Carter Hench is a CFP® with five years of experience in financial advising. He is currently with Savvy and has previously worked with Colorado Wealth Group and several other firms. Outside of his advisory role, he is the owner and managing member of The Financial Takeoff LLC, an entity focused on creating personal finance content for social media and other outlets. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while integrating third-party fintech tools, specialized sub-adviser strategies, and tax-aware direct indexing.

Christopher Holt is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Fifth Third Securities for nine years before joining Ally Invest Advisors and Ally Invest Securities in 2021. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm’s investment approach uses ETF-based model portfolios aligned with Modern Portfolio Theory, supported by automated algorithms and supervised monitoring.

Christopher Robbins is a CFA® charterholder with 10 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2012, serving in various capacities over that time. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, and it operates as an active, discretionary manager with access to external managers and private fund recommendations.

Christopher Ginter is a CFA® charterholder with one year of experience in financial advising, currently with Fifth Third Wealth Advisors LLC. He has been affiliated with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, utilizing third-party managers and affiliated model strategies.

Woodrow Uible is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked at Bartlett & Co LLC for six years. He serves on the Collections Committee of the Cincinnati Art Museum and is a board member for economic research and financial literacy at the Economic Center of the University of Cincinnati. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and comprehensive financial planning to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, leveraging mutual funds, ETFs, and third-party platforms, and is part of the Focus Financial Partners network.

Stephen Crone is a financial advisor with Prospera Financial Services, Inc. He holds CFP® and ChFC® designations and has 36 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, where he is involved in insurance sales and services. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across 207 advisors and serves individual, corporate, charitable, and retirement plan clients. The firm offers diversified investment advisory and financial planning services through various platforms and combines firm models, third-party sub-advisers, and customizable allocations.

Thomas Truesdell is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for L.M. Kohn & Company for 20 years before joining American Independent Securities Group in 2025. Outside of advisory work, he is also an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and it maintains an affiliated FINRA broker-dealer alongside insurance licensing for many advisors.

Kevin Bard is an advisor at CreativeOne Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ChangePath, LLC and Bridgeriver Advisors, LLC. Bard is also engaged in insurance sales, offering fixed annuities, life, and long-term care products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Madison Avenue Securities since 2012 and is also the owner and insurance agent at Everest Financial, Inc., where he has been active since 2002. Additionally, he serves as a board member of the Rivers Breeze Community homeowners association. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment strategies.

James Hagerty is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. He previously worked at Bartlett & Co LLC from 2012 to 2018. Outside of his advisory role, he volunteers with Catholic inner-city elementary schools and serves as Treasurer on the Board of Directors for Losantiville Country Club. 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 institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis and integrates offerings through its affiliation with Focus Financial Partners.

Glenn Bujnoch is a CFP® with 15 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2026. His previous roles include positions at LPL Financial LLC and Lincoln Financial Advisors. Outside of his advisory role, he works as a non-variable insurance agent with Crump Agency. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers a range of wealth management, financial planning, and non-investment services including tax preparation and estate-planning support through in-house attorneys.

Keith Hamberg is a CFP® professional with six years of industry experience. He currently works at Savvy and previously held roles at Mariner Wealth Advisors and Riverpoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. 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 third-party platforms.

William Arthur II is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with ValMark Advisers since 2010 and also serves as an investment committee member for the Diocese of Covington, where he reviews and monitors investment accounts on a voluntary 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Aliya Riddle is a CFA® charterholder with eight years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously at Johnson Investment Counsel, Inc. from 2010 to 2018. Riddle serves as a Mayor-appointed trustee on the City of Cincinnati Retirement System Pension Board and participates in operatic performances with the Cincinnati Opera Association. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and it integrates with the Focus Financial Partners network to provide additional insurance and credit solutions.

Nicolas Paxson is a CFP® professional at Constellation Wealth Advisors with four years of industry experience. He previously worked at Ritter Daniher Financial Advisory LLC before joining Constellation in 2023. Outside of his advisory work, he serves as an assistant golf coach for the Saint Xavier High School Athletic Department. 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 operates a proprietary private capital platform, utilizing diversified strategies and a documented due-diligence process for manager selection.

Gina Slayton is a CFP® and Series 66 licensed financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. She previously worked at Stock Yards Bank Wealth Management, Bluecap Financial, and Financial Partners Group. Slayton serves as a volunteer board member for the Brighton Center, a nonprofit organization, where she helps organize activities and raise awareness among potential donors. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Brad Morgan is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Savvy since 2024 and previously spent six years at Mariner Wealth Advisors, LLC, and four years at RiverPoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call option overlays, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and has also been affiliated with Quadrant Family Wealth Advisors since 2015. He is based in Cincinnati, OH. 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 investment strategies across public markets and private placements, supported by a structured due-diligence process and an active Investment Committee.

Brian Hodgeman is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Evergreen Consulting and M Holdings Securities, and he has operated the HTT Agency since 2006. Outside of investment advisory, he owns Hodgeman Insurance & Financial, LLC, which manages property, casualty, and life insurance commissions. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth investors, offering discretionary portfolio management through both automated and advisor-led services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios across multiple risk tiers and incorporates automated rebalancing and tax-sensitive features.