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.

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.

Tanya Rocchio is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked for ICMA Retirement Corporation from 2005 to 2021 before joining John Hancock in 2021. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses a technology‑assisted model providing written financial plans and recommendations without specific securities naming, allowing clients discretion in implementation.

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.

James Zifer Jr. is a financial advisor at Creativeone Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Preferred Planning Services since 1996 and Change Path LLC since 2017. He also serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary and third-party model portfolios and investment strategies, including ETFs, mutual funds, options, and private investments.

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.

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 Series 65-licensed financial advisor at Everhart Advisors with two years of industry experience. Prior to joining Everhart Advisors, he worked at Deloitte for a total of five years. 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 when specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Matthew Posey is a financial advisor with BFC Planning, Inc. in Gahanna, Ohio, holding 37 years of industry experience. He has worked with Securities Management & Research, Inc. since 1988. Posey serves as a board member of The Chris Castle Memorial Fund, Inc., a charitable organization focused on planning charity events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services, utilizing various platforms and strategies tailored to individual advisor preferences.

Brian Maher is an investment advisor representative at Signature Equity Partners, LLC with 28 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of financial advisory, he operates a lawn maintenance consulting business. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, and corporations. The firm uses a multi-team structure and delivers advice through independent advisory affiliates, offering customized portfolio management and consulting services supported by the Vision2020 Wealth Management Platform.

Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.

Dylan Gaver is a CFP® professional with 13 years of industry experience, currently with Avior Wealth Management, LLC since 2025. His prior experience includes roles at The Sherringon Group, Budros, Ruhlin & Roe, PNC Financial Services, Nationwide Securities, Thrivent Investment Management, and Citigroup Global Markets. Avior Wealth Management serves a diverse client base including individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach utilizing long- and short-term positions through direct management and separately managed account models, and offers a range of financial planning and pension consulting services.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 13 years of industry experience. She has worked at Everhart Advisors since 2016 and was previously with Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, and trusts, acting as ERISA 3(21) or 3(38) fiduciaries 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 coordination with affiliated CPAs.

Philip Parker is a CFP® professional with nine years of industry experience, currently serving as a financial advisor 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 to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services ranging from portfolio management and financial planning to participant education and tax coordination with affiliated CPAs.

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® with 15 years of industry experience, currently serving at Hamilton Capital in Columbus, OH. He has worked with Hamilton Capital since 2014, including its predecessor entities, focusing on wealth and investment management. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, and institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to construct diversified portfolios across mutual funds, ETFs, separately managed accounts, and alternative investments, while also managing pooled investment vehicles and affiliated private funds.

Cole Filer is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, he worked at Peak Retirement Planning, Inc., Fifth Third Bank, and Lifetime Financial Growth. Before entering financial advising, he spent six years working at Chick-fil-A. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and offers a flat subscription fee structure rather than percentage-of-assets-under-management fees.