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Emmett B

CFP®, Series 65

Columbus, OH

Hamilton Capital

Emmett Bahnson is a CFP® and Series 65 credentialed advisor at Hamilton Capital with 12 years of industry experience. He has been with Hamilton Capital Management 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios that may include mutual funds, ETFs, fixed income, alternative investments, and, when requested, private funds and ESG strategies.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Tyler B

Series 65

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Tax-loss harvesting Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Retired
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Jeffrey W

Series 65

Columbus, OH

Hamilton Capital

Jeffrey Wilkins is a financial advisor at Hamilton Capital with seven years of industry experience. He holds a Series 65 credential and has been with Hamilton Capital and its affiliated entities since 2010. Wilkins previously owned and managed a residential construction business that ceased operations in 2019. 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 a variety of investment vehicles, including private and pooled funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Bethany R

Series 65

Columbus, OH

Freestone Capital Management, LLC

Bethany Rabinowitz is a Series 65 licensed financial advisor at Freestone Capital Management, LLC with three years of industry experience. She has been with Freestone Capital Management since 2017 and previously worked at Everhart Advisors from 2015 to 2017. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, using a diversified approach that includes internally managed models, third-party sub-advisers, and alternative investments.

ESG / Sustainable investing Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Samuel F

Series 65

Grandview Heights, OH

Plante Moran FInancial Advisors

Samuel Fiscus is a financial advisor with Plante Moran Financial Advisors in Columbus, OH. He holds a Series 65 designation and has been with Plante Moran since 2025. His prior experience 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, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
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Peyton M

Series 65

New Albany, OH

M Holdings Securities, INC.

Peyton Miller is a financial advisor with M Holdings Securities, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining M Holdings Securities, he worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. Outside of finance, he has experience running food-related businesses, including Rooted Juicery + Kitchen and Cabana on the River. M Holdings Securities, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals. The firm offers a variety of advisory and brokerage services, utilizing both internal portfolio managers and third-party sub-advisors, with ongoing client monitoring and suitability-based investment recommendations.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Adria R

CFP®, Series 66

Columbus, OH

Hamilton Capital

Adria Rosebrock is a CFP® and holds a Series 66 license with 18 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, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment process and manages a range of portfolios including pooled investment vehicles and private investment funds.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Max M

CFP®, Series 65

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Kennedy C

CFP®, Series 65

Grandview Heights, OH

Plante Moran FInancial Advisors

Kennedy Coey is a CFP® professional with three years of experience in financial advising, currently with Plante Moran Financial Advisors. Prior to this role, Coey has held positions at several firms including Summit Financial Strategies and Vawter Financial, as well as work experience with The Wendy's Company. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise which provides integrated trust, insurance, broker-dealer, and real-estate advisory services.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
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Shannon G

Series 65

Columbus, OH

Gradient Advisors, Llc

Shannon Gligora is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Gradient Advisors, LLC and has previously worked at Encompass More Asset Management LLC, Verity Asset Management, and Appreciation Financial. Outside of her advisory role, she owns a digital marketing course business called Shannon's Daily Pay. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors and employs a tailored investment approach using fundamental, technical, and cyclical analysis, typically delivering portfolio services on a non-discretionary basis.

Retirement income strategy General tax planning
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Timothy I

Series 66

Worthington, OH

Private Client Services, LLC

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.

Options & derivatives strategies Tax-loss harvesting
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Darren L

Series 63, Series 65, Series 66

Westerville, OH

Foundations Investment Advisors LLC

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and is also the owner of Money Consciousness, an insurance and annuity products business he has operated since 2016. Prior to joining Foundations, he spent two years at Aptus Marketing. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Daniel H

CFP®, Series 65

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Joseph C

CFP®, Series 63

Columbus, OH

Apollon Wealth Management, LLC

Joseph Chornyak Sr. is a CFP® with 43 years of experience in financial advising. He is currently a managing partner at Apollon Wealth Management, LLC d/b/a Chornyak & Associates and has previously worked at Janney Montgomery Scott and Commonwealth Financial Network. Outside of advising, he is an author of the book *The Wealth Maze* and serves as a board member for the Foundation for Financial Planning. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centralized investment strategies with local portfolio oversight and employs both fundamental and tactical approaches, integrating tax-aware tools and alternative investment options.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Shivani K

CFP®, Series 65

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Jacob J

CFP®, Series 65

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Mitchell B

Series 63

Columbus, OH

Signature Equity Partners, LLC

Mitchell Bland is a financial advisor at Signature Equity Partners, LLC with 21 years of industry experience. He has worked at Lincoln National Life and Lincoln Financial Advisors Corporation since 2004. Outside of his advisory role, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Kathleen H

CFP®, Series 63

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Michael B

Series 65

Columbus, OH

Hamilton Capital

Michael Bussdieker is a financial advisor at Hamilton Capital with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Meeder Financial, Inc. and Nationwide Investment Services Corporation. 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 approach and manages diversified portfolios across various asset classes, including mutual funds, ETFs, and alternative investments.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Robert J

Series 66

Columbus, OH

StoneX Advisors Inc.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, Johnson is an attorney providing legal advice, including wills and trusts, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm uses a combination of independent advisors and in-house teams to implement strategies through various platforms and third-party managers.

ESG / Sustainable investing
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