William Williams is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and at Legend Equities Corporation from 2008 to 2017. Outside of his advisory role, he provides consulting services to churches and Christian schools on governance, compensation, curriculum, and other organizational matters through his consultancy, BILL J.W. LLC. Capital Analysts serves a diverse client base including individuals, 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 team and uses a proprietary mutual fund screening process, with a focus on fiduciary responsibilities and customized advisory solutions.

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 industry experience, currently serving as a financial advisor at Everhart Advisors. His prior roles include positions at Ameritas Advisory Services and Wilcox Financial. Outside of his advisory work, he serves as Vice President of Business Partners for the Human Resources Association of Central Ohio, a nonprofit role focused on marketing and community engagement. 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 philosophy with low-cost, diversified investments and offers in-house tax consulting and bookkeeping services through affiliated CPAs.

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 with Everhart Advisors in Dublin, Ohio. She holds a Series 65 designation and has been with Everhart Advisors since 2019. Prior to her advisory role, she was a student for 17 years. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm uses a buy-and-hold investment approach focused on low-cost, diversified investments and model portfolios while offering fiduciary services and in-house tax consulting through its 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.

Anne Wilson is a financial advisor at MissionSquare Retirement with 14 years of industry experience. She holds Series 65 and Series 63 credentials. Outside of her advisory role, 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, with investment 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 financial advisor with Hamilton Capital and holds the CFP® and Series 65 designations. He has 24 years of industry experience and has been with Hamilton Capital since 2000. 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 employs a top-down, macroeconomic-driven investment process and manages a range of investment vehicles, including pooled and private funds.

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.

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.