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.

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.

Kristen Johnson is a financial advisor at Prospera Financial Services, Inc. in Dublin, OH, holding Series 63 and Series 66 registrations with 10 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Foreside Financial Services, LLC, Diamond Hill Capital Management Inc, and Sanford C. Bernstein & Co. Prospera Financial Services, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary account management options.

Anne Wilson is a financial advisor at MissionSquare Retirement in Dublin, Ohio, with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with ICMA-RC since 2016. Outside of her advisory work, she manages and performs in a local cover band called Six Foot Blonde. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Kyle Zeller is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 27 years of industry experience. He has worked at Schneider Downs since 2005 and was previously with SagePoint Financial, Inc. from 2009 to 2017. Schneider Downs Wealth Management Advisors serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan services. The firm employs a process-driven investment approach with diversified portfolios and provides access to private equity and tax-aware strategies.

Michael Faieta is a CFP® with 25 years of industry experience and has been with Hamilton Capital since 2000. He holds a Series 65 license and works out of Columbus, OH. 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 process and manages a range of portfolios including mutual funds, ETFs, separately managed accounts, and alternative investments.

Patrick Huang is a financial advisor at Hamilton Capital with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Source Financial Advisors and Morgan Stanley. 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 utilizes a top-down, macroeconomic-driven investment process and offers diversified portfolio construction across mutual funds, ETFs, separately managed accounts, and alternative investments.

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 career includes prior roles at Wells Fargo Advisors and UBS Financial Services. Patterson has ownership interests in several investment-related entities, including TRI-OAK Private Wealth Management, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, providing both discretionary and non-discretionary account management.

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.