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 eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Columbus Capital. Outside of his advisory work, he serves as a board member of the Wrestlers in Business Network and works as a commentator for Ohio State wrestling matches. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through its CPAs.

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 an advisor at Plante Moran Financial Advisors with Series 63 and Series 65 credentials. He joined Plante Moran Financial Advisors in 2025 and has prior experience with Plante Moran and other companies dating back to 2016. 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 and offers both discretionary and non-discretionary portfolio management, managing a substantial mix of assets under these arrangements.

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 ChangePath, LLC and Novus Financial Group since 2019 and previously operated Seyboldt Insurance Group from 2007 to 2019. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Richard Everhart is a CFP® with 34 years of experience in the financial services industry. He has been with Everhart Advisors since 1996 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. 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 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 fiduciary services, in-house tax consulting, and bookkeeping through affiliated CPAs.

James St.Pierre is a financial advisor at Everhart Advisors with 11 years of industry experience. He has worked at Everhart Advisors since 2016 and previously spent five years with Mid Atlantic Capital Corporation. He is a licensed insurance agent in Ohio. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities with wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and provides fiduciary services, participant education, and investment due diligence for retirement plans.

Robert Fox is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Wells Fargo Advisors LLC. Fox serves as a director of Lancaster Colony Corporation and is president of the FOX Foundation, Inc. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs Tactical Momentum and Earnings Momentum strategies alongside various analytical approaches and manages accounts primarily on a discretionary basis.

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, currently serving at Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott and Commonwealth Financial Network. Outside of his advisory work, he serves as president of the Summerfield XV Civic Association, a homeowner's association in Pickerington, Ohio. Apollon Wealth Management provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, combining centrally managed strategies with local portfolio oversight. The firm employs a mix of fundamental and tactical investment approaches and offers specialized services including private fund advisory and alternative investment recommendations.

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 financial advisor at Thurston Springer Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood since 2019, following prior roles at Cartwright Advisors LLC and Sweeney Cartwright & Company. Johns serves on the board of Bexley Youth Lacrosse. Thurston Springer Advisors provides financial planning, portfolio management, and retirement-plan consulting services to a diverse client base, including individuals, corporations, and charitable institutions. The firm employs a range of investment strategies, including Tactical Momentum and Earnings Momentum processes, and manages accounts primarily on a discretionary basis.

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.

Nicholas Twining is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and National Asset Management. Outside of his advisory role, he is involved with Hilton Head Asset Management Group, an investment advisory business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through around 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and proprietary asset allocation models.

Eric Thiemann is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with four years of industry experience. His background includes roles at Hamilton Capital since 2021 and prior experience at Citi Group and Ohio University. 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 offers a range of strategies including mutual funds, ETFs, customized fixed-income, and alternative investments.

Christopher Farmer is a financial advisor at Vanderbilt Advisory Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Fifth Third Securities. Outside of his advisory role, Farmer is a licensed social worker providing individual and family therapy, counseling, coaching, and mental health assessments through the Center for Family Resolution. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory offerings.

Anthony Shockley is an investment advisor at Signature Equity Partners, LLC with 40 years of industry experience. He has previously worked at Signator Investors, Inc. for 33 years and OSAIC Wealth, Inc. for 8 years. He holds the Series 63 and Series 65 designations and conducts investment and insurance business through his own LLC. 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, consulting, and retirement-plan services using model-based strategies and independent advisory affiliates.