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.

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 with StoneX Advisors Inc. in Worthington, OH, holding a Series 66 credential and bringing 18 years of industry experience. He has been with StoneX Advisors since 2015 and also serves as an independent insurance agent through a sole proprietorship. Additionally, he holds the position of Vice President at GLS Financial Consultants, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies utilizing proprietary models, third-party managers, and multiple platforms to accommodate client preferences and restrictions.

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.

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.

Alexander Gellerstedt is a CFP®-certified financial advisor at Hamilton Capital with four years of industry experience. He previously worked at AllianceBernstein and has held positions at the University of Virginia and Pennsylvania State University. Hamilton Capital provides wealth and investment management services to individual and institutional clients, utilizing a top-down, macroeconomic-driven investment process that includes diversified portfolios across multiple asset classes and investment vehicles. The firm manages pooled investment vehicles and affiliated private funds while addressing conflicts of interest through formal policies and co-advisory arrangements.

Michael Franks is a financial advisor at NorthRock Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Vantage Financial Partners, LLC and Edward Jones. Outside of his advisory role, he serves as a U.S. Army Water Purification Specialist, mentoring and training soldiers in warrior tasks and drills. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing diversification and broad asset allocation, offering both discretionary and non-discretionary portfolio management along with a range of personal office services.

Joshua Chaney is a financial advisor at Inspire Advisors, LLC with a Series 65 credential and five years of industry experience. He previously worked at Edelman Financial Engines and Financial Engines for a total of six years prior to joining Inspire Advisors. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and offers discretionary portfolio management, financial planning, and consulting services through a combination of quantitative, fundamental, technical, and modern portfolio theory analyses.

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.

Seth Lewis is a financial advisor with Missionsquare Retirement, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at ICMA-RC Services, LLC since 2020, following a 14-year tenure at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Scott Morgan is a financial advisor at TFO Wealth Partners in Dublin, Ohio, holding a Series 65 designation with 10 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 serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using a long-term, asset-allocation approach grounded in modern portfolio theory, employing model portfolios primarily composed of mutual funds and ETFs.

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 at Garden City Church, where he teaches and directs sessions twice a month. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and custom portfolios, supported by an in-house investment management and research team.

Christopher Mc Graw is a financial advisor at Oxford Financial Group, LTD, holding Series 66 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Wells Fargo, Fifth Third Bank, Cambridge Investment Research, and Adaptation Financial Advisors. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by providing family office, CIO services, comprehensive financial and estate planning, and fiduciary trust administration, along with access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and operates dedicated teams to source and monitor investment managers.

John Young is a financial advisor at Hamilton Capital with 22 years of industry experience. He holds a Series 65 designation and has been with Hamilton Capital since 2003, previously maintaining a self-employed legal practice that he is currently winding down. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts. The firm uses a top-down, macroeconomic-driven investment approach and offers a range of portfolio management solutions, including discretionary management and co-advisory arrangements.

Matthew Keyes is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Heritage Wealth Partners and LPL Financial. Outside of advising, he provides fixed life insurance services to clients through Heritage Wealth Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches to meet diverse client needs.

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 individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a proprietary equity market valuation model, managing a majority of its assets on a non-discretionary basis with client involvement in discretionary decisions.

Jonathan Hlavac is a CFP® with 20 years of industry experience and has been with Everhart Advisors since 2016. Prior to joining Everhart, he worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm uses a buy-and-hold investment approach focused on low-cost, diversified investments and offers in-house tax consulting and bookkeeping services through its accounting professionals.

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.