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 at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and at Legend Equities Corporation from 2008 to 2017. Outside of his advisory role, he provides consulting services to churches and Christian schools on governance, compensation, curriculum, and other organizational matters through his consultancy, BILL J.W. LLC. Capital Analysts serves a diverse client base including individuals, 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 team and uses a proprietary mutual fund screening process, with a focus on fiduciary responsibilities and customized advisory solutions.

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.

Maximilian Minehart is a financial advisor at Hamilton Capital with five years of industry experience. He holds a Series 65 designation and has worked previously at Morgan Stanley and Raymond James Financial Services. 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 both pooled investment vehicles and customized portfolios across various asset classes.

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 financial advisor with Hamilton Capital and holds the CFP® and Series 65 designations. He has 24 years of industry experience and has been with Hamilton Capital since 2000. 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 employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled and private funds.

Patrick Huang is a financial advisor at Hamilton Capital with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Source Financial Advisors and Morgan Stanley. 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 utilizes a top-down, macroeconomic-driven investment process and offers diversified portfolio construction across mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Davis is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Ashton Thomas since 2015 and is also involved as Vice President of Sales at Creative Retirement Systems. Additionally, he owns MRD Real Estate Partners, LLC, a real estate rental business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and multiple program versions tailored to client profiles.

Benjamin Jerome is a financial advisor with Encompass More Asset Management LLC in Columbus, OH, holding a Series 65 designation and seven years of industry experience. He has worked at Encompass More since 2022 and previously at Verity Asset Management from 2019 to 2022, while also maintaining a role with Appreciation Financial since 2015. Outside of his advisory work, he is a managing partner in two financial services firms, Jerome, Hacker & Becker LLC and Hacker & Jerome LLC, which provide passive management support related to his employment with Appreciation Financial. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals and HNW investors rather than corporate or charitable clients.

Sherri Thompson is a financial advisor at CoreCap Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining CoreCap Advisors, she worked at Battelle and has been involved with Capital Choice Financial Services, where she serves as Regional Marketing Director and is active in life insurance and fixed indexed annuity sales. She also prepares taxes through Ncrease Financial Services. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, retirement accounts, and institutions. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Joseph Chornyak Jr. is a CFP® with 31 years of industry experience, currently affiliated with Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott and Commonwealth Financial Network, as well as long-term associations with Chornyak & Associates and Royal Alliance Associates, Inc. Outside of advising, he is involved in commercial real estate management. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management and financial planning. The firm employs a hybrid investment approach combining centrally managed strategies with local portfolio oversight, and it is known for its platform structure supporting a network of investment adviser representatives and private fund sponsorship.

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.

Michelle Calloway is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 65 and 63 licenses. She has eight years of industry experience, including roles at Nationwide Investment Services Corp and State Auto Insurance Companies. Outside of her financial career, she serves as Chief Christian Education Officer at Friendship Missionary Baptist Church. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Caritas Palmisano is a CFP®, ChFC®, and Series 66-registered advisor with nine years of industry experience. She is currently affiliated with Nationwide Investment Advisors, LLC and has previously worked at various Capital One entities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

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.