Katelyn Bombardiere is a CFP® professional with five years of industry experience, currently serving as an advisor at Truepoint, Inc. since 2021. Her prior experience includes roles at Kooman & Associates, Mariner Wealth Advisors, Lenox Wealth Management, and River Cities Capital Funds. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across various engagement levels, providing comprehensive financial planning, portfolio management, tax planning, and estate support. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is 100% employee-owned with integrated tax and administrative services.

Brandon Plumb is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding the CFP®, CFA®, and Series 63 designations with six years of industry experience. His career includes roles at Johnson Investment Counsel since 2019 and prior work at Key Investment Services and KeyBank. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Nicholas Wheeler is an investment advisor representative at Octavia Wealth Advisors LLC with 17 years of industry experience. He holds the Series 66 credential and has previously worked at Fifth Third Securities from 2006 to 2020. Since 2020, he has maintained dual registration as both an investment advisor representative and a registered representative with Purshe Kaplan Sterling Investments. 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, 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 trust and custody administration through partner relationships, utilizing customized portfolios that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments.

Cathy Waters is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at 9258 Wealth Management, L.M. Kohn & Company, and National Retirement Consultants, 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-market allocations and offers both discretionary and non-discretionary portfolio management.

Michelle Degree is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Michelle Marie, RBC Capital Markets, and CUSO Financial Services. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive and modular plans, third-party investment programs, and both discretionary and non-discretionary account management.

Thomas Finley is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and The Huntington Investment Company. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

Michael Roehm is a financial advisor at ValMark Advisers, Inc. in Cincinnati, OH, with 33 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers since 2020. Prior to that, he was with Cetera Advisor Networks LLC for seven years and has been involved with Lang Financial Group, LLC since 1994, where he also serves as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. 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 portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning services.

Wayne Lippert Jr. is a CFP® and Series 63–registered financial advisor with nine years of industry experience. He is based in Cincinnati, OH, and has been with Truepoint, Inc. since 2006. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings that include comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm applies an evidence-based, long-term investment approach centered on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with integrated tax and administrative services.

Karen Suskowicz is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. She joined DayMark in 2023 after seven years at Wells Fargo Clearing. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with a range of services including asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using diverse strategies and offers access to alternative investments alongside traditional holdings.

Peter Mattimore III is an advisor at Johnson Investment Counsel, Inc. with one year of industry experience. He holds a Series 65 designation and has held prior roles at Ancora Holdings and CHAMPtitles. His background also includes work at The Ohio State University and Lakewood Country Club. Johnson Investment Counsel serves a diverse client base, including individual investors, institutional clients, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers a broad range of services including discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Christopher Meyer is a CFA® charterholder with 23 years of industry experience. He has been with Truepoint, Inc. since 2015. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate planning support. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

Shannon Dowling is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. Prior to joining Truepoint, Dowling held positions at Fidelity Brokerage Services and several other financial firms. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, and tax and estate services. The firm employs an evidence-based, long-term investment approach with an emphasis on diversified asset allocation and low-cost index funds.

Eric Fessler is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Aspiriant Wealth Management, 9258 Wealth Management, Constellation, and 5/3 Bank. Outside of his advisory role, Fessler coaches youth soccer with Fusion FC. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm provides financial planning, portfolio management, and other advisory services tailored to individual goals, often utilizing third-party managers and sub-advisers.

Charles Donovan is a financial advisor at Johnson Investment Counsel, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Payden & Rygel, Neuberger Berman, and Natixis Global Associates. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers a range of discretionary mandates alongside an automated advisory program.

Michael Leisring is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. He has been with Johnson Investment Counsel in various capacities since 1999. Johnson Investment Counsel serves a diverse client base including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers a broad range of services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Christian Brandetsas is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked primarily at Johnson Investment Counsel, Inc. since 2018, with prior roles at Magis Wealth Planning and PNC Investments. Johnson Investment Counsel serves a diverse client base including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and it offers a range of discretionary portfolio management and financial planning services.

Michael Quin is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of advising, he is a majority owner of Bishopgate LLC. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of internal models, third-party managers, and held-away accounts, with investment approaches that include fundamental, technical, quantitative, and ESG analysis.

Sandra Himmelsbach is a CFP® professional at Johnson Investment Counsel, Inc. with seven years of industry experience. She has been with Johnson Investment Counsel continuously since 2015. Johnson Investment Counsel serves a diverse client base including individuals, pension and profit-sharing plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based approach to investment decisions, combining quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

David Christian is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2017, working in various capacities within the firm over that time. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, offering a range of services from discretionary portfolio management to fiduciary services for retirement plans.

Michael Larison is a financial advisor with DayMark Wealth Partners, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He has been with DayMark Wealth Partners since 2022. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of strategies and offers access to alternative investments alongside traditional securities.