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.

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.

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.

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.

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.

Amy Barker is a CFP® and CFA® with 14 years of industry experience. She has been with Parallel Advisors, LLC since 2015. 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 uses a range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Cameron Magoon is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Touchstone Securities and IFS Financial Services from 2017 to 2024, and Fidelity Brokerage Services, LLC from 2016 to 2017. Outside of his advisory role, he serves as a referral consultant for Talemed, a healthcare staffing company. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios, including ESG and blockchain-focused options.

Bryan Havighurst is a CFP® affiliated with Van Clemens Wealth Management, LLC, with three years of industry experience. His prior roles include positions at US Bank and Fifth Third Securities. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients across wealth levels, offering investment advisory and comprehensive financial planning services. The firm customizes portfolios using a range of strategies and third-party managers, including an in-house Growth Opportunities model focused on micro- and small-cap equities.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc., holding a Series 63 designation and bringing 25 years of industry experience. His prior experience includes 16 years at Edward Jones before joining Prospera in 2017 and later Independent Financial Partners in 2026. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans, using a combination of firm models, third-party sub-advisers, and customizable allocations through various sponsored platforms.

Steven Spaeth is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with RFG Advisory, LLC and has held positions at Morgan Stanley, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with River Oak Asset Advisory as an owner, financial advisor, and insurance agent. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Neal Schulte is a CFP® and holds a Series 66 license with 27 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, Brass Tax Wealth Management, Inc., INVEST Financial Corporation, and Schulte, Uhrig, CPA's. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a range of financial planning and investment management services.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

Robert Henrich is a CFP® and CFA® with 29 years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Fifth Third Securities for five years. 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 uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms and affiliated fiduciary services.

Grace Pettit is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Kleinfelder Capital, Inc. and Fifth Third Bank. Outside of her advisory role, she worked for several years as an admissions associate at Kings Island Amusement and Water Park. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Joshua Styrcula is a CFP® with 18 years of experience in the financial advisory industry. He currently serves as an advisor at Wealthcare Advisory Partners LLC and has previously worked with Mariner Platform Solutions, AdvicePeriod, LLC, and Lifeplan Financial Group, Inc. Outside of his advisory role, he is a City Council Member in Mason, Ohio. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment framework and offers access to alternative investment solutions and multiple custodian platforms.

Christian Stake is an investment advisor representative at Gradient Advisors, LLC with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Baynes Investment Counsel LLC and Transamerica Financial Advisors, Inc. Outside of his advisory role, Stake is involved in highway construction operations as an operator foreman at Eagle Bridge Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model and utilizing tools such as the Color of Money Risk Analysis.

Todd Steinbrink is a CFP® professional affiliated with MCF Advisors, LLC in Cincinnati, OH, with over 20 years of industry experience. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation for two decades. MCF Advisors serves individuals, trusts, pension plans, corporations, and private investment funds, offering wealth management, financial planning, and portfolio management alongside non-investment services such as tax preparation, accounting, and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and manages diversified portfolios using multiple third-party platforms.

Matthew Jadwisiak is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and Cetera Advisors, among other firms. He also manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent specializing in fixed insurance sales. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized advice through discretionary management and a range of investment strategies, including passive, active, tactical, and ESG-oriented options.

Patty Scott is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of her advisory role, Scott is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and locating services to assist disabled seniors. On Investment Management CO (ONIMCO) is a multi-team SEC-registered investment 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 a range of comprehensive and modular financial plans, access to various third-party investment programs, and a mix of discretionary and non-discretionary account management.