William Breagy III is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Creative Financial Designs since 2002 and also has experience with CRR Wealth Management since 2012. Outside of advisory work, he serves as a chapter president of AFEA and conducts classes at local universities. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee, and offers distinctive implementation options including Biblically Responsible Investing strategies.

Adam Morton is a CFP® professional at Constellation Wealth Advisors with 10 years of industry experience. He has worked at Constellation since 2020 and previously held roles at Fort Washington Investment Advisors and Riverpoint Capital Management. Morton serves on the boards of directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations based in Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages a diversified portfolio that includes public markets and private placements, operates a proprietary private capital platform, and employs a documented due-diligence process with an Investment Committee.

Bradley Rice is a financial advisor at Constellation Wealth Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Stedman Machine Company and Johnson Controls. 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 client assets and offers diversified strategies across public markets and private placements, with a focus on private fund advisory and proprietary private capital platforms.

Austin Hussey is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Fidelity Investments for five years. Outside of his advisory work, he coaches high school tennis. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms along with oversight from an investment committee.

Peter Schwartz is a financial advisor with Aspiriant, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspiriant in Cincinnati, OH since 2012. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing customized investment programs that incorporate a range of implementation options and proprietary research.

Cameron Puckett is a financial advisor at Fifth Third Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mainstreet Investment Advisors, LLC, J.P. Morgan Securities, and JP Morgan Chase Bank, N.A. 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 employs household-level Investment Policy Statements, combines in-house and third-party management resources, and integrates closely with its bank affiliates to provide a range of portfolio management and financial planning services.

David Wagner III is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2020. His prior roles include positions at Environ Capital Management, Driehaus Capital Advisors, and Opus Capital Advisors. Outside of his financial career, he is a trustee of the Ault Park Advisory Council, where he manages park finances and leads trail maintenance, and he co-owns Wagner Stables, a racehorse ownership hobby. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, providing portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies that combine technical and fundamental analysis to seek market upside participation while attempting to mitigate major drawdowns.

Paul Nikolai II is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Aspiriant, LLC since 2012 and is based in Cincinnati, OH. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and speciality consulting, utilizing a range of investment options informed by internal Capital Market Expectations.

Donald Talbert is a financial advisor with Latitude Advisors, LLC in Florence, KY, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. His prior work includes roles at GWN Securities, OneAmerica Securities, Pruco Securities, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Centurion Business Coach, which provides coaching and consulting services to small business owners, and serves as a board member for Switzerland County Tourism and Legal Shield. He is also a partner in Heaven Sent Care, an in-home care service for seniors. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Cheryl Rose is a CFP® and CFA® with eight years of experience in the financial industry. She currently works at Constellation Wealth Advisors and has prior experience at PNC Bank. Outside of finance, she is a part-owner of Woodhouse Spa franchises in Northern Kentucky and Lexington, Kentucky, and serves as a trustee on the Finance and Nominating Committees of the Cincinnati Art Museum as well as a board member of Groundwork Ohio, a nonprofit focused on early childhood education. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, associated trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets through both discretionary and non-discretionary strategies, including public markets and private placements, and operates private capital platforms such as Quadrant Private Capital Solutions.

Brian Antenucci is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked with Bartlett & Co. LLC from 2012 to 2018. He is also president of a nonprofit university alumni affinity organization, Park Financial Services, based in Chicago. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, foundations, endowments, and institutional clients, providing discretionary wealth management, comprehensive financial planning, and consulting across various asset classes. The firm follows an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and it operates within the Focus Financial Partners network.

Nicholas Reilly is a financial advisor at Constellation Wealth Advisors in Cincinnati, OH, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Quadrant Capital Group, LLC and Horan Capital Advisors, LLC. Reilly serves on the Board of Directors for DePaul Cristo Rey High School, a private Catholic college preparatory school. 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, utilizing a private capital platform and performance-based fee arrangements for certain fund investments.

Michael Kemer is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, Ohio. He holds a Series 65 credential and has three years of industry experience. Prior to joining Fifth Third Wealth Advisors, he spent over two decades with Mainstreet Advisors. Outside of his advisory role, he is a silent partner in a residential property group. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements, integrates in-house and third-party management, and operates in affiliation with Fifth Third Bank, leveraging shared resources and offering a broad range of portfolio management and financial planning services.

William Nagy is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His work history includes long-term roles at Creative Financial Designs, Inc. and CFD Investments, Inc. He is also involved in independent insurance sales on a part-time basis. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Jennifer Gugliemotto is a financial advisor at Savvy in Cincinnati, OH, with six years of industry experience and a Series 66 designation. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a range of portfolio management and wealth planning solutions, using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by technology platforms and specialized sub-adviser strategies.

Brian Walker is a CFA® charterholder with seven years at Bartlett & Co. Wealth Management and five years of prior experience at PNC Wealth Management. He serves on the board of the CFA Society of Cincinnati and is a board member of the SPCA Fund, participating on its Finance, Investment, and Audit Committees. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and utilizes mutual funds and ETFs, while also integrating services through the Focus Financial Partners network.

Kenneth Schlachter is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to this, he worked at Bartlett & Co LLC from 2012 to 2018. Outside of his advisory role, he is a member of the advisory board for Corryville Catholic School, assisting with business matters and fundraising efforts. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and it operates within the Focus Financial Partners network, providing access to affiliate services and third-party solutions.

Gerald Deatherage Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His work history includes roles at CreativeOne Securities, Nest - National Employer Solutions Team, Cetera ADVISORS LLC, and Diversified Asset Management. He serves on the City Council of Fort Mitchell, KY, and holds board positions with the DCCH Center for Children and Families and the Kentucky Chapter of NABIP, engaging in local government and nonprofit leadership. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and offering access to proprietary advisory platforms and third-party manager programs.

Matthew Woebkenberg is a CFA® charterholder with five years of industry experience. He has been with Constellation Wealth Advisors since 2021 and previously worked at HORAN Capital Advisors for six years. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers both discretionary and non-discretionary management across public and private markets, including proprietary private capital platforms and private fund advisory roles.

Ronald Bates is a financial advisor at 1919 Investment Counsel, LLC with 28 years of industry experience. He has been with 1919 Investment Counsel since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a regional auction company and two real estate investment partnerships focused on small apartment buildings. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm emphasizes customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology.