Jeffrey Loehnis is a CERTIFIED FINANCIAL PLANNER™ practitioner at Hamilton Capital with 25 years of industry experience. He has been with Hamilton Capital Management, Inc. since 2001. 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 process to create diversified portfolios across various asset classes and offers management of pooled investment vehicles alongside co-advisory arrangements with other advisers.

Wendy Ciehanski is a financial advisor at Composition Wealth, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Centricity Wealth Management, LLC for 12 years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and alternative investments.

Joel Cox is a financial advisor at Thurston Springer Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweney Cartwright & Co. Additionally, he serves as a Spectrum Manager for the Air National Guard and is a trustee for the George E Geissbuhler Trust. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts on a discretionary basis through its Compass agreements.

John Click is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently serves at Summit Financial, LLC and has held senior roles at Meeder Asset Management, Inc. since 2009. Outside of his advisory duties, he is involved with Meeder Investment Management, Inc. as Senior Vice President and shareholder. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving 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.

Dustin Grimes is a Series 65 licensed advisor with four years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience as a self-employed insurance agent. He is also associated with DPG Senior Signature Solutions. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

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 with seven years of industry experience. He has previously worked at Boyd Watterson Asset Management, LLC and SteelBridge Labs. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm utilizes a team-based investment process combining top-down macro analysis with bottom-up security selection and offers specialized strategies such as Disciplined Value and Managed ETF Portfolios.

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 financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Cardinal Health and Battelle Memorial Institute. 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 process to construct diversified portfolios and manages pooled investment vehicles alongside customizable portfolio management services.

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 in Columbus, OH, holding a Series 65 designation. She has one year of industry experience and previously worked at PNC Financial Services Group and Gateway Wealth, Inc. Outside of financial services, she was involved with India Gospel League for four years. Apollon Wealth Management serves individuals, families, businesses, and charitable organizations with a broad range of investment management, financial planning, and advisory services. The firm employs a combination of centrally managed and locally managed strategies, uses fundamental analysis alongside tactical allocations, and offers specialized services including ESG models, tax management tools, and private funds.

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.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Mid Atlantic Capital Corporation and A GOGO Rentals. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, employing a long-term, disciplined investment approach that emphasizes diversified, lower-cost investments and client education.

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.