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.

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.

Benjamin Borkosky is a CFP® with three years of industry experience, currently serving as a financial advisor at Hamilton Capital. His prior work experience includes roles at Applied Environmental Solutions and Ohio Northern University. 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 employs a top-down, macroeconomic-driven investment approach and manages pooled investment vehicles alongside customized portfolio solutions.

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.

Richard Ranck is a financial advisor with Realta Investment Advisors, Inc. in Sunbury, Ohio, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. His prior work includes roles at firms such as Chauner Securities Inc, Eventide Asset Management, and Northern Lights Distributors. Outside of advising, he is involved with R7 Enterprises LLC, a farm activity based in Sunbury. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies implemented through in-house management or third-party managers.

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.

Braedon Elwer is a financial advisor at Hamilton Capital in Columbus, OH. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Manning & Napier and Morgan Stanley. 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 to construct diversified portfolios across various asset classes and investment vehicles.

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.