Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Andrew Seni is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. His prior work includes 17 years at Axa Advisors, LLC before joining Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. in 2020. He is also active as an insurance agent through Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm utilizes customized portfolios with proprietary models emphasizing low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and offers specialized services such as ERISA plan oversight and trust administration.

Alexandra Ollinger is a CFP® professional with nine years of experience in the financial advisory industry. She is affiliated with Truepoint, Inc., where she has worked since 2004. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm follows an evidence-based, long-term investment approach with a focus on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Clayton Reynolds is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at 9258 Wealth Management, Raymond James & Associates, Modern Woodmen of America, and MWA Financial Services. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of planning tools and multi-family office services.

John Wenstrup is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has operated The Wenstrup Company since 2003. Outside of his advisory work, he performs as a special character through March Forth Productions, LLC, and engages in light handyman repairs for small businesses and homeowners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through a range of discretionary and non-discretionary accounts with access to multiple custodians and diverse investment options.

Maxim Meyers is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding the CFP® and ChFC® designations and bringing 38 years of industry experience. He has previously worked at Axa Advisors, LLC for 21 years and has been with Octavia Wealth Advisors and Purshe Kaplan Sterling Investments since 2020. Meyers is also active as an agent for fixed and traditional insurance products. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that incorporate low-cost ETFs, mutual funds, individual securities, alternative investments, and structured products.

Lauren Niestradt is a CFP® and CFA® with 10 years of industry experience. She has been with Truepoint, Inc. since 2018, following two years at Riverpoint Capital Management, LLC. Niestradt serves on the Board of Trustees for the Cincinnati Observatory Foundation and is an Ambassador Council Member for the Cincinnati Zoo and Botanical Garden. Truepoint provides financial planning, portfolio management, and related services to individuals, families, trusts, and institutional clients, using an evidence-based investment approach focused on diversified asset allocation and long-term goals. The firm offers tiered levels of service, including a Family Office for multi-generational households, and integrates tax and administrative services through related entities.

Paige Kock is a CFP® with 25 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. Prior to that, she worked at Ameriprise Financial Services, Inc. for 13 years. She also serves as a Durable Power of Attorney for two individuals, assisting with financial management and bill payment on a volunteer basis. 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 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

David Yeazell is a CFP® with 20 years of industry experience, currently affiliated with Octavia Wealth Advisors LLC in Cincinnati, OH. He has worked at Axa Advisors, LLC for 14 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2020. In addition to his advisory role, he is also involved in implementing insurance products through Octavia Risk Management, LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized investment management and financial planning services, employing proprietary models favoring low-cost ETFs and mutual funds along with alternative investments, while providing specialized retirement plan advisory and trust administration services.

Peter Boland is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of RMAT LLC, a non-investment-related business with future interests in Mobile Life Technologies. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in both insurance distribution and private fund management.

Heather Spencer is a CFP® and holds a Series 66 license, with nine years of industry experience. She has been with Truepoint, Inc. since 2008. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm uses an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds and is 100% employee-owned with integrated tax and administrative services.

Michael Sommers is a financial advisor with On Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at The O.N. Equity Sales Company and Hummel Insurance Agency since 1987. Outside of his advisory role, he is a partner at Hummel Group, Inc., where he sells life, health, disability, and long-term care fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based financial planning, access to third-party investment programs, and managed account options that include both discretionary and non-discretionary portfolios.

Katelyn Bombardiere is a CFP® professional with five years of industry experience, currently serving as an advisor at Truepoint, Inc. since 2021. Her prior experience includes roles at Kooman & Associates, Mariner Wealth Advisors, Lenox Wealth Management, and River Cities Capital Funds. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across various engagement levels, providing comprehensive financial planning, portfolio management, tax planning, and estate support. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is 100% employee-owned with integrated tax and administrative services.

Nicholas Wheeler is an investment advisor representative at Octavia Wealth Advisors LLC with 17 years of industry experience. He holds the Series 66 credential and has previously worked at Fifth Third Securities from 2006 to 2020. Since 2020, he has maintained dual registration as both an investment advisor representative and a registered representative with Purshe Kaplan Sterling Investments. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory including ERISA-related services, and trust and custody administration through partner relationships, utilizing customized portfolios that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments.

Michelle Degree is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and 22 years of industry experience. Her prior roles include positions at The O.N. Equity Sales Company, RBC Capital Markets, and CUSO Financial Services, LP. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary account options.

Thomas Finley is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and The Huntington Investment Company. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

Michael Roehm is a financial advisor at ValMark Advisers, Inc. in Cincinnati, OH, with 33 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers since 2020. Prior to that, he was with Cetera Advisor Networks LLC for seven years and has been involved with Lang Financial Group, LLC since 1994, where he also serves as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. 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 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning services.

Wayne Lippert Jr. is a CFP® and Series 63–registered financial advisor with nine years of industry experience. He is based in Cincinnati, OH, and has been with Truepoint, Inc. since 2006. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings that include comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm applies an evidence-based, long-term investment approach centered on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with integrated tax and administrative services.

Karen Suskowicz is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $3.94 billion in assets across more than 1,600 clients and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.