Catherine Cory is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Hightower Advisors. She serves as a member or manager of several affiliated investment entities related to Gryphon, all of which represent less than five percent of her professional time. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses an active, diversified approach with tailored model portfolios and is also involved in managing affiliated private investment vehicles and family business services.

Matthew Reber is a financial advisor at Windsor Advisory Group, LLC in Columbus, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Windsor Advisory Group, he worked at KPMG LLP and has experience in education and other fields. Windsor Advisory Group provides family office and wealth advisory services primarily to high net worth individuals, families, and family offices. The firm offers personalized financial planning and management across public and private markets, including private equity and private placements, with an emphasis on manager selection, due diligence, and discretionary client relationship management.

Bianka Fisher is a financial advisor with Parallel Equity Advisors Ltd. in Dublin, Ohio. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Parallel Equity Advisors, she held roles with Fortune Financial Services, Inc. and Symphony Partners, where she is also a registered representative and insurance agent. Parallel Equity Advisors Ltd. provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm delivers investment management primarily on a non-discretionary basis, incorporating fundamental and technical analysis to align recommendations with each client’s objectives and risk tolerance.

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® with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to joining Everhart, he worked at JP Morgan in 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, uses model portfolios, and may allocate assets to third-party sub-advisers, offering services that include portfolio management, participant education, and coordinated tax and accounting 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® with 27 years of industry experience. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC, joining the firm in 2025 after prior roles at Agia and Valic Financial Advisors. Butler 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 provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and offers customized portfolio management and financial planning, leveraging the Vision2020 Wealth Management Platform and various portfolio monitoring and overlay services.

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 ClearVision Planning LLC, LifePro Asset Management, Merit Advisors, Kestra Financial Services, and Goldberg, Clouse and Edgell. Outside of his advisory work, Parrish serves as a board member for the 40 West Park Condominium Association. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities to build model portfolios, and offers advisory services combined with technology and operational solutions for other advisers.

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® and Series 65 licensed advisor with Everhart Advisors, based in Dublin, OH, and has four years of industry experience. Prior to joining Everhart Advisors, he worked at Muirfield Village Golf Club for seven years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment philosophy, utilizing model portfolios and third-party sub-advisers, and offers a range of services including financial planning, participant education, and in-house tax and bookkeeping support.

Benjamin Person is a CFP® with 16 years of industry experience and currently serves at Signature Equity Partners, LLC. His prior roles include positions at OSAIC Wealth, Inc., Golden Reserve, LLC, PNC Wealth Management, and Merrill. He is also involved in the sales and marketing of fixed annuities, life insurance, and investment advisory services through Signature Financial Group, LLC. Signature Equity Partners is a multi-team firm providing investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a network of independent advisory affiliates and uses platforms such as Vision2020 Wealth Management to offer customized portfolio management, financial planning, and third-party money manager selection.

Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors, LLC, and Charles Schwab. He is also a 49% owner of True North Insurance Partners, which provides life and long-term care insurance policies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams and 71 investment advisory representatives. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

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® with six years of industry experience, currently serving with Plante Moran Financial Advisors since 2019. His prior roles include positions at JP Morgan Chase and Michigan State University, as well as involvement with Oakland Hills Country Club and Michigan Beer Growler Co. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models, offering both discretionary and non-discretionary portfolio management.