Matthew Mog is a financial advisor with Vicus Capital, Inc. in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience, including prior roles at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial planning services to Gen X and Gen Y physicians through WealthKeel LLC. Vicus Capital offers investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, emphasizing retirement-plan consulting and fiduciary services. The firm employs a range of strategies including fundamental and technical analysis, core-satellite models, ESG and faith-based allocations, and provides access to third-party money managers and fee-based programs.

Grace Cappellini is a CFP® professional with one year of experience, currently serving as a financial advisor at Root Financial Partners. She previously worked at THOR Wealth Management and Glass City Federal Credit Union. Grace is based in Cincinnati, OH. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives, and offers educational programs and specialized portfolio techniques as appropriate.

Byron Larkin is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He holds a Series 63 license and has worked previously at Client One Securities, LLC and Cetera Advisors, LLC. Outside of his advisory work, Larkin broadcasts college basketball games for Xavier University. 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, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

David Francis is a financial advisor with Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding 12 years of industry experience. He has been with Bartlett & Co. Wealth Management since 2018 and previously worked with Bartlett & Co. LLC from 2012 to 2018. Bartlett & Co. Wealth Management LLC 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 uses mutual funds and ETFs to implement targeted exposures, while also integrating with the Focus Financial Partners network and affiliated service offerings.

Elizabeth Corbett is a CFP® professional with 14 years of experience in financial planning and investment advisory. She has been with ValMark Advisers, Inc. since 2013 and is also a partner and shareholder in Focus on Success, LLC. Outside of her advisory work, she serves on the Board of Governors for the Metropolitan Club and is an investor and advisory board member for Ripple Wine Bar. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Keith Dershem is a CFP® professional with 11 years of industry experience, currently serving at Bartlett & Co. Wealth Management LLC since 2021. He previously worked at U.S. Bank and Fifth Third Securities, Inc. His community involvement includes leadership roles on several nonprofit boards, such as serving as President of the Cincinnati Estate Planning Council and Chairman of the Evans Scholars Foundation scholarship house. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and 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 is notable for its integration with the Focus Financial Partners network and specialized support for ERISA and public-sector clients.

Catherine Crawford is a CFP® professional with six years of industry experience, currently with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. She has been with Bartlett Wealth Management since 2012. Bartlett & Co. Wealth Management 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 for fixed income and is integrated with the Focus Financial Partners network, providing access to affiliate and third-party solutions for clients.

Michael Cambron is a CFA® charterholder with 38 years of experience in the financial industry. He has been with Bartlett & Co. Wealth Management since 2018 and previously worked at Bartlett & Co. LLC from 2012 to 2018. He holds the Series 63 license and is based in Cincinnati, OH. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, including corporate and nonprofit retirement plans. The firm employs an active, client-specific investment approach focused on diversification and a relative-value fixed income philosophy, providing discretionary wealth management, comprehensive financial planning, and consulting services.

Thomas Moore Jr. is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with ValMark Advisers since 2014. In addition to his advisory role, he serves as president and a 35% owner of Broadview Financial Advisors, LLC, and is an advisory board member for McCormick Equipment Co., Inc. 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 comprehensive due diligence.

Gregory Fasig is a CFP® professional with 21 years of industry experience, currently with Aspiriant, LLC where he has worked since 2012. He is based in Cincinnati, OH and holds Series 63 and Series 65 licenses. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office capabilities including accounting and banking support.

Mark Miller is a CFP® with 25 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and affiliated entities, where he has been since 2003. Miller provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. ValMark Advisers, Inc. offers 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 utilizes diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and it provides a range of platform solutions and sub-advisory services.

Dionicio Trevino is a financial advisor at United Advisor Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NEXT Financial Group for 10 years. Outside of advisory services, he owns Trevino Financial Group LLC and is involved in insurance through Trevino Insurance Group Inc. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management that incorporates proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

Justin Ellis is a CFA® charterholder with three years of industry experience. He has worked at Bartlett & Co. Wealth Management LLC since 2022 and previously spent seven years at Fifth Third Bank. Ellis serves as a committee member for the Cise Education Fund and is a board member of the CFA Society of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, integrating third-party platforms and maintaining affiliations within the Focus Financial Partners network.

Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

Timothy Back is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Bartlett & Co. Wealth Management LLC and previously spent eleven years at First Financial Bank. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, leveraging mutual funds, ETFs, and third-party platforms while maintaining integration with the Focus Financial Partners network.

William Breagy III is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Creative Financial Designs since 2002 and also has experience with CRR Wealth Management since 2012. Outside of advisory work, he serves as a chapter president of AFEA and conducts classes at local universities. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee, and offers distinctive implementation options including Biblically Responsible Investing strategies.

Adam Morton is a CFP® professional at Constellation Wealth Advisors with 10 years of industry experience. He has worked at Constellation since 2020 and previously held roles at Fort Washington Investment Advisors and Riverpoint Capital Management. Morton serves on the boards of directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations based in Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages a diversified portfolio that includes public markets and private placements, operates a proprietary private capital platform, and employs a documented due-diligence process with an Investment Committee.

Bradley Rice is a financial advisor at Constellation Wealth Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Stedman Machine Company and Johnson Controls. 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 strategies across public markets and private placements, with a focus on private fund advisory and proprietary private capital platforms.

Austin Hussey is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Fidelity Investments for five years. Outside of his advisory work, he coaches high school tennis. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms along with oversight from an investment committee.

Peter Hiltz is a financial advisor at Kingsview Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Kingsview since 2017, following seven years at Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies.