James Hankenhof Jr. is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Plante Moran Financial Advisors since 2012 and also works with Plante & Moran, LLP since 2026. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and implement portfolios through discretionary and non-discretionary arrangements.

William Schiffman is a financial advisor with ValMark Advisers, Inc., holding the PFS™ designation and Series 66 license, with 26 years of industry experience. He has been associated with ValMark Advisers since 2000 and has worked in various related firms since 1985. Outside of advising, he is involved in thoroughbred horse breeding ventures and has a background in accounting and tax preparation through W3 Global Accounting, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

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. His work history includes roles at Everhart Advisors, Hefren-Tillotson, Inc, and Amazon, as well as earlier experience in education at Avonworth High School and Grove City College. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, providing retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach featuring diversified, lower-cost investments, selective use of third-party sub-advisers, and client education through written communications and events.

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.

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 with Everhart Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Everhart Advisors since 2016 and previously at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Outside of his advisory role, he occasionally serves as a notary public without charging fees. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers fiduciary and due-diligence services for retirement plans.

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 with Plante Moran Financial Advisors in Columbus, OH. He holds a Series 65 designation and has been with Plante Moran since 2025. His prior experience 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, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Peyton Miller is a financial advisor with M Holdings Securities, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining M Holdings Securities, he worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. Outside of finance, he has experience running food-related businesses, including Rooted Juicery + Kitchen and Cabana on the River. M Holdings Securities, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals. The firm offers a variety of advisory and brokerage services, utilizing both internal portfolio managers and third-party sub-advisors, with ongoing client monitoring and suitability-based investment recommendations.

Adria Rosebrock is a CFP® and holds a Series 66 license with 18 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, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment process and manages a range of portfolios including pooled investment vehicles and private investment funds.

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® professional with three years of experience in financial advising, currently with Plante Moran Financial Advisors. Prior to this role, Coey has held positions at several firms including Summit Financial Strategies and Vawter Financial, as well as work experience with The Wendy's Company. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise which provides integrated trust, insurance, broker-dealer, and real-estate advisory services.

Shannon Gligora is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Gradient Advisors, LLC and has previously 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. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors and employs a tailored investment approach using fundamental, technical, and cyclical analysis, typically delivering portfolio services on a non-discretionary basis.

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 four years of industry experience. She holds a Series 65 designation and has worked at Everhart Advisors and Mid Atlantic Capital Corporation. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach emphasizing diversified, lower-cost investments, model portfolios, and selective use of third-party sub-advisers.