Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 13 years of industry experience. She has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Capital Corporation. 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 and integrates tax, accounting, and bookkeeping services alongside retirement-plan-specific offerings.

Philip Parker is a CFP®-designated financial advisor with eight years of industry experience currently serving at Everhart Advisors since 2020. His prior experience includes roles at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services primarily to retirement plan sponsors, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach and integrates tax, accounting, and bookkeeping services alongside its investment offerings.

Matthew O'Hara is a CFP® professional at Everhart Advisors with nine years of industry experience. His prior roles include positions at Raymond James Financial Services and Big Ten Network Plus. Outside of advisory work, he serves as a board member of the Wrestlers in Business Network and provides commentary for Ohio State wrestling matches. Everhart Advisors offers investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning for individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach, utilizing model portfolios and specialized third-party managers while integrating tax and accounting services.

Richard Everhart is a CFP® professional with 35 years of experience in financial advising. He has been with Everhart Advisors since 1996 and previously worked five years at Mid Atlantic Capital Corporation. He is a co-author of *The 401(k) Owner’s Manual* and is part owner of an entity that owns a private jet leased to Fly Exclusive. Everhart Advisors provides retirement plan advisory and consulting services, as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, tailoring portfolios with a mix of mutual funds, ETFs, individual securities, annuities, and alternatives, while integrating tax and accounting services through affiliated CPAs.

James St.Pierre is a financial advisor at Everhart Advisors with 12 years of industry experience. He has worked at Everhart Advisors since 2016 and previously was with Mid Atlantic Capital Corporation from 2014 to 2019. He is a licensed insurance agent in the state of Ohio. 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, offers in-house tax and bookkeeping services, and tailors portfolios through model allocations to third-party managers and sub-advisers.

Matthew Bonito is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Bonito serves as the secretary of the Saveson Acres Homeowner's Association. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Nickolas Turner is a financial advisor with Altitude Capital Management LLC in Marysville, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Whitney and Associates, Ambe Healthcare Staff, The Huntington Investment Company, Transamerica Financial Advisors, and World Financial Group. Outside of financial services, he has been involved with Superior Vending Inc. for over 20 years. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a multi-team structure and utilizes a variety of strategies tailored to client objectives, with $103.6 million in discretionary assets under management.

John Click is a CFP® with 26 years of experience in the financial industry. He currently works at Summit Financial, LLC and has a long tenure at Meeder Asset Management, Inc., where he serves as Senior Vice President and shareholder. Outside of his advisory roles, he holds executive responsibilities at Meeder Investment Management, Inc. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to provide customized solutions.

Pei Chin Andrew is a financial advisor at Summit Financial, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Summit Financial in 2025, he worked at Private Client Services, Heritage Wealth Partners, and Morgan Stanley in various roles spanning over eight years. Andrew serves as the Investment Committee Chair for the North American Taiwanese Women's Association, overseeing the nonprofit’s brokerage account. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services with both discretionary and consultative approaches.

Ryan Willis is a financial advisor at Manning & Napier Advisors, LLC with seven years of industry experience. He has previously worked at Boyd Watterson Asset Management, LLC and SteelBridge Labs. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm utilizes a team-based investment process combining top-down macro analysis with bottom-up security selection and offers specialized strategies such as Disciplined Value and Managed ETF Portfolios.

Tony Dalton is a financial advisor with Kintra Wealth, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, McCarthy & Cox, Massachusetts Mutual Life Insurance Company, and MSI Financial Inc. He also engages in fixed insurance sales, dedicating a small portion of his work time to this activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional consulting.

Terrence Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He previously worked at Edward Jones from 2002 to 2025. He holds a Series 63 designation and serves on the board of the Columbus Symphony Orchestra. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2018, with prior experience at Mid Atlantic Capital Corporation. Outside of advising, he was involved with A GOGO Rentals from 2015 to 2017. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning for individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment strategy and offers integrated tax, accounting, and bookkeeping services alongside its advisory offerings.

Owen North is a CFP® professional at Everhart Advisors with four years of industry experience. Prior to joining Everhart Advisors, he worked at Hefren-Tillotson, Inc and Amazon. He also has a background in education, having been involved with Avonworth High School and Grove City College for seven years. 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 and offers coordinated tax and accounting services through strategic affiliations with accounting professionals.

Andrew Grant is a financial advisor at Summit Financial, LLC in Dublin, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, WealthBridge Capital Management, and Morgan Stanley. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Duane Gillman is a financial advisor at Everhart Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Everhart Advisors since 2016. Prior to that, he was with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Additionally, he serves as a notary public on a part-time basis. 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 and integrates closely with accounting professionals to offer coordinated tax and accounting services alongside tailored portfolio management.

Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

John Williams is a CFP® professional with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at MGO ONE SEVEN LLC dba PILLAR WEALTH GROUP, Mid Atlantic Financial Management, Inc., and First Financial Bank. He is also licensed to offer insurance products through various companies, earning both cash and non-cash compensation from these sales. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment management options.

Rebekah Curran is a Series 65-credentialed financial advisor with four years of industry experience. She is currently with Everhart Advisors and has worked with the firm intermittently since 2014. 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 approach and offers additional services including tax, accounting, and limited family-office support.

Michael Saraullo is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Meeder Asset Management, Meeder Distribution Services, and Foresters Advisory Services. In addition to advisory work, he is involved in insurance brokerage activities, earning compensation through the sale of various insurance products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.