Bianka Fisher is a financial advisor at Parallel Equity Advisors Ltd. in Dublin, OH, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Parallel Equity Advisors, she was affiliated with Fortune Financial Services, Inc. and Symphony Partners as a registered representative and insurance agent respectively. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, and charitable organizations, focusing on non-discretionary portfolio management and ERISA plan advisory services tailored to client objectives.

Brianne Cronenwett is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Hamilton Capital since 2018, including its predecessor entity, and is currently based in Columbus, OH. Prior to joining Hamilton Capital, her work history includes roles at Lance Hoccutt Financial and brief employment at Chick-fil-A Willowbrook. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles, including mutual funds, ETFs, and alternative investments, while also sponsoring affiliated private investment funds.

Matthew Backiewicz is a financial advisor at Hamilton Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Ephatha Group and Dawson. Outside of his advisory role, he is the founder and CEO of Ephatha Group, a sales consulting business. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio solutions, including private funds and ESG options upon client request.

Carson Cooke is a CFP® professional with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to this, he spent one year at JP Morgan. 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 approach and offers integrated services including tax, accounting, and limited family-office support.

Brendan Pittman 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, he worked at FastTrac Marketing Group and Ameriprise Financial, and he also has a background in higher education at The University of Akron. 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 a broad range of asset classes and investment vehicles.

John Chess is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory roles, he is president of Realty Invest, a real estate brokerage based in Columbus, OH. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based strategies and acts as an overlay manager, tailoring portfolios according to client objectives and risk tolerances.

Peter Geldis is a CFP® professional with 19 years of experience, currently serving as an advisor at Hamilton Capital. He has been with Hamilton Capital Management Inc since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.

Bart Butler is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Signature Equity Partners, LLC. His prior roles include a long tenure at VALIC Financial Advisors, Inc., as well as positions at Agia and OSAIC Wealth, Inc. He is also the author of a personal book titled *The Right Side of Money*, which he distributes to clients and friends without charge. 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, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates.

Jason Parrish is a financial advisor at Simplicity Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse And Edgell. Parrish serves as a board member of the 40 West Park Condominium Association in Westerville, Ohio. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers with portfolio management, model monitoring, and operational services.

Robert Hamilton is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has been with Hamilton Capital since 2018, initially at Hamilton Capital Management, Inc., and continuing at Hamilton Capital, LLC since 2021. Hamilton Capital provides wealth and investment management 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 approach and manages a variety of investment vehicles, including pooled funds and private investment funds.

Nicholas Giardina is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including LPL Enterprise, The Prudential Insurance Company of America, and The Vanguard Group. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of over 170 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides investment solutions both directly and through third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Zachary Weimann is a financial advisor with The AmeriFlex Group, based in Columbus, OH, holding seven years of industry experience. His work history includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, and Principal Life Insurance. He is currently affiliated with both The AmeriFlex Group and RS Advisors. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates.

Steven Vonschriltz is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining ValMark Advisers in 2022, he spent 16 years at Lincoln Financial Advisors. Outside of his advisory work, he serves as an assistant swim coach at the Upper Arlington Swim Club in Ohio. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and approved third-party managers.

Andrew Pfeiffer is a CFP® professional at Everhart Advisors in Dublin, OH, with four years of industry experience. He has been with Everhart Advisors since 2021 and previously worked at Muirfield Village Golf Club. 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 that include model portfolios, third-party managers, and a range of investment vehicles.

Benjamin Person is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior roles include positions at OSAIC Wealth, Inc and Golden Reserve, LLC. He also serves as the Chief Compliance Officer for Signature Equity Partners, LLC. Signature Equity Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement plan advisory services through a network of independent advisory affiliates, using a range of model-based portfolio solutions and customized account structures.

Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. He is a 49% owner of True North Insurance Partners, which provides life and long-term care insurance. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives. The firm utilizes both bespoke and model portfolios and collaborates with affiliated and third-party subadvisers to deliver tailored investment solutions.

Richard Hammons II is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Heritage Wealth Partners, LLC and Private Client Services. Outside of advising, he is involved in insurance sales as a licensed agent, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client needs.

James Comer is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Plante Moran Financial Advisors since 2019 and previously worked at JP Morgan Chase and Michigan State University. His background also includes brief roles at Oakland Hills Country Club and Michigan Beer Growler Co. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to both individual and institutional clients, including high-net-worth and non-HNW individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and implement portfolios through discretionary or non-discretionary arrangements.

Logan Miller is a CFP® and Series 65-credentialed advisor with two years of experience, currently with Hamilton Capital in Columbus, OH. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for several years. Hamilton Capital provides wealth and investment management to both individual and institutional clients, employing a top-down, macroeconomic-driven investment process. The firm manages diversified portfolios using various asset classes and offers co-advisory and portfolio management services across multiple investment vehicles.

Jacob Mcmillen is a financial advisor with Beacon Capital Management, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Midland National Life Insurance Company and Nationwide Investment Services Corporation. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm utilizes data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.