Robert Henrich is a CFP® and CFA® with 29 years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Fifth Third Securities for five years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms and affiliated fiduciary services.

Grace Pettit is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Kleinfelder Capital, Inc. and Fifth Third Bank. Outside of her advisory role, she worked for several years as an admissions associate at Kings Island Amusement and Water Park. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Michael Allen is a Series 65-licensed financial advisor with AlphaStar Capital Management and has been in the industry since 2022. Prior to joining AlphaStar in 2026, he worked at Gray Hurst Wealth Advisors and held positions outside finance, including roles at Mercy Health Hospital and McDonald's. He is also involved in insurance sales as a Client Relations Manager at Gray Hurst Wealth Advisors. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Joshua Styrcula is a CFP® with 18 years of experience in the financial advisory industry. He currently serves as an advisor at Wealthcare Advisory Partners LLC and has previously worked with Mariner Platform Solutions, AdvicePeriod, LLC, and Lifeplan Financial Group, Inc. Outside of his advisory role, he is a City Council Member in Mason, Ohio. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment framework and offers access to alternative investment solutions and multiple custodian platforms.

Christian Stake is an investment advisor representative at Gradient Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Baynes Investment Counsel LLC and Transamerica Financial Advisors, Inc. Outside of his advisory role, Stake is involved in highway construction operations as an operator foreman for Eagle Bridge Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Todd Steinbrink is a CFP® professional with over 20 years of industry experience. He joined MCF Advisors, LLC in 2026 after two decades at Wealth Planning Corporation. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax, accounting, and CFO services, using a tactical asset allocation approach supported by third-party platforms and tools.

Matthew Jadwisiak is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and held roles at several other firms including Cetera Advisors LLC. He also spends part of his time as an insurance agent with Jadwisiak Finance LLC. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies including discretionary management, model portfolios, and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

James Gaunt is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at J.J.B. Hilliard, W.L. Lyons, LLC, MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Formidable Asset Management, LLC. United Advisor Group provides investment management, financial planning, consulting, and family office services to a range of clients, including individuals, small businesses, trusts, and charities. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying strategic and tactical asset allocation alongside value investing and various analytical methods.

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.

Raymond Gettins is a financial advisor with United Advisor Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Silver Oak Securities. He also hosts the financial industry podcast RIA Confidential. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering a range of investment management and financial planning services with a multi-disciplinary investment approach.

Eric Shupe is a financial advisor with Capital Analysts in West Chester, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Outside of his advisory role, he serves as president of Affluent Capital Management, Inc., an entity used for tax and accounting purposes related to his business. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines in-house discretionary investment management with advisor-managed and third-party solutions, supported by proprietary screening tools and relationships with institutional partners.

Daniel Libstorff is a financial advisor at United Advisor Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Portfolio Advisors, Inc. and operated Libstorff Financial Group, LLC, including doing business as Sunset Wealth Management. Outside of advisory work, he is a co-owner of GMD Properties LLC, a company engaged in buying, rehabbing, and selling homes. 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, using a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

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.

Stephen Wynne is a financial advisor with United Advisor Group in Cincinnati, OH. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory industry, his work experience includes roles in retail and service industries. United Advisor Group provides 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 using a mix of proprietary model portfolios, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

John Crane is a Certified Financial Planner® with 26 years of industry experience. He is currently an advisor and partner at United Advisor Group and owns Plum Creek Wealth Advisors, LLC, where he provides financial planning, divorce planning, and insurance services. He has previously worked at Cambridge Investment Research and National Planning Corporation. Crane serves as a board member for his neighborhood homeowners association. United Advisor Group serves individuals, small businesses, trusts, and charities 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.

Nicholas Kelch is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked at Bethpage Federal Credit Union, Fifth Third Bank, Western & Southern, and Peoples Bank. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial and retirement planning, and family office services. The firm uses proprietary model portfolios, custom-traded accounts, and third-party money managers, combining fundamental, technical, and asset-allocation strategies.

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.