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® professional with 12 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021 and previously at Fisher Wealth Management, LLC from 2013 to 2021. In addition to his advisory role, he owns Eric Biddle LLC, a non-investment-related business. Stratos Wealth Advisors LLC serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and bank or thrift institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives and offers a range of managed portfolio options and third-party adviser programs.

James Picolo is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife, Mass Mutual, and LPL Financial. Outside of his advisory role, he is involved in selling Medicare and United Healthcare insurance products. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives, employing a combination of bespoke and model portfolio strategies.

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 14 years of experience in financial advising. He has worked at Hamilton Capital and its affiliated entities since 2018, following seven years at Nationwide Investment Services Corporation. Brett is based in Columbus, OH. Hamilton Capital provides wealth and investment management 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 pooled investment vehicles alongside customized portfolio solutions.

Gregory Roberto is a financial advisor at Everhart Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services and Ross, Sinclaire & Associates. Outside of his advisory role, Roberto provides marketing and strategy consulting for startup businesses and serves as president of the board for the nonprofit Victory Project, in addition to being a board member of the YMCA of Greater Dayton. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by offering wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified model portfolios and provides fiduciary services, participant education, and retirement plan tools, including acting as the 3(38) investment advisor to a pooled employer plan.

Abigail Boyer is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, Ohio. Her prior work includes roles at Upstart and Cru, as well as experience with Dublin City Schools and The Ohio State University. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers fiduciary services and comprehensive retirement plan support.

Christopher Becker is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Kroger and Capital Choice Office Furniture, as well as founding Blue Monkey Parties and Events LLC. Becker serves as a volunteer regional board member for Lifewise Academy, consulting on program budgets for Columbus city school programs. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

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 in Columbus, OH, holding a Series 66 credential with one year of industry experience. Prior to joining Gladstone, he worked at LPL Financial and Samuel Koon and Associates. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting for individual and high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, offering discretionary portfolio management and access to third-party managers and retirement-account technology.

Matthew Calhoun is a CFP® professional with 24 years of industry experience, currently serving at Signature Equity Partners, LLC since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and First Financial Equity Corporation. Outside of financial advising, he is involved in the ownership and financing of male grooming salons and a cigar lounge. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, consulting, and retirement-plan services through a network of independent advisory affiliates, utilizing various model portfolio solutions and offering both discretionary and non-discretionary account structures.

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 with Capital Analysts who holds over 51 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is based in Columbus, Ohio. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house investment management and research team to drive discretionary portfolio management and offers a range of advisory services with varying levels of discretionary authority.

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.

Daniel Bartholomew is a financial advisor with Creativeone Wealth, LLC, holding 13 years of industry experience. He has worked at Preferred Planning Services and ChangePath, LLC since 2019, and previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company from 2015 to 2019. Bartholomew is also a board member and trustee for the Upper Arlington Area Chamber of Commerce. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts through a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

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 a financial advisor at Signature Equity Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OSAIC Wealth, Inc. and Sii. He also conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through independent advisory affiliates using model-based and customized investment solutions.