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 Series 65-licensed advisor with Fifth Third Wealth Advisors LLC in Cincinnati, OH, bringing three years of industry experience. He previously spent 20 years at 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 individuals, trusts, pension plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a mix of in-house and third-party resources within an integrated bank-affiliated structure.

William Nagy is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry. His prior firms include CFD Investments, Inc., where he has worked since 2004, Creative Financial Designs, Inc., and USA Financial Securities LLC. In addition to his advisory work, he is 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. The firm offers various advisory programs tailored to client objectives, emphasizing discretionary investment management supported by operational features like ongoing model monitoring and an automatic investment process.

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.

Adrian Schau is a CFP® professional with over 15 years of experience, currently serving as an advisor at 1919 Investment Counsel, LLC. He has previously worked at Triad Advisors, Inc. and also acts as a consultant for MY529. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party managers, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Robert Plaza Jr. is a CFA® charterholder and holds a Series 66 license. He is currently with Fifth Third Wealth Advisors LLC and has two years of industry experience. His prior roles include positions at Aviva Investors and Key Bank. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

Nathan Weidner is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Wealth Advisors since 2021, following six years at Fifth Third Securities. 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 utilizing affiliated model strategies.

Carter Hench is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Savvy since 2025. Prior to joining Savvy, he worked at Colorado Wealth Group for four years and held positions at The O.N. Equity Sales Company, Family Financial Partners, and LJ DeWeese Company. He is also the owner and managing member of The Financial Takeoff LLC, an entity focused on creating personal finance content for social media. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm combines a primarily index-based, long-term investment approach with active equity portfolios, tax-aware direct indexing, and specialized fintech tools to deliver customized financial solutions.

Christopher Holt is a financial advisor with Ally Invest Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fifth Third Securities and Cleararc Capital, Inc. He has been with Ally Invest Advisors since 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Christopher Robbins is a CFA® charterholder with 10 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2012, serving in various capacities over that time. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, and it operates as an active, discretionary manager with access to external managers and private fund recommendations.

Christopher Ginter is a CFA® charterholder and Series 63 licensee at Fifth Third Wealth Advisors LLC with two years of industry experience. He has been with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a diverse range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, implementing household-level Investment Policy Statements and leveraging in-house and third-party resources for portfolio construction and oversight.

Woodrow Uible is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked at Bartlett & Co LLC for six years. He serves on the Collections Committee of the Cincinnati Art Museum and is a board member for economic research and financial literacy at the Economic Center of the University of Cincinnati. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and comprehensive financial planning to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, leveraging mutual funds, ETFs, and third-party platforms, and is part of the Focus Financial Partners network.

Stephen Crone is a CFP® and ChFC® with 36 years of industry experience. He is currently with Prospera Financial Services, Inc. and has held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, which includes insurance sales and services focusing on traditional life, disability, and long-term care insurance products. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.