Dublin, OH Office

Carson Cooke is a CFP® professional with three years of industry experience, currently serving at Everhart Advisors. His prior experience includes a position at JP Morgan in 2019. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through affiliated CPAs.

Andrew Pfeiffer is a CFP® with three years of industry experience, currently serving as a financial advisor at Everhart Advisors in Dublin, OH. Prior to joining Everhart Advisors, he worked at Muirfield Village Golf Club for seven years and was a student at Coffman High School and The Ohio State University. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach with low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

Logan Jones is a CFP® with 10 years of industry experience, currently serving at Everhart Advisors in Dublin, OH. He has worked at Everhart Advisors since 2014, with a brief period at Mid Atlantic Capital Corporation from 2015 to 2020. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and offers integrated tax consulting and bookkeeping services through in-house CPAs.

Jonathan Wiley is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation. He has been with Everhart Advisors since 2026 and has previous experience at Exact Medicare and Grace Polaris Church. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households, with a focus on retirement-plan consulting, wealth management, and financial planning. The firm employs a long-term, disciplined investment approach using diversified, lower-cost investments and offers additional services such as tax, accounting, and legacy planning through affiliated professionals.

John Grega is a financial advisor at Everhart Advisors in Dublin, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Deloitte for a total of five years. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through CPAs.

Lisa Block is a financial advisor with Everhart Advisors in Dublin, Ohio, holding 12 years of industry experience. She has worked at Everhart Advisors since 2016 and previously at Mid Atlantic Capital Corporation from 2013 to 2020. Everhart Advisors serves individuals, high-net-worth clients, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified investments and offers fiduciary services, participant education, and a formal investment due-diligence process for retirement plans.

Philip Parker is a financial advisor at Everhart Advisors with eight years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. Prior to joining Everhart Advisors in 2020, he worked at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering retirement-plan consulting, wealth management, financial planning, and related services. The firm takes a long-term, disciplined investment approach with diversified, lower-cost investments and provides client education, periodic portfolio reviews, and access to alternative investments when appropriate.

Matthew O’Hara is a CFP® professional at Everhart Advisors with eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Columbus Capital. Outside of his advisory work, he serves as a board member of the Wrestlers in Business Network and works as a commentator for Ohio State wrestling matches. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm emphasizes a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through its CPAs.

Richard Everhart is a CFP® with 34 years of experience in the financial services industry. He has been with Everhart Advisors since 1996 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. 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 serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm emphasizes a buy-and-hold investment approach using low-cost, diversified model portfolios and offers fiduciary services, in-house tax consulting, and bookkeeping through affiliated CPAs.

James St.Pierre is a financial advisor with Everhart Advisors in Dublin, OH, holding 12 years of industry experience. He has been with Everhart Advisors since 2016 and previously worked at Mid Atlantic Capital Corporation. He is also a licensed insurance agent in Ohio. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering a range of services such as retirement-plan consulting, wealth management, financial planning, and related tax and accounting services. The firm employs a long-term, disciplined investment approach with diversified, lower-cost investments and utilizes strategic alliances to enhance client offerings.

Rainer Schertel is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Mid Atlantic Capital Corporation and A GOGO Rentals. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, employing a long-term, disciplined investment approach that emphasizes diversified, lower-cost investments and client education.

Owen North is a CFP® professional at Everhart Advisors with four years of industry experience. His work history includes roles at Everhart Advisors, Hefren-Tillotson, Inc, and Amazon, as well as earlier experience in education at Avonworth High School and Grove City College. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, providing retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach featuring diversified, lower-cost investments, selective use of third-party sub-advisers, and client education through written communications and events.

Duane Gillman is a financial advisor with Everhart Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Everhart Advisors since 2016 and previously at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Outside of his advisory role, he occasionally serves as a notary public without charging fees. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting services to individuals, retirement plan sponsors, trusts, and business entities. The firm follows a buy-and-hold investment approach focused on low-cost, diversified model portfolios and offers fiduciary and due-diligence services for retirement plans.

Rebekah Curran is a financial advisor at Everhart Advisors with four years of industry experience. She holds a Series 65 designation and has worked at Everhart Advisors and Mid Atlantic Capital Corporation. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, offering retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach emphasizing diversified, lower-cost investments, model portfolios, and selective use of third-party sub-advisers.

Clay Acer is a CFP® with eight years of industry experience. He is currently with Everhart Advisors in Dublin, OH, where he has worked for one year. Previously, he spent nine years at Trinity Financial Advisors LLC and one year at Wallick Communities. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, utilizing a long-term, disciplined investment approach focused on diversified, lower-cost investments and selective use of third-party sub-advisers.