Jacob Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at LPL Financial, Clarify Wealth Management, and Fidelity Brokerage Services. Outside of his advisory work, he manages an Airbnb investment on a part-time basis. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios including ESG and blockchain-focused options.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc. in Manson, Ohio, holding a Series 63 designation and bringing 25 years of industry experience. His career includes 16 years at Edward Jones before joining Prospera Financial Services in 2017 and Independent Financial Partners in 2026. Outside of his advisory work, he manages several rental properties. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a combination of discretionary and non-discretionary management options.

Steven Spaeth is a CFP® with 31 years of industry experience, currently serving with RFG Advisory, LLC. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and The Retirement Corporation of America. He is also active as an insurance agent in addition to his financial advisory work. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal entities. The firm offers discretionary portfolio management utilizing multiple model strategies and third-party platforms, and acts as a sub-adviser to Bluemonte ETFs while supporting access to alternative investments and annuity platforms.

Daniel O'Keefe is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with The O. N. Equity Sales Company since 2013. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary management approaches and access to various third-party investment programs.

Neal Schulte is a CFP® and holds a Series 66 license with 27 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, Brass Tax Wealth Management, Inc., INVEST Financial Corporation, and Schulte, Uhrig, CPA's. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a range of financial planning and investment management services.

Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.

Daniel Rieman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 63 designation and 10 years of industry experience. He has worked with ValMark Advisers since 2017 and is also involved with Sassy Business Management, Inc. since 2019. His prior roles include positions at Valmark Securities, Inc. and Resonate, Inc. 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, and offers proprietary platforms and fee-based planning services.

Noah Koterba is a financial advisor with Summit Financial, LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., PNC Wealth Management, and Natcity Investments. Outside of finance, he owns and operates Hummingbird Woodworks, LLC, a business producing handmade items. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

Matthew Powell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LaSalle St Investment Advisors and Securities since 2018, Broker Dealer Financial Services Corp. since 2010, PNC Investments since 2009, and Natcity Investments from 2004 to 2009. Powell is also a managing director and financial advisor at Blackstone Street Wealth, LLC. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

Grace Pettit is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Kleinfelder Capital, Inc. and Fifth Third Bank. Outside of her advisory role, she worked for several years as an admissions associate at Kings Island Amusement and Water Park. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Marcus Saskin is a CFP® professional with 19 years of experience in the financial services industry. He has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018, following a ten-year tenure at Ameriprise Financial Services, Inc. He serves as president of the Ohio Valley Princeton Association, a local alumni group where he organizes events and interviews university applicants. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients using a network of advisory representatives and a diversified, goal-based investment approach. The firm offers proprietary platforms, third-party manager programs, and is involved with investment-company products and index licensing.

Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.

Michael Allen is a Series 65-licensed financial advisor with AlphaStar Capital Management and has been in the industry since 2022. Prior to joining AlphaStar in 2026, he worked at Gray Hurst Wealth Advisors and held positions outside finance, including roles at Mercy Health Hospital and McDonald's. He is also involved in insurance sales as a Client Relations Manager at Gray Hurst Wealth Advisors. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Joseph Larson is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Amazon, and Northwestern Mutual. Larson also serves as an artillery soldier in the Ohio Army National Guard. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and fee-based planning services.

T Rodney Twells is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC since 2023. Prior to joining DayMark, he worked at Wells Fargo Clearing for seven years. He serves on the investment committee of Fieldstone Farm Therapeutic Riding Center and is chair of the investment committee and a trustee at Bluecoats, Inc., a nonprofit supporting families of fallen safety force officers. DayMark Wealth Partners serves individual, high-net-worth, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and offers access to alternative and private securities alongside traditional holdings.

Loni Adams Kiskaden is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH. She holds the Series 63 and Series 66 designations and has 20 years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing. DayMark Wealth Partners serves individual clients—including high-net-worth individuals—trusts, retirement plans, and institutional accounts, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental, technical, quantitative, and ESG analysis to manage portfolios on a discretionary basis, with access to alternative and private securities alongside traditional holdings.

Joshua Styrcula is a CFP® with 18 years of experience in the financial advisory industry. He currently serves as an advisor at Wealthcare Advisory Partners LLC and has previously worked with Mariner Platform Solutions, AdvicePeriod, LLC, and Lifeplan Financial Group, Inc. Outside of his advisory role, he is a City Council Member in Mason, Ohio. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment framework and offers access to alternative investment solutions and multiple custodian platforms.

Thomas Rowland is a financial advisor at ON Investment Management Company with four years of industry experience. He holds a Series 66 credential and previously worked at PNC Investments LLC and Macy's Inc. in various roles before joining ON Investment Management Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary account management, with access to third-party investment programs and a dual-registration model combining advisory and broker-dealer activities.

Isabel Arbaiza is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Vanderbilt Financial Group and United Planners Financial Services and previously operated her own advisory business. Outside of advising, she is the owner of IZAMI Homes LLC, where she assists with property acquisition and budgeting. Consolidated Portfolio Review Corp provides investment management and financial planning services to a range of clients including individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary model portfolios and access to independent third-party sub-advisors.