Mareion Royster is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Hamilton Capital. Prior to joining Hamilton Capital in 2022, he worked for 16 years at Raymond James Financial Services. 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 approach and manages both discretionary portfolios and pooled investment vehicles.

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.

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.

Kelly Murphy is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 19 years of industry experience. She holds a Series 65 designation and has worked at Schneider Downs Wealth Management Advisors since 2019, with prior experience at Everhart Advisors and Csa Financial Advisors, Ltd. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan services. The firm employs a process-driven approach to portfolio construction and oversight, managing approximately $2.9 billion in assets across 21 advisors.

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.

Mark Scott is a CFP® professional with 16 years of industry experience. He is currently with Virtue Capital Management, LLC and also owns Scott Financial Group DBA Ohio Pension Advisors, where he provides insurance sales and financial planning services. His prior roles include positions at Horter Investment Management and Variable Investment Advisors. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs a model-driven investment approach utilizing mutual funds and ETFs, offering services such as discretionary portfolio management, financial planning, and ERISA consulting.

Paul Schaller is a financial advisor with Trustmont Advisory Group, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Trustmont in 2023, he spent seven years at Coastal Investment Advisors and Coastal Equities, Inc. Outside of financial advising, Schaller is a professional guitarist who provides live music entertainment. Trustmont Advisory Group serves a diverse client base including individuals, institutions, and charitable organizations. The firm employs a long-term investment outlook, drawing on a broad range of public research sources, and offers discretionary portfolio management along with other financial planning and advisory services.

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.

Chase Bennett is a CFP® with two years of industry experience, currently serving as a financial advisor at Root Financial Partners. Prior to joining Root, he held roles at Peak Retirement Planning, LPL Financial, and Wright-Patt Credit Union among others. Bennett has also worked in educational settings, including Wright State University and Mathnasium. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, while also offering specialized strategies and educational programming.

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.