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 approximately four years of industry experience. His prior roles include positions at Hefren-Tillotson, Inc and Amazon, as well as teaching at Avonworth High School and Grove City College. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax, accounting, and bookkeeping support through affiliated CPAs.

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 in Dublin, OH, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Everhart Advisors since 2016. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Concourse Financial Group Securities, Inc. Outside of his advisory work, he occasionally serves as a notary public without charge. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers additional services such as participant education, tax coordination, and cash-balance plan consulting.

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 and one year of industry experience. His work history includes multiple roles at Moraine Country Club and positions in education at Miami University, Kettering Fairmont High School, and Van Buren Middle School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

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.

Kennedy Coey is a CFP® with four years of experience and currently an advisor at Plante Moran Financial Advisors. Prior to joining Plante Moran, Coey held roles at The Wendy’s Company, Summit Financial Strategies, and Vawter Financial. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional investors, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models in its investment process, offering both discretionary and non-discretionary portfolio management.

Shannon Gligora is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Encompass More Asset Management LLC, Verity Asset Management, and Appreciation Financial. Outside of her advisory role, she owns a digital marketing course business called Shannon's Daily Pay and serves as an officer of Abundant Life Solutions, LLC, a management and clerical services pass-through entity. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with documented risk analysis and a combination of fundamental, technical, and cyclical portfolio analysis.

Hudson Bull is a financial advisor at Hamilton Capital with a Series 65 credential and one year of industry experience. Prior to joining Hamilton Capital, he held positions at Jericho Financial and Envisage Wealth. 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 diversified portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments.

John Williams is a CFP® professional with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at MGO ONE SEVEN LLC dba PILLAR WEALTH GROUP, Mid Atlantic Financial Management, Inc., and First Financial Bank. He is also licensed to offer insurance products through various companies, earning both cash and non-cash compensation from these sales. 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 provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment management options.

Rebekah Curran is a financial advisor at Everhart Advisors with a Series 65 designation and four years of industry experience. She has worked at Everhart Advisors since 2014, with additional roles at Mid Atlantic Capital Corporation and Hamilton Capital Management. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.