Evan Bihl is a financial advisor at ON Investment Management Company with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The O.N. Equity Sales Company since 2006. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to a range of third-party investment programs, serving both discretionary and non-discretionary client accounts.

Eric Shupe is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Kurtis Polacek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Redhawk Wealth Advisors, Inc. since 2018. He previously worked at John D. Dovich & Associates, LLC and Simply Money Advisors. Outside of his advisory role, he works as a client education analyst providing educational services to Altair Group clients. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across multiple asset classes and supports multi-generational wealth needs through a combination of discretionary management and educational seminars.

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.

Daniel Schmitz II is a financial advisor at Saxony Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Saxony Capital Management since 2016. Outside of his advisory role, he works as a contract pilot and flight instructor at Lunken Airport and coaches high school golf in the Hamilton, Ohio area. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with a broad range of investment strategies and offers discretionary asset management alongside financial planning and consulting.

Matthew Collins is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Ohio National Equities and THE O.N. Equity Sales Company, where he has been employed since 2014 and 2015, respectively. ON Investment Management Company is an 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 discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Vincent Sobocinski Jr. is a financial advisor at Stratos Wealth Advisors LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at firms including Novak & Powell Financial Services, Inc., Blue Crab Partners, LLC, and Merrill. Outside of his advisory role, he consults on medical device development related to brain aneurysm treatment with a family business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and third-party manager programs through a network of multiple teams and investment advisory representatives.

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.

Linwood Hamilton is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been associated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, Hamilton owns and operates a horse farm and is involved in several entrepreneurial and business ventures, including patenting solutions through Innovation Marketing LLC and serving on the board of an ammunition manufacturing company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management through third-party programs and maintains a dual-registration model integrating broker-dealer activities.

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.

Alexander Roig is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Outside of advisory work, Roig is involved in selling insurance products and serves as vice president managing and marketing an office for a family financial business. ON Investment Management Company (ONIMCO) is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary arrangements.

Michael Weldy is a financial advisor with ON Investment Management Company in Cincinnati, Ohio. He holds a Series 63 license and has 23 years of industry experience, including prior roles at Cetera Advisors LLC, Invest Financial Corporation, and Edward Jones. In addition to his advisory work, he operates Weldy Financial & Wealth Management, a fixed insurance business. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and manages client accounts through both discretionary and non-discretionary relationships.

Joseph Hurley is a Series 66-licensed financial advisor with ON Investment Management Company, based in Cincinnati, OH. He has 18 years of industry experience and has worked at The O. N. Equity Sales Company since 2013. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, utilizing third-party investment platforms and a dual-registration model.

Christopher Kiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. Prior to joining Stratos, he spent 25 years at Retirement Capital Advisors, Inc. He is also president of Retirement Corporation of America and an insurance agent specializing in fixed annuities and life insurance. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions across multiple teams.

Timothy Alvarado is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of investment advisory, he is involved in the sales and service of group and individual insurance products, including life, disability, and health insurance. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers access to various third-party investment programs and uses a dual-registration model where advisers often act as registered representatives while managing both discretionary and non-discretionary client accounts.