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. He has worked at Capital Analysts since 2023 and previously held positions at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and emphasizes fiduciary responsibility with various investment options tailored to client needs.

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.

William Williams is a financial advisor with Capital Analysts in Columbus, OH, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Legend Equities Corporation and Lincoln Investment. Outside of his advisory role, he owns BILL J.W. LLC, where he provides consulting services to churches and Christian schools on governance, compensation, curriculum, facilities, and related areas. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm uses a discretionary and non-discretionary investment approach supported by an in-house research team and proprietary screening processes, offering a range of portfolio management options and advisor-led services.

Timothy Bradbury is a financial advisor with Private Client Services, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Heritage Wealth Group and Rocky Fork. Outside of advising, he works as a grocery shopper and delivery person for Instacart. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, with a focus on risk profiling and tailored strategy implementation across discretionary and non-discretionary accounts.

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 at StoneX Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he serves as president of GLS Financial Consultants Inc., a financial planning firm, and also works as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary solutions, utilizing a range of proprietary and third-party investment models and platforms.

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 at Stratos Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has been with Stratos since 2019. In addition to his advisory role, he is a 14% owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and serves at the Crawford County Common Pleas Court. 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 supervised independent advisory representatives using both bespoke and model portfolios.

John Mancinotti is a CFP® with five years of experience in financial advising, currently with Everhart Advisors since 2023. His prior roles include positions at Ameritas Advisory Services, Wilcox Financial, and Ameritas Investment Company. He serves as Vice President of Business Partners for the Human Resources Association of Central Ohio, a nonprofit role focused on marketing engagement within the HR community. 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, employing model portfolios and specialized third-party managers while integrating tax and accounting services for comprehensive client support.

Maximilian Minehart is a financial advisor at Hamilton Capital with five years of industry experience. He holds a Series 65 designation and has worked previously at Morgan Stanley and Raymond James Financial Services. 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 and manages both pooled investment vehicles and customized portfolios across various asset classes.

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.