Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at JPM Investment Management and JPM Institutional Investments Inc for nine years. Cornell has also held positions at Lincoln Financial Advisors Corporation and Kensington Wealth Partners. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and integrates accounting professionals to offer coordinated tax and bookkeeping services alongside its investment solutions.

Steven Reinsel is a financial advisor at Everhart Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer in Dublin, Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach, tailoring portfolios to client needs and integrating tax, accounting, and limited family-office services.

Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.

Jessa Fannin is a CFP® and Series 65-licensed advisor at Hamilton Capital with 10 years of industry experience. She 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 and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Romeo is a CFP® professional with 22 years of industry experience. He has been with Everhart Advisors for over two decades and previously worked at Mid Atlantic Capital Corporation. Outside of his advisory role, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions and is a minority investor and strategic advisor for Aqua Nest by Waterbird Home Solutions, a company specializing in a patented water filtration system. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and integrates tax, accounting, and bookkeeping services alongside tailored portfolio management.

Courtney Saddler is a financial advisor at Hamilton Capital with 11 years of industry experience. She holds a Series 65 credential and has worked previously at Pentegra Distributors, Inc., Pentegra Services, Inc., and Nationwide Investment Services Company. 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 a range of investment vehicles, including pooled funds and alternative strategies.

Richard Connolly is a financial advisor with ValMark Advisers, Inc. in Columbus, OH, holding a Series 66 designation and over 43 years of industry experience. He has worked at Valmark Securities, Inc. since 1997 and operates his own life insurance agency, Richard E. Connolly & Associates Inc., where he serves as president. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individual and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products including insurance and ETF solutions.

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

John Durell is a Series 65-credentialed financial advisor with two years of industry experience, currently with Hamilton Capital in Columbus, OH. His prior work includes roles at OSU Comprehensive Cancer Center and COhatch. He has been involved with The George Edward Durell Foundation since 2015. 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 variety of portfolio types, including pooled investment vehicles and private funds.

Matthew Bartley is a financial advisor at Hamilton Capital with 18 years of industry experience. He holds the Series 65 designation and previously worked at Nationwide Investment Services Corporation for 11 years 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, endowments, and retirement plans. The firm uses a top-down, macroeconomic-driven investment process and offers a range of solutions including discretionary portfolio management, co-advisory arrangements, and customized strategies across multiple asset classes.

Robert Hamilton is a CFP® with 26 years of industry experience, currently serving at Hamilton Capital Management, Inc. since 1997. He is based in Columbus, OH, and holds a Series 63 license. 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 top-down, macroeconomic-driven investment process and manages diversified portfolios across various asset classes including mutual funds, ETFs, separately managed accounts, and alternative investments.

Abigail Ciucci is a CFP® professional at TFO Wealth Partners with four years of industry experience. She previously worked at JPMorgan Chase and Fifth Third Bank. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, providing investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax considerations.

John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Alex Wong Jr. is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Gradient Securities in 2018, he worked at Allstate Insurance Co and operated DBA Oro Insurance. Outside of his advisory role, he owns several businesses including a social media advertising firm and provides notary services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, retirement plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis and often utilizes third-party managers.

Jacqueline Jordan is a CFP® professional with 10 years of industry experience, currently advising at Hamilton Capital. She has worked at Hamilton Capital and its affiliates since 2015. Hamilton Capital provides wealth and investment management 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 offers a diverse range of portfolio solutions, including mutual funds, ETFs, separately managed accounts, and private investment vehicles.

Perry Reynolds is a financial advisor with WesBanco Securities, Inc. in Columbus, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to joining WesBanco Securities, he worked at Columbus Investment Advisory for nine years. Reynolds also serves as Vice President and Senior Investment Officer – Portfolio Manager for WesBanco Trust Investments. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management, primarily delivered via non-discretionary wrap accounts and access to separately managed accounts and model portfolios. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, utilizing third-party program sponsors for implementation and custody.

Mareion Royster is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Hamilton Capital. Prior to joining Hamilton Capital in 2022, he worked for 16 years at Raymond James Financial Services. 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 both discretionary portfolios and pooled investment vehicles.

Smaro Janes is a Series 66-licensed financial advisor with two years of industry experience. She is currently with Kingsview Wealth Management, LLC and has prior experience at Edward Jones, where she worked for nine years. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to alternative investments.

Nicholas Fisher is a CFP® professional with 13 years of industry experience. He currently works at Hamilton Capital in Columbus, OH, where he has been since 2021, following prior roles at Wealthbridge Capital Management, Private Client Services, and Lincoln Financial Advisors. Fisher is also involved in insurance sales outside of his advisory work. 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 top-down, macroeconomic-driven investment process to construct diversified portfolios across various asset classes and investment vehicles, including pooled investment funds and alternative investments.

Evan Keeslar is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior experience includes roles at JPM Institutional Investments Inc, JPM Investment Management, and JPMorgan Distribution Services. 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 approach and manages a range of portfolios spanning mutual funds, ETFs, separately managed accounts, and alternative investments.