Bradford Smith is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Ameritas Advisory Services and Merrill. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers access to third-party investment programs and manages both discretionary and non-discretionary accounts through a combination of advisory relationships and registered representative activities.

Leah Schulte is a CFP® with 14 years of industry experience, currently serving at Waverly Advisors, LLC. Her prior work includes roles at LPL Financial, LNCO LLC, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corporation. She is also the owner of The Next Adventurous Child LLC, 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 and offers a range of services including financial planning and multi-family office support.

Todd Lyon is a CFP® with Series 63 registration, currently serving as an advisor at MCF Advisors, LLC. He has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation before joining MCF Advisors in 2026. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm employs a tactical asset allocation approach and offers comprehensive wealth management, financial planning, discretionary portfolio management, as well as accounting, tax preparation, and outsourced CFO services.

Robbie Beucler is a financial advisor with United Advisor Group in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is the owner of StratSync, LLC and a member of RBRC Farms, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset allocation approaches.

Robert De Lessio is a Series 65-licensed advisor with seven years of industry experience, currently with Strategic Wealth Investment Group, LLC. He previously worked at Renewal by Andersen for two years and is also a Licensed Insurance Agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, with investment analysis incorporating fundamental, technical, cyclical, and charting methods.

Craig Lipniskis is a CFP® professional with 19 years of industry experience, currently with United Advisor Group. His prior roles include positions at LPL Financial, Private Advisor Group, Horter Investment Management, and Fidelity Brokerage Services. He has also managed property operations for Destin Flyers Ohio, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a range of investment approaches including proprietary model portfolios and custom-traded accounts tailored to client needs.

Benjamin Shroyer is a Series 65 credentialed advisor at Parallel Advisors, LLC with experience beginning in 2024. Prior to his current role, he worked for seven years at Dayton Christian School and six years at Dickinson State University. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs various investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Arielle Torbeck is a CFP® professional with 10 years of industry experience, currently serving clients through United Advisor Group. Her prior roles include positions at Fidelity Brokerage Services and Formidable Asset Management, LLC. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients with portfolio management and retirement planning, employing a blend of strategic and tactical asset allocation alongside value investing and various analytical methods.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo Clearing. 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 both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Michael Sommers is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked with The O.N. Equity Sales Company and Hummel Insurance Agency since 1987. In addition to his advisory role, Sommers is a partner at Hummel Group, Inc., where he sells life, health, disability, and long-term care fixed annuities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and access to third-party investment programs through a dual-registration model involving both advisory and broker-dealer activities.

Francisco Salas is a financial advisor with United Advisor Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Golden State Equity Partners, ASC Wealth Management, and Legacy Wealth Management. He is also involved in the sale of life insurance products. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base, including individuals, small businesses, trusts, and charities. The firm employs a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, tailoring investment strategies to clients’ risk tolerance, tax considerations, and time horizons.

Cathy Waters is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at 9258 Wealth Management, L.M. Kohn & Company, and National Retirement Consultants, Inc. 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 and offers both discretionary and non-discretionary portfolio management.

Michelle Degree is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Michelle Marie, RBC Capital Markets, and CUSO Financial Services. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive and modular plans, third-party investment programs, and both discretionary and non-discretionary account management.

Eric Fessler is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspiriant Wealth Management, 9258 Wealth Management, Constellation, and 5/3 Bank. Outside of his advisory role, Fessler coaches youth soccer with Fusion FC. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm provides financial planning, portfolio management, and other advisory services tailored to individual goals, often utilizing third-party managers and sub-advisers.

Victor Gray is a financial advisor with AlphaStar Capital Management in Cincinnati, Ohio, holding 18 years of industry experience. He has been with AlphaStar since 2012 and also operates Victor Gray Financial Services. Outside of his advisory work, he is involved in horse owning and training and serves as a minister. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs a combination of predefined model portfolios and custom strategies that utilize strategic asset allocation and quantitative analysis, and it offers a range of portfolio management and consulting services.

Nicholas Schulte is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Waverly Advisors, LLC and has prior experience at LPL Financial, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corp. 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, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

William Groth is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at 9258 Wealth Management, LLC and NATL Retirement Consultants Inc. Outside of his advisory role, Groth practices estate planning, probate, and tax law through the Groth Law Firm LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles, managing approximately $29.9 billion in assets. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing both traditional and alternative investment strategies.

Robert Bartlett is a CFP® professional with 10 years of industry experience, currently affiliated with The Mather Group, LLC. Prior to joining The Mather Group in 2023, he worked at Clear Perspectives Financial Planning, LLC for eight years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI tools under human oversight to support market data analysis and client communications.

David Hickman is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with BFC Planning, Inc. and Securities Management & Research, Inc. since 2014. Outside of his advisory role, he is a partner in several businesses including a college planning service and an independent insurance business that sells fixed insurance products. BFC Planning, Inc. serves a diverse client base ranging from individuals to corporations and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and institutional platforms, employing strategies that include stocks, bonds, mutual funds, and ETFs.