Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals. Our firm is founded on integrity, passion and delivering the best possible outcomes for clients. Everhart Advisors offers 401(k) plan consulting, wealth management and tax planning with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida. For more information regarding our awards and recognitions visit: https://everhartadvisors.com/about-us/awards-and-recognitions/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wisdom Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1000 Corporate Drive Suite 700, Ft Lauderdale FL 33334, (954) 938-8800. We have agents licensed to sell insurance in the following jurisdictions: FL, NY, NJ, CA, AR, AZ, CT, GA, IA, IL, KS, MD, MO, NC, NE, OH, OK, MA, MI, PA, SD, TN, TX, VA, WA, WV. We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, CA. CALIFORNIA LICENSEES Anna L Borgman | CA Insurance License # 0K99381 | Domiciled in FL Michele B Friedlander | CA Insurance License # 0M12209 | Domiciled in FL

Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Waller Financial Planning Group strives to provide holistic financial structure and long-term counsel to assist our clients in the pursuit of their desired Lifestyle & Legacy. It is with great pleasure and responsibility to serve as our clients'​ trusted advisor. These valued relationships are built upon unbiased advice, exemplary service and a shared passion for their financial independence.

The number one differentiator for any organization is the team behind the work. We believe in the abilities of a single, inspired individual. We believe in the power of an interconnected team of retail thinkers and creators to impact brands and bottom lines. We’re a team of streetwise data scientists and imagination makers. Savvy real estate facilitators, strategists, connectors, and big idea designers. But most importantly, we’re collaborators–strategic partners in our clients’ journey toward meaningful retail experiences.

Hixon Zuercher Capital Management is a fee-only investment management boutique located in Findlay, Ohio. We provide professional investment management solutions to a select group of individuals, families, business owners, and foundations. Please visit our website at hzcapital.com to learn more about our company.

At Peak Retirement Planning, Inc. we specialize in helping those in or near retirement who have been diligent savers by following our 5 Pillar approach. This approach is comprehensive and consists of: Tax Planning - Our goal is to help our clients pay the lowest lifetime tax bill. This is the foundation to planning as taxes could be your biggest expense in retirement. Investment Planning - We help our clients maximize growth and protection by managing their investments. Many of our clients are looking to take less risk at this point in their life so we build investment plans to meet their goals. Income Planning - We help our clients decide when to take social security and structure their investments in a way to provide ongoing income in retirement. Healthcare Planning - We help our clients plan for Medicare and Long Term Care. Estate Planning - We work with an estate planning attourney at our office to ensure our clients have the correct legal documents in place. We help our clients transfer wealth in tax efficient ways to beneficiaries.

Temporary job as an assistant, ensuring the confidence of clients information, handling paperwork, scanning and transfer personal data on a secured network, printers and computers repair.

Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services for individuals with high levels of income. We are a one-stop family office for financial planning, tax preparation, and investment services for high net worth families. George P. Jackson was named to Forbes’ “Best-in-State Wealth Advisors” 2018 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry. We also have a highly quantitative, proprietary, trend following approach to investing and risk management. Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC Advisory services offered through Jackson Wealth Management, LLC. Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc. Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

Updated and recorded 500 client annuity contracts and prepared data entries through Microsoft Office softwarePrepared and executed business plan for software transition from TD Ameritrade to Charles Schwab via Schwab AllianceShadowed and worked with investing officers and financial staff wealth advisors and learned general practices including trading and asset allocation