Benjamin Borkosky is a CFP® with three years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior work experience includes roles at Applied Environmental Solutions and Ohio Northern 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 endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages pooled investment vehicles alongside customized portfolio solutions.

Eric Biddle is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. He previously worked at Fisher Wealth Management, LLC for eight years. Outside of his advisory role, he is the owner of Eric Biddle LLC, a non-investment-related business. Stratos Wealth Advisors LLC is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of financial planning and portfolio management services through a network of supervised investment advisory representatives.

James Picolo is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding a Series 63 designation and 24 years of industry experience. His prior work includes roles at MetLife and Mass Mutual, with extensive tenure in investment and insurance services. He is also involved in a non-variable insurance business focused on Medicare and United Healthcare products. Stratos Wealth Advisors, LLC is an SEC-registered multi-team advisory firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, providing financial planning, portfolio management, and insurance consulting through a network of mainly independent advisory representatives.

Richard Ranck is a financial advisor with Realta Investment Advisors, Inc. in Sunbury, Ohio, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. His prior work includes roles at firms such as Chauner Securities Inc, Eventide Asset Management, and Northern Lights Distributors. Outside of advising, he is involved with R7 Enterprises LLC, a farm activity based in Sunbury. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies implemented through in-house management or third-party managers.

Erin Wittmann is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Hamilton Capital since 2016, with prior experience at Robert Half and U.S. Bank in 2016. Wittmann is based in Columbus, OH. 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 employs a top-down, macroeconomic-driven investment process and manages diversified portfolios using various investment vehicles, including affiliated private funds and pooled investment vehicles.

Braedon Elwer is a financial advisor at Hamilton Capital in Columbus, OH. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Manning & Napier and Morgan Stanley. 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 to construct diversified portfolios across various asset classes and investment vehicles.

Lance White is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing partnerships focused on real estate and technology investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, portfolio management, and consulting services. The firm combines independent managers, model strategies, and technology tools, including AI-assisted analytics, to tailor portfolios and enhance investment decision-making.

Brett Mack is a CFP® and ChFC® with 15 years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2018 across affiliated entities. Prior to that, he spent seven years at Nationwide Investment Services Corporation. Hamilton Capital provides wealth and investment management 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 process to build diversified portfolios and manages pooled investment vehicles, including affiliated private funds.

Gregory Roberto is a financial advisor at Everhart Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, LLC, Ross, Sinclaire & Associates, LLC, and The Connor Group. He serves as president of the board for the nonprofit Victory Project and is a board member of the YMCA of Greater Dayton. 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 accounting and tax services with its investment management offerings.

Abigail Boyer is a CFP® professional at Everhart Advisors with two years of industry experience. She has worked at Everhart Advisors since 2021 and held prior roles at Upstart and Cru. Abigail’s background also includes employment with Dublin City Schools and The Ohio State University. 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 philosophy and integrates accounting and tax services alongside tailored portfolio management.

Christopher Becker is a financial advisor at Everhart Advisors in Dublin, OH, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Kroger, Capital Choice Office Furniture, and Blue Monkey Parties and Events LLC. He serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school programs. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and 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 tax, accounting, and bookkeeping services alongside investment management.

Philip Scholler is a financial advisor with Vanderbilt Advisory Services in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2015. Outside of his advisory role, Scholler serves as President and CEO of WealthMark Advisory Services, an investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis in its investment approach, with integrated retirement-plan and benefits consulting services distinguishing it from many peers.

Matthew Calhoun is a CFP® professional with 25 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC and has previously worked at Cambridge Investment Research Advisors, First Financial Equity Corporation, and Morgan Stanley. Outside of his advisory work, he holds ownership interests in male grooming salons and a cigar lounge. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios, financial planning, and third-party money manager selection.

William Leuby III is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Hamilton Capital Management, Inc. in Columbus, OH since 1997. 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 employs a top-down, macroeconomic-driven investment process and offers a range of portfolio management solutions, including mutual funds, ETFs, alternative investments, and private funds.

Reece Bogan is a CFP® certificant with three years of industry experience, currently serving at Hamilton Capital in Columbus, OH. His prior work includes roles outside the financial industry at Jimmy John's and Amazon. Hamilton Capital provides wealth and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment approach and manages a range of pooled investment vehicles, including affiliated private investment funds.

Daniel Bartholomew is a financial advisor with Creativeone Wealth, LLC, holding 13 years of industry experience. He has worked at Preferred Planning Services and ChangePath, LLC since 2019, and previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2015 to 2019. Bartholomew is also a board member and trustee for the Upper Arlington Area Chamber of Commerce. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts through a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.

Jason Myers is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at Signature Equity Partners, OSAIC Wealth, Sii, and Key Investment Services. Myers conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates with a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and comprehensive financial planning.

Timothy Bradbury is a financial advisor at Private Client Services, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Private Client Services, he worked at Heritage Wealth Group and Rocky Fork. Outside of advising, he works as a shopper for Instacart. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through multiple advisory platforms and combines broker-dealer activity with an adviser model, offering clients a range of implementation options including non-discretionary management and third-party model relationships.

Breanna Beck is a financial advisor at Avior Wealth Management, LLC in Columbus, OH, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Fullen Financial Group and Ameriprise Financial. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and financial institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.