Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. He is a 49% owner of True North Insurance Partners, which provides life and long-term care insurance. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives. The firm utilizes both bespoke and model portfolios and collaborates with affiliated and third-party subadvisers to deliver tailored investment solutions.

Richard Hammons II is a financial advisor at Summit Financial, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Heritage Wealth Partners, LLC and Private Client Services. Outside of advising, he is involved in insurance sales as a licensed agent, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client needs.

James Comer is a CFP® with six years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2019. His prior experience includes roles at JP Morgan Chase, Michigan State University, Michigan Beer Growler Co, and Oakland Hills Country Club. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary portfolio management within a multi-team structure.

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.

Jacob Mcmillen is a financial advisor with Beacon Capital Management, Inc., holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Midland National Life Insurance Company and Nationwide Investment Services Corporation. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm utilizes data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

Ryan Smith is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Principal Securities Inc. He 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 customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations and various discretionary manager relationships.

Logan Jones is a CFP® with 10 years of industry experience, currently serving at Everhart Advisors in Dublin, OH. He has worked at Everhart Advisors since 2014, with a brief period at Mid Atlantic Capital Corporation from 2015 to 2020. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and offers integrated tax consulting and bookkeeping services through in-house CPAs.

James Zifer Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Preferred Planning Services since 1996 and Change Path LLC since 2017. Outside of advisory work, he serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jonathan Wiley is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. He has been with Everhart Advisors since 2026 and has previous experience at Exact Medicare and Grace Polaris Church. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households, with a focus on retirement-plan consulting, wealth management, and financial planning. The firm employs a long-term, disciplined investment approach using diversified, lower-cost investments and offers additional services such as tax, accounting, and legacy planning through affiliated professionals.

Austin Mauk is a CFP® with six years of industry experience, currently affiliated with Apollon Wealth Management, LLC in Columbus, OH. His prior roles include positions at Janney Montgomery Scott LLC, Independence Wealth Advisors, and Golden Reserve, LLC. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm employs both centrally managed and locally managed investment strategies, incorporating fundamental analysis, tactical allocation, and ESG risk-based models across a diverse client base.

Brian Feuer is a financial advisor with Capital Analysts based in Columbus, OH, bringing 34 years of industry experience. His prior firms include Sterne Agee, Lincoln Investment, and WRP Investments, among others. Outside of his advisory work, he has experience as a stage hand in entertainment and manages a consulting business related to outsourcing digitization. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening processes and provides services with differentiated discretionary authority and multiple account management options.

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 financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Deloitte for a total of five years. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through 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. He holds the Series 63 and Series 66 designations and has previously worked at firms including Cambridge Investment Research Advisors, New York Community Bank, and LPL Financial. Outside of his advisory role, he operates a lawn consulting business. 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, and consulting services through independent advisory affiliates and utilizes model-based investment solutions delivered via discretionary or non-discretionary programs.

Dylan Gaver is a CFP® with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2025. His prior experience includes roles at The Sherringon Group, Budros, Ruhlin & Roe, and PNC Financial Services. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach combining long- and short-term positions, with services that range from discretionary portfolio management to comprehensive financial planning.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 12 years of industry experience. She has worked at Everhart Advisors since 2016 and previously at Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors serves individuals, high-net-worth clients, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified investments and offers fiduciary services, participant education, and a formal investment due-diligence process for retirement plans.

Philip Parker is a financial advisor at Everhart Advisors with eight years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining Everhart Advisors in 2020, he worked at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering retirement-plan consulting, wealth management, financial planning, and related services. The firm takes a long-term, disciplined investment approach with diversified, lower-cost investments and provides client education, periodic portfolio reviews, and access to alternative investments when appropriate.