Dublin, OH Office

Carson Cooke is a CFP® with four years of industry experience, currently serving at Everhart Advisors since 2020. Prior to joining Everhart, he worked at JP Morgan in 2019. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities. The firm employs a long-term, buy-and-hold investment approach, uses model portfolios, and may allocate assets to third-party sub-advisers, offering services that include portfolio management, participant education, and coordinated tax and accounting support.

Andrew Pfeiffer is a CFP® and Series 65 licensed advisor with Everhart Advisors, based in Dublin, OH, and has four years of industry experience. Prior to joining Everhart Advisors, he worked at Muirfield Village Golf Club for seven years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment philosophy, utilizing model portfolios and third-party sub-advisers, and offers a range of services including financial planning, participant education, and in-house tax and bookkeeping support.

Logan Jones is a CFP® professional with 11 years of industry experience. He has worked at Everhart Advisors since 2014, with a brief tenure at Mid Atlantic Capital Corporation from 2015 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Jonathan Wiley is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. He has one year of industry experience, including prior work at Exact Medicare and extensive involvement with Grace Polaris Church for over a decade. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, participant education, and related tax and accounting services. The firm employs a long-term, buy-and-hold investment approach and utilizes model portfolios alongside third-party sub-advisers for specialized strategies.

John Grega is a Series 65-licensed financial advisor at Everhart Advisors with two years of industry experience. Prior to joining Everhart Advisors, he worked at Deloitte for a total of five years. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 13 years of industry experience. She has worked at Everhart Advisors since 2016 and was previously with Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, and trusts, acting as ERISA 3(21) or 3(38) fiduciaries where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Philip Parker is a CFP® professional at Everhart Advisors with nine years of experience in the financial services industry. His prior roles include positions at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers integrated services including portfolio management, participant education, and tax and bookkeeping coordination.

Matthew O'Hara is a CFP® with nine years of industry experience, currently serving as a financial advisor at Everhart Advisors. His prior roles include positions at Raymond James Financial Services and Columbus Capital. Outside of his advisory work, he is an independent contractor commentator for Ohio State wrestling matches and serves as a board member of the Wrestlers in Business Network. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, offering portfolio management, financial planning, and participant education. The firm follows a long-term, buy-and-hold investment philosophy and provides additional services such as tax and bookkeeping coordination through affiliated CPAs.

Richard Everhart is a CFP® professional with 35 years of experience in the financial advisory industry. He has been with Everhart Advisors since 1996 and previously worked at Mid Atlantic Capital Corporation for five years. 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 investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often serving as an ERISA fiduciary. The firm follows a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers, and offers additional services such as participant education, legacy coordination, and integrated tax and bookkeeping support.

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 spent five years at Mid Atlantic Capital Corporation. He is also a licensed insurance agent in Ohio. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary when specified. The firm follows a long-term, buy-and-hold investment philosophy, offering portfolio management, financial planning, participant education, and coordinated tax and accounting services with affiliated CPAs.

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. His background also includes roles outside traditional finance, such as work at A GOGO Rentals and the University of Cincinnati. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as a fiduciary under ERISA 3(21) or 3(38) when specified. The firm employs a long-term, buy-and-hold investment approach, offering portfolio management, participant education, and integrated services including tax and bookkeeping coordinated with affiliated CPAs.

Owen North is a CFP® professional at Everhart Advisors with approximately four years of industry experience. His prior roles include positions at Hefren-Tillotson, Inc and Amazon, as well as teaching at Avonworth High School and Grove City College. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and coordinated tax, accounting, and bookkeeping support through affiliated CPAs.

Duane Gillman is a financial advisor at Everhart Advisors in Dublin, OH, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Everhart Advisors since 2016. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Concourse Financial Group Securities, Inc. Outside of his advisory work, he occasionally serves as a notary public without charge. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy and offers additional services such as participant education, tax coordination, and cash-balance plan consulting.

Rebekah Curran is a financial advisor at Everhart Advisors with a Series 65 designation and four years of industry experience. She has worked at Everhart Advisors since 2014, with additional roles at Mid Atlantic Capital Corporation and Hamilton Capital Management. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm employs a long-term, buy-and-hold investment philosophy, utilizes model portfolios, and may allocate assets to third-party sub-advisers for specialized strategies.

Clay Acer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2026. He previously worked for Trinity Financial Advisors LLC for nine years and spent one year at Wallick Communities. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, financial planning, participant education, and tax, accounting, and bookkeeping services coordinated with affiliated CPAs.