Serina Shores is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at The Huntington Investment Company and SVB Wealth. She serves as a board member for Maryhaven, a nonprofit organization focused on addiction rehabilitation, and is involved with the National Center for Women & Information Technology, supporting initiatives to increase female participation in technology careers. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a global multi-asset class investment approach that integrates fundamental, quantitative, and technical analysis with manager research and portfolio rebalancing.

Lydia Kocab is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and no prior industry experience. Her previous work includes roles at PNC Financial Services Group and the India Gospel League. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, and insurance company clients. The firm combines centrally managed strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, and consulting across various asset classes.

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 previously worked at Edward Jones from 2002 to 2025. He holds a Series 63 designation and serves on the board of the Columbus Symphony Orchestra. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Jan Vecerka is a CFP® professional with three years of experience in financial advising. He is currently with Apollon Wealth Management, LLC and previously worked at Sequoia Financial Group and Wealthstone Advisors. Prior to his advisory roles, he held positions in both academic and hospitality settings. Apollon Wealth Management, LLC is a multi-team SEC-registered advisor serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a diverse range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated funds.

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. Outside of advising, he was involved with A GOGO Rentals from 2015 to 2017. 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 employs a long-term, buy-and-hold investment strategy and offers integrated tax, accounting, and bookkeeping services alongside its advisory offerings.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation and 37 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he is an insurance agent selling life, health, long-term care, and fixed annuities, and a partner in a financial planning firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, in-house teams, and various investment platforms to deliver tailored portfolio solutions.

Eric Susi is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his primary role, he is a majority owner of True North Wealth Partners and True North Insurance Partners, which provide investment management, financial planning, and insurance services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes both bespoke and model portfolios and maintains relationships with affiliated subadvisers and third-party platforms to deliver a comprehensive advisory service.

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 financial advisor with Plante Moran Financial Advisors in Grandview Heights, OH, holding CFP® and Series 65 credentials and bringing 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and also affiliated with Plante & Moran, LLP since 2026. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a variety of analytical methods and manages portfolios through discretionary and non-discretionary arrangements, operating within the Plante Moran enterprise alongside affiliated trust, insurance, broker-dealer, and real-estate 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 four years of industry experience. Prior to joining Everhart Advisors, he worked at Hefren-Tillotson, Inc and Amazon. He also has a background in education, having been involved with Avonworth High School and Grove City College for seven years. 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 coordinated tax and accounting services through strategic affiliations with accounting professionals.

Emmett Bahnson is a CFP® and Series 65 credentialed advisor at Hamilton Capital with 12 years of industry experience. He has been with Hamilton Capital Management 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios that may include mutual funds, ETFs, fixed income, alternative investments, and, when requested, private funds and ESG strategies.

Andrew Grant is a financial advisor at Summit Financial, LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, WealthBridge Capital Management, and Morgan Stanley. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Hannah Mulligan is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Apollon Wealth Management, she worked at Gilliland Lee Financial Group and held positions at Restoration Hardware, North High Brewing Company, and Northstar Cafe. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a range of investment approaches including ESG models, Direct Indexing, and the use of third-party sub-managers to tailor client solutions.

John Entingh is a Series 65-registered financial advisor with nine years of experience at IAMS Wealth Management, LLC. He is also the president and owner of Entingh Financial Services and serves as president of Annuity Advisors Inc., where he offers fixed annuities and life insurance. His career spans over two decades in financial services. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, focusing on client objectives and risk tolerances.

Duane Gillman is a financial advisor at Everhart Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Everhart Advisors since 2016. Prior to that, he was with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Additionally, he serves as a notary public on a part-time basis. 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 closely with accounting professionals to offer coordinated tax and accounting services alongside tailored portfolio management.

Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. 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 consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.