Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Bethany Rabinowitz is a Series 65 licensed financial advisor at Freestone Capital Management, LLC with three years of industry experience. She has been with Freestone Capital Management since 2017 and previously worked at Everhart Advisors from 2015 to 2017. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, using a diversified approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Samuel Fiscus is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at Moraine Country Club and educational institutions including Miami University and local schools. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods for portfolio management and offers integrated services supported by affiliated entities within the Plante Moran enterprise.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Adria Rosebrock is a CFP® and Series 66 licensed advisor with 19 years of industry experience. She has been with Hamilton Capital and its predecessor entities 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 to construct diversified portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Max Martz is a CFP® and Series 65-licensed advisor at Hamilton Capital with two years of industry experience. His work history includes multiple roles at Hamilton Capital and previous positions linked to the University of Pennsylvania and KB Partners. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment process to construct diversified portfolios across multiple asset classes and investment vehicles.

Kennedy Coey is a CFP® with three years of industry experience, currently serving at Plante Moran Financial Advisors. His prior experience includes roles at The Wendy's Company, Summit Financial Strategies, and Vawter Financial, among others. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models, managing a significant portfolio with both discretionary and non-discretionary approaches.

Shannon Gligora is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Encompass More Asset Management LLC, Verity Asset Management, and Appreciation Financial. Outside of her advisory role, she owns a digital marketing course business called Shannon's Daily Pay and serves as an officer of Abundant Life Solutions, LLC, a management and clerical services pass-through entity. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with documented risk analysis and a combination of fundamental, technical, and cyclical portfolio analysis.

Rebekah Curran is a Series 65-credentialed financial advisor with four years of industry experience. She is currently with Everhart Advisors and has worked with the firm intermittently since 2014. 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 offers additional services including tax, accounting, and limited family-office support.

Timothy Ianni is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing residential real estate through Mars Hill Property LLC. Private Client Services is an independent investment adviser serving a diverse client base including individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both advisory and commission-based brokerage services.

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked at Foundations since 2018 and is also the owner of Money Consciousness, where he provides insurance and annuity products. Prior to joining Foundations, he worked at Aptus Marketing. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements through a broad network of affiliated offices.

Daniel Harkin is a CFP® and Series 65-designated financial advisor at Hamilton Capital with three years of industry experience. He previously worked at Morgan Stanley and UBS before joining Hamilton Capital, where he has been since 2022. Hamilton Capital provides wealth and investment management services 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 manages a range of vehicles, including pooled and private investment funds.

Joseph Chornyak Sr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC in Columbus, OH. His career includes roles at Janney Montgomery Scott and Commonwealth Financial Network, as well as founding Chornyak & Associates. He is an author of a book titled *The Wealth Maze* and serves as an uncompensated board member of the Foundation for Financial Planning. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios, investing across various asset classes and offering specialized services including ESG models, tax-managed direct indexing, and advisory roles for insurance company clients and private funds.

Shivani Kolluru is a financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. She previously worked at Darborn Cardiology and Beaumont Hospital 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 and retirement plans. The firm utilizes a top-down, macroeconomic-driven investment approach to construct diversified portfolios and manages affiliated pooled investment vehicles and private investment funds.

Wendell Bennett is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Entingh Financial Services since 2004. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Jacob Johns is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Hamilton Capital since 2024, following two years at Gerber, LLC, and seven years at Cardinal Health. 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 process and manages a range of portfolio solutions including pooled investment vehicles and private funds.

Garrett Tracht is an investment advisor representative with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Madison Avenue Securities, Impact Wealth LLC, Kestra Advisory Services, and Nationwide Financial. He is currently affiliated with both Csenge Advisory Group and Impact Wealth, where he provides wealth advisory and financial planning services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm applies a combined fundamental and technical analysis approach, emphasizing relative strength and a structured market/sector/manager risk methodology, and offers portfolio customization through discretionary and model-based strategies.

Mitchell Bland is a financial advisor at Signature Equity Partners, LLC with 21 years of industry experience. He has worked at Lincoln National Life and Lincoln Financial Advisors Corporation since 2004. Outside of his advisory role, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners, LLC is an SEC-registered advisory firm serving 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.

Kathleen Hedges is a CFP® with 16 years of experience in the financial industry. She is currently with Hamilton Capital and previously worked with Hamilton Capital Management Inc for ten years. Hamilton Capital provides wealth and investment management 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 and manages a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Bussdieker is a Series 65-licensed financial advisor at Hamilton Capital with 19 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Meeder Financial, 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 endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled funds and private investment funds.