Nicholas Fisher is a CFP® professional with 13 years of industry experience. He currently works at Hamilton Capital in Columbus, OH, where he has been since 2021, following prior roles at Wealthbridge Capital Management, Private Client Services, and Lincoln Financial Advisors. Fisher is also involved in insurance sales outside of his advisory work. 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 to construct diversified portfolios across various asset classes and investment vehicles, including pooled investment funds and alternative investments.

Evan Keeslar is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior experience includes roles at JPM Institutional Investments Inc, JPM Investment Management, and JPMorgan Distribution Services. 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 uses a top-down, macroeconomic-driven investment approach and manages a range of portfolios spanning mutual funds, ETFs, separately managed accounts, and alternative investments.

Christopher Marmion is a CFP® and ChFC® with 21 years of industry experience. He currently serves as a financial advisor at Kestra Private Wealth Services, LLC, having previously worked at UBS Financial Services for 13 years. Outside of his advisory work, he holds a treasurer position with a youth development troop and serves on the OLP school board. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount and 529 plan services.

Bryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Sandlapper Wealth Management, and SANDLAPPER Securities. Outside of his advisory work, Larrison is involved in youth hockey as a volunteer coach and collaborator with USA Hockey and the Columbus Chill Youth Hockey Association. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and educational seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Michelle Sprayberry is a financial advisor at Hamilton Capital with two years of industry experience. She holds a Series 65 designation. Prior to her current role, she worked at Abode Cleaning Services, LLC for six years. 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 uses a top-down, macroeconomic-driven investment approach to construct diversified portfolios and manages a range of investment vehicles, including affiliated private funds and pooled investment vehicles.

Shane Moran is a financial advisor at New Edge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Moran is also an investor in privately held technology companies including Illumio, a cloud-based cybersecurity firm, and Addepar, a financial software platform. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a broad range of advisory services with an emphasis on asset allocation and investor behavior. The firm utilizes a combination of independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human oversight.

Lucas Gooding is a financial advisor at Avantax Planning Partners, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Citizens Bank. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and employs tax-intelligent strategies alongside discretionary management using firm-designed style allocation models.

Quinn Mickelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at Commonwealth Financial Network and McCarthy & Cox Retirement & Estate Specialists LLC. Mickelson is also involved in fixed insurance sales as a secondary business activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory support for ETFs.

Luke Gearhart is a financial advisor at Everhart Advisors in Dublin, Ohio, with two years of industry experience. He holds a Series 65 credential and previously worked at EGSI Investment Management, Northstar Cafe, Ohio State University, and Wedgewood Country Club. 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 circumstances and integrating tax and accounting services through affiliated professionals.

Brian Hanna is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 19 years of industry experience. He has been with Everhart Advisors since 2007 and previously worked at Mid Atlantic Capital Corporation for five years. Hanna is the author of *The 401(k) Owner’s Manual*, a book covering topics related to building and maintaining 401(k) and corporate-sponsored retirement plans. He also serves as treasurer for the Wingate Farms Owner’s Association. 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 incorporates third-party managers for specialized strategies, while also offering integrated tax, accounting, and bookkeeping services.

Casey Kimbler is a Series 65-licensed financial advisor at Hamilton Capital with 20 years of industry experience. Kimbler has worked at various Hamilton Capital entities since 2013. Outside of advising, Kimbler owns a cottage bakery called Girl Next Door Bakery in Columbus, Ohio. 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside customized strategies tailored to client needs.

Max Rosenthal is a CFP® professional with seven years of industry experience, currently serving at Everhart Advisors since 2019. Prior to this, he worked at Minneapolis Wealth Advisors for two years and was employed at Bearpath Country Club for eleven years. 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 accounting services through affiliated CPAs.

Susan Bickel is a financial advisor at Apollon Wealth Management, LLC in Columbus, OH, holding a Series 66 designation with 16 years of industry experience. Her prior work includes roles at Janney Montgomery Scott, Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides financial planning, portfolio management, retirement plan advisory, sub-advisory and consulting services, and manages private funds and other pooled investment vehicles.

Michael Agriesti is a financial advisor with Gladstone Wealth Partners in Columbus, OH, holding a Series 63 designation and 27 years of industry experience. He worked at Lincoln Financial Advisors and Lincoln National Life for 20 years before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers customized investment solutions, including discretionary portfolio management and retirement plan consulting, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Patrick Moriarty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, where he has worked since 2021. Prior to his advisory role, he gained varied work experience including positions at the University of Cincinnati and St. Francis DeSales High School. 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 diversified portfolios through a range of vehicles including mutual funds, ETFs, and alternative investments.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. 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 variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Gabriel Woolum is a financial advisor with StoneX Advisors Inc. in Worthington, OH, holding a Series 66 credential and bringing 18 years of industry experience. He has been with StoneX Advisors since 2015 and also serves as an independent insurance agent through a sole proprietorship. Additionally, he holds the position of Vice President at GLS Financial Consultants, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies utilizing proprietary models, third-party managers, and multiple platforms to accommodate client preferences and restrictions.

Aaron Adkins is a financial advisor at Hamilton Capital with 24 years of industry experience. He holds the CFP® and ChFC® designations and joined Hamilton Capital in 2026 following nine years at Meeder Investment Management. 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 utilizing mutual funds, ETFs, separately managed accounts, and alternative investments.

Mark Finney is a CFP® with 20 years of industry experience, currently advising at Kintra Wealth, LLC. He previously worked at McCarthy & Cox Retirement & Estate Specialist for 11 years and Commonwealth Financial Network for 8 years. Outside of advisory work, he is also an insurance agent selling fixed life, fixed annuity, long-term care, and disability insurance products. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven, tax-efficient investment process integrated with planning services.

Davidson Hunter is a financial advisor at Hamilton Capital with eight years of industry experience. He holds the Series 63 designation and previously worked at Morgan Stanley and Cameron Mitchell Restaurants 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 employs a top-down, macroeconomic-driven investment approach and manages pooled investment vehicles, private funds, and customized strategies.