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.

Jeffrey Wilkins is a financial advisor at Hamilton Capital with seven years of industry experience. He holds a Series 65 credential and has been with Hamilton Capital and its affiliated entities since 2010. Wilkins previously owned and managed a residential construction business that ceased operations in 2019. 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 and manages a variety of investment vehicles, including private and pooled funds.

Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

Bethany Rabinowitz is a Series 65 licensed financial advisor at Freestone Capital Management, LLC with three years of industry experience. She has been with Freestone Capital Management since 2017 and previously worked at Everhart Advisors from 2015 to 2017. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, using a diversified approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Samuel Fiscus is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at Moraine Country Club and educational institutions including Miami University and local schools. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical methods for portfolio management and offers integrated services supported by affiliated entities within the Plante Moran enterprise.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Adria Rosebrock is a CFP® and Series 66 licensed advisor with 19 years of industry experience. She has been with Hamilton Capital and its predecessor entities 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 top-down, macroeconomic-driven investment process to construct diversified portfolios using a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Max Martz is a CFP® and Series 65-licensed advisor at Hamilton Capital with two years of industry experience. His work history includes multiple roles at Hamilton Capital and previous positions linked to the University of Pennsylvania and KB Partners. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment process to construct diversified portfolios across multiple asset classes and investment vehicles.