Brendan Keating is a CFP® professional at Truepoint, Inc. based in Cincinnati, OH, with one year of industry experience. Prior to joining Truepoint in 2023, he worked at Deloitte & Touche LLP from 2019 to 2023 and was affiliated with the University of Dayton from 2014 to 2019. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm applies an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing.

Jason Lohnes is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with THE O.N. Equity Sales Company, Ohio National Financial Services, and Benefit Architects since 2009. Outside of his advisory role, Lohnes also provides ski instruction at Snow Trails. On Investment Management Company offers financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs, fee-based financial planning, and both discretionary and non-discretionary managed account options.

Ronald Flowers is a financial advisor with On Investment Management Company, holding a Series 66 designation and over 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1994 and has owned and managed the Flowers Agency since 1988, where he oversees operations and sales of life, health, disability insurance, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

Mark Bodnar is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he serves as both an investment advisor representative and registered representative. Prior to his current roles, he worked at Axa Advisors, LLC for 21 years. He is also involved in insurance product implementation through Octavia Risk Management LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios featuring low-cost ETFs, mutual funds, and individual securities, while also incorporating alternative investments and structured products when appropriate.

Aubrey Ramey is a CFP® professional with 27 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios and customized solutions.

Phillip Edwards is a CFP® with 35 years of industry experience, currently affiliated with On Investment Management CO. He has worked at Thein Financial Group Inc. since 2008 and The O.N. Equity Sales Company since 1991. Outside of his advisory work, he serves as treasurer for Champaign Residential Services, a service agency for individuals with developmental disabilities, and owns a tax preparation business. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs featuring both discretionary and non-discretionary management options across multiple investment vehicles.

Brent Ewert is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked concurrently at The O.N. Equity Sales Company, Ohio National Life Insurance, and Edward Jones since 2000. Outside of advising, he is involved in insurance sales and retail brokerage through related businesses. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of third-party and adviser-directed investment programs, with a significant portion of assets managed on a non-discretionary basis.

Jeffrey Garnica is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 66, 65, and 63 licenses and bringing 13 years of industry experience. His prior roles include positions at Lang Financial Group, Secure Future Advisors, and New York Life Insurance Company. Garnica serves as chapter president and instructor for the American Financial Education Alliance, teaching nonprofit adult financial education courses on Social Security, taxes in retirement, and Medicare. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing proprietary and third-party platforms and offering ongoing portfolio monitoring and periodic client reviews.

Steven Mcabee is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining ValMark in 2020, he worked at Cetera Advisor Networks LLC and has been associated with Lang Financial Group since 1998, where he is also an owner and operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with services delivered via proprietary and third-party platforms.

Blake Price is a financial advisor at Truepoint, Inc. based in Cincinnati, OH, holding the CFP® and Series 63 designations with five years of industry experience. He has been with Truepoint Wealth Counsel since 2016. Truepoint serves individuals, families, trusts, and institutional clients with a range of wealth management offerings, including comprehensive financial planning, portfolio management, and specialized family office services. The firm employs an evidence-based, long-term investment strategy focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and is 100% employee-owned with integrated tax and administrative services.

Kyle Redmond is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Securities since 2020 and was previously with Cetera Advisors Networks and Lang Financial Group. Outside of his advisory roles, he serves as a head soccer coach for Cincy SC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, and serves as adviser to the TOPS® ETF Portfolios and index sponsor for the TOPS® Global Equity Target Range™ Index.

Anthony Costanzo is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Meritech. Outside of his advisory role, he is a co-owner and director of Nonna, LLC, a real estate business based in Cleveland, OH. DayMark Wealth Partners serves individual 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 variety of analytical methods and employs a mix of internally managed models, third-party managers, and alternative investments.

Todd Steinbrink is a CFP® professional affiliated with MCF Advisors, LLC in Cincinnati, OH, with over 20 years of industry experience. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation for two decades. MCF Advisors serves individuals, trusts, pension plans, corporations, and private investment funds, offering wealth management, financial planning, and portfolio management alongside non-investment services such as tax preparation, accounting, and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and manages diversified portfolios using multiple third-party platforms.

Clarissa Warner is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at 9258 Wealth Management and National Retirement Consultants. Outside of her advisory role, she is a certified Jazzercise instructor. 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, serving both non-high-net-worth and high-net-worth clients.

Michael Curley Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning, U.S. Bancorp Investments, and Key Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Rex Mack is a CFP® with 32 years of industry experience. He is currently affiliated with DayMark Wealth Partners, LLC, where he has worked since 2026. His prior experience includes over a decade at Morgan Stanley and its affiliated entities. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts through asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a variety of strategies and tools, including access to alternative and private securities alongside traditional investments.

Konstantinos Georgostathis is a CFP® with 28 years of industry experience. He is currently with NorthRock Partners, LLC and has held prior roles at Vantage Financial Group, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of his advisory work, he is involved in e-commerce ventures selling household products. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with offerings that include both public and private market strategies as well as personal office services such as tax preparation and bill pay.

Matthew Jadwisiak is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and Cetera Advisors, among other firms. He also manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent specializing in fixed insurance sales. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized advice through discretionary management and a range of investment strategies, including passive, active, tactical, and ESG-oriented options.

Leslie Mcdonald is a financial advisor at O.N. Investment Management Company with 26 years of industry experience. Mcdonald holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

Scott Barbee is a CFP® and Series 66-registered advisor at Truepoint, Inc. in Cincinnati, OH, with 12 years of industry experience, all of which he has spent at Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate planning support, and other services. The firm employs an evidence-based, long-term investment approach centered on diversified asset allocation and low-cost index funds, and operates as a 100% employee-owned multi-team advisory with integrated tax and administrative services.