Harold Lewellen is a CFP® with 17 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessor entities since 2003, including OJM Group and The Odell Group. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach informed by third-party consultants and an internal Investment Strategy Committee, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

Linwood Hamilton is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of financial advising, Hamilton is involved in several non-investment activities including owning a horse farm, serving as secretary for companies involved in prototype invention and ammunition manufacturing, and operating an innovation marketing business focused on patenting solutions. 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 variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Charles Fellows is a CFP® with 12 years of industry experience, currently serving at Summit Financial, LLC since 2026. His prior roles include positions at Wells Fargo Clearing from 2023 to 2026 and U.S. Bancorp Investments, Inc. from 2014 to 2023. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches across its platforms.

Alexander Roig is a financial advisor at On Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2004. Outside of his advisory work, he is involved in managing and marketing a business office as vice president of Family Financial Partners. 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 variety of fee-based financial planning options and access to third-party investment programs, with a platform that includes both discretionary and non-discretionary portfolio management.

William Parchman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2011. Parchman is also the Educational Chair for the CFA Society of Cincinnati. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate services. The firm employs an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and low-cost index funds.

Joseph Hurley is a financial advisor with On Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has 18 years of industry experience. Since 2013, he has worked at The O. N. Equity Sales Company. 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 fee-based financial planning, third-party investment programs, and retirement plan advisory services, with a mix of discretionary and non-discretionary account options.

Kathryn Brownstein is a CFP® and Series 66 licensed financial advisor at Truepoint, Inc. with seven years of industry experience. She has been with Truepoint since 2016. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels ranging from foundational wealth management to a family office offering. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Christopher Kiley is a CFP® with 24 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. He previously spent 25 years with Retirement Capital Advisors, Inc. In addition to his advisory role, he is president of Retirement Corporation of America. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and custodial relationships with Fidelity and Schwab to deliver its services.

Timothy Alvarado is a financial advisor with On Investment Management CO based in Lees Summit, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of his advisory role, he is involved in non-investment insurance sales, including group and individual life, disability, and health insurance products. O.N. 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, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

Benjamin Pantalone is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. His prior experience includes roles at the University of Kentucky, Spectrum Financial Alliance Ltd, General Electric, and Cincinnati Financial. Truepoint, Inc. 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 utilizes an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, delivered with integrated tax and administrative services through related entities.

Gwendelyn Keihl is a Certified Financial Planner™ at Truepoint, Inc. in Cincinnati, Ohio, with six years of industry experience. She previously worked at Johnson Investment Counsel, Inc. for nine years before joining Truepoint. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides 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, and it offers integrated tax and administrative services through related entities.

Richard Orred is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at The O. N. Equity Sales Company since 2013 and Ohio National Financial Services since 2012, alongside roles at Sig Advisors, LLC and Sig Securities, LLC dating back to the early 2000s. In addition to his advisory work, he operates as an independent insurance agent representing various carriers. 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 participants. The firm offers a combination of third-party discretionary programs and adviser-directed managed accounts, with a significant portion of assets managed on a non-discretionary basis.

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® and holds a Series 65 license with 11 years of industry experience. She has been with Clear Perspectives Financial Planning, LLC since 2015. She is affiliated with The Mather Group, LLC, a multi-team firm serving high-net-worth individuals, family offices, trusts, corporations, and other entities. The firm combines financial planning, investment management, tax and estate planning guidance, and family office services, employing an evidence-based investment approach with customizable portfolio options.

Zachary Braun is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH. He holds a Series 65 designation and has been with DayMark since 2023. Prior to his advisory role, he attended the University of Dayton and has work experience outside of the financial industry, including positions at Chipotle Mexican Grill and St. Xavier High School. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a range of investment strategies and combining in-house models with third-party managers, while also engaging in insurance distribution and private fund management.

Raymond Heizer, Jr. is a CFP® professional with four years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked at TouchPoint Wealth Partners since 2021, focusing on financial planning and client support. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a mix of proprietary and third-party platforms.

Katherine Owens is a financial advisor at Summit Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Touchstone Securities, Inc., and Fort Washington Investment Advisors, Inc. Outside of her advisory role, she owns BIG BRASS, LLC, a business involved in apparel sales. Summit Financial, LLC is a 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 services, including discretionary and consultative approaches, financial planning, retirement plan advisory, and access to alternative investments.

Matthew Kelley is a financial advisor with StoneX Advisors Inc. in Cincinnati, OH, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. He has been with StoneX Advisors since 2025 and was previously associated with StoneX Securities starting in 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.

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.

Logan Snow is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH. He has one year of industry experience, including roles as an institutional portfolio analyst intern and work with the University of Cincinnati Investment Office. 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, trusts, estates, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using proprietary models that emphasize low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products when appropriate.