Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at JPM Investment Management and JPM Institutional Investments Inc for nine years. Cornell has also held positions at Lincoln Financial Advisors Corporation and Kensington Wealth Partners. 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 integrates accounting professionals to offer coordinated tax and bookkeeping services alongside its investment solutions.

Steven Reinsel is a financial advisor at Everhart Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer in Dublin, Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach, tailoring portfolios to client needs and integrating tax, accounting, and limited family-office services.

Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.

Jessa Fannin is a CFP® and Series 65-licensed advisor at Hamilton Capital with 10 years of industry experience. She has been with Hamilton Capital since 2016. 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 a range of portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Matthew Romeo is a CFP® professional with 22 years of industry experience. He has been with Everhart Advisors for over two decades and previously worked at Mid Atlantic Capital Corporation. Outside of his advisory role, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions and is a minority investor and strategic advisor for Aqua Nest by Waterbird Home Solutions, a company specializing in a patented water filtration system. 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 approach and integrates tax, accounting, and bookkeeping services alongside tailored portfolio management.

Sean Milner is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and offering 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates and utilizes a variety of model-based portfolio solutions.

Courtney Saddler is a financial advisor at Hamilton Capital with 11 years of industry experience. She holds a Series 65 credential and has worked previously at Pentegra Distributors, Inc., Pentegra Services, Inc., and Nationwide Investment Services Company. Hamilton Capital provides wealth and investment management 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 a range of investment vehicles, including pooled funds and alternative strategies.

Logan Harris is a financial advisor at Simplicity Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Verity Asset Management and Eaton Financial Holdings Company. Outside of advising, Harris manages a consumer retail business called Harris Brothers of Florida, LLC, and operates a financial education website focused on the military community. Simplicity Wealth serves a diverse client base including individuals, retirement plans, and institutional investors, offering advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology solutions for other advisers.

Richard Connolly is a financial advisor with ValMark Advisers, Inc. in Columbus, OH, holding a Series 66 designation and over 43 years of industry experience. He has worked at Valmark Securities, Inc. since 1997 and operates his own life insurance agency, Richard E. Connolly & Associates Inc., where he serves as president. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individual and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products including insurance and ETF solutions.

John Durell is a Series 65-credentialed financial advisor with two years of industry experience, currently with Hamilton Capital in Columbus, OH. His prior work includes roles at OSU Comprehensive Cancer Center and COhatch. He has been involved with The George Edward Durell Foundation since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a variety of portfolio types, including pooled investment vehicles and private funds.

Matthew Bartley is a financial advisor at Hamilton Capital with 18 years of industry experience. He holds the Series 65 designation and previously worked at Nationwide Investment Services Corporation for 11 years before joining Hamilton Capital. 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 uses a top-down, macroeconomic-driven investment process and offers a range of solutions including discretionary portfolio management, co-advisory arrangements, and customized strategies across multiple asset classes.

Robert Hamilton is a CFP® with 26 years of industry experience, currently serving at Hamilton Capital Management, Inc. since 1997. He is based in Columbus, OH, and holds a Series 63 license. 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 uses a top-down, macroeconomic-driven investment process and manages diversified portfolios across various asset classes including mutual funds, ETFs, separately managed accounts, and alternative investments.

John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Alex Wong Jr. is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Gradient Securities in 2018, he worked at Allstate Insurance Co and operated DBA Oro Insurance. Outside of his advisory role, he owns several businesses including a social media advertising firm and provides notary services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, retirement plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis and often utilizes third-party managers.

Jacqueline Jordan is a CFP® professional with 10 years of industry experience, currently advising at Hamilton Capital. She has worked at Hamilton Capital and its affiliates since 2015. 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 a diverse range of portfolio solutions, including mutual funds, ETFs, separately managed accounts, and private investment vehicles.

Clayton Irwin is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Osaic Wealth, Inc., LPL Financial, LLC, The Huntington Investment Company, and JPMorgan Securities LLC. Outside of advising, he participates in consumer feedback and research studies. 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, consulting, and retirement-plan services through a network of independent advisory affiliates using various model-based investment programs.

Perry Reynolds is a financial advisor with WesBanco Securities, Inc. in Columbus, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to joining WesBanco Securities, he worked at Columbus Investment Advisory for nine years. Reynolds also serves as Vice President and Senior Investment Officer – Portfolio Manager for WesBanco Trust Investments. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management, primarily delivered via non-discretionary wrap accounts and access to separately managed accounts and model portfolios. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, utilizing third-party program sponsors for implementation and custody.

Mareion Royster is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Hamilton Capital. Prior to joining Hamilton Capital in 2022, he worked for 16 years at Raymond James Financial Services. 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 approach and manages both discretionary portfolios and pooled investment vehicles.

Smaro Janes is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones from 2016 to 2025 before joining Kingsview in 2025. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and third-party advisers.