Clayton Irwin is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Osaic Wealth, Inc., LPL Financial, LLC, The Huntington Investment Company, and JPMorgan Securities LLC. Outside of advising, he participates in consumer feedback and research studies. 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, consulting, and retirement-plan services through a network of independent advisory affiliates using various model-based investment programs.

Perry Reynolds is a financial advisor with WesBanco Securities, Inc. in Columbus, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to joining WesBanco Securities, he worked at Columbus Investment Advisory for nine years. Reynolds also serves as Vice President and Senior Investment Officer – Portfolio Manager for WesBanco Trust Investments. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management, primarily delivered via non-discretionary wrap accounts and access to separately managed accounts and model portfolios. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, utilizing third-party program sponsors for implementation and custody.

Mareion Royster is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Hamilton Capital. Prior to joining Hamilton Capital in 2022, he worked for 16 years at Raymond James Financial Services. 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 approach and manages both discretionary portfolios and pooled investment vehicles.

Smaro Janes is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones from 2016 to 2025 before joining Kingsview in 2025. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and third-party advisers.

Nicholas Fisher is a CFP® professional with 13 years of industry experience. He currently works at Hamilton Capital in Columbus, OH, where he has been since 2021, following prior roles at Wealthbridge Capital Management, Private Client Services, and Lincoln Financial Advisors. Fisher is also involved in insurance sales outside of his advisory work. 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 across various asset classes and investment vehicles, including pooled investment funds and alternative investments.

Evan Keeslar is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior experience includes roles at JPM Institutional Investments Inc, JPM Investment Management, and JPMorgan Distribution Services. 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 uses a top-down, macroeconomic-driven investment approach and manages a range of portfolios spanning mutual funds, ETFs, separately managed accounts, and alternative investments.

Christopher Marmion is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and ChFC® designations and possessing 20 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Kestra. Outside of his advisory role, he serves as a troop treasurer for a youth development organization and is a member of a local school board. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of managed account programs, financial planning, and retirement services while supporting advisor independence with supervisory oversight and access to both in-house and third-party investment solutions.

Bryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Sandlapper Wealth Management, and SANDLAPPER Securities. Outside of his advisory work, Larrison is involved in youth hockey as a volunteer coach and collaborator with USA Hockey and the Columbus Chill Youth Hockey Association. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and educational seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Michelle Sprayberry is a financial advisor at Hamilton Capital with two years of industry experience. She holds a Series 65 designation. Prior to her current role, she worked at Abode Cleaning Services, LLC for six years. Hamilton Capital provides wealth and investment management 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 approach to construct diversified portfolios and manages a range of investment vehicles, including affiliated private funds and pooled investment vehicles.

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.

Lucas Gooding is a financial advisor at Avantax Planning Partners, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Citizens Bank. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm manages approximately $7.57 billion in assets and employs tax-intelligent strategies alongside discretionary management using firm-designed style allocation models.

Luke Gearhart is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at EGSI Investment Management and has experience in hospitality and university settings. Everhart Advisors serves individuals—including high-net-worth clients—retirement plan sponsors, trusts, and business entities with wealth management, portfolio management, and retirement plan consulting. The firm employs a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers integrated tax consulting and bookkeeping services through affiliated CPAs.

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 18 years of industry experience. He has been with Everhart Advisors since 2007 and previously worked at Mid Atlantic Capital Corporation for five years. He is the author of *The 401(k) Owner’s Manual*, a book covering topics related to building and maintaining 401(k) and corporate-sponsored retirement plans. Additionally, he serves as treasurer for the Wingate Farms Owner’s Association. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified portfolios and offers fiduciary services, including investment due diligence and participant education for retirement plans.

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 six years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2019. Prior to joining Everhart, he worked at Minneapolis Wealth Advisors for two years and spent eleven years at Bearpath Country Club. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment philosophy focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through affiliated CPAs.

Susan Bickel is a financial advisor at Apollon Wealth Management, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Janney Montgomery Scott, Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a combination of centrally managed strategies and local portfolio decision-making, integrating both fundamental and tactical approaches along with tax-aware tools and independent sub-manager engagement.

Mark Scott is a CFP® professional with 16 years of industry experience. He is currently with Virtue Capital Management, LLC and also owns Scott Financial Group DBA Ohio Pension Advisors, where he provides insurance sales and financial planning services. His prior roles include positions at Horter Investment Management and Variable Investment Advisors. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs a model-driven investment approach utilizing mutual funds and ETFs, offering services such as discretionary portfolio management, financial planning, and ERISA consulting.

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 at Gladstone Wealth Partners in Columbus, Ohio, with 27 years of industry experience. He holds a Series 63 designation and previously spent 20 years with Lincoln Financial Advisors and Lincoln National Life. Since 2021, he has been affiliated with both Gladstone Wealth Partners and LPL Financial. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies and third-party resources, provide discretionary portfolio management, and serve in ERISA fiduciary roles for qualified plans.