David Damaska is a financial advisor with Charter Advisory Corporation in Cincinnati, OH, holding a Series 63 license and bringing 30 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009 and has a long tenure with Connecticut General Life Insurance Co dating back to 1995. He is also president of Damaska & Associates, Inc., a firm involved in tax preparation, accounting, and non-investment-based insurance. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Snyder is a financial advisor at MDRN Capital with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining MDRN Capital, he worked at Crump Life Insurance, First Financial Bank, OJM Group, and Northwestern Mutual Investment Management. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and constructs portfolios utilizing unaffiliated Independent Managers and low-cost mutual funds and ETFs, with a primarily long-term investment focus.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

Thomas Regan is a CFP® with 18 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has held roles at Gryphon Normandy Manager, LLC since 2019 and previously at Hightower Advisors. Regan is a member of Gryphon Normandy Manager, LLC, an investment-related entity. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm focuses on family business sales, succession and legacy planning, and offers both discretionary and non-discretionary portfolio management using an active, diversified approach tailored to client objectives and risk tolerances.

Adam Eagleston is a CFA® charterholder and holds Series 63 and 65 licenses, with 14 years of experience in the financial industry. He has worked at Formidable Asset Management, LLC since 2019 and previously held roles at Driehaus Capital Management, LLC and Opus Capital Group, LLC. Formidable Asset Management is a multi-advisor SEC-registered firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, focusing on capital appreciation through actively managed ETF strategies that combine thematic research with fundamental and quantitative analysis.

Christopher Casey is a financial advisor at Fifth Third Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ocean Park Asset Management, Wintrust Financial Corporation, and Orison Corporation. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing household-level Investment Policy Statements and a combination of in-house and third-party managers to construct and rebalance portfolios.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Michael Murphy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. He previously worked at Putnam Investments from 2016 to 2024 and has been with Johnson Investment Counsel since 2024. Murphy also has a role at Ultimus Fund Distributors, LLC beginning in 2025. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process using quantitative equity analysis and fixed-income management, offering both customized discretionary mandates and automated advisory programs. It sponsors and advises its own mutual funds, acts as a sub-adviser for other managers, and integrates trust and administrative services within its enterprise structure.

Thomas Mc Conville is a financial advisor at Constellation Wealth Advisors with one year of industry experience. He previously worked at Cassady Schiller CPAs & Advisors and held a position at Xavier University. Mc Conville serves as a board member for CancerFree Kids, a non-profit organization focused on funding early-stage childhood cancer research. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, including a proprietary private capital platform.

Patrick Lafley is a financial advisor at Constellation Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked at Constellation since 2017 and at Quadrant Partners since 2008. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and other institutional clients. The firm manages approximately $5.4 billion in assets through diversified strategies across public and private markets and operates a proprietary private capital platform focused on fund, direct, and co-investment opportunities.

John Wernke is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Berthel Fisher since 2020 and previously held advisory roles at Primerica Advisors and Primerica Financial Services from 2017 to 2020. Outside of his advisory work, he serves as treasurer for the Harrison Kiwanis, a nonprofit organization focused on raising funds and awareness for helping children, and he also prepares tax filings through a local tax service. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm delivers investment advice through various platforms, including discretionary and non-discretionary management, employing tailored strategies based on client needs.

Jarrod Hart is a CFP® and ChFC® with eight years of industry experience, currently affiliated with Mariner Independent. He has previously worked at firms including Fortitude Financial Partners, Vantage Financial Group, and Northwestern Mutual. Hart serves on the finance board of Cornerstone Renter Equity in Cincinnati. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of over 100 investment adviser representatives. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments, offering both model and customized portfolios supported by affiliated and third-party managers.

Jacob Forrester is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, OH. He holds a Series 65 credential and has experience at Fifth Third Bank and Key Bank dating back to 2014. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Gang Lu is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WealthWave. Outside of his advisory work, he serves as a Chartered Life Underwriter at Ash Brokerage, recommending insurance products. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process uses strategic asset allocation alongside fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

James Cloud is a CFP® professional at Savvy with six years of industry experience. He previously worked at Mariner Wealth Advisors and RFH CPA's, PLLC. Cloud serves as a board member and treasurer of The Roaring Brook Foundation, a nonprofit organization supporting children in Lexington, KY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Robert Huesman is a CFP® with 19 years at 1919 Investment Counsel, LLC and 10 years of industry experience. He is based in Cincinnati, OH. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and an investment approach enhanced by AI and machine learning inputs.

Monte Hazelbaker is a financial advisor at IPI Wealth Management, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Investment Planners, Inc. since 1999. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, using an open-architecture platform with proprietary risk-based model suites and an outsourced-agent operational model.

Brian Couch is a CFP® with 24 years of industry experience. He is currently with Advisory Services Network and previously held roles at Fidelity Investments, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a photography business specializing in weddings, portraits, and sports. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diversified strategies and third-party manager oversight.