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.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and alternative investments.

Joel Cox is a financial advisor at Thurston Springer Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. Additionally, he serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts on a discretionary basis through its Compass agreements.

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.

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 financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Cardinal Health and Battelle Memorial Institute. 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside customizable portfolio management services.

Serina Shores is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at The Huntington Investment Company and SVB Wealth. She serves as a board member for Maryhaven, a nonprofit organization focused on addiction rehabilitation, and is involved with the National Center for Women & Information Technology, supporting initiatives to increase female participation in technology careers. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a global multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis with manager research and portfolio rebalancing.

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC in Columbus, OH, holding a Series 65 designation. She has one year of industry experience and previously worked at PNC Financial Services Group and Gateway Wealth, Inc. Outside of financial services, she was involved with India Gospel League for four years. Apollon Wealth Management serves individuals, families, businesses, and charitable organizations with a broad range of investment management, financial planning, and advisory services. The firm employs a combination of centrally managed and locally managed strategies, uses fundamental analysis alongside tactical allocations, and offers specialized services including ESG models, tax management tools, and private funds.

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.

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.

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 been with Plante Moran Financial Advisors since 2012 and also works with Plante & Moran, LLP since 2026. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and implement portfolios through discretionary and non-discretionary arrangements.

William Schiffman is a financial advisor with ValMark Advisers, Inc., holding the PFS™ designation and Series 66 license, with 26 years of industry experience. He has been associated with ValMark Advisers since 2000 and has worked in various related firms since 1985. Outside of advising, he is involved in thoroughbred horse breeding ventures and has a background in accounting and tax preparation through W3 Global Accounting, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Cameron Mink is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, his work history includes roles at Three Creeks Capital Management and various non-financial positions. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment approach that incorporates a range of asset classes and strategies, including private funds and ESG considerations.