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, Ohio, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining Stratos in 2018, he worked at Financial Engines Advisors L.L.C. and other firms. 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 a network of investment advisory representatives. The firm offers customized financial planning, portfolio management, and advisory services using both discretionary management and third-party managers.

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.

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 at Beacon Capital Management, Inc. with 12 years of industry experience. He previously worked at Nationwide Investment Services Corporation for nine years and Midland National Life Insurance Company for three years. He holds the Series 63 and Series 65 designations. Beacon Capital Management provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries. The firm uses tactical, data-driven strategies across various model portfolios, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies.

Christopher Ryan is a financial advisor with Manning & Napier Advisors, LLC, holding Series 66, Series 63, and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Merrill for five years before joining Manning & Napier in 2006 and serves as Regional President for Evan Scholars while also sitting on the board of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients such as pension plans, investment companies, and government entities, and manages discretionary separately managed accounts along with offering bespoke retirement and wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and operates with affiliated trust and broker-dealer entities.

Ryan Smith is a financial advisor with The AmeriFlex Group in Columbus, OH, holding a Series 63 designation and bringing 31 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Principal Securities Inc. Smith serves as a director and volunteer for the FOP Foundation Capitol City 9. 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, money manager selection, and retirement plan consulting, delivering customized strategies using model asset allocations and discretionary or non-discretionary manager relationships.

Logan Jones is a CFP® professional with 11 years of industry experience. He has worked at Everhart Advisors since 2014, with a brief tenure at Mid Atlantic Capital Corporation from 2015 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Jonathan Wiley is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. He has one year of industry experience, including prior work at Exact Medicare and extensive involvement with Grace Polaris Church for over a decade. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, participant education, and related tax and accounting services. The firm employs a long-term, buy-and-hold investment approach and utilizes model portfolios alongside third-party sub-advisers for specialized strategies.

Austin Mauk is a CFP®-credentialed financial advisor with six years of industry experience, currently working at Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. He has a background that also includes work at Nationwide Children's Hospital. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser with approximately $11.56 billion in client assets and a network of around 145 advisors across 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering a range of services such as financial planning and portfolio management that combine fundamental analysis with tactical and ESG-focused strategies.