Andrew Pfeiffer is a CFP® professional at Everhart Advisors in Dublin, OH, with four years of industry experience. He has been with Everhart Advisors since 2021 and previously worked at Muirfield Village Golf Club. 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 philosophy, offering tailored portfolios that include model portfolios, third-party managers, and a range of investment vehicles.

Benjamin Person is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior roles include positions at OSAIC Wealth, Inc and Golden Reserve, LLC. He also serves as the Chief Compliance Officer for Signature Equity Partners, LLC. Signature Equity Partners 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 advisory services through a network of independent advisory affiliates, using a range of model-based portfolio solutions and customized account structures.

Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. He is a 49% owner of True North Insurance Partners, which provides life and long-term care insurance. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives. The firm utilizes both bespoke and model portfolios and collaborates with affiliated and third-party subadvisers to deliver tailored investment solutions.

Richard Hammons II is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Heritage Wealth Partners, LLC and Private Client Services. Outside of advising, he is involved in insurance sales as a licensed agent, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client needs.

Logan Miller is a CFP® and Series 65-credentialed advisor with two years of experience, currently with Hamilton Capital in Columbus, OH. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for several years. Hamilton Capital provides wealth and investment management to both individual and institutional clients, employing a top-down, macroeconomic-driven investment process. The firm manages diversified portfolios using various asset classes and offers co-advisory and portfolio management services across multiple investment vehicles.

Jacob Mcmillen is a financial advisor with Beacon Capital Management, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Midland National Life Insurance Company and Nationwide Investment Services Corporation. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm utilizes data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

Logan Jones is a CFP® professional with 11 years of industry experience, currently serving at Everhart Advisors since 2014. He previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. 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 philosophy, tailoring portfolios to client circumstances and integrating tax, accounting, and bookkeeping services alongside its investment offerings.

Jonathan Wiley is a Series 65-licensed advisor with Everhart Advisors in Dublin, OH. He has been with Everhart Advisors since 2026 and has prior experience with Exact Medicare. Before entering the financial advisory field, he worked for Grace Polaris Church for ten years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning for individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates tax and accounting services alongside its investment offerings.

Austin Mauk is a CFP® with six years of industry experience, currently serving with Apollon Wealth Management, LLC in Columbus, OH. His prior work includes roles at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. Before entering financial advising, he worked at Nationwide Children's Hospital for four years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and direct indexing.

Michael Sullivan is a CFP® professional with 27 years of industry experience. He is currently with Silver Oak Securities, Incorporated and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. since 2002. Outside of his advisory role, he serves as an insurance agent and president of Wealth Coach Financial Services, where he places occasional term policies and fixed annuities. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Aaron Mcgreevy is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Manning & Napier in various capacities since 2004. Mcgreevy serves on the board of the Simon Kenton Council of the Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic approaches and an affiliated in-house trust company.

John Chambers is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has been with Hamilton Capital since 2016, initially with Hamilton Capital Management, Inc., and continuing with Hamilton Capital, LLC since 2023. 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 and manages a range of vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

John Grega is a financial advisor at Everhart Advisors in Dublin, OH, with two years of industry experience. He holds a Series 65 credential and previously worked at Deloitte for four years. 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 philosophy, offering tailored portfolios and a range of services including tax, accounting, and limited family-office support.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. 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, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.

Cory Hixson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Kingsview Wealth Management, LLC, where he has worked since 2025, following an 11-year tenure at Edward Jones. Outside of his advisory role, he manages Hixson Holdings, LLC, a business he has operated since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, pensions, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering access to a wide range of investment instruments and third-party managers.

Dylan Gaver is a CFP® with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2025. His prior experience includes roles at The Sherringon Group, Budros, Ruhlin & Roe, and PNC Financial Services. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach combining long- and short-term positions, with services that range from discretionary portfolio management to comprehensive financial planning.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 13 years of industry experience. She has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Capital Corporation. 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 philosophy and integrates tax, accounting, and bookkeeping services alongside retirement-plan-specific offerings.

Philip Parker is a CFP®-designated financial advisor with eight years of industry experience currently serving at Everhart Advisors since 2020. His prior experience includes roles at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services primarily to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach and integrates tax, accounting, and bookkeeping services alongside its investment offerings.

Joseph Miller is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade 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 employs a top-down, macroeconomic-driven investment process and manages diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.