Richard Orred is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at The O. N. Equity Sales Company, Ohio National Financial Services, Sig Advisors, LLC, and Sig Securities, LLC. Outside of his advisory work, he operates as an independent insurance agent representing various carriers. ON Investment Management Company is a SEC-registered 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, often utilizing third-party investment managers.

Ryan Gorman is a CFP® with eight years of industry experience, currently with The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning and Northwestern Mutual Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, and 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 multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Katherine Mcinerney is a CFP® professional with 11 years of industry experience. She is currently with The Mather Group, LLC in Cincinnati, OH, and previously worked for Clear Perspectives Financial Planning, LLC from 2015 to 2023. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight.

Andrew Jamison is a financial advisor at The Mather Group, LLC in Cincinnati, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, along with experience at Four Facets and the University of Kentucky. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable solutions and integrates AI and machine-learning tools under human oversight.

Jakob Ruby is a financial advisor at Fortis Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Axim Planning & Wealth and Charles Schwab. Outside of finance, his background includes roles at Bowling Green State University and the BGSU Recreation Center. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management, financial planning, and consulting services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Nathan Furniss is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2012. Outside of advisory services, he is involved in insurance sales, offering life, health, long-term care, disability, property and casualty insurance, as well as fixed annuities. 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, businesses, and ERISA plan sponsors. The firm offers a combination of comprehensive and modular financial plans and access to various third-party investment programs, with a focus on both discretionary and non-discretionary account management.

Joseph Belew is a financial advisor at Waverly Advisors, LLC in Hamilton, Ohio, holding a Series 65 designation with six years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at 9258 Wealth Management, LLC for one year and spent over two decades at U.S. Bancorp Asset Management, Inc. 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-markets allocations, offering services including investment management, financial planning, and multi-family office solutions.

Deborah Thocker is a financial advisor at The Mather Group, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked for Clear Perspectives Financial Planning, LLC for 15 years before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive 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 incorporates AI and machine-learning tools under human oversight to support market analysis and client communications.

Aaron Reed is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management LLC and IMST Distributors LLC. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to clients' individual goals.

Patrick Hogan is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 designations and bringing 56 years of industry experience. He has worked at Saxony Securities Inc since 2009 and has operated Patrick Financial Corporation since 1985, where he provides consulting and tax preparation services in addition to investment-related activities. Saxony Capital Management offers 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 uses a multi-team approach and employs various investment strategies, including discretionary asset management and third-party manager due diligence.

Tyler Gagnon is a financial advisor at ON Investment Management Company with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at The O.N. Equity Sales Company since 2016. He is also a licensed career agent involved in the sale of life, disability, and long-term care insurance products. ON Investment Management Company 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 third-party investment programs and utilizes both discretionary and non-discretionary account management approaches.

Noah Sayre is a CFP® professional at MCF Advisors, LLC with experience dating back to 2020. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation and Thomas More University. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, employing a tactical asset allocation approach supported by third-party platforms and tools.

Joshua Feld is a financial advisor with CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Western & Southern Life and internships during his time at the University of Cincinnati. Feld has managed a self-directed stock portfolio since 2020. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms and specialized investment strategies including thematic portfolios and cryptocurrency exposure.

Gerald Yox is a CFP® professional at MCF Advisors, LLC with 24 years of industry experience. His prior roles include positions at Wealth Planning Corporation, TIAA-CREF, and Fidelity. He is based in Cincinnati, OH. 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 provides comprehensive wealth management, discretionary portfolio management, and integrated accounting, tax, and CFO services.

Timothy Dougherty is a CFP® professional advising with MCF Advisors, LLC in Cincinnati, OH, and has eight years of industry experience. His prior roles include positions at Wealth Planning Corporation and Fidelity in both advisory and brokerage services. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers a tactical asset allocation approach and provides comprehensive wealth management services, as well as tax, accounting, and CFO services alongside investment advice.

John Gehri is a CFP® and ChFC® credentialed advisor with 21 years of experience in the financial industry. He is currently with Strategic Wealth Investment Group, LLC and has previously worked at firms including Fidelity, Harvest Financial Advisors, and Mass Mutual. Outside of advising, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, while also serving corporations and business entities. The firm employs a blend of internal and third-party model portfolios and uses multiple analytical methods to guide investment decisions, maintaining overall responsibility for client suitability.

Carol Hoffman is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at The Mather Group, LLC since 2023 and previously spent 15 years with Clear Perspectives Financial Planning, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions including direct indexing and ESG factor portfolios.

Angie Trandai is a CFP® professional with 28 years of experience in the financial services industry. She is currently with CreativeOne Securities, LLC and previously spent 13 years at Brokers International Financial Services, LLC. In addition to her advisory role, she operates Trandai Financial Solutions, LLC, where she works as an insurance agent specializing in fixed index annuities, life insurance, and long-term care insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing both proprietary and external manager programs.

Chad Baxter is a CFP® and ChFC® with nine years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management, Inc., LPL Financial, LLC, and The Ayco Company, L.P./Mercer Allied. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes.

Nicholas D'andrea is a CFP® with 10 years of industry experience. He currently works at CX Institutional, LLC and has prior experience at Bartlett Wealth Management and Fidelity Investments. CX Institutional serves individuals—including high-net-worth clients—charitable organizations, business entities, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm combines fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies alongside technology-enabled reporting and tax-efficient asset location.