Tyler Barnes is a financial advisor at Schneider Downs Wealth Management Advisors, LP in Columbus, OH. He holds a Series 65 designation and has experience working with ClearCourse Wealth Advisors and Envisage Wealth prior to joining Schneider Downs. Tyler has been in the industry since 2020. 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 consulting. The firm employs a process-driven approach with diversified portfolios and is affiliated with a regional accounting firm and related entities, managing approximately $2.9 billion in assets across 21 advisors.

Bethany Rabinowitz is a Series 65 licensed financial advisor at Freestone Capital Management, LLC with three years of industry experience. She has been with Freestone Capital Management since 2017 and previously worked at Everhart Advisors from 2015 to 2017. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and manages private pooled investment vehicles, using a diversified approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Samuel Fiscus is a financial advisor with Plante Moran Financial Advisors in Columbus, OH. He holds a Series 65 designation and has been with Plante Moran since 2025. His prior experience includes multiple roles at Moraine Country Club and positions in education at Miami University, Kettering Fairmont High School, and Van Buren Middle School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kennedy Coey is a CFP® professional with three years of experience in financial advising, currently with Plante Moran Financial Advisors. Prior to this role, Coey has held positions at several firms including Summit Financial Strategies and Vawter Financial, as well as work experience with The Wendy's Company. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, operating within the larger Plante Moran enterprise which provides integrated trust, insurance, broker-dealer, and real-estate advisory services.

Shannon Gligora is a Series 65 licensed financial advisor with three years of industry experience. She is currently with Gradient Advisors, LLC and has previously worked at Encompass More Asset Management LLC, Verity Asset Management, and Appreciation Financial. Outside of her advisory role, she owns a digital marketing course business called Shannon's Daily Pay. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors and employs a tailored investment approach using fundamental, technical, and cyclical analysis, typically delivering portfolio services on a non-discretionary basis.

Garrett Tracht is an investment advisor representative with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Madison Avenue Securities, Impact Wealth LLC, Kestra Advisory Services, and Nationwide Financial. He is currently affiliated with both Csenge Advisory Group and Impact Wealth, where he provides wealth advisory and financial planning services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm applies a combined fundamental and technical analysis approach, emphasizing relative strength and a structured market/sector/manager risk methodology, and offers portfolio customization through discretionary and model-based strategies.

Matthew Mc Evily is a CFP® with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2016. He is based in Grandview Heights, OH, and holds a Series 65 license. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to develop strategic asset allocations and manage portfolios through discretionary and non-discretionary arrangements.

Ronald Ruff is a financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has been with ValMark Advisers since 2000 and leads Ruff & Associates, Inc. since 2015. Outside of his advisory work, he serves as Vice-President of Hammer, Ruff & Associates, a CPA tax and accounting firm, and is involved with the Fairfield County 4-H Endowment Board as a past chair. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of financial products including proprietary ETF portfolios and annuity solutions.

Nash Klinger is a financial advisor at McAdam LLC in Columbus, Ohio, with 7 years of industry experience. He holds a Series 65 designation and has been with McAdam since 2018. Prior to joining McAdam, he worked at Brown Physicians Inc and Colby College. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, independent managers, and individual securities, and offers financial planning, investment management, and retirement-plan consulting across a multi-advisor platform.

Norman Moore is a financial advisor with Packerland Brokerage Services, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Packerland since 2010. Outside of his advisory role, Moore is involved in insurance sales and service through Moore Financial Services and served as an election poll worker for the Franklin County Board of Elections in 2022. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory implementation options.

Lillian Realph is a financial advisor with Tucker Asset Management LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes roles at Transamerica Financial Advisors, United Financial Services, Huntington Financial Advisors, and Empower Retirement. She is also an independent insurance agent and is involved in estate planning referrals through LegacyLock, LLC. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments and third-party managers in its portfolios.

Zachary Auxter is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Plante Moran Financial Advisors in Columbus, OH since 2015. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policy statements, and a proprietary equity market valuation model to guide investment decisions, managing a majority of its approximately $23.15 billion in assets on a non-discretionary basis.

Andrew Adolph is a financial advisor at Summit Financial, LLC in Columbus, Ohio, holding a Series 65 designation with three years of industry experience. He previously worked at Morgan Stanley from 2019 to 2021 and at Huntington National Bank in 2018. Andrew has also been affiliated with Summit Financial since 2021. 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, combining discretionary and consultative approaches tailored to client preferences.

Vincent Dobransky is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company. Outside of his advisory role, he operates a tax preparation service, Dobransky Tax Service, based in Lewis Center, OH. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for portfolio management and trading.

Frank Ingwersen is a financial advisor at Thurston Springer Advisors with 43 years of industry experience. He holds a Series 66 designation and has worked at Boenning & Scattergood, Cartwright Advisors LLC, and Sweeney Cartwright & Company. He is named as a future executor for Andrew Pankiw, though he is not currently acting in that role. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts on a discretionary basis under its Compass agreements.

Conor Feldmann is a CFA® charterholder and a financial advisor at Truepoint, Inc. in Columbus, OH, with four years of industry experience. He has been with Truepoint since 2016 and previously worked at Cardinal Health for one year. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, and specialized services including tax planning and estate support. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is notable for its integration with related tax and administrative services.

Michael Prosuk is a Series 66 licensed financial advisor at Schneider Downs Wealth Management Advisors, LP with two years of industry experience. He has held positions at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Primerica Financial Services. 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 consulting. The firm employs a process-driven approach featuring manager research, risk-tolerance assessments, and diversified portfolio construction, and manages approximately $2.9 billion in assets across 21 advisors.

Evan Biggs is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Schneider Downs Wealth Management Advisors, LP since 2018 and previously held positions at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. He is based in Columbus, OH. Schneider Downs Wealth Management Advisors, LP serves individuals, trustees, pension plans, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management, financial planning, and retirement plan consulting. The firm employs a process focused on manager research, risk tolerance, and individualized portfolio construction, managing approximately $2.9 billion in assets across 21 advisors.

Abigail Ciucci is a CFP® professional at TFO Wealth Partners with four years of industry experience. She previously worked at JPMorgan Chase and Fifth Third Bank. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, providing investment management, family office and Family CFO services, retirement plan consulting, and third-party manager allocations for individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios primarily composed of mutual funds and ETFs with systematic rebalancing and tax considerations.

Kelly Murphy is a financial advisor at Schneider Downs Wealth Management Advisors, LP with 19 years of industry experience. She holds a Series 65 designation and has worked at Schneider Downs Wealth Management Advisors since 2019, with prior experience at Everhart Advisors and Csa Financial Advisors, Ltd. 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 approach to portfolio construction and oversight, managing approximately $2.9 billion in assets across 21 advisors.