Everhart Advisors

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.

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.

Philip Parker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Everhart Advisors since 2020. His prior roles include positions at Ameriprise Financial Services and Fidelity Investments. He is also a licensed insurance agent in Ohio. 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 portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.

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.

Francesco Ciotola is a financial advisor with Everhart Advisors in Miami, FL, holding a Series 63 designation and 23 years of industry experience. He has been with Everhart Advisors since 2003 and previously worked at Mid Atlantic Capital Corporation from 2015 to 2020. Outside of advisory work, he serves as a board member of the Ohio Chamber of Commerce. Everhart Advisors provides wealth management, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a buy-and-hold investment approach focused on low-cost, diversified portfolios and offers in-house tax consulting and bookkeeping services through 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.

Rainer Schertel is a financial advisor at Everhart Advisors in Dublin, OH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Mid Atlantic Capital Corporation and Lackman Bar, as well as positions related to A GOGO Rentals and the University of Cincinnati. 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 with low-cost, diversified portfolios, and offers in-house tax consulting and bookkeeping services through its CPAs.

Carson Pearlman is a Series 65 licensed financial advisor with five years of industry experience. He has worked at Everhart Advisors since 2021 and previously at Case Pearlman Retirement Plan Advisors, LLC. Before entering the financial industry, his background includes roles at Fedex, Ecoshield Pest Control, Hurley, Jacksonville University, and service in the United States Air Force. 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, participant education, and in-house tax consulting through affiliated CPAs.

Dennis Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL, holding a Series 65 credential and 15 years of industry experience. Prior to joining Everhart Advisors in 2021, he spent 10 years at Case Pearlman Retirement Plan Advisors, LLC. Outside of his advisory role, Pearlman provides professional development and consulting services to business professionals and elected officials in Southwest Florida through Winning Dynamics, LLC, focusing on speech writing, relationship building, and political strategy. He formerly served as a trustee officer on the City of Fort Myers General Employees' Pension Plan Board of Trustees. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities by providing wealth management, portfolio management, and retirement plan consulting. The firm employs a buy-and-hold investment strategy favoring low-cost, diversified model portfolios and offers fiduciary services, participant education, and in-house tax consulting through CPAs.

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.

Logan Pearlman is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Covenant College and Evangelical Christian School. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities, providing wealth management, portfolio management, and retirement plan consulting. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and uses a formal due-diligence process for retirement plan options.

Clay Acer is a CFP® with seven years of industry experience, currently serving at Trinity Financial Advisors LLC in Columbus, OH. He has worked at Everhart Advisors since 2026 and was previously with Trinity Financial Advisors from 2017 to 2026, as well as Wallick Communities from 2016 to 2017. Trinity Financial Advisors LLC is a fee-only, SEC-registered advisory firm managing approximately $580 million for about 200 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and business advisory services, employing customized asset allocations and a range of investment strategies including fundamental and technical analysis.

Luke Fassett is a financial advisor at Everhart Advisors in Dublin, Ohio, holding Series 63 and Series 65 licenses. He has recent experience with Everhart Advisors and previously worked at Linworth Baptist Church and The Ohio State University. 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 with low-cost, diversified model portfolios and offers in-house tax consulting and bookkeeping services through employed or retained CPAs.