Michael Saraullo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Meeder Asset Management, Meeder Distribution Services, and Foresters Advisory Services. In addition to advisory work, he is involved in insurance brokerage activities, earning compensation through the sale of various insurance products. 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 combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Timothy Ianni is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing residential real estate through Mars Hill Property LLC. Private Client Services is an independent investment adviser serving a diverse client base including individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both advisory and commission-based brokerage services.

Darren Lundy is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and is also the owner of Money Consciousness, an insurance and annuity products business he has operated since 2016. Prior to joining Foundations, he spent two years at Aptus Marketing. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Daniel Harkin is a CFP® and Series 65-designated financial advisor at Hamilton Capital with three years of industry experience. He previously worked at Morgan Stanley and UBS before joining Hamilton Capital, where he has been since 2022. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of vehicles, including pooled and private investment funds.

Joseph Chornyak Sr. is a CFP® with 43 years of experience in financial advising. He is currently a managing partner at Apollon Wealth Management, LLC d/b/a Chornyak & Associates and has previously worked at Janney Montgomery Scott and Commonwealth Financial Network. Outside of advising, he is an author of the book *The Wealth Maze* and serves as a board member for the Foundation for Financial Planning. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centralized investment strategies with local portfolio oversight and employs both fundamental and tactical approaches, integrating tax-aware tools and alternative investment options.

Shivani Kolluru is a financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. She previously worked at Darborn Cardiology and Beaumont Hospital before joining Hamilton Capital. 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 utilizes a top-down, macroeconomic-driven investment approach to construct diversified portfolios and manages affiliated pooled investment vehicles and private investment funds.

Wendell Bennett is a financial advisor at IAMS Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has been associated with Entingh Financial Services since 2004. 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 and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Jacob Johns is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Hamilton Capital since 2024, following two years at Gerber, LLC, and seven years at Cardinal Health. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages a range of portfolio solutions including pooled investment vehicles and private funds.

Mitchell Bland is a financial advisor at Signature Equity Partners, LLC with 21 years of industry experience. He has worked at Lincoln National Life and Lincoln Financial Advisors Corporation since 2004. Outside of his advisory role, he is a notary public and offers fixed multi-year guaranteed annuities as an insurance agent. Signature Equity Partners, LLC is an SEC-registered advisory firm serving 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.

Eric Kelemen is a financial advisor at MDRN Capital with licenses including Series 65 and Series 63. He has professional experience spanning roles at Huntington National Bank, Golden Reserve, Park National Bank, and MDRN Capital since 2022. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm manages approximately $338.6 million using a multi-advisor team model and primarily constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs.

Kathleen Hedges is a CFP® with 16 years of experience in the financial industry. She is currently with Hamilton Capital and previously worked with Hamilton Capital Management Inc for ten years. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Bussdieker is a financial advisor at Hamilton Capital with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Meeder Financial, Inc. and Nationwide Investment Services Corporation. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages diversified portfolios across various asset classes, including mutual funds, ETFs, and alternative investments.

Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Kingsview, she worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio group. The firm employs a range of investment strategies and manages proprietary model portfolios, ETFs, and separately managed accounts.

Robert Johnson is a financial advisor with StoneX Advisors Inc. in Columbus, OH, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, Johnson is an attorney providing legal advice, including wills and trusts, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm uses a combination of independent advisors and in-house teams to implement strategies through various platforms and third-party managers.

Matthew Mc Evily is a CFP® with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2016. He is based in Grandview Heights, OH, and holds a Series 65 license. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and manage portfolios through discretionary and non-discretionary arrangements.

Jordan Wintrich is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2022. Prior to that, he held positions at Polaris Financial Partners and has a diverse background including experience outside finance. 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, managing diversified portfolios through various vehicles including mutual funds, ETFs, and private investment funds.

Nash Klinger is a financial advisor at McAdam LLC in Columbus, Ohio, with 7 years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018. Prior to joining McAdam, he worked at Brown Physicians Inc and Colby College. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and individual securities, and offers financial planning, investment management, and retirement-plan consulting across a multi-advisor platform.

Anna Carpenter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hamilton Capital. She has worked primarily at Hamilton Capital since 2017 and previously spent a year with Queen Financial Group. 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 range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and private funds.

Debra Gordon is a financial advisor with WesBanco Securities, Inc. in Reynoldsburg, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with WesBanco Securities since 2009 and WesBanco Bank since 2012. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, utilizing a range of analytical methods and investment strategies.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.