Conor Feldmann is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Columbus, Ohio. He has been with Truepoint since 2016. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings ranging from foundational services to a Family Office for multi-generational households. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing, with integrated tax and administrative services through related entities.

Evan Biggs is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Schneider Downs Wealth Management Advisors, LP since 2018 and previously held positions at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. He is based in Columbus, OH. Schneider Downs Wealth Management Advisors, LP 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 focused on manager research, risk tolerance, and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Matthew Bartley is a financial advisor at Hamilton Capital with 18 years of industry experience. He holds the Series 65 designation and previously worked at Nationwide Investment Services Corporation for 11 years 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, endowments, and retirement plans. The firm uses a top-down, macroeconomic-driven investment process and offers a range of solutions including discretionary portfolio management, co-advisory arrangements, and customized strategies across multiple asset classes.

Robert Hamilton is a CFP® with 26 years of industry experience, currently serving at Hamilton Capital Management, Inc. since 1997. He is based in Columbus, OH, and holds a Series 63 license. 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 uses a top-down, macroeconomic-driven investment process and manages diversified portfolios across various asset classes including mutual funds, ETFs, separately managed accounts, and alternative investments.

John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. 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 tailored to client preferences.

Alex Wong Jr. is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining Gradient in 2018, he worked in insurance and operated several businesses, including software and retail sales companies. Outside of advising, Wong is involved in social media advertising and notary services. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and often incorporates third-party managers while maintaining disclosures around its revenue-sharing and incentive arrangements.

Jacqueline Jordan is a CFP® professional with 10 years of industry experience, currently advising at Hamilton Capital. She has worked at Hamilton Capital and its affiliates since 2015. Hamilton Capital provides wealth and investment management 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 offers a diverse range of portfolio solutions, including mutual funds, ETFs, separately managed accounts, and private investment vehicles.

Clayton Irwin is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Signature Equity Partners, LLC in Columbus, OH, and has previously worked at firms including LPL Financial, The Huntington Investment Company, JPMorgan Securities, and Nationwide Securities. Outside of his advisory role, he participates in consumer feedback and research studies. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, offering tailored portfolio management and financial planning. The firm employs a multi-team structure and leverages platforms like Vision2020 Wealth Management to deliver customized investment solutions.

Perry Reynolds is a financial advisor with WesBanco Securities, Inc. in Columbus, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to joining WesBanco Securities, he worked at Columbus Investment Advisory for nine years. Reynolds also serves as Vice President and Senior Investment Officer – Portfolio Manager for WesBanco Trust Investments. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management, primarily delivered via non-discretionary wrap accounts and access to separately managed accounts and model portfolios. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, utilizing third-party program sponsors for implementation and custody.

Mareion Royster is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Hamilton Capital. Prior to joining Hamilton Capital in 2022, he worked for 16 years at Raymond James Financial Services. 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 both discretionary portfolios and pooled investment vehicles.

Smaro Janes is a Series 66-credentialed advisor at Kingsview Wealth Management, LLC with two years of industry experience. She has a background that includes a year with Edward Jones and extensive prior experience there from 2016 to 2025. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Nicholas Fisher is a CFP® professional with 13 years of industry experience. He currently works at Hamilton Capital in Columbus, OH, where he has been since 2021, following prior roles at Wealthbridge Capital Management, Private Client Services, and Lincoln Financial Advisors. Fisher is also involved in insurance sales outside of his advisory work. 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios across various asset classes and investment vehicles, including pooled investment funds and alternative investments.

Evan Keeslar is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior experience includes roles at JPM Institutional Investments Inc, JPM Investment Management, and JPMorgan Distribution Services. 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 uses a top-down, macroeconomic-driven investment approach and manages a range of portfolios spanning mutual funds, ETFs, separately managed accounts, and alternative investments.

Christopher Marmion is a CFP® and ChFC® with 21 years of industry experience. He currently serves as a financial advisor at Kestra Private Wealth Services, LLC, having previously worked at UBS Financial Services for 13 years. Outside of his advisory work, he holds a treasurer position with a youth development troop and serves on the OLP school board. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements with specialized offerings such as annuity subaccount and 529 plan services.

Bryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Sandlapper Wealth Management, and SANDLAPPER Securities. Outside of his advisory work, Larrison is involved in youth hockey as a volunteer coach and collaborator with USA Hockey and the Columbus Chill Youth Hockey Association. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and educational seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Michelle Sprayberry is a financial advisor at Hamilton Capital with two years of industry experience. She holds a Series 65 designation. Prior to her current role, she worked at Abode Cleaning Services, LLC for six years. 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 uses a top-down, macroeconomic-driven investment approach to construct diversified portfolios and manages a range of investment vehicles, including affiliated private funds and pooled investment vehicles.

Shane Moran is a financial advisor at New Edge Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Moran is also an investor in privately held technology companies including Illumio, a cloud-based cybersecurity firm, and Addepar, a financial software platform. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a broad range of advisory services with an emphasis on asset allocation and investor behavior. The firm utilizes a combination of independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human oversight.

Luke Gearhart is a financial advisor at Everhart Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at EGSI Investment Management and Northstar Cafe. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, participant education, and tax and bookkeeping services. The firm follows a long-term, buy-and-hold investment philosophy and utilizes model portfolios and third-party sub-advisers to implement diversified strategies.

Kelly Murphy is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 19 years of industry experience. She holds a Series 65 designation and has worked at Schneider Downs Wealth Management Advisors since 2019, with prior experience at Everhart Advisors and Csa Financial Advisors, Ltd. 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 services. The firm employs a process-driven approach to portfolio construction and oversight, managing approximately $2.9 billion in assets across 21 advisors.

Brian Hanna is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 19 years of industry experience. He has worked at Everhart Advisors since 2007 and was previously with Mid Atlantic Capital Corporation from 2015 to 2020. He is the author of *The 401(k) Owner’s Manual*, a book addressing various topics related to building and maintaining 401(k) and corporate retirement plans. He also serves as treasurer for the Wingate Farms Owner’s Association. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary when specified. The firm employs a long-term, buy-and-hold investment approach that includes model portfolios and allocations to third-party sub-advisers, offering services such as participant education, legacy coordination, and tax and bookkeeping assistance through affiliated CPAs.