Jonathan Lawrence is a CFP® with six years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at McCarthy & Cox, Commonwealth Financial Network, and Cetera Investors. Outside his advisory duties, he spends a portion of his time engaged in fixed insurance sales. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven investment process combined with fundamental analysis, managing approximately $1.5 billion in discretionary assets and offering specialized services such as business exit planning and institutional advisory solutions.

Timothy George is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 63 designation and has previously worked at Lincoln Investment and Abbott Nutrition. Outside of his advisory role, he serves as a Children's Ministry Leader at Garden City Church, where he leads and teaches the children's ministry team twice a month. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and utilizes both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

John Young is a financial advisor at Hamilton Capital with 22 years of industry experience. He holds a Series 65 designation and has been with Hamilton Capital since 2003, previously maintaining a self-employed legal practice that he is currently winding down. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts. The firm uses a top-down, macroeconomic-driven investment approach and offers a range of portfolio management solutions, including discretionary management and co-advisory arrangements.

Matthew Keyes is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Heritage Wealth Partners and LPL Financial. Outside of advising, he provides fixed life insurance services to clients through Heritage Wealth Partners. Summit Financial, LLC is a 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 to meet diverse client needs.

Benjamin Kiser is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at UBS Financial Services and the University of Dayton. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, often utilizing third-party managers and alternative investments.

Jonathan Hlavac is a CFP® and holds a Series 66 designation with 21 years of industry experience. He has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2013 to 2020. 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 offers tailored portfolios, third-party manager allocations, and integrated tax, accounting, and limited family-office support.

Anna Schiffbauer is a CFP® professional with eight years of experience in financial advising. She has been with Hamilton Capital since 2016, where she currently serves as an advisor. Prior to her financial career, she spent time working at Rover.com. 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 and manages various pooled investment vehicles alongside traditional portfolio management.

Benjamin Borkosky is a CFP® with three years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior work experience includes roles at Applied Environmental Solutions and Ohio Northern University. 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 approach and manages pooled investment vehicles alongside customized portfolio solutions.

Eric Biddle is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. He previously worked at Fisher Wealth Management, LLC for eight years. Outside of his advisory role, he is the owner of Eric Biddle LLC, a non-investment-related business. Stratos Wealth Advisors LLC is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of financial planning and portfolio management services through a network of supervised investment advisory representatives.

James Picolo is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding a Series 63 designation and 24 years of industry experience. His prior work includes roles at MetLife and Mass Mutual, with extensive tenure in investment and insurance services. He is also involved in a non-variable insurance business focused on Medicare and United Healthcare products. Stratos Wealth Advisors, LLC is an SEC-registered multi-team advisory firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, providing financial planning, portfolio management, and insurance consulting through a network of mainly independent advisory representatives.

Megan Collins is a CFP® professional with 15 years of industry experience. She is currently with Kintra Wealth, LLC and has previously worked at McCarthy & Cox Retirement & Estate Specialists, Commonwealth Financial Network, and Nationwide Investment Services Corporation. Megan also spends a portion of her time engaged in fixed insurance sales. Kintra Wealth serves a broad range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm combines client-focused planning with model-driven asset allocation and fundamental security analysis, implementing strategies designed to optimize tax efficiency and reduce duplicate holdings across household accounts.

Erin Wittmann is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Hamilton Capital since 2016, with prior experience at Robert Half and U.S. Bank in 2016. Wittmann is based in Columbus, OH. 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 diversified portfolios using various investment vehicles, including affiliated private funds and pooled investment vehicles.

Braedon Elwer is a financial advisor at Hamilton Capital in Columbus, OH. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Manning & Napier and Morgan Stanley. 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 across various asset classes and investment vehicles.

Brett Mack is a CFP® and ChFC® with 15 years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2018 across affiliated entities. Prior to that, he spent seven years at Nationwide Investment Services Corporation. Hamilton Capital provides wealth and investment management 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 process to build diversified portfolios and manages pooled investment vehicles, including affiliated private funds.

Gregory Roberto is a financial advisor at Everhart Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, LLC, Ross, Sinclaire & Associates, LLC, and The Connor Group. He serves as president of the board for the nonprofit Victory Project and is a board member of the YMCA of Greater Dayton. 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 accounting and tax services with its investment management offerings.

Abigail Boyer is a CFP® professional at Everhart Advisors with two years of industry experience. She has worked at Everhart Advisors since 2021 and held prior roles at Upstart and Cru. Abigail’s background also includes employment with Dublin City Schools and The Ohio State University. 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 philosophy and integrates accounting and tax services alongside tailored portfolio management.

Christopher Becker is a financial advisor at Everhart Advisors in Dublin, OH, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Kroger, Capital Choice Office Furniture, and Blue Monkey Parties and Events LLC. He serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school programs. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and 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 bookkeeping services alongside investment management.

Philip Scholler is a financial advisor with Vanderbilt Advisory Services in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2015. Outside of his advisory role, Scholler serves as President and CEO of WealthMark Advisory Services, an investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis in its investment approach, with integrated retirement-plan and benefits consulting services distinguishing it from many peers.

Zachary Boyd is a CFP® professional with 16 years of industry experience. He has worked at Edward Jones from 2009 to 2025 and is currently with Kingsview Wealth Management, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including proprietary ETFs and access to alternative investments.

William Leuby III is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Hamilton Capital Management, Inc. in Columbus, OH since 1997. 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 offers a range of portfolio management solutions, including mutual funds, ETFs, alternative investments, and private funds.