Eric Biddle is a CFP® professional with 12 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021 and previously at Fisher Wealth Management, LLC from 2013 to 2021. In addition to his advisory role, he owns Eric Biddle LLC, a non-investment-related business. Stratos Wealth Advisors LLC serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and bank or thrift institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives and offers a range of managed portfolio options and third-party adviser programs.

James Picolo is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife, Mass Mutual, and LPL Financial. Outside of his advisory role, he is involved in selling Medicare and United Healthcare insurance products. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives, employing a combination of bespoke and model portfolio strategies.

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.

Chintan Desai is a CFP® and Series 66-registered advisor with Valeo Financial Advisors, LLC in Columbus, OH, where he has worked since 2014. He has 11 years of industry experience. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies when appropriate.

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.

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.

Matthew Calhoun is a CFP® professional with 24 years of industry experience, currently serving at Signature Equity Partners, LLC since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and First Financial Equity Corporation. Outside of financial advising, he is involved in the ownership and financing of male grooming salons and a cigar lounge. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, consulting, and retirement-plan services through a network of independent advisory affiliates, utilizing various model portfolio solutions and offering both discretionary and non-discretionary account structures.

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. He has worked at Capital Analysts since 2023 and previously held positions at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and emphasizes fiduciary responsibility with various investment options tailored to client needs.

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.

Jason Myers is a financial advisor at Signature Equity Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OSAIC Wealth, Inc. and Sii. He also conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates using model-based and customized investment solutions.

William Williams is a financial advisor with Capital Analysts in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Legend Equities Corporation and Lincoln Investment. Outside of his advisory role, he owns BILL J.W. LLC, where he provides consulting services to churches and Christian schools on governance, compensation, curriculum, facilities, and related areas. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm uses a discretionary and non-discretionary investment approach supported by an in-house research team and proprietary screening processes, offering a range of portfolio management options and advisor-led services.

Timothy Bradbury is a financial advisor with Private Client Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Heritage Wealth Group and Rocky Fork. Outside of advising, he works as a grocery shopper and delivery person for Instacart. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, with a focus on risk profiling and tailored strategy implementation across discretionary and non-discretionary accounts.

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.

Daniel Mittlesteadt is a financial advisor at StoneX Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he serves as president of GLS Financial Consultants Inc., a financial planning firm, and also works as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions, utilizing a range of proprietary and third-party investment models and platforms.