Daniel Mittlesteadt is a financial advisor with StoneX Advisors Inc. in Worthington, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with StoneX Advisors since 2015, following 14 years at Wrp Investments, Inc. Outside of his advisory role, he serves as president of GLS Financial Consultants Inc., a financial planning firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through both independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment solutions across multiple platforms while supporting customizable client restrictions and ongoing due diligence.

Helen Davis is a CFP® with 36 years of experience in the financial services industry, currently serving at Lifemark Securities Corp. since 2018. Her prior experience includes roles at Foresters Equity Services, Inc., LegalShield Inc., and founding Davis Financial Management Group. Outside of advisory work, she is involved in charitable organizations as a board member and treasurer, and is an author of children’s books through Grandma Davis LLC. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering tailored, suitability-driven advice supported by multiple program options and platform tools.

Russell Long is a Series 65-licensed financial advisor at Stratos Wealth Advisors LLC with six years of industry experience. In addition to his advisory role since 2019, he is a partial owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and serves at the Crawford County Common Pleas Court. Stratos Wealth Advisors is a multi-team SEC-registered firm with 71 advisors managing approximately $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering customized financial planning and portfolio management through a network of supervised independent advisory representatives.

John Mancinotti is a CFP® with five years of experience in financial advising, currently with Everhart Advisors since 2023. His prior roles include positions at Ameritas Advisory Services, Wilcox Financial, and Ameritas Investment Company. He serves as Vice President of Business Partners for the Human Resources Association of Central Ohio, a nonprofit role focused on marketing engagement within the HR community. 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, employing model portfolios and specialized third-party managers while integrating tax and accounting services for comprehensive client support.

Maximilian Minehart is a financial advisor at Hamilton Capital with six years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and Raymond James Financial Services. Hamilton Capital provides wealth and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment process and manages diversified portfolios through a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Logan Gray is a financial advisor at First Heartland Consultants, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Abel Financial and Ohio State University. Outside of his advisory role, he volunteers as a youth bowling program coordinator. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, providing financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Rachel Fry is a financial advisor at Everhart Advisors in Dublin, Ohio. She holds a Series 65 designation and has been with Everhart Advisors since 2019. 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 and integrates accounting and tax services through affiliated professionals.

Eric Brehm is a CFP® and holds a Series 65 license with two years of experience in financial advising. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2023. 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 build diversified portfolios across mutual funds, ETFs, separately managed accounts, and alternative investments, and also manages pooled investment vehicles and affiliated private funds.

Kori Manus is a financial advisor at Mariner Independent with 23 years of industry experience and holds the Series 66 designation. Prior to joining Mariner, Kori worked at firms including Carbon Wealth Advisors, Ideal Wealth Partners, and LPL Financial. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 investment adviser representatives using both model and customized discretionary portfolios.

Anne Wilson is a financial advisor with MissionSquare Retirement in Dublin, OH, holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. She has been with ICMA RC since 2016 and is also a managing member and performer in the Six Foot Blonde Band, a local cover band established in 2009. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a multi-team advisory structure. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and delivered through multiple channels exclusively for MissionSquare accounts.

Michael Faieta is a CFP® with 25 years of industry experience and has been with Hamilton Capital since 2000. He holds a Series 65 license and works out of Columbus, OH. 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 employs a top-down, macroeconomic-driven investment process and manages a range of portfolios including mutual funds, ETFs, separately managed accounts, and alternative investments.

Patrick Huang is a financial advisor at Hamilton Capital with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Source Financial Advisors and Morgan Stanley. 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 utilizes a top-down, macroeconomic-driven investment process and offers diversified portfolio construction across mutual funds, ETFs, separately managed accounts, and alternative investments.

Jeffrey Zimmer is a financial advisor at Ausdal Financial Partners, Inc. in Delaware, Ohio, with 41 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he serves as the president of the Courtyard of Clear Creek Home Owners Association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a range of investment advisory services tailored to client objectives and integrates third-party money managers and model portfolios into client solutions.

Michael Davis is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Ashton Thomas since 2015 and is also involved as Vice President of Sales at Creative Retirement Systems. Additionally, he owns MRD Real Estate Partners, LLC, a real estate rental business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and multiple program versions tailored to client profiles.

Clark Engle is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Everhart Advisors, where he has worked since 2022. His prior experience includes roles at Souders Financial Advisors, LLC, and Strategic Capital Advisors. Engle is also a licensed insurance agent. 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 offers coordinated tax, accounting, and bookkeeping services alongside retirement-plan-specific fiduciary support.

Joseph Chornyak Jr. is a CFP® professional with over 31 years of experience in the financial industry. He is currently with Apollon Wealth Management, LLC and has previously worked at Janney Montgomery Scott and Commonwealth Financial Network. He was also associated with Chornyak & Associates and Royal Alliance Associates, Inc. He is involved in managing a commercial real estate business outside of his advisory work. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed model strategies and locally managed portfolios, offering a broad range of investment options and specialized services such as portfolio management for pooled and insurance-dedicated funds.

Steven Murlin is a financial advisor with Everhart Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Everhart Advisors since 2010 and was previously with Mid Atlantic Capital Corporation from 2015 to 2020. Murlin is also a licensed insurance agent in Ohio. 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 uses a long-term, buy-and-hold investment approach and offers integrated tax, accounting, and family-office support, tailoring portfolios through a range of investment vehicles and third-party managers.

Charles Coons is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Hamilton Capital and its predecessor entities since 2018, following earlier roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts like foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process, offering diversified portfolios through various vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Leah Burke is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2016. Burke is also a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and external strategists to provide a range of investment approaches tailored to client goals and risk tolerances.

Kirstin Hark is a CFP® professional with 16 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at multiple Steward Partners entities as well as prior experience with Freedom Street Partners, Monaco Capital Management, and Tull Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.