Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Madison Avenue Securities since 2012 and is also the owner and insurance agent at Everest Financial, Inc., where he has been active since 2002. Additionally, he serves as a board member of the Rivers Breeze Community homeowners association. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment strategies.

James Hagerty is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. He previously worked at Bartlett & Co LLC from 2012 to 2018. Outside of his advisory role, he volunteers with Catholic inner-city elementary schools and serves as Treasurer on the Board of Directors for Losantiville Country Club. 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 institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis and integrates offerings through its affiliation with Focus Financial Partners.

Glenn Bujnoch is a CFP® with 15 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2026. His previous roles include positions at LPL Financial LLC and Lincoln Financial Advisors. Outside of his advisory role, he works as a non-variable insurance agent with Crump Agency. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers a range of wealth management, financial planning, and non-investment services including tax preparation and estate-planning support through in-house attorneys.

Keith Hamberg is a CFP® professional with six years of industry experience. He currently works at Savvy and previously held roles at Mariner Wealth Advisors and Riverpoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

William Arthur II is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with ValMark Advisers since 2010 and also serves as an investment committee member for the Diocese of Covington, where he reviews and monitors investment accounts on a voluntary basis. 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 model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Aliya Riddle is a CFA® charterholder with eight years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously at Johnson Investment Counsel, Inc. from 2010 to 2018. Riddle serves as a Mayor-appointed trustee on the City of Cincinnati Retirement System Pension Board and participates in operatic performances with the Cincinnati Opera Association. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and it integrates with the Focus Financial Partners network to provide additional insurance and credit solutions.

Nicolas Paxson is a CFP® professional at Constellation Wealth Advisors with four years of industry experience. He previously worked at Ritter Daniher Financial Advisory LLC before joining Constellation in 2023. Outside of his advisory work, he serves as an assistant golf coach for the Saint Xavier High School Athletic Department. 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 client assets and operates a proprietary private capital platform, utilizing diversified strategies and a documented due-diligence process for manager selection.

Gina Slayton is a CFP® and Series 66 licensed financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. She previously worked at Stock Yards Bank Wealth Management, Bluecap Financial, and Financial Partners Group. Slayton serves as a volunteer board member for the Brighton Center, a nonprofit organization, where she helps organize activities and raise awareness among potential donors. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Brad Morgan is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Savvy since 2024 and previously spent six years at Mariner Wealth Advisors, LLC, and four years at RiverPoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call option overlays, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Robert Riesenbeck is a financial advisor with Archer Investment Corporation in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has previously worked at Silver Oak Securities, Inc. and Avantax Advisory Services, among other firms, and has operated Riesenbeck Financial Group since 1995. In addition to his advisory role, he serves as president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with diversified allocation strategies.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and has also been affiliated with Quadrant Family Wealth Advisors since 2015. He is based in Cincinnati, OH. 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 client assets and offers diversified investment strategies across public markets and private placements, supported by a structured due-diligence process and an active Investment Committee.

Randolph Railey is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Avantax Insurance Agency, LLC, Avantax Advisory Services, and KFG Wealth Management LLC. Outside of his advisory work, he serves as Treasurer for the TEAM Foundation, a nonprofit supporting sports activities in the Covington Public School District. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs that emphasize discretionary management tailored to client objectives and risk tolerances.

David Kecskes is a financial advisor at Zacks Investment Management, Inc. in Cincinnati, OH, with 32 years of industry experience. He has been with Zacks Investment Management since 2008 and holds the Series 63 and Series 66 designations. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a combination of quantitative and qualitative analysis through proprietary stock-ranking models and offers a wide range of investment strategies and vehicles, operating across retail, institutional, and third-party distribution channels.

John Williams is a CFA charterholder with 19 years of industry experience. He has worked at Constellation Wealth Advisors since 2017 and has been affiliated with Quadrant Capital Group since 2008. Williams serves on the boards of the Cincinnati Tennis Foundation and the United Way of Greater Cincinnati. 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 client assets through diversified public and private market strategies and operates a proprietary private capital platform known as Quadrant Private Capital Solutions.

John Hoeting is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and previously worked at Mainstreet Investment Advisors, LLC and ClearArc Capital, Inc. Fifth Third Wealth Advisors LLC offers 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 uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC in Florence, KY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using various methods of analysis and manages the majority of its assets on a discretionary basis.

Howard Wolfson is a financial advisor at TCFG Investment Advisors, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Gold Coast Securities, Inc. for 21 years before joining TCFG Wealth Management, LLC. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services and employs multiple investment strategies while providing access to national custodians and third-party money managers.

Troy Crook is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. He has 11 years of industry experience, including roles at Valmark Securities, Inc., Valmark Advisers, Inc., and W3 Wealth Advisors, LLC. Outside of his advisory work, Crook serves as a director of Glory to God International Ministries, overseeing mission trips in Nigeria. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, with ongoing portfolio monitoring and rebalancing conducted by investment advisory representatives under committee oversight.

Lori Poole is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to this, she worked at Bartlett & Co. LLC from 2012 to 2018. She is a board member of the Alpaugh Family Economics Center, a nonprofit focused on financial education and economic development. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.