Kyle Zeller is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 27 years of industry experience. He has worked at Schneider Downs since 2005 and was previously with SagePoint Financial, Inc. from 2009 to 2017. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan services. The firm employs a process-driven investment approach with diversified portfolios and provides access to private equity and tax-aware strategies.

Michael Faieta is a CFP® with 25 years of industry experience and has been with Hamilton Capital since 2000. He holds a Series 65 license and works out of Columbus, OH. 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 portfolios including mutual funds, ETFs, separately managed accounts, and alternative investments.

Patrick Huang is a financial advisor at Hamilton Capital with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Source Financial Advisors and Morgan Stanley. 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 utilizes a top-down, macroeconomic-driven investment process and offers diversified portfolio construction across mutual funds, ETFs, separately managed accounts, and alternative investments.

Benjamin Jerome is a financial advisor with Encompass More Asset Management LLC in Columbus, OH, holding a Series 65 designation and seven years of industry experience. He has worked at Encompass More since 2022 and previously at Verity Asset Management from 2019 to 2022, while also maintaining a role with Appreciation Financial since 2015. Outside of his advisory work, he is a managing partner in two financial services firms, Jerome, Hacker & Becker LLC and Hacker & Jerome LLC, which provide passive management support related to his employment with Appreciation Financial. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals and HNW investors rather than corporate or charitable clients.

Shad Patterson is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at Wells Fargo Advisors and UBS Financial Services. Patterson has ownership interests in several investment-related entities, including TRI-OAK Private Wealth Management, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, providing both discretionary and non-discretionary account management.

Sherri Thompson is a financial advisor at CoreCap Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining CoreCap Advisors, she worked at Battelle and has been involved with Capital Choice Financial Services, where she serves as Regional Marketing Director and is active in life insurance and fixed indexed annuity sales. She also prepares taxes through Ncrease Financial Services. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, retirement accounts, and institutions. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Clark Engle is a Certified Financial Planner® with eight years of industry experience, currently with Everhart Advisors since 2022. He previously worked at Souders Financial Advisors, LLC, and Strategic Capital Advisors. Engle is also a licensed insurance agent. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as fiduciaries when specified. The firm employs a long-term, buy-and-hold investment approach using model portfolios and third-party sub-advisers, and offers a range of services including retirement plan management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Steven Murlin is a financial advisor at Everhart Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets, Morgan Stanley, Mid Atlantic Capital Corporation, and Everhart Advisors. Murlin 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 an ERISA fiduciary when specified. The firm follows a long-term, buy-and-hold investment approach and offers services including portfolio management, participant education, and coordinated tax and bookkeeping support with affiliated CPAs.

Charles Coons is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Hamilton Capital and its predecessor entities since 2018, following earlier roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts like foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process, offering diversified portfolios through various vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Michelle Calloway is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has eight years of industry experience, including roles at Nationwide Investment Services Corp and various insurance and retail companies. Outside of her advisory work, she serves as Chief Christian Education Officer at Friendship Missionary Baptist Church in Columbus, OH. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients.

Caritas Palmisano is a CFP®, ChFC®, and Series 66-registered advisor with nine years of industry experience. She is currently affiliated with Nationwide Investment Advisors, LLC and has previously worked at various Capital One entities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

Leah Burke is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2016. Burke is also a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and external strategists to provide a range of investment approaches tailored to client goals and risk tolerances.

Bradley Kastan is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Janney Montgomery Scott in 2022. Kastan serves on the Board of Trustees at The Ohio State University, a role he has held since 2023. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Michael Brown is a CFA® charterholder and holds a Series 66 license with 12 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2023, following six years at PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Justin Guarino is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Nationwide Investment Services Inc since 2019 and previously at Checks an Balances Inc. from 2018 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves around 270,000 retail participant accounts through discretionary and non-discretionary services.

Andre Reguinho is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Merrill Lynch. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Denton Smith is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Nationwide Investment Services Corporation, Infinex Investments, and Community Bank of the Chesapeake. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large base of retail participant accounts within a family of affiliated financial companies.

Kerryl Johnson is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Her prior work includes roles at Nationwide Investment Services Corp, Wells Fargo Clearing, and Wells Fargo Advisors. She serves as a board member for Prodigal Business Systems, a role she has held since 2023. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants, offering managed-account solutions and advisory services focused on ERISA 401(k), 403(b), and 457(b) plans. The firm employs independent fiduciary experts for portfolio construction and operates within a family of affiliated financial companies that provide custody, recordkeeping, and product services.

Jason Bowen is a financial advisor with Nationwide Investment Advisors, LLC, based in Columbus, OH. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, Gwfs Equities, Inc., Mml Distributors, LLC, and MassMutual. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Jonathan Michaels is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63, Series 65, and Series 66 credentials and has 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Nationwide Mutual Insurance, and Morgan Stanley Dw Inc. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants, managing approximately $16.7 billion in assets through programs like ProAccount. The firm employs a scale-oriented, recordkeeper-driven model, relying on independent financial experts for portfolio construction and serving a large client base focused on retirement plans.