Terrence Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He previously worked at Edward Jones from 2002 to 2025. He holds a Series 63 designation and serves on the board of the Columbus Symphony Orchestra. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves 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 advisor-led financial planning combined with model-based and separately managed strategies.

Jan Vecerka is a CFP® professional with three years of experience in financial advising. He is currently with Apollon Wealth Management, LLC and previously worked at Sequoia Financial Group and Wealthstone Advisors. Prior to his advisory roles, he held positions in both academic and hospitality settings. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a diverse range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated funds.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2018, with prior experience at Mid Atlantic Capital Corporation. Outside of advising, he was involved with A GOGO Rentals from 2015 to 2017. 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 employs a long-term, buy-and-hold investment strategy and offers integrated tax, accounting, and bookkeeping services alongside its advisory offerings.

Robert Johnson is a financial advisor at StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation with 38 years of industry experience. His prior roles include positions at Wrp Investments, Inc. and StoneX Securities Inc. In addition to his advisory work, he owns an insurance agency where he sells life, health, long-term care insurance, and fixed annuities, and he is a partner in a financial planning partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based solutions and third-party money managers for portfolio implementation and conducts regular due diligence on these resources.

Eric Susi is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes prior roles at Financial Engines Advisors L.L.C., Tmfs Advisors, LLC, and The Mutual Fund Store. Outside of Stratos, he is a majority owner of True North Wealth Partners and True North Insurance Partners, providing investment management, comprehensive financial planning, and insurance solutions. Stratos Wealth Advisors is a multi-team SEC-registered firm with 71 advisors managing approximately $5.57 billion in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers personalized financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting through a network of independent advisory representatives.

Keith Copeland is a CFP® and ChFC® with nine years of industry experience, currently serving at Hamilton Capital. He has worked with Hamilton Capital Management since 2016 and is also associated with The TLC Group Ltd., where he provided management and advisory services. He serves on the boards of the Delaware County Foundation and Reset Inc. 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 diversified portfolios using a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Carrie Thompson is a CFP® with 14 years of experience in the financial advisory industry. She has been with Hamilton Capital in various capacities 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 macroeconomic-driven investment process to build diversified portfolios and manages both pooled investment vehicles and private funds.

William Schiffman is a financial advisor with ValMark Advisers, Inc. and holds the PFS™ designation and Series 66 license. He has 27 years of industry experience and has been affiliated with ValMark Advisers since 2000. In addition to his advisory work, he is involved in thoroughbred horse breeding ventures and operates an accounting firm. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, offering a variety of platforms and solutions including proprietary programs, third-party manager programs, and investment-company product involvement.

Cameron Mink is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, his work history includes roles at Three Creeks Capital Management and various non-financial positions. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment approach that incorporates a range of asset classes and strategies, including private funds and ESG considerations.

Owen North is a CFP® professional at Everhart Advisors with four years of industry experience. Prior to joining Everhart Advisors, he worked at Hefren-Tillotson, Inc and Amazon. He also has a background in education, having been involved with Avonworth High School and Grove City College for seven years. 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 coordinated tax and accounting services through strategic affiliations with accounting professionals.

Dennis Ku is a financial advisor at SB Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at San Blas Securities, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Bankers Life. Ku also owns an insurance brokerage offering multi-line insurance sales and service. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans primarily on a non-discretionary basis, employing fundamental, technical, and qualitative analysis in portfolio management and financial planning.

Emmett Bahnson is a CFP® and Series 65 credentialed advisor at Hamilton Capital with 12 years of industry experience. He has been with Hamilton Capital Management 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios that may include mutual funds, ETFs, fixed income, alternative investments, and, when requested, private funds and ESG strategies.

Andrew Grant is a financial advisor at Summit Financial, LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, WealthBridge Capital Management, and Morgan Stanley. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Hannah Mulligan is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Apollon Wealth Management, she worked at Gilliland Lee Financial Group and held positions at Restoration Hardware, North High Brewing Company, and Northstar Cafe. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a range of investment approaches including ESG models, Direct Indexing, and the use of third-party sub-managers to tailor client solutions.

John Entingh is a Series 65-registered financial advisor with nine years of experience at IAMS Wealth Management, LLC. He is also the president and owner of Entingh Financial Services and serves as president of Annuity Advisors Inc., where he offers fixed annuities and life insurance. His career spans over two decades in financial services. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on client objectives and risk tolerances.

Duane Gillman is a financial advisor at Everhart Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Everhart Advisors since 2016. Prior to that, he was with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Additionally, he serves as a notary public on a part-time basis. 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 closely with accounting professionals to offer coordinated tax and accounting services alongside tailored portfolio management.

Jeffrey Wilkins is a financial advisor at Hamilton Capital with seven years of industry experience. He holds a Series 65 credential and has been with Hamilton Capital and its affiliated entities since 2010. Wilkins previously owned and managed a residential construction business that ceased operations in 2019. 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 approach and manages a variety of investment vehicles, including private and pooled funds.

Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Adria Rosebrock is a CFP® and Series 66 licensed advisor with 19 years of industry experience. She has been with Hamilton Capital and its predecessor entities 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 to construct diversified portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.