Matthew Powell is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Cincinnati, OH, holding Series 63 and Series 65 designations and having 37 years of industry experience. He has worked with multiple firms including LaSalle St Investment Advisors since 2018 and has held roles at Broker Dealer Financial Services Corp., PNC Investments, and NatCity Investments, Inc. Additionally, Powell serves as managing director and financial advisor at Blackstone Street Wealth, LLC. Lasalle St. Investment Advisors provides personalized, 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, managing a notably large proportion of assets on a non-discretionary basis.

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® with 19 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. He is also president of the Ohio Valley Princeton Association, a local alumni nonprofit organization, where he organizes events and interviews university applicants. Additionally, he owns Bigfoot Business Management, a business management firm unrelated to investment activities. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

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.

John Evans is a CFP® and PFS™ credentialed advisor at Truepoint, Inc. with five years of industry experience. He is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients through multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

August Hemmerich is a CFP® with five years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH since 2021. His prior experience includes roles at Dimensional Fund Advisors and Ritter Daniher Financial Advisory, along with involvement at Western Kentucky University in various capacities. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with specialized offerings including integrated tax and administrative services.

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 28 years of industry experience, currently serving as an advisor at DayMark Wealth Partners, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC for a combined 14 years. Twells is a member of the Board of Trustees and Chair of the Investment Committee at Bluecoats, Inc., a nonprofit supporting families of safety force officers who have fallen in the line of duty. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm constructs customized portfolios using a blend of investment strategies and offers services including asset management, financial planning, and institutional consulting.

Loni Adams Kiskaden is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch, Wells Fargo Clearing Services, and Wells Fargo Advisors. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients through a team of 19 advisors, offering customized portfolios that incorporate a range of investment strategies and products, including digital assets and fee-based insurance solutions.

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 with On Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has three years of industry experience, including roles at The O.N. Equity Sales Company, PNC Investments LLC, Macy's Inc, and Equity Trust 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 advisory programs, combining fee-based planning, third-party investment options, and managed accounts with both discretionary and non-discretionary arrangements.

Braden Lieungh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH, with two years of industry experience. His prior roles include positions at Voya Financial Advisor, Further Financial Group, Cardinal Point Financial Group, and Ameriprise. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Jacob Weber is a financial advisor at Waverly Advisors, LLC in Cincinnati, OH. He holds a Series 65 credential and has one year of industry experience. Prior to joining Waverly Advisors, he was with 9258 Wealth Management and worked at the University of Cincinnati. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and planning services through institutional custodians and third-party platforms.

Carl Adkins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2026. His prior experience includes roles at Wells Fargo Clearing, Touchstone Securities, and Fort Washington Investment Advisors. Outside of his advisory work, he co-owns and manages investment-related businesses focused on property financing. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative approaches to meet diverse client needs.

Samuel Chasnoff is a CFP® professional with 10 years at Truepoint, Inc. in Cincinnati, OH, and 6 years of prior experience at Miami University. He has four years of industry experience. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings and provides comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, operating as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

Brendan Keating is a CFP® professional at Truepoint, Inc. based in Cincinnati, OH, with one year of industry experience. Prior to joining Truepoint in 2023, he worked at Deloitte & Touche LLP from 2019 to 2023 and was affiliated with the University of Dayton from 2014 to 2019. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm applies an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing.

Jason Lohnes is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with THE O.N. Equity Sales Company, Ohio National Financial Services, and Benefit Architects since 2009. Outside of his advisory role, Lohnes also provides ski instruction at Snow Trails. On Investment Management Company offers financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs, fee-based financial planning, and both discretionary and non-discretionary managed account options.

Ronald Flowers is a financial advisor with On Investment Management Company, holding a Series 66 designation and over 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1994 and has owned and managed the Flowers Agency since 1988, where he oversees operations and sales of life, health, disability insurance, and fixed annuities. 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 and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

Mark Bodnar is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he serves as both an investment advisor representative and registered representative. Prior to his current roles, he worked at Axa Advisors, LLC for 21 years. He is also involved in insurance product implementation through Octavia Risk Management LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios featuring low-cost ETFs, mutual funds, and individual securities, while also incorporating alternative investments and structured products when appropriate.