Carson Kiley is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including ALC and Honorarium. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and outsourced CIO solutions. The firm’s affiliation with SEI-affiliated businesses provides integrated access to subadvisory and custody services.

Anthony Casnellie is a financial advisor with On Investment Management Company in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been associated with THE O.N. Equity Sales Company since 2002. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions in Cincinnati, OH. He holds a Series 65 designation and has been with Integrity Advisory Solutions since 2025. Zimmer also owns and operates Zimmer Law Firm, LLC, where he provides estate planning, estate settlement, and Medicaid pre-planning legal services. He is active in the American Academy of Estate Planning Attorneys as an attorney. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

Melina Young is a financial advisor at Truepoint, Inc. in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. She previously worked at Total Wealth Planning, LLC and Ridout Barrett, and has experience at the University of The Incarnate Word. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm uses an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

J. Fortin is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Creative Financial Designs since 2016. His prior experience includes operating Fortin Advisory from 2015 to 2017. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives supported by third-party research and an Executive Investment Committee.

Steven Horton is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Securities Inc and Nationwide Insurance for over 16 years and currently holds a role as an external wholesaler with AuguStar Financial. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Evan Bihl is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with THE O.N. Equity Sales Company since 2006. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and access to multiple third-party investment programs, supporting both discretionary and non-discretionary client relationships.

Susan Fellman is a financial advisor with On Investment Management Company, holding a Series 66 designation and 20 years of industry experience. She has worked at Augustar Distributors since 2023 and The O.N. Equity Sales Company since 2016. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options, serving a broad client base with both discretionary and non-discretionary advisory relationships.

Ashley Seyberth is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Axa Advisors, and Midwest Financial Partners. Outside of advising, she is a brand ambassador for Keenz Stroller Wagons, owns a custom crafts and home décor business called The Meticulous Millennial, and serves on committees for the West Chester Liberty Chamber Alliance. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, businesses, and state or municipal entities. The firm delivers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a broad range of investment vehicles and a focus on long-term strategies.

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.

Matthew Collins is a financial advisor at On Investment Management CO with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ohio National Equities since 2015 and THE O.N. Equity Sales Company since 2014. On Investment Management Company (ONIMCO) is a subsidiary of The O.N. Equity Sales Company that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes both discretionary and non-discretionary management approaches and maintains a dual-registration model that includes broker-dealer activities.

Vincent Sobocinski Jr. is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at firms including Novak & Powell Financial Services, Inc. Outside of his advisory role, he consults on medical device development related to brain aneurism treatment for a family business. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios and partners with multiple subadvisers and custodians to deliver its services.

Jason Beischel is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DayMark Wealth Partners, LLC since 2022. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as treasurer for Treetops of Anderson, a community organization in Cincinnati focused on neighborhood beautification. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets through a team of 19 advisors. The firm offers customized portfolio management and comprehensive financial planning, employing a range of investment strategies and tools, and is notable for its involvement in insurance distribution and private fund management.

Andrew Sikorovsky is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as Investment Committee Chair for the Cleveland Society for the Blind and Treasurer of the Lake View Cemetery Foundation. DayMark Wealth Partners manages assets for individuals, trusts, pension plans, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, quantitative, and ESG analysis across a range of investments and integrates insurance distribution and private fund management into its offerings.

Carl Trent is a financial advisor with Golden Reserve Retirement, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, W&S Brokerage Services, Western Southern Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he is licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and group life/health products. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm focuses on long-term trading and diversification with an emphasis on low-cost, passive investments, and integrates affiliated estate-planning and tax services within a fixed annual fee structure.

Bradley Lauch is an investment advisor representative with Octavia Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at AXA Advisors, LLC for 11 years before joining Octavia in 2020. In addition to his advisory role, he is a silent partner in a windshield manufacturing business. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory including ERISA-related services, and access to trust and custody administration through partnerships, utilizing customized portfolios with a focus on low-cost ETFs, mutual funds, and individual securities.

Joseph Schmidt is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. He holds Series 63 and Series 65 licenses. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers customized portfolio management and financial planning using a combination of in-house models and third-party managers, incorporating fundamental, technical, quantitative, and ESG analysis, along with digital assets and crypto investments.

Joshua Bentz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Truepoint, Inc. since 2023 and previously spent seven years at WealthPoint Advisors. Truepoint, Inc. serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including comprehensive financial planning and portfolio management. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and it offers integrated tax and administrative services through affiliated entities.

Christine Carleton is a CFP® with 23 years of industry experience, currently serving as an advisor at Truepoint, Inc. since 2014. She holds a Series 63 license and is based in Cincinnati, OH. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, with additional services including standalone tax preparation and trust administration through affiliated entities.

Justin Setzekorn is a CFP® with 20 years of industry experience, currently serving as an advisor at Octavia Wealth Advisors LLC in Cincinnati, OH. He previously worked for AXA Advisors, LLC for 14 years before joining Octavia and Purshe Kaplan Sterling Investments in 2020. Outside of his advisory roles, he is a silent partner in a family limited partnership that manages inherited land. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and public entities. The firm provides customized investment management and financial planning services, utilizing proprietary portfolio models with a range of investment vehicles and a long-term approach that incorporates rebalancing and tax strategies.