Everhart Advisors
Aaron Zeller, CPFA™, currently serves as a Retirement Plan Associate at Everhart Advisors since July 2023. Previously, Aaron held the position of Rotational Energy Analyst at AEP Energy, where responsibilities included using Dynamics 365 for sales metrics analysis and developing reporting on email campaigns. Aaron's experience also encompasses roles such as Honor Caddy at Brookside Golf and Country Club, contributing to member experiences, an Internship at Valor Consulting & Distribution focusing on networking with financial advisors, and a Secretary position at ZELLER & ASSOCIATES EAP, managing client interactions. Aaron Zeller earned a Bachelor of Business Administration in Finance from The Ohio State University Fisher College of Business.
Everhart Advisors
Everhart Advisors is an independent retirement plan advisory firm, providing a comprehensive suite of services to enhance employer-sponsored retirement plans, including fiduciary compliance & liability protection, investment due diligence, participant education & advice, plan design, cost control, and fee transparency. As a fee-based Registered Investment Advisor (RIA), Everhart Advisors delivers objective advice without regard to vendor selection. For more information regarding the PLANSPONSOR award visit: https://everhartadvisors.com/retirementplanadviseroftheyear/ 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.