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 13 years of industry experience. She has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Capital Corporation. 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 integrates tax, accounting, and bookkeeping services alongside retirement-plan-specific offerings.

Philip Parker is a CFP®-designated financial advisor with eight years of industry experience currently serving at Everhart Advisors since 2020. His prior experience includes roles at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services primarily to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach and integrates tax, accounting, and bookkeeping services alongside its investment offerings.

Joseph Miller 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, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade 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 process and manages diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.

Travis Henderson is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Hamilton Capital since 2014, working first at Hamilton Capital Management Inc and continuing with Hamilton Capital Management, LLC. Hamilton Capital manages wealth and investments for 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 offers diversified portfolio construction using mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options when requested.

Cole Filer is a CFP® and Series 65-licensed financial advisor based in Grove City, OH, with one year of industry experience. He has worked with several firms, including Facet, Peak Retirement Planning, Inc., Fifth Third Bank, and Lifetime Financial Growth, and has a background that includes six years at Chick-fil-A. Facet serves individual members across a wide range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and offers discretionary asset allocation primarily via ETFs, while operating without charging percentage-based AUM fees.

Matthew O'Hara is a CFP® professional at Everhart Advisors with nine years of industry experience. His prior roles include positions at Raymond James Financial Services and Big Ten Network Plus. Outside of advisory work, he serves as a board member of the Wrestlers in Business Network and provides commentary for Ohio State wrestling matches. Everhart Advisors offers 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, utilizing model portfolios and specialized third-party managers while integrating tax and accounting services.

Derrick Sweeney is a financial advisor with The AmeriFlex Group in Columbus, OH, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities, and Principal Life Insurance Company, among others. He is also a partner at RS Advisors. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized investment strategies through various model allocations and manager relationships.

Ethan Potts is a financial advisor at Plante Moran Financial Advisors with relevant credentials including Series 65 and Series 63 licenses. He joined Plante Moran Financial Advisors in 2025 and has prior experience at Plante Moran, Hartzell Air Movement, Airstream, and other roles. Potts has no prior industry experience before joining the firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis supplemented by an internal proprietary equity valuation model and manages substantial discretionary and non-discretionary assets.

Eric Seyboldt is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath, LLC) since 2019 and previously operated Seyboldt Insurance Group from 2007 to 2019. Seyboldt is also involved as Managing Director at Novus Financial Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting for individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, incorporating modern portfolio theory and multiple analysis methods.

Richard Everhart is a CFP® professional with 35 years of experience in financial advising. He has been with Everhart Advisors since 1996 and previously worked five years at Mid Atlantic Capital Corporation. He is a co-author of *The 401(k) Owner’s Manual* and is part owner of an entity that owns a private jet leased to Fly Exclusive. Everhart Advisors provides retirement plan advisory and consulting services, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, tailoring portfolios with a mix of mutual funds, ETFs, individual securities, annuities, and alternatives, while integrating tax and accounting services through affiliated CPAs.

James St.Pierre is a financial advisor at Everhart Advisors with 12 years of industry experience. He has worked at Everhart Advisors since 2016 and previously was with Mid Atlantic Capital Corporation from 2014 to 2019. He is a licensed insurance agent in the state of Ohio. 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, offers in-house tax and bookkeeping services, and tailors portfolios through model allocations to third-party managers and sub-advisers.

Robert Fox is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors LLC. Outside of advising, he serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc., a charitable organization. Thurston Springer Advisors serves a wide range of clients including individuals, corporations, retirement plans, and foundations, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies from buy-and-hold to active tactical approaches, and is notable for its integrated structure including affiliated broker-dealer and insurance services.

Matthew Bonito is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Bonito serves as the secretary of the Saveson Acres Homeowner's Association. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He serves as a board member for both the Phi Delta Theta Company and the Archie Griffin Scholarship Fund. Signature Equity Partners, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm utilizes model solutions and a network of independent advisory affiliates to deliver discretionary and non-discretionary investment services.

Robert Mauk is a CFP® with 32 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Janney Montgomery Scott, Commonwealth Financial Network, and Chornyak & Associates. Outside of his advisory role, he serves as president of a local homeowners' association. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles.

Adam Schutter is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC in Columbus, Ohio. He began his career in the financial industry in 2024 and has held positions at several firms, including Nationwide Investment Services Corporation and Grimes Financial Group. Prior to his finance career, he has work experience in various roles during his time at The Ohio State University and earlier employment. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through third-party model portfolios. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations and risk tolerance rather than creating proprietary portfolios.

Christopher Johns is a Series 66-licensed advisor at Thurston Springer Advisors with 23 years of industry experience. His previous roles include positions at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to active Tactical Momentum approaches and operates with a structure that includes affiliated broker-dealer and insurance entities.

Matthew Kirby is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Hamilton Capital since 2015, currently serving as an advisor at the firm based in 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, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.