Michael Chasnoff is a financial advisor with Truepoint, Inc. in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Truepoint Wealth Counsel since 1990. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, providing comprehensive financial planning, portfolio management, tax support, estate planning, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

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.

Daniel Kiley is a CFP® with 19 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and also serves as Chief Executive Officer and Chief Investment Officer at Retirement Corporation of America. His prior experience includes 16 years at Triad Advisors, Inc. and 29 years at Retirement Capital Advisors. 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 offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Andrew Taylor is a CFP® with 22 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He was previously with OJM Group for 13 years before its transition to Earned Wealth Advisors. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and internal committee.

Jacob Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at LPL Financial, Clarify Wealth Management, and Fidelity Brokerage Services. Outside of his advisory work, he manages an Airbnb investment on a part-time basis. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios including ESG and blockchain-focused options.

Daniel O'Keefe is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with The O. N. Equity Sales Company since 2013. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary management approaches and access to various third-party investment programs.

Evan Maushart is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Waverly Advisors, 9258 Wealth Management, Kenwood Country Club, Chick-fil-A, Xavier University, Sharp's Valet Parking Services, and Stephen T. Badin High School. 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 provides a range of services including financial planning, retirement plan consulting, and multi-family office offerings.

Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.

Marc Wagner is a CFP® and Series 66-licensed financial advisor with Octavia Wealth Advisors LLC, based in Cincinnati, OH. He has 24 years of industry experience, including 19 years at Axa Advisors, LLC, and has been with Octavia and affiliated entities since 2020. In addition to his advisory role, he serves as Secretary/Treasurer of a local networking group. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, and offers ERISA-related retirement plan services as well as trust administration through partner relationships.

Daniel Rieman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 63 designation and 10 years of industry experience. He has worked with ValMark Advisers since 2017 and is also involved with Sassy Business Management, Inc. since 2019. His prior roles include positions at Valmark Securities, Inc. and Resonate, 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, and offers proprietary platforms and fee-based planning services.

Sarah Tenhundfeld is a CFP® with nine years of industry experience currently affiliated with Truepoint, Inc. She has held positions at Mercer Global Advisors Inc., The Asset Advisory Group, Inc., and Pinnacle Wealth Management, Inc. among others. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels that include Foundational Wealth Management, True Wealth Management, and a Family Office offering. The firm uses an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing, and offers integrated tax and administrative services alongside its advisory business.

Noah Koterba is a financial advisor with Summit Financial, LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., PNC Wealth Management, and Natcity Investments. Outside of finance, he owns and operates Hummingbird Woodworks, LLC, a business producing handmade items. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Marcus Saskin is a CFP® professional with 19 years of experience in the financial services industry. He has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018, following a ten-year tenure at Ameriprise Financial Services, Inc. He serves as president of the Ohio Valley Princeton Association, a local alumni group where he organizes events and interviews university applicants. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients using a network of advisory representatives and a diversified, goal-based investment approach. The firm offers proprietary platforms, third-party manager programs, and is involved with investment-company products and index licensing.

Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.

John Evans is a CFP® and PFS™ credentialed advisor at Truepoint, Inc. with five years of industry experience. He is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients through multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

August Hemmerich is a CFP® with five years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH since 2021. His prior experience includes roles at Dimensional Fund Advisors and Ritter Daniher Financial Advisory, along with involvement at Western Kentucky University in various capacities. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with specialized offerings including integrated tax and administrative services.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. 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, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.

Joseph Larson is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Amazon, and Northwestern Mutual. Larson also serves as an artillery soldier in the Ohio Army National Guard. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and fee-based planning services.

T Rodney Twells is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC since 2023. Prior to joining DayMark, he worked at Wells Fargo Clearing for seven years. He serves on the investment committee of Fieldstone Farm Therapeutic Riding Center and is chair of the investment committee and a trustee at Bluecoats, Inc., a nonprofit supporting families of fallen safety force officers. DayMark Wealth Partners serves individual, high-net-worth, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and offers access to alternative and private securities alongside traditional holdings.