Austin Mauk is a CFP® with six years of industry experience, currently serving with Apollon Wealth Management, LLC in Columbus, OH. His prior work includes roles at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. Before entering financial advising, he worked at Nationwide Children's Hospital for four years. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and direct indexing.

Aaron Mcgreevy is a financial advisor with Manning & Napier Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Manning & Napier in various capacities since 2004. Mcgreevy serves on the board of the Simon Kenton Council of the Boy Scouts of America. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside retirement plan services and custom wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic approaches and an affiliated in-house trust company.

John Chambers is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has been with Hamilton Capital since 2016, initially with Hamilton Capital Management, Inc., and continuing with Hamilton Capital, LLC 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 employs a top-down, macroeconomic-driven investment process and manages a range of vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

John Grega is a financial advisor at Everhart Advisors in Dublin, OH, with two years of industry experience. He holds a Series 65 credential and previously worked at Deloitte for four years. 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 follows a long-term, buy-and-hold investment philosophy, offering tailored portfolios and a range of services including tax, accounting, and limited family-office support.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.

Cory Hixson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Kingsview Wealth Management, LLC, where he has worked since 2025, following an 11-year tenure at Edward Jones. Outside of his advisory role, he manages Hixson Holdings, LLC, a business he has operated since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, pensions, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering access to a wide range of investment instruments and third-party managers.

Dylan Gaver is a CFP® with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2025. His prior experience includes roles at The Sherringon Group, Budros, Ruhlin & Roe, and PNC Financial Services. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach combining long- and short-term positions, with services that range from discretionary portfolio management to comprehensive financial planning.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 13 years of industry experience. She has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Capital Corporation. 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 tax, accounting, and bookkeeping services alongside retirement-plan-specific offerings.

Philip Parker is a CFP®-designated financial advisor with eight years of industry experience currently serving at Everhart Advisors since 2020. His prior experience includes roles at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services primarily 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 approach and integrates tax, accounting, and bookkeeping services alongside its investment offerings.

Joseph Miller is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade Capital. 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 diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.

Travis Henderson is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Hamilton Capital since 2014, working first at Hamilton Capital Management Inc and continuing with Hamilton Capital Management, LLC. Hamilton Capital manages wealth and investments for 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 offers diversified portfolio construction using mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options when requested.

Matthew O'Hara is a CFP® professional at Everhart Advisors with nine years of industry experience. His prior roles include positions at Raymond James Financial Services and Big Ten Network Plus. Outside of advisory work, he serves as a board member of the Wrestlers in Business Network and provides commentary for Ohio State wrestling matches. Everhart Advisors offers 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 follows a long-term, buy-and-hold investment approach, utilizing model portfolios and specialized third-party managers while integrating tax and accounting services.

Derrick Sweeney is a financial advisor with The AmeriFlex Group in Columbus, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and Principal Life Insurance Company, among others. He is also a partner at RS Advisors. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized investment strategies through various model allocations and manager relationships.

Ethan Potts is a financial advisor at Plante Moran Financial Advisors with relevant credentials including Series 65 and Series 63 licenses. He joined Plante Moran Financial Advisors in 2025 and has prior experience at Plante Moran, Hartzell Air Movement, Airstream, and other roles. Potts has no prior industry experience before joining the firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis supplemented by an internal proprietary equity valuation model and manages substantial discretionary and non-discretionary assets.

Eric Seyboldt is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath, LLC) since 2019 and previously operated Seyboldt Insurance Group from 2007 to 2019. Seyboldt is also involved as Managing Director at Novus Financial Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, incorporating modern portfolio theory and multiple analysis methods.

Richard Everhart is a CFP® professional with 35 years of experience in financial advising. He has been with Everhart Advisors since 1996 and previously worked five years at Mid Atlantic Capital Corporation. He is a co-author of *The 401(k) Owner’s Manual* and is part owner of an entity that owns a private jet leased to Fly Exclusive. Everhart Advisors provides retirement plan advisory and consulting services, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, tailoring portfolios with a mix of mutual funds, ETFs, individual securities, annuities, and alternatives, while integrating tax and accounting services through affiliated CPAs.

James St.Pierre is a financial advisor at Everhart Advisors with 12 years of industry experience. He has worked at Everhart Advisors since 2016 and previously was with Mid Atlantic Capital Corporation from 2014 to 2019. He is a licensed insurance agent in the state of Ohio. 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, offers in-house tax and bookkeeping services, and tailors portfolios through model allocations to third-party managers and sub-advisers.

Robert Fox is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors LLC. Outside of advising, he serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable organization. Thurston Springer Advisors serves a wide range of clients including individuals, corporations, retirement plans, and foundations, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies from buy-and-hold to active tactical approaches, and is notable for its integrated structure including affiliated broker-dealer and insurance services.

Matthew Bonito is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Bonito serves as the secretary of the Saveson Acres Homeowner's Association. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Nickolas Turner is a financial advisor with Altitude Capital Management LLC in Marysville, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Whitney and Associates, Ambe Healthcare Staff, The Huntington Investment Company, Transamerica Financial Advisors, and World Financial Group. Outside of financial services, he has been involved with Superior Vending Inc. for over 20 years. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team structure and utilizes a variety of strategies tailored to client objectives, with $103.6 million in discretionary assets under management.