Anna Carpenter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hamilton Capital. She has worked primarily at Hamilton Capital since 2017 and previously spent a year with Queen Financial Group. 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 range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and private funds.

Celeste Sloma is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. She previously worked at Lifetime Financial Growth and Nationwide Hotel & Conference. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise to provide integrated financial services.

Debra Gordon is a financial advisor with WesBanco Securities, Inc. in Reynoldsburg, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with WesBanco Securities since 2009 and WesBanco Bank since 2012. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, utilizing a range of analytical methods and investment strategies.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Christopher Johnson is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Collaborative Financial Partners LLC, and Vantage Financial Partners, LLC. Outside of his advisory role, he is a partner in Maderville, LLC and involved in insurance sales through Collaborative Insurance Partners. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm utilizes a tailored investment approach emphasizing broad asset allocation, diversification, and integration of private market investments, supported by both automated tools and human oversight.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Clay Acer is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Everhart Advisors and previously spent eight years at Trinity Financial Advisors LLC. 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 services through affiliations with CPA professionals.

Gregory Smith is a financial advisor at Hamilton Capital with 35 years of industry experience. He 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, endowments, and retirement plans. The firm uses a macroeconomic-driven, forward-looking investment process to construct diversified portfolios across various asset classes and investment vehicles.

Zachary Auxter is a CFP® professional with a Series 65 license and 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Leslie Mahle is a financial advisor at Hamilton Capital with six years of industry experience. She holds the Series 65 designation and has worked at Hamilton Capital and its affiliated entities since 2018, following an eleven-year tenure at FIS (Citigroup). 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 to construct diversified portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments, and manages both pooled investment vehicles and affiliated private funds.

Sharon Aller is a financial advisor at WesBanco Securities, Inc. in Columbus, OH, with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at PNC Investments for 15 years before joining WesBanco Securities in 2024. WesBanco Securities provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, utilizing various analytical methods and strategies tailored to client objectives and risk tolerance.

Edward Campbell is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Brass Tax Wealth Management, LPL Financial, Invest Financial Corporation, and Global Financial Partners, LLC. 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 to provide customized financial planning and retirement plan advisory.

Andrew Adolph is a financial advisor at Summit Financial, LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. He previously worked at Morgan Stanley from 2019 to 2021 and at Huntington National Bank in 2018. Andrew has also been affiliated with Summit Financial since 2021. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

Francis Chu is a CFA® charterholder currently with Hamilton Capital, where he has worked since 2021. He has a total of 15 years of industry experience, including seven years at Bitterroot Capital Advisors. He serves on the board of United Orient Bank, a privately owned community bank in New York City, and volunteers on the investment committee of Bozeman Health in Montana. 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 using a variety of vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Vincent Dobransky is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company. Outside of his advisory role, he operates a tax preparation service, Dobransky Tax Service, based in Lewis Center, OH. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for portfolio management and trading.

Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.

Luke Fassett is a financial advisor with Everhart Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has been with Everhart Advisors since 2025. Prior to his advisory role, he worked at Linworth Baptist Church and The Ohio State University. 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 philosophy and offers tailored portfolios utilizing a mix of mutual funds, ETFs, individual securities, annuities, and alternative investments, with additional services including tax, accounting, and limited family-office support.

Elias Caleshu is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital in Columbus, OH. His career includes previous roles at Morgan Stanley, Halite Partners, and Wealthstone Inc. 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 portfolio types including mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Carline is a financial advisor at Everhart Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Trinity Pension Consultants before joining Everhart Advisors. 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 philosophy, tailoring portfolios to client needs and integrating accounting and tax services through affiliations with CPAs and in-house offerings.

Frank Ingwersen is a financial advisor at Thurston Springer Advisors in Columbus, OH, holding a Series 66 designation with 43 years of industry experience. His work history includes roles at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides tailored financial planning, portfolio management, and fiduciary services through discretionary and non-discretionary programs, employing a range of investment approaches from buy-and-hold to active tactical strategies.