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.

Arielle Torbeck is a CFP® with nine years of industry experience, currently affiliated with United Advisor Group. She previously worked at Fidelity Brokerage Services for eight years and Formidable Asset Management for two years. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, employing a combination 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 Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Waverly Advisors, LLC since 2024, following prior roles at 9258 Wealth Management and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

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 credentials and possessing 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., involved in selling life, health, disability, and long-term care fixed annuities. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts, often integrating third-party investment programs.

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.

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.

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.

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.

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®-credentialed financial advisor with two years of industry experience, currently with Truepoint, Inc. in Cincinnati, OH. Prior to joining Truepoint, she held roles at Fidelity Brokerage Services and several other firms. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and other services. The firm follows an evidence-based, long-term investment approach with diversified asset allocation and offers specialized tax and administrative services through related entities.

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.