Abigail Boyer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, Ohio. Her prior roles include positions at Upstart and Cru, along with experience in education with Dublin City Schools. 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 where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax and bookkeeping services in partnership with affiliated CPAs.

Christopher Becker is a financial advisor at Everhart Advisors with two years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2020. Outside of his advisory role, Mr. Becker serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school LifeWise programs. 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 where specified. The firm employs a long-term, buy-and-hold investment approach, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Philip Scholler is a financial advisor with Vanderbilt Advisory Services in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2015. Outside of his advisory role, Scholler serves as President and CEO of WealthMark Advisory Services, an investment-related business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis in its investment approach, with integrated retirement-plan and benefits consulting services distinguishing it from many peers.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners with one year of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Samuel Koon and Associates. Beggin has experience working in club management roles and spent six years attending Ohio State University. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and retirement consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Matthew Calhoun is a CFP® professional with 25 years of experience in the financial services industry. He is currently an Investment Advisor Representative at Signature Equity Partners, LLC and has previously worked at Cambridge Investment Research Advisors, First Financial Equity Corporation, and Morgan Stanley. Outside of his advisory work, he holds ownership interests in male grooming salons and a cigar lounge. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolios, financial planning, and third-party money manager selection.

William Leuby III is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Hamilton Capital Management, Inc. in Columbus, OH since 1997. 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 offers a range of portfolio management solutions, including mutual funds, ETFs, alternative investments, and private funds.

Michael Hinkel is a financial advisor at Capital Analysts with 51 years of industry experience. His prior roles include tenures at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. He is based in Columbus, Ohio. 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 and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Reece Bogan is a CFP® certificant with three years of industry experience, currently serving at Hamilton Capital in Columbus, OH. His prior work includes roles outside the financial industry at Jimmy John's and Amazon. Hamilton Capital provides wealth and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment approach and manages a range of pooled investment vehicles, including affiliated private investment funds.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across a variety of portfolios and strategies.

Jason Myers is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at Signature Equity Partners, OSAIC Wealth, Sii, and Key Investment Services. Myers conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates with a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and comprehensive financial planning.

William Williams is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns BILL J.W. LLC, through which he provides consulting services to churches and Christian schools on governance, compensation, and other operational matters. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Breanna Beck is a financial advisor at Avior Wealth Management, LLC in Columbus, OH, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Fullen Financial Group and Ameriprise Financial. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and financial institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Daniel Mittlesteadt is a financial advisor with StoneX Advisors Inc. in Worthington, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with StoneX Advisors since 2015, following 14 years at Wrp Investments, Inc. Outside of his advisory role, he serves as president of GLS Financial Consultants Inc., a financial planning firm. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through both independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment solutions across multiple platforms while supporting customizable client restrictions and ongoing due diligence.

Helen Davis is a CFP® with 36 years of experience in the financial services industry, currently serving at Lifemark Securities Corp. since 2018. Her prior experience includes roles at Foresters Equity Services, Inc., LegalShield Inc., and founding Davis Financial Management Group. Outside of advisory work, she is involved in charitable organizations as a board member and treasurer, and is an author of children’s books through Grandma Davis LLC. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering tailored, suitability-driven advice supported by multiple program options and platform tools.

Russell Long is a financial advisor with Stratos Wealth Advisors LLC based in Dublin, Ohio. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory role, Long is a 14% owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and is involved with the Crawford County Common Pleas Court. 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 client goals, utilizing a combination of customized asset allocations, model portfolios, and third-party managers.

John Mancinotti is a CFP® and Series 66-licensed advisor with five years of industry experience. He has worked at Everhart Advisors since 2023 and previously held roles at Ameritas Advisory Services, Wilcox Financial, and other firms. Mancinotti serves as Vice President of Business Partners for the Human Resources Association of Central Ohio (HRACO), a nonprofit role focused on marketing initiatives. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy and offers portfolio management, financial planning, participant education, and a range of tax and accounting services.

Maximilian Minehart is a financial advisor at Hamilton Capital with six years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and Raymond James Financial Services. Hamilton Capital provides wealth and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm employs a top-down, macroeconomic-driven investment process and manages diversified portfolios through a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, and alternative investments.

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, holding a Series 65 designation. She has been with Everhart Advisors since 2019 and has no prior industry experience before joining the firm. 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 follows a long-term, buy-and-hold investment philosophy, offers portfolio management, financial planning, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

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.