Steven Reinsel is a financial advisor at Everhart Advisors in Dublin, Ohio, with 10 years of industry experience and a Series 66 designation. He previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer. 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 employs a long-term, buy-and-hold investment approach, offers a range of services including participant education and tax coordination, and utilizes model portfolios and third-party sub-advisers for specialized strategies.

Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.

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.

Matthew Romeo is a financial advisor with Everhart Advisors in Dublin, Ohio, holding CFP® and Series 63 designations and bringing 22 years of industry experience. He has been with Everhart Advisors since 2001 and previously worked at Mid Atlantic Capital Corporation. Outside of advisory work, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions LLC and acts as a minority investor and strategic advisor in a patented water filtration system business. 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 employs a long-term, buy-and-hold investment philosophy, utilizing model portfolios and third-party sub-advisers, and offers integrated financial planning and tax-related services coordinated with affiliated CPAs.

Sean Milner is a financial advisor with Signature Equity Partners, LLC in Columbus, OH, holding a Series 63 designation and 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 provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers tailored portfolio management through the Vision2020 Wealth Management Platform and other independent services.

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.

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.

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans 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 including passive ETFs, tactical management, and Biblical Responsible Investing.

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.

Bradley Graham is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding a Series 66 designation and bringing 29 years of industry experience. His career includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as an advisory member of the Gift Annuity Committee for Grace Polaris Church, where he assists in translating investment terms and concepts. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

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.

Michael Prosuk is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH, with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Primerica Advisors, Primerica Financial Services, Upstart, and Nationwide Financial. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans through fee-based investment management, financial planning, and retirement consulting. The firm uses a committee-driven investment process to build diversified portfolios and offers ERISA advisory services and tax-aware planning strategies.

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.

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.

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.

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.

Alex Wong Jr. is a financial advisor at Gradient Securities, LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Gradient Securities in 2018, he worked at Allstate Insurance Co and operated DBA Oro Insurance. Outside of his advisory role, Wong has experience as a notary and is involved in social media advertising for various businesses. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm primarily uses a non-discretionary investment model that combines fundamental, technical, and cyclical analysis, often incorporating third-party managers.

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.

Clayton Irwin is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Signature Equity Partners, LLC in Columbus, OH, and has previously worked at firms including LPL Financial, The Huntington Investment Company, JPMorgan Securities, and Nationwide Securities. Outside of his advisory role, he participates in consumer feedback and research studies. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, offering tailored portfolio management and financial planning. The firm employs a multi-team structure and leverages platforms like Vision2020 Wealth Management to deliver customized investment solutions.

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.