Tyler Metzger is a CFP® with five years of industry experience currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and WESTERN SOUTHERN Life. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, managing approximately $1.5 billion in discretionary assets while integrating planning and investment strategies across household accounts.

Jaylee Hoppmann is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Kingsview, she worked at Protective Life Insurance Company and Investment Distributors, Inc. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio group. The firm employs a range of investment strategies and manages proprietary model portfolios, ETFs, and separately managed accounts.

James Cox is a CFP® with 23 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has a long tenure with McCarthy & Cox dating back to 2007. Outside of advisory work, Cox is involved in managing a golf course through Bug & Bear Holdings, LLC, a private company he co-owns. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven, tax-efficient investment process and offers specialized services such as business exit planning and institutional advisory solutions.

Clay Acer is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Everhart Advisors and previously spent eight years at Trinity Financial Advisors LLC. 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 follows a long-term, buy-and-hold investment approach and integrates accounting services through affiliations with CPA professionals.

Ryan Mickelson is a CFP® professional with 19 years of industry experience. He currently works at Kintra Wealth, LLC and previously spent 17 years with MCCARTHY & COX Retirement. Mickelson also engages in fixed insurance sales as part of his business activities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional advisory solutions.

Wesley Bean is a CFA® charterholder with 28 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox and Commonwealth Financial Network. He serves as an Investment Committee Member for the Union County Foundation, a nonprofit organization. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services including business exit planning and sub-advisory support.

Luke Fassett is a financial advisor with Everhart Advisors based in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has been with Everhart Advisors since 2025. Prior to his advisory role, he worked at Linworth Baptist Church and The Ohio State University. 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 tailored portfolios utilizing a mix of mutual funds, ETFs, individual securities, annuities, and alternative investments, with additional services including tax, accounting, and limited family-office support.

Thomas Carline is a financial advisor at Everhart Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Trinity Pension Consultants before joining Everhart Advisors. 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, tailoring portfolios to client needs and integrating accounting and tax services through affiliations with CPAs and in-house offerings.

Ryan Johnson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Meeder Asset Management and Northwestern Mutual for a significant portion of his career. Outside of his advisory role, he serves as an assistant boys lacrosse coach at Olentangy High School in Lewis Center, OH. Summit Financial, LLC is an SEC-registered 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 needs.

Marc Cornell is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at JPM Investment Management and JPM Institutional Investments Inc for nine years. Cornell has also held positions at Lincoln Financial Advisors Corporation and Kensington Wealth Partners. 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 follows a long-term, buy-and-hold investment approach and integrates accounting professionals to offer coordinated tax and bookkeeping services alongside its investment solutions.

Steven Reinsel is a financial advisor at Everhart Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Mid Atlantic Capital Corporation and Leech Tishman. Outside of his advisory role, he is also a practicing lawyer in Dublin, Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach, tailoring portfolios to client needs and integrating tax, accounting, and limited family-office services.

Matthew Romeo is a CFP® professional with 22 years of industry experience. He has been with Everhart Advisors for over two decades and previously worked at Mid Atlantic Capital Corporation. Outside of his advisory role, he serves as a consultant and non-executive chairman at Lighthouse Behavioral Health Solutions and is a minority investor and strategic advisor for Aqua Nest by Waterbird Home Solutions, a company specializing in a patented water filtration system. 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 integrates tax, accounting, and bookkeeping services alongside tailored portfolio management.

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.

Alex Wong Jr. is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining Gradient Securities in 2018, he worked at Allstate Insurance Co and operated DBA Oro Insurance. Outside of his advisory role, he owns several businesses including a social media advertising firm and provides notary services. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, retirement plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis and often utilizes third-party managers.

Smaro Janes is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones from 2016 to 2025 before joining Kingsview in 2025. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and third-party advisers.

Bryan Larrison is a financial advisor with Trustmont Advisory Group, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Sandlapper Wealth Management, and SANDLAPPER Securities. Outside of his advisory work, Larrison is involved in youth hockey as a volunteer coach and collaborator with USA Hockey and the Columbus Chill Youth Hockey Association. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, investment advice, discretionary portfolio management, and educational seminars, employing a long-term investment outlook supported by public research and adviser judgment.

Quinn Mickelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at Commonwealth Financial Network and McCarthy & Cox Retirement & Estate Specialists LLC. Mickelson is also involved in fixed insurance sales as a secondary business activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory support for ETFs.

Luke Gearhart is a financial advisor at Everhart Advisors in Dublin, Ohio, with two years of industry experience. He holds a Series 65 credential and previously worked at EGSI Investment Management, Northstar Cafe, Ohio State University, and Wedgewood Country Club. 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, tailoring portfolios to client circumstances and integrating tax and accounting services through affiliated professionals.

Brian Hanna is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 19 years of industry experience. He has been with Everhart Advisors since 2007 and previously worked at Mid Atlantic Capital Corporation for five years. Hanna is the author of *The 401(k) Owner’s Manual*, a book covering topics related to building and maintaining 401(k) and corporate-sponsored retirement plans. He also serves as treasurer for the Wingate Farms Owner’s Association. 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 incorporates third-party managers for specialized strategies, while also offering integrated tax, accounting, and bookkeeping services.

Max Rosenthal is a CFP® professional with seven years of industry experience, currently serving at Everhart Advisors since 2019. Prior to this, he worked at Minneapolis Wealth Advisors for two years and was employed at Bearpath Country Club for eleven years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors and offers wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment approach, tailoring portfolios to client needs and integrating accounting services through affiliated CPAs.