Matthew Jadwisiak is a financial advisor with Fortis Capital Advisors, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. He previously worked at Axim Wealth Management and Cetera Advisors LLC and manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent focusing on fixed insurance sales. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, employing a mix of passive, active, tactical, and ESG-aware strategies, along with access to third-party sub-advisors and specialist strategies.

Patty Scott is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior work includes roles at Merrill and Ohio National Financial Services. She is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and services for disabled seniors. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning and portfolio management services, offering both discretionary and non-discretionary investment programs.

Eric Shupe is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Blaine Reynolds is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Waverly Advisors, he worked for eight years at Schulte & Uhrig CPAs, Inc. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations.

Todd Kelly is a financial advisor with BFC Planning, Inc. in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with BFC Planning and Securities Management & Research, Inc. since 2014. Outside of his advisory role, Kelly is involved in several business activities related to college planning and insurance, including partnerships in firms focused on college planning services, training financial professionals on college planning marketing, and offering fixed insurance products. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, referrals to outside managers, and various investment programs, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Evan Smith is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with The O.N. Equity Sales Company since 2010. In addition to his advisory role, Smith is involved with JT Clark & Associates, where he conducts financial reviews and designs financial services including insurance and non-registered products. ON Investment Management Company is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of comprehensive and modular financial plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

Patrick Scarborough is a financial advisor with MCF Advisors, LLC in Cincinnati, OH. He holds the CFP® and CFA® designations and has seven years of industry experience. Prior to joining MCF Advisors, he worked for Wealth Planning Corporation for 15 years and Securities America Advisors, Inc. for six years. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, utilizing a tactical asset allocation approach alongside various third-party platforms and tools.

Michael Weldy is a financial advisor with ON Investment Management Company in Cincinnati, Ohio. He holds a Series 63 license and has 23 years of industry experience, including prior roles at Cetera Advisors LLC, Invest Financial Corporation, and Edward Jones. In addition to his advisory work, he operates Weldy Financial & Wealth Management, a fixed insurance business. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides 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 investment programs and manages client accounts through both discretionary and non-discretionary relationships.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.

Jakob Ruby is a financial advisor at Fortis Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Axim Planning & Wealth and Charles Schwab. Outside of finance, his background includes roles at Bowling Green State University and the BGSU Recreation Center. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management, financial planning, and consulting services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Tyler Gagnon is a financial advisor at ON Investment Management Company with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at The O.N. Equity Sales Company since 2016. He is also a licensed career agent involved in the sale of life, disability, and long-term care insurance products. ON Investment Management Company provides 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 third-party investment programs and utilizes both discretionary and non-discretionary account management approaches.

Noah Sayre is a CFP® professional at MCF Advisors, LLC with experience dating back to 2020. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation and Thomas More University. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, employing a tactical asset allocation approach supported by third-party platforms and tools.

Gerald Yox is a CFP® professional at MCF Advisors, LLC with 24 years of industry experience. His prior roles include positions at Wealth Planning Corporation, TIAA-CREF, and Fidelity. He is based in Cincinnati, OH. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm provides comprehensive wealth management, discretionary portfolio management, and integrated accounting, tax, and CFO services.

Timothy Dougherty is a CFP® professional advising with MCF Advisors, LLC in Cincinnati, OH, and has eight years of industry experience. His prior roles include positions at Wealth Planning Corporation and Fidelity in both advisory and brokerage services. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers a tactical asset allocation approach and provides comprehensive wealth management services, as well as tax, accounting, and CFO services alongside investment advice.

John Gehri is a CFP® and ChFC® credentialed advisor with 21 years of experience in the financial industry. He is currently with Strategic Wealth Investment Group, LLC and has previously worked at firms including Fidelity, Harvest Financial Advisors, and Mass Mutual. Outside of advising, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, while also serving corporations and business entities. The firm employs a blend of internal and third-party model portfolios and uses multiple analytical methods to guide investment decisions, maintaining overall responsibility for client suitability.

Angie Trandai is a CFP® professional with 28 years of experience in the financial services industry. She is currently with CreativeOne Securities, LLC and previously spent 13 years at Brokers International Financial Services, LLC. In addition to her advisory role, she operates Trandai Financial Solutions, LLC, where she works as an insurance agent specializing in fixed index annuities, life insurance, and long-term care insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing both proprietary and external manager programs.

Jesse Parsons is a CFA® charterholder with 16 years of industry experience. He is currently affiliated with Advisory Services Network, LLC and previously worked at Robert W. Baird for nine years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using a diverse array of investment strategies and flexible engagement models.

Austin Ford is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at AE Wealth Management since 2017 and has experience in tax preparation and planning through his role at Harrison Tax & Accounting, where he serves as Managing Member. Ford also has a background as owner of a farm and a holding company and formerly operated Ford Brothers Fencing & Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies supported by a platform servicing over 127,000 clients.

David Wilder is a CFP® professional with 24 years of experience in financial advisory roles. He is currently with Carson Wealth and CWM, LLC, having previously worked at Total Wealth Planning, LLC and Financial Management Group Inc. Outside of his advisory work, he is the owner of David Wilder, LLC, a rental property business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and offering tailored investment solutions.

Valarie Kaney is a financial advisor with Fifth Third Securities, Inc. in Centerville, OH, holding Series 63 and Series 65 designations and possessing 17 years of industry experience. She has been with Fifth Third Securities and its affiliated firm since 2010. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm’s platform features multiple discretionary managed-account programs, including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and its dual registration as a broker-dealer and municipal advisor.