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 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 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 previously worked at Lincoln Investment and Abbott Nutrition. Outside of his advisory role, he serves as a Children's Ministry Leader at Garden City Church, where he leads and teaches the children's ministry team twice a month. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and utilizes both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Christopher Mc Graw is a financial advisor at Oxford Financial Group, Ltd with eight years of industry experience. He holds the Series 65 and Series 66 credentials. His prior work history includes roles at Wells Fargo, Fifth Third Bank, Adaptation Financial Advisors Inc., and Cambridge Investment Research, Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes both discretionary and non-discretionary management.

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 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® and holds a Series 66 designation with 21 years of industry experience. He has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation from 2013 to 2020. 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 philosophy and offers tailored portfolios, third-party manager allocations, and integrated tax, accounting, and limited family-office support.

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 a financial advisor at Stratos Wealth Advisors LLC since 2021. He previously worked at Fisher Wealth Management, LLC for eight years. Outside of his advisory role, he is the owner of Eric Biddle LLC, a non-investment-related business. Stratos Wealth Advisors LLC is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of financial planning and portfolio management services through a network of supervised investment advisory representatives.

James Picolo is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding a Series 63 designation and 24 years of industry experience. His prior work includes roles at MetLife and Mass Mutual, with extensive tenure in investment and insurance services. He is also involved in a non-variable insurance business focused on Medicare and United Healthcare products. Stratos Wealth Advisors, LLC is an SEC-registered multi-team advisory firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, providing financial planning, portfolio management, and insurance consulting through a network of mainly independent advisory representatives.

Erin Wittmann is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Hamilton Capital since 2016, with prior experience at Robert Half and U.S. Bank in 2016. Wittmann is based in Columbus, OH. 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 employs a top-down, macroeconomic-driven investment process and manages diversified portfolios using various investment vehicles, including affiliated private funds and pooled investment vehicles.

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-registered advisor with Valeo Financial Advisors, LLC in Columbus, OH, where he has worked since 2014. He has 11 years of industry experience. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm uses a strategic asset-allocation approach with tactical adjustments and incorporates third-party research and alternative strategies when appropriate.

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 credentials and has previously worked at Foreside Fund Services, LLC, Ross, Sinclaire & Associates, LLC, and The Connor Group. He 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 as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates accounting and tax services with its investment management offerings.