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.

Michael Bussdieker is a Series 65-licensed financial advisor at Hamilton Capital with 19 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Meeder Financial, Inc. 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 investment vehicles, including pooled funds and private investment funds.

Robert Johnson is a Series 66-licensed financial advisor at StoneX Advisors Inc. in Columbus, OH, with 17 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2010 to 2015. Outside of his advisory role, he practices law providing legal advice, wills and trusts preparation, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment strategies and platforms to support tailored client portfolios and periodic due diligence.

Matthew Mc Evily is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors since 2016. 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 combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Jordan Wintrich is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2022. Prior to that, he held positions at Polaris Financial Partners and has a diverse background including experience outside finance. 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, managing diversified portfolios through various vehicles including mutual funds, ETFs, and private investment funds.

Nash Klinger is a financial advisor at McAdam LLC in Columbus, OH, holding a Series 65 designation with eight years of industry experience. His career includes roles at McAdam since 2018, Brown Physicians Inc in 2017, and Colby College from 2014 to 2018. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with portfolios tailored through fundamental analysis and periodic reviews.

Anna Carpenter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hamilton Capital. She has worked primarily at Hamilton Capital since 2017 and previously spent a year with Queen Financial Group. 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 range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and private funds.

Celeste Sloma is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Lifetime Financial Growth and Nationwide Hotel & Conference. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often employs third-party managers and alternative investments.

Debra Gordon is a financial advisor with WesBanco Securities, Inc. in Reynoldsburg, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with WesBanco Securities since 2009 and WesBanco Bank since 2012. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, utilizing a range of analytical methods and investment strategies.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Gregory Smith is a financial advisor at Hamilton Capital with 35 years of industry experience. He 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, endowments, and retirement plans. The firm uses a macroeconomic-driven, forward-looking investment process to construct diversified portfolios across various asset classes and investment vehicles.

Zachary Auxter is a CFP® and holds a Series 65 license with 10 years of experience in financial advisory services. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model.

Leslie Mahle is a financial advisor at Hamilton Capital with six years of industry experience. She holds the Series 65 designation and has worked at Hamilton Capital and its affiliated entities since 2018, following an eleven-year tenure at FIS (Citigroup). 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 construct diversified portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments, and manages both pooled investment vehicles and affiliated private funds.

Joshua Pick is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Series 63 designation and has held roles at Aptus Wealth Insurance Services, LLC, Aptus Wealth Management, LLC, Doublet Capital Management, and other related firms over the past two decades. Outside of his advisory work, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced continuously, as well as technology and operational support services including a turn-key asset management platform for other advisers.

Sharon Aller is a financial advisor at WesBanco Securities, Inc. in Columbus, OH, with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at PNC Investments for 15 years before joining WesBanco Securities in 2024. WesBanco Securities provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, utilizing various analytical methods and strategies tailored to client objectives and risk tolerance.

Andrew Adolph is a financial advisor at Summit Financial, LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. He previously worked at Morgan Stanley from 2019 to 2021 and at Huntington National Bank in 2018. Andrew has also been affiliated with Summit Financial since 2021. Summit Financial, LLC is an SEC-registered, multi-team 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 services, combining discretionary and consultative approaches tailored to client preferences.

Francis Chu is a CFA® charterholder currently with Hamilton Capital, where he has worked since 2021. He has a total of 15 years of industry experience, including seven years at Bitterroot Capital Advisors. He serves on the board of United Orient Bank, a privately owned community bank in New York City, and volunteers on the investment committee of Bozeman Health in Montana. 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 approach and manages diversified portfolios using a variety of vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Vincent Dobransky is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company. Outside of his advisory role, he operates a tax preparation service, Dobransky Tax Service, based in Lewis Center, OH. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for portfolio management and trading.

Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.