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.

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.

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.