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.

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.

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.

Patrick Moriarty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, where he has worked since 2021. Prior to his advisory role, he gained varied work experience including positions at the University of Cincinnati and St. Francis DeSales High School. 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 diversified portfolios through a range of vehicles including mutual funds, ETFs, and alternative investments.

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.