Casey Kimbler is a Series 65-licensed financial advisor at Hamilton Capital with 20 years of industry experience. Kimbler has worked at various Hamilton Capital entities since 2013. Outside of advising, Kimbler owns a cottage bakery called Girl Next Door Bakery in Columbus, Ohio. 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside customized strategies tailored to client needs.

Max Rosenthal is a CFP® with seven years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2019. Before joining Everhart, he worked for Minneapolis Wealth Advisors for two years and spent over a decade at Bearpath Country Club. 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, offers portfolio management, financial planning, participant education, and coordinates tax, accounting, and bookkeeping services through affiliated CPAs.

Susan Bickel is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Apollon Wealth Management, LLC and has previously been affiliated with Janney Montgomery Scott, Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates overseen by an Investment Committee with locally managed portfolios, employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Mark Scott is a CFP® with 16 years of industry experience currently serving at Virtue Capital Management, LLC. He has held roles at firms including Wealth Guidance, LLC, Horter Investment Management, and Variable Investment Advisors. Scott is also the owner and president of Scott Financial Group DBA Ohio Pension Advisors, where he is involved in insurance sales and financial planning. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.

Paul Schaller is a financial advisor with Trustmont Advisory Group, Inc. in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Trustmont in 2023, he spent seven years at Coastal Investment Advisors and Coastal Equities, Inc. Outside of financial advising, Schaller is a professional guitarist who provides live music entertainment. Trustmont Advisory Group serves a diverse client base including individuals, institutions, and charitable organizations. The firm employs a long-term investment outlook, drawing on a broad range of public research sources, and offers discretionary portfolio management along with other financial planning and advisory services.

Michael Agriesti is a financial advisor with Gladstone Wealth Partners in Columbus, OH, holding a Series 63 designation and 27 years of industry experience. He worked at Lincoln Financial Advisors and Lincoln National Life for 20 years before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers customized investment solutions, including discretionary portfolio management and retirement plan consulting, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Chase Bennett is a CFP® with two years of industry experience, currently serving as a financial advisor at Root Financial Partners. Prior to joining Root, he held roles at Peak Retirement Planning, LPL Financial, and Wright-Patt Credit Union among others. Bennett has also worked in educational settings, including Wright State University and Mathnasium. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, while also offering specialized strategies and educational programming.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities since 2014. WesBanco Securities, Inc. 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 variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

Gabriel Woolum is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with StoneX Advisors since 2015, also working with StoneX Securities and GLS Financial. Outside of advising, he operates as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of advisor-managed and model-based investment solutions, supported by multiple platforms and third-party managers.

Aaron Adkins is a financial advisor at Hamilton Capital with 24 years of industry experience. He holds the CFP® and ChFC® designations and joined Hamilton Capital in 2026 following nine years at Meeder Investment Management. 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 utilizing mutual funds, ETFs, separately managed accounts, and alternative investments.

Lily Berry is a Series 65 licensed financial advisor with three years of industry experience. She is currently affiliated with Impact Partnership Wealth, LLC and has previously worked at firms including Federal Retirement Advisors, The Pension Group, and Nationwide Mutual Insurance. Outside of advisory roles, she has experience in the restaurant industry, having worked at BJ's Restaurant and Brewhouse for five years. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm utilizes a range of portfolio strategies including firm-managed models, third-party strategists, and advisor-managed models, offering services such as financial planning and ERISA retirement plan solutions.

Davidson Hunter is a financial advisor at Hamilton Capital with eight years of industry experience. He holds the Series 63 designation and previously worked at Morgan Stanley and Cameron Mitchell Restaurants 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 employs a top-down, macroeconomic-driven investment approach and manages pooled investment vehicles, private funds, and customized strategies.

Cortland Bradbury is a financial advisor at Private Client Services, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Heritage Wealth Group and LPL Financial. Bradbury is a member of the Worthington AM Rotary and serves on the board of Ohio Jump Start, a nonprofit promoting financial literacy in Ohio schools. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Michael Franks is a Series 66 credentialed financial advisor at NorthRock Partners, LLC with 11 years of industry experience. His prior roles include positions at Vantage Financial Partners and Edward Jones. Outside of his advisory work, he serves as a U.S. Army Water Purification Specialist, mentoring and training soldiers in warrior tasks and drills. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach that integrates broad asset allocation, diversification, private market investments, and AI-supported portfolio monitoring.

Joshua Chaney is a financial advisor at Inspire Advisors, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has previously worked at Edelman Financial Engines and Financial Engines. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax mitigation services.

Augustus Abel III is a financial advisor with First Heartland Consultants, Inc. in Powell, Ohio. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Abel has worked at First Heartland Capital, Inc. since 2009. He serves as a board member and officer for budget and finance at the Henson Bowling Academy. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Seth Lewis is a financial advisor at MissionSquare Retirement with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation, where he worked for 14 years before joining ICMA-RC Services, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

Scott Morgan is a Series 65 licensed advisor with 11 years of industry experience. He has been with TFO Wealth Partners since 2015 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, serving individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services including investment management, family office and Family CFO services, retirement plan consulting, and access to digital planning tools.

Timothy George is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 63 designation and has worked at Capital Analysts and Lincoln Investment since 2021. Outside of his advisory role, he leads the Children's Ministry team at Garden City Church, where he teaches children twice a month. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

Christopher Mc Graw is a financial advisor at Oxford Financial Group, Ltd. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Cambridge Investment Research, Adaptation Financial Advisors, Wells Fargo, Fifth Third Bank, PNC Wealth Management, J.P. Morgan Securities, and Banc One Securities Corporation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers comprehensive family office and CIO services, including fiduciary trust administration and access to private market investments, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.