John Miller is a financial advisor at Summit Financial, LLC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Meeder Asset Management, Inc. and Foresters Financial Services. Outside of advisory work, he offers insurance products through various companies, including an affiliated firm where he receives compensation for sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Smaro Janes is a Series 66-credentialed advisor at Kingsview Wealth Management, LLC with two years of industry experience. She has a background that includes a year with Edward Jones and extensive prior experience there from 2016 to 2025. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Susan Bickel is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Apollon Wealth Management, LLC and has previously been affiliated with Janney Montgomery Scott, Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices and serving individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients. The firm combines centrally managed strategy mandates overseen by an Investment Committee with locally managed portfolios, employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Michael Agriesti is a financial advisor with Gladstone Wealth Partners in Columbus, OH, holding a Series 63 designation and 27 years of industry experience. He worked at Lincoln Financial Advisors and Lincoln National Life for 20 years before joining Gladstone and LPL Financial in 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers customized investment solutions, including discretionary portfolio management and retirement plan consulting, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Augustus Abel III is a financial advisor with First Heartland Consultants, Inc. in Powell, Ohio. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Abel has worked at First Heartland Capital, Inc. since 2009. He serves as a board member and officer for budget and finance at the Henson Bowling Academy. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Seth Lewis is a financial advisor at MissionSquare Retirement with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation, where he worked for 14 years before joining ICMA-RC Services, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

Richard Ranck is a financial advisor with Realta Investment Advisors, Inc. in Sunbury, Ohio, holding Series 63 and Series 66 licenses, and has 23 years of industry experience. His prior work includes roles at firms such as Chauner Securities Inc, Eventide Asset Management, and Northern Lights Distributors. Outside of advising, he is involved with R7 Enterprises LLC, a farm activity based in Sunbury. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice and employs diversified asset allocation strategies implemented through in-house management or third-party managers.

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.

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.

Jeffrey Zimmer is a financial advisor at Ausdal Financial Partners, Inc. in Delaware, Ohio, with 41 years of industry experience. He has been with Ausdal Financial Partners since 2010. Outside of his advisory role, he serves as the president of the Courtyard of Clear Creek Home Owners Association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a range of investment advisory services tailored to client objectives and integrates third-party money managers and model portfolios into client solutions.

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.

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.

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.

Joel Seckel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of his advisory work, he serves as President of the Morrow County Board of Developmental Disabilities, a volunteer role overseeing budgets and operations for a county agency serving developmentally disabled individuals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Bruce Hull is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds a Series 63 designation and has prior experience with firms including Prudential Insurance Company of America and Lion Street Financial. Outside of advising, he owns ClearCo Restoration, a painting and power washing service business. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network managing approximately $5.4 billion in client assets and offers services such as portfolio management, financial planning, and third-party manager referrals through multiple investment platforms.

Daniel Hatfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has worked at Commonwealth Financial Network since 2009 and previously held positions at Citigroup Global Markets and Edward Jones. Hatfield is a 50% owner of Ranney-Hatfield, LLC, an entity managing a securities practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Brian Link is a financial advisor with VOYA Financial Advisors, Inc. in Columbus, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014, following eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a combination of in-house and external strategies, utilizing technology-enabled tools and managing both discretionary and non-discretionary accounts.

Jason Goncz is a financial advisor with Equity Services, Inc. in Columbus, OH, holding a Series 63 designation and 26 years of industry experience. His prior work includes several roles at firms such as Securities America, Arbor Point Advisors, Mass Mutual Life Insurance Company, and National Life Group. He is also involved with Dome Financial Services, Ltd. as an insurance agent. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary account management.

Thomas Ranney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Commonwealth and Stoneworth Financial Group since 2009. He is also the owner of TEAK Wealth Strategies, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios, wealth management, and retirement plan consulting, while enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Michael Welch is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Cadaret Grant & Co., Inc., CCO Investment Services Corp, J.P. Morgan Securities, The Huntington Investment Company, Wells Fargo Clearing, and Fifth Third Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model offering various wrap fee programs with custodial and trade execution services, supported by affiliated insurance products and integration with KeyCorp affiliates.