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Nickolas M

Series 66

Westerville, OH

Signature Equity Partners, LLC

Nickolas Magora is an investment advisor representative at Signature Equity Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Cetera Investment Services, and LPL Financial. He also owns and operates LC Wealth Management, conducting securities and variable insurance 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 third-party money manager selection through its network of independent advisory affiliates and utilizes model-based portfolio solutions with discretionary and non-discretionary options.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Frank I

Series 66

Columbus, OH

Thurston Springer Advisors

Frank Ingwersen is a financial advisor at Thurston Springer Advisors with 43 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw, though he is not currently acting in that role. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis under its Compass agreements.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jessa F

CFP®, Series 65

Columbus, OH

Hamilton Capital

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.

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

CFP®, Series 63, Series 65, Series 66

Westerville, OH

Composition Wealth, LLC

Christopher Ciehanski is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Composition Wealth, LLC since 2025. Prior to this, he worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and incorporates both fundamental and technical analysis in portfolio management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Sean M

Series 63

Columbus, OH

Signature Equity Partners, LLC

Sean Milner is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and offering 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves 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 and utilizes a variety of model-based portfolio solutions.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Courtney S

Series 65

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Logan H

Series 65

Lewis Center, OH

Simplicity wealth

Logan Harris is a Series 65 licensed financial advisor at Simplicity Wealth with three years of industry experience. Prior to joining Simplicity Wealth, he worked at Verity Asset Management and Eaton Financial Holdings Company, LLC. Harris serves in the United States Naval Reserves and operates a financial education website focused on the military community, as well as managing a consumer retail products business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms, offering a range of advisory services and a managed account platform. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, with ongoing portfolio monitoring and rebalancing, while also providing technology and operational solutions for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Michael V

Series 65

New Albany, OH

M Holdings Securities, INC.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc., holding a Series 65 designation. He has experience working with several firms including Integrity Alliance, LLC and Lion Street Advisor, and has been involved with McHenry Advisers, Inc. since 2021. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary investment management with third-party sub-advisors and utilizing multiple platform providers to support client accounts.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Richard C

Series 66

Columbus, OH

ValMark Advisers, Inc.

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.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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John D

Series 65

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Conor F

CFA®

Columbus, OH

Truepoint, Inc.

Conor Feldmann is a CFA® charterholder and a financial advisor at Truepoint, Inc. in Columbus, OH, with four years of industry experience. He has been with Truepoint since 2016 and previously worked at Cardinal Health for one year. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, and specialized services including tax planning and estate support. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is notable for its integration with related tax and administrative services.

General retirement planning Income planning Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Michael P

Series 66

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Michael Prosuk is a Series 66 licensed financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. He has held positions at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Primerica Financial Services. 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 featuring manager research, risk-tolerance assessments, and diversified portfolio construction, and manages 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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Evan B

CFP®, Series 63, Series 66

Columbus, OH

Schneider Downs Wealth Management Advisors, LP

Evan Biggs is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Schneider Downs Wealth Management Advisors, LP since 2018 and previously held positions at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. He is based in Columbus, OH. Schneider Downs Wealth Management Advisors, LP 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 focused on manager research, risk tolerance, and individualized portfolio construction, 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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Matthew B

Series 65

Columbus, OH

Hamilton Capital

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.

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

CFP®, Series 63

Columbus, OH

Hamilton Capital

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.

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

CFP®, Series 65

Grandview Heights, OH

TFO Wealth Partners

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.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Long-term care insurance Founder/Business Owner Retired Executive
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Jacqueline J

CFP®, Series 66

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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Clayton I

ChFC®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Clayton Irwin is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Osaic Wealth, Inc., LPL Financial, LLC, The Huntington Investment Company, and JPMorgan Securities LLC. Outside of advising, he participates in consumer feedback and research studies. 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, consulting, and retirement-plan services through a network of independent advisory affiliates using various model-based investment programs.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Perry R

Series 65

Columbus, OH

Wesbanco Securities, Inc.

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.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Mareion R

CFP®, Series 63

Columbus, OH

Hamilton Capital

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.

Private / alternative investments Real estate investing ESG / Sustainable investing
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