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 with DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. She joined DayMark in 2023 after seven years at Wells Fargo Clearing. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with a range of services including asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using diverse strategies and offers access to alternative investments alongside traditional holdings.

Christopher Meyer is a CFA® charterholder with 23 years of industry experience. He has been with Truepoint, Inc. since 2015. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate planning support. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

Shannon Dowling is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. Prior to joining Truepoint, Dowling held positions at Fidelity Brokerage Services and several other financial firms. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, and tax and estate services. The firm employs an evidence-based, long-term investment approach with an emphasis on diversified asset allocation and low-cost index funds.

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.

Michael Quin is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of advising, he is a majority owner of Bishopgate LLC. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of internal models, third-party managers, and held-away accounts, with investment approaches that include fundamental, technical, quantitative, and ESG analysis.

Michael Larison is a financial advisor with DayMark Wealth Partners, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He has been with DayMark Wealth Partners since 2022. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of strategies and offers access to alternative investments alongside traditional securities.

Nathaniel Maxson is a CFP® with four years of industry experience currently with Truepoint, Inc. in Cincinnati, OH. He previously worked at U.S. Bank Private Wealth Management for three years. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, and related advisory services. The firm employs an evidence-based, long-term investment approach with a focus on diversified asset allocation and low-cost index funds.

Glynnis Reinhart is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. She has worked at Axa Advisors, LLC for 18 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments since 2020. Reinhart is also involved in insurance product implementation 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 including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm employs customized portfolios using proprietary models with low-cost ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA services and trust administration through partner relationships.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Zachary Bauer is a CFP® professional with Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint in various roles since 2021, following prior experience at Anthem and Sheldon Reder, CPAs, as well as positions at the University of Cincinnati. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, combining comprehensive financial planning and portfolio management with a long-term, evidence-based investment approach. The firm integrates tax and administrative services through related entities and operates as a 100% employee-owned multi-team advisory.

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.

Emily Vogele is a CFP®-certified financial advisor with one year of industry experience. She is currently with Truepoint, Inc. and has prior experience at Bessemer Trust and Fifth Third Bank. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management services ranging from foundational planning to family office offerings. The firm uses an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and integrates tax and administrative services through related entities.

Andrew Harmon is a CFP®-certified financial advisor at Savvy with 11 years of industry experience. Prior to joining Savvy in 2026, he worked at Ameriprise Financial Services from 2015 to 2026. He serves on the Board of Directors for Sigma Chi Building Co. and is a member of the La Salle High School Advancement Committee. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, while integrating third-party fintech tools and specialized sub-adviser strategies.

Joshua Kommer is a CFA® charterholder with three years of industry experience. He has been with Truepoint, Inc. since 2022 and previously worked as a self-employed commodity trader and at Tempus Futures Management. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management services ranging from foundational to family office levels. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and offers integrated tax and administrative services through related entities.

Maria Flynn is a financial advisor with Kovack Advisors, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Kovack, she was associated with The Oak Tree Group and Federal Retirement Advisor. Outside of her advisory work, she is involved in founding a real estate group and holds ownership in an LLC related to wealth advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using model-based and advisor-managed investment solutions supported by Envestnet technology.

Robert Prangley II is a financial advisor at DayMark Wealth Partners, LLC with 35 years of industry experience. He previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as a trustee for The Ursulines of Cincinnati Charitable Trust, where he participates in meetings and reviews managerial performance and budget projections. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internally managed models, third-party managers, and held-away account tools, employing fundamental, technical, quantitative, and ESG analysis along with access to alternative and private securities.

Michael West is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018 before joining Valmark Securities, Inc. Michael serves as co-chair of a local homeowners association and owns an operating company, WWWestgang, LLC. 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 offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Erin Winer is a financial advisor at ON Investment Management Company with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The O.N. Equity Sales Company since 2008. 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 both discretionary and non-discretionary account management, utilizing a mix of third-party investment programs and IAR-directed strategies.