John Young is a Series 65-licensed advisor with Hamilton Capital in Columbus, OH, where he has worked since 2003. He has 23 years of industry experience and has been self-employed since 1999, currently winding down his legal practice. Hamilton Capital provides wealth and investment management services to individuals and institutional clients, employing a top-down, macroeconomic-driven approach to construct diversified portfolios across various asset classes, including mutual funds, ETFs, and alternative investments.

Matthew Keyes is a financial advisor with Summit Financial, LLC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has previously worked at Heritage Wealth Partners, Private Client Services, LPL Financial, Equitable Advisors, Principal Financial Services, and Creative Financial Designs, Inc. In addition to his advisory role, he provides fixed life insurance services to clients. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

Benjamin Kiser is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at UBS Financial Services and the University of Dayton. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, often utilizing third-party managers and alternative investments.

Jonathan Hlavac is a CFP® professional with 21 years of industry experience, currently serving at Everhart Advisors since 2016. His prior roles include positions at Mid Atlantic Financial Management, Inc., Mid Atlantic Capital Corporation, and Concourse Financial Group Securities, Inc. 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 philosophy, uses model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Anna Schiffbauer is a CFP® professional with eight years of experience in financial advising. She has been with Hamilton Capital since 2016, where she currently serves as an advisor. Prior to her financial career, she spent time working at Rover.com. 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 and manages various pooled investment vehicles alongside traditional portfolio management.

Heinz Ickert is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Berthel Fisher since 2003. Outside of his advisory role, he owns a forensic accounting and expert witness business. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms and employs approximately 100 independent investment adviser representatives.

Eric Biddle is a CFP® with 12 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2021. Prior to joining Stratos, he worked at Fisher Wealth Management, LLC for eight years. He is also the owner of Eric Biddle LLC, a business unrelated to investment advisory services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to individual goals, often leveraging third-party managers and technology platforms.

James Picolo is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 63 designation and 25 years of industry experience. His career includes roles at MetLife, Mass Mutual, and LPL Financial. Outside of advisory services, he is involved in selling Medicare-related insurance products. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and access to third-party managers through a multi-team network of investment advisory representatives.

Erin Wittmann is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. She has worked at Hamilton Capital since 2016, following an earlier role at Sfg Investment Advisors, Inc. from 2015 to 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 uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside traditional advisory services.

Chintan Desai is a CFP® and Series 66 credentialed advisor at Valeo Financial Advisors, LLC with 11 years of industry experience. He has been with Valeo since 2014 and previously worked at Principal Financial Services. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion with 108 advisors and over 3,000 clients. The firm offers comprehensive financial planning and tailored portfolio management for retail, high-net-worth, and institutional clients, employing a strategic asset allocation process with tactical adjustments and independent research.

Lance White is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of advisory work, he is involved in several entrepreneurial ventures, including managing partnerships focused on real estate and technology investments. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, financial planning, portfolio management, and consulting services. The firm combines independent managers, model strategies, and technology tools, including AI-assisted analytics, to tailor portfolios and enhance investment decision-making.

Brett Mack is a CFP® and ChFC® with 15 years of industry experience. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2018 across affiliated entities. Prior to that, he spent seven years at Nationwide Investment Services Corporation. Hamilton Capital provides wealth and investment management 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 process to build diversified portfolios and manages pooled investment vehicles, including affiliated private funds.

Gregory Roberto is a financial advisor at Everhart Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services and Ross, Sinclaire & Associates. Roberto serves as president of the board for the nonprofit Victory Project and is a board member of the YMCA of Greater Dayton. 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 utilizes a long-term, buy-and-hold investment approach with model portfolios and third-party sub-advisers, offering services that include portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Abigail Boyer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, Ohio. Her prior roles include positions at Upstart and Cru, along with experience in education with Dublin City Schools. 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 a range of services including portfolio management, participant education, and coordinated tax and bookkeeping services in partnership with affiliated CPAs.

Christopher Becker is a financial advisor at Everhart Advisors with two years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2020. Outside of his advisory role, Mr. Becker serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school LifeWise programs. 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 employs a long-term, buy-and-hold investment approach, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Philip Scholler is a financial advisor with Vanderbilt Advisory Services in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2015. Outside of his advisory role, Scholler serves as President and CEO of WealthMark Advisory Services, an investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis in its investment approach, with integrated retirement-plan and benefits consulting services distinguishing it from many peers.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners with one year of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Samuel Koon and Associates. Beggin has experience working in club management roles and spent six years attending Ohio State University. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and retirement consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Matthew Calhoun is a CFP® professional with 25 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC and has previously worked at Cambridge Investment Research Advisors, First Financial Equity Corporation, and Morgan Stanley. Outside of his advisory work, he holds ownership interests in male grooming salons and a cigar lounge. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios, financial planning, and third-party money manager selection.

William Leuby III is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Hamilton Capital Management, Inc. in Columbus, OH since 1997. 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 offers a range of portfolio management solutions, including mutual funds, ETFs, alternative investments, and private funds.

Michael Hinkel is a financial advisor at Capital Analysts with 51 years of industry experience. His prior roles include tenures at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. He is based in Columbus, Ohio. 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 and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.