Kathleen Hedges is a CFP® with 16 years of experience in the financial industry. She is currently with Hamilton Capital and previously worked with Hamilton Capital Management Inc for ten years. Hamilton Capital provides wealth and investment management 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 mutual funds, ETFs, and alternative investments.

Michael Bussdieker is a Series 65-licensed financial advisor at Hamilton Capital with 19 years of industry experience. He previously worked at Nationwide Investment Services Corporation and Meeder Financial, 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 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.

Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Kingsview, she worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio group. The firm employs a range of investment strategies and manages proprietary model portfolios, ETFs, and separately managed accounts.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, Johnson is an attorney providing legal advice, including wills and trusts, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm uses a combination of independent advisors and in-house teams to implement strategies through various platforms and third-party managers.

Matthew Mc Evily is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors in Grandview Heights, OH. He has nine years of industry experience, all spent with Plante Moran since 2016. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non‑HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by affiliations within the broader Plante Moran enterprise.

Jordan Wintrich is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2022. Prior to that, he held positions at Polaris Financial Partners and has a diverse background including experience outside finance. 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 approach, managing diversified portfolios through various vehicles including mutual funds, ETFs, and private investment funds.

Nash Klinger is a financial advisor at McAdam LLC in Columbus, Ohio, with 7 years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018. Prior to joining McAdam, he worked at Brown Physicians Inc and Colby College. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and individual securities, and offers financial planning, investment management, and retirement-plan consulting across a multi-advisor platform.

Anna Carpenter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hamilton Capital. She has worked primarily at Hamilton Capital since 2017 and previously spent a year with Queen Financial Group. 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 range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and private funds.

Celeste Sloma is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. She previously worked at Lifetime Financial Growth and Nationwide Hotel & Conference. 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 approaches and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise to provide integrated financial services.

Debra Gordon is a financial advisor with WesBanco Securities, Inc. in Reynoldsburg, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with WesBanco Securities since 2009 and WesBanco Bank since 2012. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, utilizing a range of analytical methods and investment strategies.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

James Cox is a CFP® with 23 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has a long tenure with McCarthy & Cox dating back to 2007. Outside of advisory work, Cox is involved in managing a golf course through Bug & Bear Holdings, LLC, a private company he co-owns. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven, tax-efficient investment process and offers specialized services such as business exit planning and institutional advisory solutions.

Christopher Johnson is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Collaborative Financial Partners LLC, and Vantage Financial Partners, LLC. Outside of his advisory role, he is a partner in Maderville, LLC and involved in insurance sales through Collaborative Insurance Partners. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm utilizes a tailored investment approach emphasizing broad asset allocation, diversification, and integration of private market investments, supported by both automated tools and human oversight.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Clay Acer is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Everhart Advisors and previously spent eight years at Trinity Financial Advisors LLC. 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 services through affiliations with CPA professionals.

Ryan Mickelson is a CFP® professional with 19 years of industry experience. He currently works at Kintra Wealth, LLC and previously spent 17 years with MCCARTHY & COX Retirement. Mickelson also engages in fixed insurance sales as part of his business activities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional advisory solutions.

Gregory Smith is a financial advisor at Hamilton Capital with 35 years of industry experience. He 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, endowments, and retirement plans. The firm uses a macroeconomic-driven, forward-looking investment process to construct diversified portfolios across various asset classes and investment vehicles.

Zachary Auxter is a CFP® professional with a Series 65 license and 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and estate-planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Leslie Mahle is a financial advisor at Hamilton Capital with six years of industry experience. She holds the Series 65 designation and has worked at Hamilton Capital and its affiliated entities since 2018, following an eleven-year tenure at FIS (Citigroup). 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 construct diversified portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments, and manages both pooled investment vehicles and affiliated private funds.

Joshua Pick is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Series 63 designation and has held roles at Aptus Wealth Insurance Services, Aptus Wealth Management, Doublet Capital Management, and other related firms. Outside of his advisory work, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers services such as portfolio management, retirement plan advisory, and a managed account platform for other advisers.