William Schiffman is a financial advisor with ValMark Advisers, Inc. and holds the PFS™ designation and Series 66 license. He has 27 years of industry experience and has been affiliated with ValMark Advisers since 2000. In addition to his advisory work, he is involved in thoroughbred horse breeding ventures and operates an accounting firm. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, offering a variety of platforms and solutions including proprietary programs, third-party manager programs, and investment-company product involvement.

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.

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.

Hannah Mulligan is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Apollon Wealth Management, she worked at Gilliland Lee Financial Group and held positions at Restoration Hardware, North High Brewing Company, and Northstar Cafe. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a range of investment approaches including ESG models, Direct Indexing, and the use of third-party sub-managers to tailor client solutions.

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.

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.

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.

Samuel Fiscus is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His work history 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, institutions, and sovereign wealth funds. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Adria Rosebrock is a CFP® and Series 66 licensed advisor with 19 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, 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 to construct diversified portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

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.

Kennedy Coey is a CFP® with four years of experience and currently an advisor at Plante Moran Financial Advisors. Prior to joining Plante Moran, Coey held roles at The Wendy’s Company, Summit Financial Strategies, and Vawter Financial. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional investors, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models in its investment process, offering both discretionary and non-discretionary portfolio management.

Shannon Gligora is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has 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 and serves as an officer of Abundant Life Solutions, LLC, a management and clerical services pass-through entity. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with documented risk analysis and a combination of fundamental, technical, and cyclical portfolio analysis.

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.

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.

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.

Joseph Chornyak Sr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC in Columbus, OH. His career includes roles at Janney Montgomery Scott and Commonwealth Financial Network, as well as founding Chornyak & Associates. He is an author of a book titled *The Wealth Maze* and serves as an uncompensated board member of the Foundation for Financial Planning. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, tax-managed direct indexing, and advisory roles for insurance company clients and private funds.

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.

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.

Mitchell Bland is a financial advisor with Signature Equity Partners, LLC, based in Columbus, OH, holding a Series 63 designation and 21 years of industry experience. His prior work includes over two decades with Lincoln National Life and Lincoln Financial Advisors Corporation. Outside of advising, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm employs a multi-team approach with 34 advisors and utilizes platforms like Vision2020 Wealth Management to offer tailored portfolio management and consulting services.