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.

Wendy Chance is a financial advisor at New Edge Wealth with 20 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining New Edge Wealth. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm offers comprehensive advisory services, emphasizing asset allocation and investor behavior, and combines independent managers, model strategies, and proprietary investment solutions with technology tools, including AI-assisted analytics, to tailor portfolios.

Luke Fassett is a financial advisor at Everhart Advisors in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has been with Everhart Advisors since 2025. Prior to joining the firm, he worked at Linworth Baptist Church and has experience at The Ohio State University and Dublin Jerome High School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA 3(21) or 3(38) fiduciary. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, financial planning, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

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 credentials and previously worked at Trinity Pension Consultants and PNC Wealth 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 follows a long-term, buy-and-hold investment philosophy, utilizes model portfolios and third-party sub-advisers, and offers a range of services including participant education, tax, accounting, and bookkeeping services coordinated with affiliated CPAs.

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 Jr. is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cetera Investment Services, and LPL Financial. In addition to his advisory work, he operates LC Wealth Management, providing securities and variable insurance services. Signature Equity Partners offers investment advisory and planning services to individuals, retirement plans, and corporations. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to deliver customized portfolio management, financial planning, and retirement-plan consulting.

Frank Ingwersen is a financial advisor with Thurston Springer Advisors in Columbus, OH, holding a Series 66 designation and 43 years of industry experience. His career includes roles at Boenning & Scattergood and Cartwright Advisors LLC, as well as over four decades at Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, including both buy-and-hold and active momentum models, and supports clients through discretionary and non-discretionary advisory programs.

Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked for firms including JPM Investment Management and Lincoln Financial Advisors Corporation. 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 follows a long-term, buy-and-hold investment philosophy and offers services such as portfolio management, financial planning, participant education, and tax and bookkeeping support through affiliated CPAs.

Steven Reinsel is a financial advisor at Everhart Advisors in Dublin, Ohio, with 10 years of industry experience and a Series 66 designation. He previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary when specified. The firm employs a long-term, buy-and-hold investment approach, offers a range of services including participant education and tax coordination, and utilizes model portfolios and third-party sub-advisers for specialized strategies.

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 financial advisor with Everhart Advisors in Dublin, Ohio, holding CFP® and Series 63 designations and bringing 22 years of industry experience. He has been with Everhart Advisors since 2001 and previously worked at Mid Atlantic Capital Corporation. Outside of advisory work, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions LLC and acts as a minority investor and strategic advisor in a patented water filtration system business. 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, utilizing model portfolios and third-party sub-advisers, and offers integrated financial planning and tax-related services coordinated with affiliated CPAs.

Sean Milner is a financial advisor with Signature Equity Partners, LLC in Columbus, OH, holding a Series 63 designation and 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 provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers tailored portfolio management through the Vision2020 Wealth Management Platform and other independent services.

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.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc. He holds a Series 65 designation and has experience working at multiple firms, including Integrity Alliance, LLC, Lion Street Advisor, and McHenry Advisers, Inc. His background also includes roles outside the financial industry, such as work at The Ohio State University and Whalen Lawn & Landscaping. M Holdings Securities, Inc. serves a wide range of clients through a nationwide network of independent Member Firms and Financial Professionals, offering advisory and brokerage services including investment management, retirement plan consulting, and financial planning. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various programs and ongoing client review processes.

Richard Connolly is a financial advisor with ValMark Advisers, Inc. in Columbus, OH, holding a Series 66 designation and over 43 years of industry experience. He has worked at Valmark Securities, Inc. since 1997 and operates his own life insurance agency, Richard E. Connolly & Associates Inc., where he serves as president. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individual and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products including insurance and ETF solutions.

John Durell is a Series 65-credentialed financial advisor with two years of industry experience, currently with Hamilton Capital in Columbus, OH. His prior work includes roles at OSU Comprehensive Cancer Center and COhatch. He has been involved with The George Edward Durell Foundation since 2015. 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 variety of portfolio types, including pooled investment vehicles and private funds.

Bradley Graham is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the Gift Annuity Committee Advisory at Grace Polaris Church, assisting with translating investment terms. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.