Everhart Advisors

Bios

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  Scott Everhart, CFP®, AIF®, CEPA

  President & Senior Retirement Plan Consultant

  Scott Everhart is the President and founding firm member of Everhart Advisors. Scott has specialized in the retirement plan market since entering the financial planning field in 1991, with extensive experience in plan design, investment due diligence, participant education, and fiduciary liability protection. Scott is a nationally recognized advisor and speaks with authority on the topics of fee transparency, revenue sharing, and cost control. Scott has been named as one of the nation’s “300 Most Influential Advisors in Defined Contribution” by 401kWire.com, and “20 Rising Stars of Retirement Plan Advisors”1 by Institutional Investor News. Scott was honored as one of ten executive “Superstars” by Columbus CEO. Scott has been a guest lecturer at workshops presented with the U.S. Department of Labor and conferences hosted by the Center for Due Diligence, Ohio Society of CPAs, Columbus Bar Association, and others. Scott earned his Certified Financial Planner™ designation in 1998 and is an Accredited Investment Fiduciary®, illustrating knowledge and competency in the area of fiduciary studies. He also recently earned the Certified Exit Planning Advisor (CEPA) designation. Scott received a Bachelor of Science degree, Magna Cum Laude, from Kent State University, with degrees in both Finance and Business Management. He is a member of the Financial Planning Association (FPA), Financial Executives International (FEI), and The Entrepreneurs’ Organization-Columbus.

  Link: Scott Everhart, CFP®, AIF®, CEPA

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  Matthew Romeo, CFP®, AIF®

  Partner & Wealth Advisor

  Matthew Romeo is a partner and registered representative of Everhart Advisors, joining the firm in 1999. As part of our dedicated retirement plan service team, Matt serves as On-Site Participant Services Coordinator. Matt leads participant education, including enrollment meetings, and one-on-one planning visits. Additionally, Matt provides wealth management services for individuals and families. Matt received a Bachelor of Science degree from the Max M. Fisher College of Business at The Ohio State University, with a specialization in Finance. Matt is a Certified Financial Planner™ practitioner. His licenses include the series 7, 63 and 24. He also holds a State of Ohio Insurance license. Matt has earned his designation of Accredited Investment Fiduciary® (AIF®) from the Center of Fiduciary Studies, illustrating knowledge and competency in the area of fiduciary studies. Recently, Matt completed training in Behavioral Finance, from the Allianz Global Investors Center for Behavioral Finance. Matt resides in Dublin with his wife, Jenna and daughters, Olivia and Naomi.

  Link: Matthew Romeo, CFP®, AIF®

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  Jeffrey Wilkins

  Chairman

  Jeffrey Wilkins currently serves as the Chairman for the board of directors for Everhart Advisors. Since 2001, Mr. Wilkins has served as managing partner of Wilkins Associates, a privately held investment management firm, which provides strategic management consulting services and advises on mergers and acquisitions for growth-oriented companies. Recent projects include The Ohio State University, where Wilkins was engaged first as consultant on technology commercialization. His work led to a term as President and Chief Executive Officer of UMC Partners, a company he helped form to cultivate business development opportunities utilizing science and research originating from the OSU Medical Center. Wilkins served as CEO and chairman of the board of Metatec International, Inc., a company he founded in 1985, until December 2001. Metatec became a leading CD-ROM manufacturing company and value-added supply chain services company, reaching over $100 million in annual revenue. Prior to founding Metatec, Wilkins founded CompuServe, Inc. and served as the company’s CEO from 1969 to 1985. As CompuServe’s leader, he initiated the global emergence of online information services to personal computer owners and other businesses, including a nationwide telecommunications network for data transmission, the first full-service electronic mail system for business, and custom computer application services to organizations in a variety of markets and industries. Wilkins recently served on the board of directors of Checkfree Corporation, one of the nation’s leading providers of financial electronic commerce services and products, until its sale in December, 2007. He currently serves on the board of OncoImmune, an drug development company, Xcelerate Media, an e-learning company, Caster Connection, Accel Inc., and on the advisory boards for Navigator Management Partners, Reservoir Venture Partners, The Fishel Company, and RivetDigital and Health Care DataWorks. Public company boards on which he has previously served include Bank One of Columbus, N.A.; H&R Block, Inc.; Liebert Corporation; Cardinal Health, Inc.; Accuray Corporation; Midland Mutual Life Insurance; and The Holophane Corporation. During his tenure as a director of these companies, he has participated and advised on numerous acquisition and sale transactions. As an active community leader, Wilkins has served the boards of The Wellington School, TechColumbus, CIVIC, the Columbus Chamber, and the Center of Science and Industry. Wilkins holds a bachelors and masters degree in electrical engineering from the University of Arizona. Wilkins resides in Columbus, OH with his wife, Julie.

  Link: Jeffrey Wilkins

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  Steven Reinsel

  Chief Compliance Officer & General Counsel

  Steven Reinsel is the Chief Compliance Officer and General Counsel for Everhart Advisors and he manages the firm’s business operations. He joined the firm in 2015. Prior to joining Everhart Advisors Steve practiced as a commercial lawyer for over 20 years, having represented individual investors, registered representatives and several of the nation’s largest investment houses in various securities-related matters. He was repeatedly recognized as a “Pennsylvania Super Lawyer.” He left private practice to become the Chief Operating Officer and General Counsel for a medical services firm. Steve graduated from Lehigh University with High Honors and a B.A. in Philosophy and International Relations and was Phi Beta Kappa. He received his JD from the University of Pennsylvania Law School. Steve has served on the boards of several non-profit organizations, including East End Cooperative Ministry, which provides a range of services to those in need, and the Fund for the Advancement of Minorities Through Education, which awards scholarships to disadvantaged students. Steve lives in Dublin with his wife Kristen and two daughters, Quinn and Emanuelle.

  Link: Steven Reinsel

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  Brian J. Hanna, AIF®

  Senior Retirement Plan Consultant

  Brian Hanna is a Senior Retirement Plan Consultant for Everhart Advisors. Brian joined the firm in 1997, serving in a multitude of capacities since. His focus is on monitoring and increasing retirement plan service levels, acting as an ongoing intermediary between plan sponsors and their respective plan vendors. Brian has received formal training in fiduciary responsibility and due diligence, along with extensive experience in plan design, investment selection, and cost control. Brian has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, and the Center for Due Diligence. He has also contributed to numerous articles for local newspapers and other publications. Brian was recently honored by Columbus Business First as a member of the “Forty Under 40” class in 2012. 1 Brian received a Bachelor of Science degree, Summa Cum Laude, from the Max M. Fisher College of Business at The Ohio State University, with a specialization in Finance. Brian earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, in 2008. Brian currently volunteers as a coach for the Miracle League of Central Ohio and as a mentor within the Franklin County Children Services network, along with leading a bible study at Whetstone Gardens & Care Center. Brian has also participated in missions to Mexico and Honduras, serving and ministering to those in need, along with assisting with the building of schools and homes.

  Link: Brian J. Hanna, AIF®

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  Frank Ciotola, AIF®

  Retirement Plan Consultant

  Frank Ciotola is a Retirement Plan Consultant, joining the firm in 2003. He graduated from The Ohio State University in 1985 with a degree in Finance. After working with National City Bank he ran a family business where he also became an active advocate for independent businesses. He joined the National Federation of Independent Businesses as a board member in 1994 and served as State Chairman from 2003 – 2006. Frank was honored as one of five champions nationwide for small business in 2005. Frank recently earned the designation of Accredited Investment Fiduciary™, illustrating knowledge and competency in the area of fiduciary studies. He also holds a Series 7 License as well as a State Life and Health Insurance License. He formerly served as President and Mayor of Upper Arlington City Council and is a member of the Financial Planning Association.

  Link: Frank Ciotola, AIF®

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  Steve Murlin, CRPS®, AIF®

  Retirement Plan Consultant

  Steve Murlin is a Retirement Plan Consultant for Everhart Advisors. Steve has more than 28 years of experience in the employer sponsored retirement plan industry, including investment fiduciary services and participant advisory services, along with plan design, administration, and legal/technical aspects. Steve is a 1975 graduate of the University of Dayton with a major in accounting. He has earned numerous professional designations in the pension industry from such organizations as American Society of Pension Professionals and Actuaries, The American College of Financial Planning, and the Center for Fiduciary Studies. Steve’s most recent position was with Morgan Stanley Smith Barney, where he served in the role of Retirement Plan Specialist with a large team of advisors. Steve was an Executive Vice President of the Smith Barney K-Group and a member of the advisory committee for Citistreet Retirement Services, a sister company of Smith Barney. Steve’s prior position was with Meeks & Company, a local actuary and employee benefit consulting firm in Columbus, Ohio. Steve was a Vice President and Principal and served as a senior pension consultant. In this position, he designed and administered hundreds of employee sponsored plans, of all types. Steve resides in Columbus with his wife Loren and has two adult sons, a daughter-in-law and three grandchildren.

  Link: Steve Murlin, CRPS®, AIF®

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  Mary Beth Aldrich

  Relationship Manager

  Mary Beth Aldrich joined the firm in 2013, after working in the financial industry for over 10 years. She has extensive experience developing and implementing retirement plans, life insurance and annuity products, with the last few years dedicated exclusively to retirement plans. Mary Beth is a member of our dedicated retirement plan services team. She works closely with our relationship managers and consultants to deliver exceptional service and support to our clients. Mary Beth currently resides in Grandview, where she volunteers as a youth soccer coach and Sunday school teacher.

  Link: Mary Beth Aldrich

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  Becky McMillen, RPA

  Senior Relationship Manager

  Becky McMillen joined our firm in 2014. She has worked in the financial industry for 24 years, with the last 21 years dedicated exclusively to retirement plans. Becky has extensive experience with 401(k), profit sharing, money purchase pension, employee stock ownership, defined benefit, master trusts and health and welfare plans. She has worked closely with clients on plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. Becky is a member of our dedicated retirement plan services team. She works closely with our relationship managers and consultants to deliver exceptional service and support to our clients. Becky has a Bachelor of Science in Accounting from Franklin University. She has her series 6 license and holds a State of Ohio Insurance license. She also recently earned the Retirement Plans Associate (RPA) designation. Becky resides in Hilliard with her husband Jim and three sons Justin, Tyler and Jacob. Becky and Jim support Pelotonia and have participated as bike riders.

  Link: Becky McMillen, RPA

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  Rich Swanner, CPFA

  Retirement Plan Consultant & Relationship Manager

  Rich Swanner is a Retirement Plan Consultant / Relationship Manager with Everhart Advisors. He joined the firm in January 2017, bringing with him over 20 years of retirement plan industry and knowledge from his tenure with T. Rowe Price, Mercer DC Advisors, and Arthur J. Gallagher. His passion is helping clients prepare their employees for retirement success, and navigating the plan sponsor through their fiduciary responsibilities. Rich has been designated as a Certified Plan Fiduciary (CPFA) by the National Association of Plan Advisors (NAPA). His licenses include the series 6, 63, 7 and 66. Rich also holds a State of Ohio Insurance license. Rich, his wife Mindy, son Asher, and daughters Ruby and Everly relocated to Dublin, Ohio in January 2016 after living for twenty years in Baltimore, Maryland. He is a native of Jacksonville, Florida. He enjoys spending his free time with his family, enjoying the many cultural, outdoor, and civic opportunities afforded in the greater Columbus area, including cycling, gardening, and coaching his children’s youth sports.

  Link: Rich Swanner, CPFA

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  Ian Schmidt, AIF®

  Financial Advisor & Participant Engagement

  Ian Schmidt joined the firm in 2005, after graduating from Ohio University with a Bachelor of Sciences in Sports Sciences. He earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies. Additionally he holds a series 6 license. Ian provides day-to-day services for all retirement plan participants, including enrollment meetings and on-going participant education. Ian currently resides in Dublin, where he volunteers as a coach for Dublin Youth Football.

  Link: Ian Schmidt, AIF®

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  Emily Snyder

  Participant Engagement

  Emily Snyder joined the firm in 2015 after graduating from The Ohio State University with a Bachelor of Science in Financial Mathematics. She provides day-to-day services for all retirement plan participants, including enrollment meetings and on-going participant education. Emily currently resides in Columbus.

  Link: Emily Snyder

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  Vanessa Carter

  Retirement Plan Services

  Vanessa Carter joined the firm in 2016. She graduated from the University of Dayton in 2015, with a Bachelor of Science in Finance. Vanessa is a member of our retirement planning team and supports our relationship managers and consultants to deliver service and support to our clients. Vanessa currently resides in Dublin.

  Link: Vanessa Carter

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  Bethany Gephart

  Private Client Services

  Bethany Gephart joined the firm in 2015 after graduating from The Ohio State University with a Bachelor of Arts in Public Affairs. She is on our Private Client Services team and assists clients and families on a day-to-day basis with their new accounts and transfers. Bethany currently resides in Columbus.

  Link: Bethany Gephart

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  Logan Jones

  Private Client Services

  Logan Jones joined the firm in summer 2014 as an intern, supporting our Private Wealth Management division, assisting clients and families achieve their financial goals. Logan graduated from The Ohio State University in spring 2015 with a BS in Business Administration, where he was also on the Varsity Men’s Golf Team where he was named Captain in 2012. Logan is a leader of the campus sports ministry, Athletes in Action, where he leads Bible Studies and ministers to other varsity athletes. Logan currently resides in Dublin.

  Link: Logan Jones

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  Kyle Hickey

  Private Client Services

  Kyle Hickey joined the firm in 2013, with five years experience in client services and portfolio management. He graduated from The Ohio State University in 2009, with a Bachelor of Science in personal finance. Kyle currently resides in Gahanna with his wife Jennifer and sons, Jameson & Griffin.

  Link: Kyle Hickey

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  Dorene Allen

  Executive Assistant

  Dorene Allen joined our firm in 2015 after working in administrative services and support and human resources. She has a Bachelor of Science degree in Human Ecology from The Ohio State University. Dorene supports Everhart’s team of advisors, and serves as a customer liaison, by providing ongoing scheduling and high-touch customer service. Dorene currently resides with her family in Sunbury.

  Link: Dorene Allen

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  LeAnn Young

  Business Operations

  LeAnn Young joined the firm in 2013, after working in client relations and management for over 5 years. She graduated from Bowling Green State University in 2007, with a Bachelor of Arts in Interpersonal Communications. LeAnn works closely with Everhart’s Board of Directors and contributes to the development and implementation of organizational strategies, policies and practices. She also supports company HR initiatives and policies. LeAnn currently resides in Delaware with her family.

  Link: LeAnn Young