Chintan Desai is a CFP® and Series 66 credentialed advisor at Valeo Financial Advisors, LLC with 11 years of industry experience. He has been with Valeo since 2014 and previously worked at Principal Financial Services. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation process with tactical adjustments and independent research.

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 licenses and has worked at firms including Foreside Fund Services and Ross, Sinclaire & Associates. Roberto 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, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm utilizes a long-term, buy-and-hold investment approach with model portfolios and third-party sub-advisers, offering services that include portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Abigail Boyer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, Ohio. Her prior roles include positions at Upstart and Cru, along with experience in education with Dublin City Schools. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax and bookkeeping services in partnership with affiliated CPAs.

Christopher Becker is a financial advisor at Everhart Advisors with two years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2020. Outside of his advisory role, Mr. Becker serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school LifeWise programs. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm employs a long-term, buy-and-hold investment approach, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners with one year of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Samuel Koon and Associates. Beggin has experience working in club management roles and spent six years attending Ohio State University. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and retirement consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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.

Michael Hinkel is a financial advisor at Capital Analysts with 51 years of industry experience. His prior roles include tenures at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. He is based in Columbus, Ohio. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Reece Bogan is a CFP® certificant with three years of industry experience, currently serving at Hamilton Capital in Columbus, OH. His prior work includes roles outside the financial industry at Jimmy John's and Amazon. Hamilton Capital provides wealth and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment approach and manages a range of pooled investment vehicles, including affiliated private investment funds.

William Williams is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns BILL J.W. LLC, through which he provides consulting services to churches and Christian schools on governance, compensation, and other operational matters. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Breanna Beck is a financial advisor at Avior Wealth Management, LLC in Columbus, OH, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Fullen Financial Group and Ameriprise Financial. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and financial institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Russell Long is a financial advisor with Stratos Wealth Advisors LLC based in Dublin, Ohio. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory role, Long is a 14% owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and is involved with the Crawford County Common Pleas Court. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to client goals, utilizing a combination of customized asset allocations, model portfolios, and third-party managers.

John Mancinotti is a CFP® and Series 66-licensed advisor with five years of industry experience. He has worked at Everhart Advisors since 2023 and previously held roles at Ameritas Advisory Services, Wilcox Financial, and other firms. Mancinotti serves as Vice President of Business Partners for the Human Resources Association of Central Ohio (HRACO), a nonprofit role focused on marketing initiatives. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy and offers portfolio management, financial planning, participant education, and a range of tax and accounting services.

Maximilian Minehart is a financial advisor at Hamilton Capital with six years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and Raymond James Financial Services. Hamilton Capital provides wealth and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment process and manages diversified portfolios through a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Rachel Fry is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. She has been with Everhart Advisors since 2019 and has no prior industry experience before joining the firm. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy, offers portfolio management, financial planning, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

William Clark is a financial advisor with Creative Financial Designs, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2003. Outside of his advisory role, Clark is also an insurance agent specializing in life and disability coverage. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients 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 from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Eric Brehm is a CFP® and holds a Series 65 license with two years of experience in financial advising. He is currently with Hamilton Capital in Columbus, OH, where he has worked 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 uses a top-down, macroeconomic-driven investment process to build diversified portfolios across mutual funds, ETFs, separately managed accounts, and alternative investments, and also manages pooled investment vehicles and affiliated private funds.

Kyle Zeller is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 27 years of industry experience. He has worked at Schneider Downs since 2005 and was previously with SagePoint Financial, Inc. from 2009 to 2017. 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 services. The firm employs a process-driven investment approach with diversified portfolios and provides access to private equity and tax-aware strategies.

Michael Faieta is a CFP® with 25 years of industry experience and has been with Hamilton Capital since 2000. He holds a Series 65 license and works out of Columbus, OH. 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 portfolios including mutual funds, ETFs, separately managed accounts, and alternative investments.

Patrick Huang is a financial advisor at Hamilton Capital with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Morgan Stanley and Source Financial Advisors. 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 utilizes a top-down, macroeconomic-driven investment process and manages diversified portfolios through various vehicles, including mutual funds, ETFs, and alternative investments.