Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.

Luke Fassett is a financial advisor with Everhart Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has been with Everhart Advisors since 2025. Prior to his advisory role, he worked at Linworth Baptist Church and The Ohio State University. 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 offers tailored portfolios utilizing a mix of mutual funds, ETFs, individual securities, annuities, and alternative investments, with additional services including tax, accounting, and limited family-office support.

Elias Caleshu is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital in Columbus, OH. His career includes previous roles at Morgan Stanley, Halite Partners, and Wealthstone Inc. 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 a range of portfolio types including mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Carline is a financial advisor at Everhart Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Trinity Pension Consultants before joining Everhart Advisors. 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 needs and integrating accounting and tax services through affiliations with CPAs and in-house offerings.

Nickolas Magora is an investment advisor representative at Signature Equity Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Cetera Investment Services, and LPL Financial. He also owns and operates LC Wealth Management, conducting securities and variable insurance 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 third-party money manager selection through its network of independent advisory affiliates and utilizes model-based portfolio solutions with discretionary and non-discretionary options.

Frank Ingwersen is a financial advisor at Thurston Springer Advisors in Columbus, OH, holding a Series 66 designation with 43 years of industry experience. His work history includes roles at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides tailored financial planning, portfolio management, and fiduciary services through discretionary and non-discretionary programs, employing a range of investment approaches from buy-and-hold to active tactical strategies.

Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at JPM Investment Management and JPM Institutional Investments Inc for nine years. Cornell has also held positions at Lincoln Financial Advisors Corporation and Kensington Wealth Partners. Everhart Advisors provides 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 and integrates accounting professionals to offer coordinated tax and bookkeeping services alongside its investment solutions.

Steven Reinsel is a financial advisor at Everhart Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer in Dublin, Ohio. 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 tax, accounting, and limited family-office services.

Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.

Jessa Fannin is a CFP® and Series 65-licensed advisor at Hamilton Capital with 10 years of industry experience. She has been with Hamilton Capital since 2016. 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 a range of portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Matthew Romeo is a CFP® professional with 22 years of industry experience. He has been with Everhart Advisors for over two decades and previously worked at Mid Atlantic Capital Corporation. Outside of his advisory role, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions and is a minority investor and strategic advisor for Aqua Nest by Waterbird Home Solutions, a company specializing in a patented water filtration system. 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 approach and integrates tax, accounting, and bookkeeping services alongside tailored portfolio management.

Sean Milner is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and offering 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates and utilizes a variety of model-based portfolio solutions.

Courtney Saddler is a financial advisor at Hamilton Capital with 11 years of industry experience. She holds a Series 65 credential and has worked previously at Pentegra Distributors, Inc., Pentegra Services, Inc., and Nationwide Investment Services Company. 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 employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled funds and alternative strategies.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc. He holds a Series 65 designation and has experience working at multiple firms, including Integrity Alliance, LLC, Lion Street Advisor, and McHenry Advisers, Inc. His background also includes roles outside the financial industry, such as work at The Ohio State University and Whalen Lawn & Landscaping. M Holdings Securities, Inc. serves a wide range of clients through a nationwide network of independent Member Firms and Financial Professionals, offering advisory and brokerage services including investment management, retirement plan consulting, and financial planning. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various programs and ongoing client review processes.

Richard Connolly is a financial advisor with ValMark Advisers, Inc. in Columbus, OH, holding a Series 66 designation and over 43 years of industry experience. He has worked at Valmark Securities, Inc. since 1997 and operates his own life insurance agency, Richard E. Connolly & Associates Inc., where he serves as president. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individual and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products including insurance and ETF solutions.

John Durell is a Series 65-credentialed financial advisor with two years of industry experience, currently with Hamilton Capital in Columbus, OH. His prior work includes roles at OSU Comprehensive Cancer Center and COhatch. He has been involved with The George Edward Durell Foundation since 2015. 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 a variety of portfolio types, including pooled investment vehicles and private funds.

Conor Feldmann is a CFA® charterholder and a financial advisor at Truepoint, Inc. in Columbus, OH, with four years of industry experience. He has been with Truepoint since 2016 and previously worked at Cardinal Health for one year. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, and specialized services including tax planning and estate support. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is notable for its integration with related tax and administrative services.

Michael Prosuk is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH, with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Primerica Advisors, Primerica Financial Services, Upstart, and Nationwide Financial. Schneider Downs Wealth Management Advisors serves high-net-worth individuals, families, trustees, endowments, and sponsors of qualified retirement plans through fee-based investment management, financial planning, and retirement consulting. The firm uses a committee-driven investment process to build diversified portfolios and offers ERISA advisory services and tax-aware planning strategies.

Evan Biggs is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Schneider Downs Wealth Management Advisors, LP since 2018 and previously held positions at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. He is based in Columbus, OH. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process focused on manager research, risk tolerance, and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.