Bradley Rice is a financial advisor at Constellation Wealth Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Stedman Machine Company and Johnson Controls. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets and offers diversified strategies across public markets and private placements, with a focus on private fund advisory and proprietary private capital platforms.

Austin Hussey is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Fidelity Investments for five years. Outside of his advisory work, he coaches high school tennis. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms along with oversight from an investment committee.

Lora Anstaett is a CFP® professional with over 14 years of experience in the financial services industry. She has worked at Kestra Financial Inc. since 2026 and previously spent more than a decade with Ritter Daniher Financial Advisory. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing investment management, financial planning, and retirement plan consulting with a customized, committee-overseen investment approach that incorporates a range of asset types and specialized strategies.

Peter Hiltz is a financial advisor at Kingsview Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Kingsview since 2017, following seven years at Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies.

Peter Schwartz is a financial advisor with Aspiriant, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspiriant in Cincinnati, OH since 2012. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing customized investment programs that incorporate a range of implementation options and proprietary research.

Cameron Puckett is a financial advisor at Fifth Third Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mainstreet Investment Advisors, LLC, J.P. Morgan Securities, and JP Morgan Chase Bank, N.A. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm employs household-level Investment Policy Statements, combines in-house and third-party management resources, and integrates closely with its bank affiliates to provide a range of portfolio management and financial planning services.

David Wagner III is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2020. His prior roles include positions at Environ Capital Management, Driehaus Capital Advisors, and Opus Capital Advisors. Outside of his financial career, he is a trustee of the Ault Park Advisory Council, where he manages park finances and leads trail maintenance, and he co-owns Wagner Stables, a racehorse ownership hobby. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, providing portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies that combine technical and fundamental analysis to seek market upside participation while attempting to mitigate major drawdowns.

Paul Nikolai II is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Aspiriant, LLC since 2012 and is based in Cincinnati, OH. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and speciality consulting, utilizing a range of investment options informed by internal Capital Market Expectations.

Donald Talbert is a financial advisor with Latitude Advisors, LLC in Florence, KY, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. His prior work includes roles at GWN Securities, OneAmerica Securities, Pruco Securities, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Centurion Business Coach, which provides coaching and consulting services to small business owners, and serves as a board member for Switzerland County Tourism and Legal Shield. He is also a partner in Heaven Sent Care, an in-home care service for seniors. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Cheryl Rose is a CFP® and CFA® with eight years of experience in the financial industry. She currently works at Constellation Wealth Advisors and has prior experience at PNC Bank. Outside of finance, she is a part-owner of Woodhouse Spa franchises in Northern Kentucky and Lexington, Kentucky, and serves as a trustee on the Finance and Nominating Committees of the Cincinnati Art Museum as well as a board member of Groundwork Ohio, a nonprofit focused on early childhood education. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, associated trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets through both discretionary and non-discretionary strategies, including public markets and private placements, and operates private capital platforms such as Quadrant Private Capital Solutions.

Brian Antenucci is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked with Bartlett & Co. LLC from 2012 to 2018. He is also president of a nonprofit university alumni affinity organization, Park Financial Services, based in Chicago. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, foundations, endowments, and institutional clients, providing discretionary wealth management, comprehensive financial planning, and consulting across various asset classes. The firm follows an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and it operates within the Focus Financial Partners network.

Nicholas Reilly is a financial advisor at Constellation Wealth Advisors in Cincinnati, OH, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Quadrant Capital Group, LLC and Horan Capital Advisors, LLC. Reilly serves on the Board of Directors for DePaul Cristo Rey High School, a private Catholic college preparatory school. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, utilizing a private capital platform and performance-based fee arrangements for certain fund investments.

Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Michael Kemer is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, Ohio. He holds a Series 65 credential and has three years of industry experience. Prior to joining Fifth Third Wealth Advisors, he spent over two decades with Mainstreet Advisors. Outside of his advisory role, he is a silent partner in a residential property group. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements, integrates in-house and third-party management, and operates in affiliation with Fifth Third Bank, leveraging shared resources and offering a broad range of portfolio management and financial planning services.

William Nagy is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been associated with Creative Financial Designs, Inc. and CFD Investments, Inc. for over two decades. Outside of advisory work, he is involved in independent insurance sales on a part-time basis. Silver Oak Securities serves a wide range of clients, including individuals, high-net-worth clients, and various entities, managing approximately $2.4 billion in discretionary assets through a network of about 101 financial professionals. The firm offers multiple advisory programs that emphasize tailored, primarily discretionary investment management and operational processes designed to support ongoing portfolio monitoring and automatic investment deployment.

Jennifer Gugliemotto is a financial advisor at Savvy with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and The Huntington Investment Company, among other firms. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and quantitative tools.

Brian Walker is a CFA® charterholder with seven years at Bartlett & Co. Wealth Management and five years of prior experience at PNC Wealth Management. He serves on the board of the CFA Society of Cincinnati and is a board member of the SPCA Fund, participating on its Finance, Investment, and Audit Committees. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and utilizes mutual funds and ETFs, while also integrating services through the Focus Financial Partners network.

Kenneth Schlachter is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to this, he worked at Bartlett & Co LLC from 2012 to 2018. Outside of his advisory role, he is a member of the advisory board for Corryville Catholic School, assisting with business matters and fundraising efforts. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and it operates within the Focus Financial Partners network, providing access to affiliate services and third-party solutions.

Gerald Deatherage Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His work history includes roles at CreativeOne Securities, Nest - National Employer Solutions Team, Cetera ADVISORS LLC, and Diversified Asset Management. He serves on the City Council of Fort Mitchell, KY, and holds board positions with the DCCH Center for Children and Families and the Kentucky Chapter of NABIP, engaging in local government and nonprofit leadership. 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, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and offering access to proprietary advisory platforms and third-party manager programs.

Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.