Wesley Bean is a CFA® charterholder with 28 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox and Commonwealth Financial Network. He serves as an Investment Committee Member for the Union County Foundation, a nonprofit organization. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services including business exit planning and sub-advisory support.

Sharon Aller is a financial advisor at WesBanco Securities, Inc. in Columbus, OH, with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at PNC Investments for 15 years before joining WesBanco Securities in 2024. WesBanco Securities provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, utilizing various analytical methods and strategies tailored to client objectives and risk tolerance.

Edward Campbell is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Brass Tax Wealth Management, LPL Financial, Invest Financial Corporation, and Global Financial Partners, LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to provide customized financial planning and retirement plan advisory.

Andrew Adolph is a financial advisor at Summit Financial, LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. He previously worked at Morgan Stanley from 2019 to 2021 and at Huntington National Bank in 2018. Andrew has also been affiliated with Summit Financial since 2021. 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 offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

Francis Chu is a CFA® charterholder currently with Hamilton Capital, where he has worked since 2021. He has a total of 15 years of industry experience, including seven years at Bitterroot Capital Advisors. He serves on the board of United Orient Bank, a privately owned community bank in New York City, and volunteers on the investment committee of Bozeman Health in Montana. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios using a variety of vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Vincent Dobransky is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company. Outside of his advisory role, he operates a tax preparation service, Dobransky Tax Service, based in Lewis Center, OH. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for portfolio management and trading.

Luke Fassett is a financial advisor with Everhart Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has been with Everhart Advisors since 2025. Prior to his advisory role, he worked at Linworth Baptist Church and The Ohio State University. 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 tailored portfolios utilizing a mix of mutual funds, ETFs, individual securities, annuities, and alternative investments, with additional services including tax, accounting, and limited family-office support.

Elias Caleshu is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital in Columbus, OH. His career includes previous roles at Morgan Stanley, Halite Partners, and Wealthstone 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 retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of portfolio types including mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Carline is a financial advisor at Everhart Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Trinity Pension Consultants before joining Everhart Advisors. 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, tailoring portfolios to client needs and integrating accounting and tax services through affiliations with CPAs and in-house offerings.

Ryan Johnson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Asset Management and Northwestern Mutual for a significant portion of his career. Outside of his advisory role, he serves as an assistant boys lacrosse coach at Olentangy High School in Lewis Center, OH. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nickolas Magora is an investment advisor representative at Signature Equity Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Cetera Investment Services, and LPL Financial. He also owns and operates LC Wealth Management, conducting securities and variable insurance business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and third-party money manager selection through its network of independent advisory affiliates and utilizes model-based portfolio solutions with discretionary and non-discretionary options.

Frank Ingwersen is a financial advisor at Thurston Springer Advisors in Columbus, OH, holding a Series 66 designation with 43 years of industry experience. His work history includes roles at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts. The firm provides tailored financial planning, portfolio management, and fiduciary services through discretionary and non-discretionary programs, employing a range of investment approaches from buy-and-hold to active tactical strategies.

Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at JPM Investment Management and JPM Institutional Investments Inc for nine years. Cornell has also held positions at Lincoln Financial Advisors Corporation and Kensington Wealth Partners. 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 professionals to offer coordinated tax and bookkeeping services alongside its investment solutions.

Steven Reinsel is a financial advisor at Everhart Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer in Dublin, Ohio. 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, tailoring portfolios to client needs and integrating tax, accounting, and limited family-office services.

Michael Wyant is a financial advisor at IAMS Wealth Management, LLC in Dublin, OH, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pentegra Investors Inc. and related entities. Outside of his advisory role, he is a partner in Plancheck, LLC, a non-investment related sales and marketing business. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm offers discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and consulting, with a broad range of investment instruments and operational practices including AI tools and household account aggregation.

Jessa Fannin is a CFP® and Series 65-licensed advisor at Hamilton Capital with 10 years of industry experience. She 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 and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Christopher Ciehanski is a CFP® professional with 23 years of industry experience. He is currently with Composition Wealth, LLC and previously worked for 12 years at Centricity Wealth Management, LLC. He is also a licensed insurance agent. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Matthew Romeo is a CFP® professional with 22 years of industry experience. He has been with Everhart Advisors for over two decades and previously worked at Mid Atlantic Capital Corporation. Outside of his advisory role, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions and is a minority investor and strategic advisor for Aqua Nest by Waterbird Home Solutions, a company specializing in a patented water filtration system. 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 integrates tax, accounting, and bookkeeping services alongside tailored portfolio management.

Sean Milner is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and offering 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates and utilizes a variety of model-based portfolio solutions.

Courtney Saddler is a financial advisor at Hamilton Capital with 11 years of industry experience. She holds a Series 65 credential and has worked previously at Pentegra Distributors, Inc., Pentegra Services, Inc., and Nationwide Investment Services Company. 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 a range of investment vehicles, including pooled funds and alternative strategies.