Steven Murlin is a financial advisor with Everhart Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Everhart Advisors since 2010 and was previously with Mid Atlantic Capital Corporation from 2015 to 2020. Murlin is also a licensed insurance agent in Ohio. 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 uses a long-term, buy-and-hold investment approach and offers integrated tax, accounting, and family-office support, tailoring portfolios through a range of investment vehicles and third-party managers.

Charles Coons is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Hamilton Capital and its predecessor entities since 2018, following earlier roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts like foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process, offering diversified portfolios through various vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Leah Burke is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2016. Burke is also a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and external strategists to provide a range of investment approaches tailored to client goals and risk tolerances.

Kirstin Hark is a CFP® professional with 16 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at multiple Steward Partners entities as well as prior experience with Freedom Street Partners, Monaco Capital Management, and Tull Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Bradley Kastan is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Janney Montgomery Scott in 2022. Kastan serves on the Board of Trustees at The Ohio State University, a role he has held since 2023. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Michael Brown is a CFA® charterholder and holds a Series 66 license with 12 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2023, following six years at PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Stephen Garrett is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Columbus, OH. He has worked at The Huntington Investment Company since 2014 and was previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, including high-net-worth clients, as well as charitable organizations and corporations, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate offerings, with advisory arrangements primarily based on percentage-of-assets wrap fees.

Joel Seckel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of his advisory work, he serves as President of the Morrow County Board of Developmental Disabilities, a volunteer role overseeing budgets and operations for a county agency serving developmentally disabled individuals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Justin Carras is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with several firms including Educational Retirement Advisors and Alight Financial Solutions. Carras volunteers to provide financial education seminars for public employees in state and local education systems. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

William Henehan is a financial advisor with GWN Securities Inc. in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he serves as CEO of Henehan Financial Group, an insurance sales business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Janis Halteman is a financial advisor with Commonwealth Financial Network based in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Stoneburner & Frank Wealth Management Group, Ltd. and Commonwealth Financial Network since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Pik Ling Cheung is a CFA® charterholder with 10 years of industry experience. She has worked at MAI Capital Management, LLC since 2025 and previously spent 10 years at J.W. Coons Advisors, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies, including equity and fixed income portfolios, and offers services such as financial planning, tax coordination, and trust and insurance administration.

Calvin Weaver is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience and prior work history includes roles at Principal Securities, Principal Life Insurance Company, Huntington National Bank, and Nationwide Insurance. Weaver also served in the Ohio Air National Guard for eight years. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he operates as an independent insurance agent through his sole proprietorship. VOYA Financial Advisors, Inc. serves a wide range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, often making non-discretionary recommendations to clients.

Zachary Howard is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds the Series 66 designation and has worked at Stifel and Cambridge Investment Research Advisors. Outside of his advisory work, he previously owned a personal LLC that is no longer active. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program, delivering investment management on a discretionary basis across various model portfolios and managed accounts.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Jonathan Hardy is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Columbus, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Fifth Third Securities since 2019 and has been associated with Fifth Third Bank since 2015. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, employing multiple investment strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Kimberly Wells is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC. She has worked with Brookstone since 2016 and previously at Young Wealth Management and Horter Investment Management. Her other business activities include providing comprehensive financial planning services that occasionally involve the sale of insurance products. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and investment vehicles, operating both a turnkey asset management platform and a wrap-fee program.

Donald Lozier is a financial advisor with Independent Financial Partners in West Jefferson, Ohio, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Ebner Financial Group, and NSystems, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Jillian Bowman is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 24 years of industry experience. She has been with Fifth Third Securities since 2016. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate affiliation.