Christopher Johnson is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Collaborative Financial Partners LLC, and Vantage Financial Partners, LLC. Outside of advising, he is a partner in Maderville, LLC, a holding company, and is involved in insurance sales through Collaborative Insurance Partners. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm offers financial planning, portfolio management, and Personal Office services, using a tailored investment approach that incorporates broad asset allocation, diversification, and both public and private market strategies.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Clay Acer is a CFP® with eight years of industry experience. He is currently with Everhart Advisors in Dublin, OH, where he has worked for one year. Previously, he spent nine years at Trinity Financial Advisors LLC and one year at Wallick Communities. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, utilizing a long-term, disciplined investment approach focused on diversified, lower-cost investments and selective use of third-party sub-advisers.

Gregory Smith is a financial advisor at Hamilton Capital with 35 years of industry experience. He 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, endowments, and retirement plans. The firm uses a macroeconomic-driven, forward-looking investment process to construct diversified portfolios across various asset classes and investment vehicles.

Zachary Auxter is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors in Columbus, OH since 2015. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a proprietary equity market valuation model to guide investment decisions, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

Leslie Mahle is a financial advisor at Hamilton Capital with six years of industry experience. She holds the Series 65 designation and has worked at Hamilton Capital and its affiliated entities since 2018, following an eleven-year tenure at FIS (Citigroup). 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 process to construct diversified portfolios that include mutual funds, ETFs, separately managed accounts, and alternative investments, and manages both pooled investment vehicles and affiliated private funds.

Joshua Pick is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds a Series 63 designation and has held roles at Aptus Wealth Insurance Services, Aptus Wealth Management, Doublet Capital Management, Aptus Marketing, Aptus Tax Advisory Group, and Annuity Marketing Group. Outside of his advisory work, he serves on the advisory board of AthleteAgent. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services, model portfolios, and technology solutions such as a managed account platform for advisers.

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.

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, holding Series 63 and Series 65 licenses. He has recent experience with Everhart Advisors and previously worked at Linworth Baptist Church and The Ohio State University. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained 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 in Dublin, Ohio, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Pension Consultants for eight years before joining Everhart Advisors in 2021. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities, providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers fiduciary services, participant education, and formal investment due diligence for retirement plans.

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 with 43 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw, though he is not currently acting in that role. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis under its Compass agreements.

Marc Cornell is a Series 66-credentialed advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2025 and previously held positions at JPM Investment Management and JPM Institutional Investments Inc for nine years, as well as brief tenures at Lincoln Financial Advisors Corporation and Kensington Wealth Partners in 2016. Everhart Advisors serves retirement plan sponsors and high-net-worth individuals, offering a range of services including retirement-plan consulting, wealth management, and financial planning. The firm follows a long-term, disciplined investment approach that emphasizes diversified, lower-cost investments and model portfolios, supported by strategic alliances and client education initiatives.