Logan Gray is a financial advisor at First Heartland Consultants, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Abel Financial and Ohio State University. Outside of his advisory role, he volunteers as a youth bowling program coordinator. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities, providing financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Rachel Fry is a financial advisor at Everhart Advisors in Dublin, Ohio. She holds a Series 65 designation and has been with Everhart Advisors since 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and integrates accounting and tax services through affiliated professionals.

William Clark is a financial advisor with Creative Financial Designs, Inc. in Columbus, Ohio, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2003. Outside of his advisory role, Clark is also an insurance agent specializing in life and disability coverage. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Eric Brehm is a CFP® and holds a Series 65 license with two years of experience in financial advising. He is currently with Hamilton Capital in Columbus, OH, where he has worked since 2023. 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 build diversified portfolios across mutual funds, ETFs, separately managed accounts, and alternative investments, and also manages pooled investment vehicles and affiliated private funds.

Kori Manus is a financial advisor at Mariner Independent with 23 years of industry experience and holds the Series 66 designation. Prior to joining Mariner, Kori worked at firms including Carbon Wealth Advisors, Ideal Wealth Partners, and LPL Financial. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of 119 investment adviser representatives using both model and customized discretionary portfolios.

Anne Wilson is a financial advisor with MissionSquare Retirement in Dublin, OH, holding Series 65 and Series 63 credentials and bringing 14 years of industry experience. She has been with ICMA RC since 2016 and is also a managing member and performer in the Six Foot Blonde Band, a local cover band established in 2009. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a multi-team advisory structure. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, featuring investment advice developed by Morningstar Investment Management and delivered through multiple channels exclusively for MissionSquare accounts.

Kyle Zeller is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 27 years of industry experience. He has worked at Schneider Downs since 2005 and was previously with SagePoint Financial, Inc. from 2009 to 2017. 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 investment approach with diversified portfolios and provides access to private equity and tax-aware strategies.

Michael Faieta is a CFP® with 25 years of industry experience and has been with Hamilton Capital since 2000. He holds a Series 65 license and works out of Columbus, OH. 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 process and manages a range of portfolios including mutual funds, ETFs, separately managed accounts, and alternative investments.

Patrick Huang is a financial advisor at Hamilton Capital with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Source Financial Advisors and Morgan Stanley. 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 utilizes a top-down, macroeconomic-driven investment process and offers diversified portfolio construction across mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Davis is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Ashton Thomas since 2015 and is also involved as Vice President of Sales at Creative Retirement Systems. Additionally, he owns MRD Real Estate Partners, LLC, a real estate rental business. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and multiple program versions tailored to client profiles.

Benjamin Jerome is a financial advisor with Encompass More Asset Management LLC in Columbus, OH, holding a Series 65 designation and seven years of industry experience. He has worked at Encompass More since 2022 and previously at Verity Asset Management from 2019 to 2022, while also maintaining a role with Appreciation Financial since 2015. Outside of his advisory work, he is a managing partner in two financial services firms, Jerome, Hacker & Becker LLC and Hacker & Jerome LLC, which provide passive management support related to his employment with Appreciation Financial. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals and HNW investors rather than corporate or charitable clients.

Sherri Thompson is a financial advisor at CoreCap Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining CoreCap Advisors, she worked at Battelle and has been involved with Capital Choice Financial Services, where she serves as Regional Marketing Director and is active in life insurance and fixed indexed annuity sales. She also prepares taxes through Ncrease Financial Services. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, retirement accounts, and institutions. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and often engages sub-advisors and third-party asset managers.

Clark Engle is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Everhart Advisors, where he has worked since 2022. His prior experience includes roles at Souders Financial Advisors, LLC, and Strategic Capital Advisors. Engle is also a licensed insurance agent. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach and offers coordinated tax, accounting, and bookkeeping services alongside retirement-plan-specific fiduciary support.

Joseph Chornyak Jr. is a CFP® professional with over 31 years of experience in the financial industry. He is currently with Apollon Wealth Management, LLC and has previously worked at Janney Montgomery Scott and Commonwealth Financial Network. He was also associated with Chornyak & Associates and Royal Alliance Associates, Inc. He is involved in managing a commercial real estate business outside of his advisory work. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed model strategies and locally managed portfolios, offering a broad range of investment options and specialized services such as portfolio management for pooled and insurance-dedicated funds.

Steven Murlin is a financial advisor with Everhart Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Everhart Advisors since 2010 and was previously with Mid Atlantic Capital Corporation from 2015 to 2020. Murlin is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm uses a long-term, buy-and-hold investment approach and offers integrated tax, accounting, and family-office support, tailoring portfolios through a range of investment vehicles and third-party managers.

Charles Coons is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Hamilton Capital and its predecessor entities since 2018, following earlier roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts like foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process, offering diversified portfolios through various vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.

Michelle Calloway is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding the ChFC® designation and Series 65 and 63 licenses. She has eight years of industry experience, including roles at Nationwide Investment Services Corp and State Auto Insurance Companies. Outside of her financial career, she serves as Chief Christian Education Officer at Friendship Missionary Baptist Church. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner. The firm manages approximately $16.7 billion in discretionary assets and serves a large client base through a scale-oriented, recordkeeper-driven model that emphasizes outsourced portfolio construction and automated enrollment.

Caritas Palmisano is a CFP®, ChFC®, and Series 66-registered advisor with nine years of industry experience. She is currently affiliated with Nationwide Investment Advisors, LLC and has previously worked at various Capital One entities. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in discretionary assets as of December 31, 2025. The firm utilizes independent financial experts to develop model portfolios and serves a large client base through a scale-oriented, recordkeeper-driven model focused exclusively on plan participants and sponsors.

Leah Burke is a financial advisor with Private Advisor Group, LLC in Dublin, Ohio. She holds a Series 66 designation and has 15 years of industry experience. Her career includes roles at Private Advisor Group and LPL Financial, both since 2016, and she has also operated under the name Leah Franckhauser since 2008. Additionally, she serves as a notary public. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, providing access to various advisory programs and third-party asset managers.

Kirstin Hark is a CFP® professional with 16 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at multiple Steward Partners entities as well as prior experience with Freedom Street Partners, Monaco Capital Management, and Tull Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.