Arielle Torbeck is a CFP® with nine years of industry experience, currently affiliated with United Advisor Group. She previously worked at Fidelity Brokerage Services for eight years and Formidable Asset Management for two years. 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, employing a combination of strategic and tactical asset allocation alongside value investing and various analytical methods.

Paige Kock is a CFP® with 25 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. Prior to that, she worked at Ameriprise Financial Services, Inc. for 13 years. She also serves as a Durable Power of Attorney for two individuals, assisting with financial management and bill payment on a volunteer 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 employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Peter Boland is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Outside of advising, he owns RMAT LLC, which holds future ownership in Mobile Life Technologies. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement consulting. The firm offers discretionary portfolio management combining various strategies and access to alternative and private securities alongside traditional investments.

Michael Sommers is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked with The O.N. Equity Sales Company and Hummel Insurance Agency since 1987. In addition to his advisory role, Sommers is a partner at Hummel Group, Inc., where he sells life, health, disability, and long-term care fixed annuities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and access to third-party investment programs through a dual-registration model involving both advisory and broker-dealer activities.

Francisco Salas is a financial advisor with United Advisor Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Golden State Equity Partners, ASC Wealth Management, and Legacy Wealth Management. He is also involved in the sale of life insurance products. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base, including individuals, small businesses, trusts, and charities. The firm employs a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, tailoring investment strategies to clients’ risk tolerance, tax considerations, and time horizons.

Michelle Degree is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Michelle Marie, RBC Capital Markets, and CUSO Financial Services. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive and modular plans, third-party investment programs, and both discretionary and non-discretionary account management.

Karen Suskowicz is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. She joined DayMark in 2023 after seven years at Wells Fargo Clearing. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with a range of services including asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using diverse strategies and offers access to alternative investments alongside traditional holdings.

Eric Fessler is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspiriant Wealth Management, 9258 Wealth Management, Constellation, and 5/3 Bank. Outside of his advisory role, Fessler coaches youth soccer with Fusion FC. 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 provides financial planning, portfolio management, and other advisory services tailored to individual goals, often utilizing third-party managers and sub-advisers.

Michael Quin is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of advising, he is a majority owner of Bishopgate LLC. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of internal models, third-party managers, and held-away accounts, with investment approaches that include fundamental, technical, quantitative, and ESG analysis.

Michael Larison is a financial advisor with DayMark Wealth Partners, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He has been with DayMark Wealth Partners since 2022. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of strategies and offers access to alternative investments alongside traditional securities.

Victor Gray is a financial advisor with AlphaStar Capital Management in Cincinnati, Ohio, holding 18 years of industry experience. He has been with AlphaStar since 2012 and also operates Victor Gray Financial Services. Outside of his advisory work, he is involved in horse owning and training and serves as a minister. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs a combination of predefined model portfolios and custom strategies that utilize strategic asset allocation and quantitative analysis, and it offers a range of portfolio management and consulting services.

Nicholas Schulte is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Waverly Advisors, LLC and has prior experience at LPL Financial, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corp. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Robert Bartlett is a CFP® professional with 10 years of industry experience, currently affiliated with The Mather Group, LLC. Prior to joining The Mather Group in 2023, he worked at Clear Perspectives Financial Planning, LLC for eight years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI tools under human oversight to support market data analysis and client communications.

Colin Hurst is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He also has a role at Victor Gray Financial Services, INC, where he engages in financial planning and client insurance needs. Outside of finance, he has been involved with Hurst Motion Pictures LLC since 2017. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing strategic asset allocation combined with quantitative and momentum-based analysis.

Robert Prangley II is a financial advisor at DayMark Wealth Partners, LLC with 35 years of industry experience. He previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as a trustee for The Ursulines of Cincinnati Charitable Trust, where he participates in meetings and reviews managerial performance and budget projections. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internally managed models, third-party managers, and held-away account tools, employing fundamental, technical, quantitative, and ESG analysis along with access to alternative and private securities.

Michael West is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018 before joining Valmark Securities, Inc. Michael serves as co-chair of a local homeowners association and owns an operating company, WWWestgang, LLC. 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 offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Erin Winer is a financial advisor at ON Investment Management Company with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The O.N. Equity Sales Company since 2008. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary account management, utilizing a mix of third-party investment programs and IAR-directed strategies.

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.

Bryan Havighurst is a CFP® affiliated with Van Clemens Wealth Management, LLC, with three years of industry experience. His prior roles include positions at US Bank and Fifth Third Securities. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients across wealth levels, offering investment advisory and comprehensive financial planning services. The firm customizes portfolios using a range of strategies and third-party managers, including an in-house Growth Opportunities model focused on micro- and small-cap equities.

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.