Steve Vujevich II is a financial advisor at Summit Financial, LLC with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Bank of America. Outside of advisory work, he is involved in several business ventures, including ownership of multiple real estate LLCs. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management that serves about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs through a mix of discretionary and consultative services.

Pei Chin Andrew is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Summit Financial in 2025, he worked at Private Client Services, Heritage Wealth Partners, and Morgan Stanley in various roles spanning over eight years. Andrew serves as the Investment Committee Chair for the North American Taiwanese Women's Association, overseeing the nonprofit’s brokerage account. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services with both discretionary and consultative approaches.

Ryan Willis is a financial advisor at Manning & Napier Advisors, LLC in Dublin, Ohio, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Boyd Watterson Asset Management, LLC and SteelBridge Labs. Willis is currently affiliated solely with Manning & Napier Advisors. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled investment vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice for proprietary funds. The firm follows a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers additional services including retirement plan advice, participant education, transition management, and custom wealth management solutions.

Conolly Boughner is a CFP® with six years of industry experience, currently serving at Hamilton Capital. He previously worked at KeyBanc Capital Markets Inc. and has held positions at several firms including Morgan Stanley and Diamond Hill Capital Management. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled funds and private investment funds.

Griffin Davies is a Certified Financial Planner® at Hamilton Capital in Columbus, OH, with one year of industry experience. Prior to joining Hamilton Capital in 2025, he worked at MAI Capital for two years. 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 investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Michael De Carlo is a Series 65-licensed financial advisor at Hamilton Capital with two years of industry experience. Prior to joining Hamilton Capital, he worked at Cardinal Health and Battelle Memorial Institute. 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 process to build diversified portfolios and manages pooled investment vehicles and private funds alongside traditional accounts.

Serina Shores is a financial advisor at First Citizens Asset Management, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company for 11 years. Shores serves as a board member for Maryhaven, a non-profit organization providing rehabilitation services in Ohio, and is a Regional Affiliate Coordinator for the National Center for Women & Information Technology. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm offers a range of multi-asset class model portfolios and emphasizes strategic asset allocation, manager research, and risk control.

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior experience includes roles at PNC Financial Services Group and Gateway Wealth, Inc., as well as work with the India Gospel League. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, trusts, estates, and institutional clients, employing a combination of centrally managed strategies and locally managed portfolios supported by advanced research, technology, and ESG risk models.

Matthew Anderson is a CFP® professional with 16 years of experience in the financial industry. He is currently with Summit Financial, LLC and has previously worked at Keebeck Wealth Management LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as a mentor for aspiring financial planners through the Certified Financial Planner Board of Standards. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Terrence Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Edward Jones for over two decades. He serves as a board member for the Columbus Symphony Orchestra in Columbus, Ohio. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and governmental clients. The firm offers comprehensive financial planning and wealth management services, combining in-house portfolio strategies with third-party managers and alternative investments.

Jan Vecerka is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Apollon Wealth Management, LLC, having joined the firm in 2026. Prior to this, he worked at Sequoia Financial Group and Wealthstone Advisors. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other clients, combining centrally managed strategy mandates with locally managed portfolios and employing a range of investment approaches including fundamental analysis, tactical allocations, ESG models, and technology-enhanced research.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2018, with prior experience at Mid Atlantic Capital Corporation. His background also includes roles outside traditional finance, such as work at A GOGO Rentals and the University of Cincinnati. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary under ERISA 3(21) or 3(38) when specified. The firm employs a long-term, buy-and-hold investment approach, offering portfolio management, participant education, and integrated services including tax and bookkeeping coordinated with affiliated CPAs.

Robert Johnson is a financial advisor at StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation with 38 years of industry experience. His prior roles include positions at Wrp Investments, Inc. and StoneX Securities Inc. In addition to his advisory work, he owns an insurance agency where he sells life, health, long-term care insurance, and fixed annuities, and he is a partner in a financial planning partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based solutions and third-party money managers for portfolio implementation and conducts regular due diligence on these resources.

Eric Susi is a financial advisor with Stratos Wealth Advisors LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, LLC, and The Mutual Fund Store. He is also a majority owner of True North Wealth Partners and True North Insurance Partners, firms providing investment management, financial planning, and insurance services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams of investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing third-party managers and model portfolios tailored to client goals.

Keith Copeland is a CFP® and ChFC® with nine years of industry experience, currently serving at Hamilton Capital. He has worked with Hamilton Capital Management since 2016 and is also associated with The TLC Group Ltd., where he provided management and advisory services. He serves on the boards of the Delaware County Foundation and Reset Inc. 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 diversified portfolios using a range of investment vehicles, including mutual funds, separately managed accounts, and private investment funds.

Carrie Thompson is a CFP® with 14 years of experience in the financial advisory industry. She has been with Hamilton Capital in various capacities 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 macroeconomic-driven investment process to build diversified portfolios and manages both pooled investment vehicles and private funds.

James Hankenhof Jr. is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and joined the broader Plante & Moran, LLP organization in 2026. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse clientele including individual households, institutions, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment analysis approach and offers both discretionary and non-discretionary portfolio advisory services.

William Schiffman is a financial advisor with ValMark Advisers, Inc. and holds the PFS™ designation and Series 66 license. He has 27 years of industry experience and has been affiliated with ValMark Advisers since 2000. In addition to his advisory work, he is involved in thoroughbred horse breeding ventures and operates an accounting firm. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, offering a variety of platforms and solutions including proprietary programs, third-party manager programs, and investment-company product involvement.

Cameron Mink is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Hamilton Capital, his work history includes roles at Three Creeks Capital Management and various non-financial positions. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment approach that incorporates a range of asset classes and strategies, including private funds and ESG considerations.

Owen North is a CFP® professional at Everhart Advisors with approximately four years of industry experience. His prior roles include positions at Hefren-Tillotson, Inc and Amazon, as well as teaching at Avonworth High School and Grove City College. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax, accounting, and bookkeeping support through affiliated CPAs.