League. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, and insurance company clients. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, and consulting across various asset classes.

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.

Jan Vecerka is a CFP® professional with three years of experience in financial advising. He is currently with Apollon Wealth Management, LLC and previously worked at Sequoia Financial Group and Wealthstone Advisors. Prior to his advisory roles, he held positions in both academic and hospitality settings. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a diverse range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated funds.

Robert Johnson is a financial advisor at StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation with 38 years of industry experience. His prior roles include positions at Wrp Investments, Inc. and StoneX Securities Inc. In addition to his advisory work, he owns an insurance agency where he sells life, health, long-term care insurance, and fixed annuities, and he is a partner in a financial planning partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based solutions and third-party money managers for portfolio implementation and conducts regular due diligence on these resources.

Keith Copeland is a CFP® and ChFC® with nine years of industry experience, currently serving at Hamilton Capital. He has worked with Hamilton Capital Management since 2016 and is also associated with The TLC Group Ltd., where he provided management and advisory services. He serves on the boards of the Delaware County Foundation and Reset Inc. Hamilton Capital provides wealth and investment management 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 diversified portfolios using a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Carrie Thompson is a CFP® with 14 years of experience in the financial advisory industry. She has been with Hamilton Capital in various capacities 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 macroeconomic-driven investment process to build diversified portfolios and manages both pooled investment vehicles and private funds.

James Hankenhof Jr. is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Plante Moran Financial Advisors since 2012 and has been associated with Plante & Moran, LLP since 2026. 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 employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio services.