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 with MissionSquare Retirement based in Dublin, Ohio. She holds Series 65 and Series 63 licenses and has 14 years of industry experience. 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 nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and Fund Advice designed and managed 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 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Morgan Stanley and Source Financial Advisors. 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 utilizes a top-down, macroeconomic-driven investment process and manages diversified portfolios through various vehicles, including mutual funds, ETFs, 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 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.