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.

Shad Patterson is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His background includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and UBS Financial Services. Patterson has ownership interests in TRI-OAK Private Wealth Management, LLC, an investment-related business. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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 Certified Financial Planner® with eight years of industry experience, currently with Everhart Advisors since 2022. He previously worked 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, individuals, trusts, and other entities, acting as fiduciaries when specified. The firm employs a long-term, buy-and-hold investment approach using model portfolios and third-party sub-advisers, and offers a range of services including retirement plan management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Joseph Chornyak Jr. is a CFP® with 31 years of industry experience, currently affiliated with Apollon Wealth Management, LLC. His prior roles include positions at Janney Montgomery Scott LLC, Commonwealth Financial Network, Chornyak & Associates, and Royal Alliance Associates, INC. Outside of advising, he is involved in managing a commercial real estate business in Columbus, Ohio. Apollon Wealth Management is a multi-team SEC-registered adviser overseeing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, families, trusts, businesses, and institutional clients, offering a range of planning and portfolio management services that combine fundamental analysis, tactical allocations, and ESG risk models with technology tools including generative AI.

Steven Murlin is a financial advisor with Everhart Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley, Mid Atlantic Capital Corporation, and Everhart Advisors since 2010. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm employs a long-term, buy-and-hold investment philosophy, utilizes model portfolios and third-party sub-advisers, and offers services including portfolio management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

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, holding the ChFC® designation along with Series 65 and Series 63 licenses. She has eight years of industry experience, including roles at Nationwide Investment Services Corp and several insurance and retail companies. Outside of her advisory work, she serves as the Chief Christian Education Officer at Friendship Missionary Baptist Church in Columbus, OH. 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 assets under discretionary management and serves a large client base via a scale-oriented, recordkeeper-driven model that utilizes 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 at Private Advisor Group, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2016. Burke is also a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and external strategists to provide a range of investment approaches tailored to client goals and risk tolerances.

Kirstin Hark is a CFP® professional with 17 years of experience in the financial advisory industry. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Tull Financial Group and Freedom Street Partners. Her career includes roles at multiple Steward Partners affiliates and Elan Wealth Management. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Bradley Kastan is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Janney Montgomery Scott in 2022. Kastan serves on the Board of Trustees at The Ohio State University, a role he has held since 2023. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Natalie Collins is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining TIAA-CREF in 2019, she worked at JPMorgan Securities LLC for three years. Outside of her advisory role, she is a joint owner of a rental property with her husband. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management and also acts as adviser to a donor-advised fund.

Michael Brown is a CFA® charterholder and holds a Series 66 license with 12 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2023, following six years at PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Justin Guarino is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, Ohio, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Nationwide Investment Services Inc since 2019 and previously at Checks an Balances Inc. from 2018 to 2019. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves around 270,000 retail participant accounts through discretionary and non-discretionary services.

Andre Reguinho is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Nationwide Investment Advisors, he worked at Merrill Lynch. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and serves a large number of retail participant accounts within a family of affiliated financial companies.

Denton Smith is a financial advisor at Nationwide Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Nationwide Investment Services Corporation, Infinex Investments, and Community Bank of the Chesapeake. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and serves a large base of retail participant accounts within a family of affiliated financial companies.

Joel Seckel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of his advisory work, he serves as President of the Morrow County Board of Developmental Disabilities, a volunteer role overseeing budgets and operations for a county agency serving developmentally disabled individuals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Kerryl Johnson is a financial advisor at Nationwide Investment Advisors, LLC in Columbus, OH, with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Nationwide Investment Services Corp and Wells Fargo Clearing. Johnson is also a board member of Prodigal Business Systems. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, relying on independent financial experts to develop model portfolios and employing a scale-oriented, recordkeeper-driven approach.