Jonathan Finkler is a financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding a Series 65 designation with over 20 years of experience. He worked at Fifth Third Wealth Advisors for 19 years before joining Bartlett in 2024. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and various institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis while leveraging third-party platforms and its affiliation with Focus Financial Partners to offer a range of financial and insurance solutions.

Louis Roedersheimer Jr. is a CFP® with 15 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory role, he is a board member of the Elder High School Alumni Board and owns Blue Bagger, Inc., a consulting business. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement consulting and financial planning.

Michael Dusold is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Creative Financial Designs since 2010. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Andrew Von Lehman is a financial advisor at ValMark Advisers, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been associated with ValMark Advisers since 2011 and Broadview Financial Advisors since 2015. Outside of his advisory work, he serves as Board President for CASA for Kids, a nonprofit representing children in family court who have suffered abuse or neglect. 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 model portfolios with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Kenneth Kinman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with ValMark since 2009 and Broadview Financial Advisors since 2015. Kinman is also a managing partner and advisor at Ascent Insurance Advisors and a shareholder and advisor at Broadview Holdings, focusing on life insurance opportunities and investment-related planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary investment platforms and insurance-related products.

Jay Millard is a financial advisor at Virtue Capital Management, LLC with eight years of experience. He holds Series 63 and Series 65 credentials and has a career background that includes roles at Horter Investment Management and Oak Hill Financial Group, where he is president. Outside of advising, Millard is involved with several nonprofit organizations, including serving as a director for Jimmy Ghanotakis Charities Inc., the Jay and Marsha Millard Foundation Inc., and a sober living facility providing temporary housing and counseling for recovering substance abuse clients. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Ryan Pitts is a CFP® with 17 years of industry experience, currently serving as a financial advisor with Silver Oak Securities, Inc. in Florence, KY, where he has worked since 2017. He is also owner of Retirement Security Group and serves on the board of COVE Federal Credit Union. Additionally, he is active in the Northern Kentucky Chamber of Commerce and is a partner in Next Level at Norris Lake, LLC. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and risk tolerances and utilizes both individual securities and model portfolios supported by its proprietary trading and reporting infrastructure.

Adam Niestradt is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Quadrant Partners for seven years and Aprio Advisory Group for three years before joining Ritholtz Wealth Management in 2026. Ritholtz Wealth Management serves individual and institutional clients by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Ricki Wilson is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. He also operates a d/b/a, Wilson Crone, providing registered representative services. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering a range of advisory and financial planning services across multiple platforms and delivery vehicles.

Erik Hoffman is a financial advisor with Silver Oak Securities, Inc. in Florence, Kentucky, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Silver Oak Securities since 2014. Outside of his advisory role, Hoffman serves as president of Boardroom Brokerage and is involved in the sale of life insurance and fixed indexed annuities. Silver Oak Securities serves a diverse client base including individuals, corporations, and institutional entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives, using both individual securities and strategist models integrated with advanced trading platforms.

Matthew Longland is a financial advisor at CreativeOne Wealth, LLC with 17 years of industry experience. He previously worked at Prosperity Capital Advisors and Securities America Advisors. Outside of his advisory role, he serves on the board of a nonprofit organization, Panorama Apartments. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a mix of proprietary model portfolios and third-party managers, employing various investment methods including ETFs, mutual funds, options strategies, and select private investments.

Stephen Taylor is a financial advisor with United Advisor Group, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Thurston Springer Financial and Sterne Agee Financial Services. Outside of his advisory work, he is involved in insurance sales through a sole proprietorship and owns a consulting business; he also performs administrative duties for the City of Cold Spring, Kentucky. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation methods.

David Brunson is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at Broadview Financial Advisors and New York Life Insurance Company. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses a goal-based, diversified investment approach with model portfolios and asset allocation implemented through mutual funds, ETFs, and separate-account managers.

Kaylie Wise is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

Jonathan Adams is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. His career includes roles at Fidelity and Fidelity Personal and Workplace Advisors, as well as various positions within the Fifth Third organization since 2020. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and performance reporting to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often utilizes third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Angelina Watkins is a financial advisor with Gradient Securities, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at several firms, including Transamerica Financial Advisors, Inc., and currently owns a business focused on emotional, mental, and spiritual counseling and coaching. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis, often integrating third-party managers while maintaining client approval before trading.

William Backscheider is a CFP® with one year of industry experience. He is currently with MCF Advisors, LLC and previously worked at LPL Financial LLC, Truepoint Wealth Counsel, and Bartlett Wealth Management. Outside of his advisory role, he is a business owner of Relentless Challenge, LLC. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds by providing wealth management, financial planning, portfolio management, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach with an emphasis on risk management and offers discretionary management through third-party platforms.

Louisa Gehring is a financial advisor at Constellation Wealth Advisors with one year of industry experience. She holds a Series 65 designation and previously operated Gehring Travel, a travel agency, where she designed and arranged travel excursions. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages diversified strategies across public and private markets and operates a proprietary private capital platform with approximately $5.4 billion in client assets.

Kristen Kirkwood is a financial advisor at MCF Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. Kirkwood serves as a board member of the Greater Cincinnati Mutual Fund Association, a networking group where she helps organize events and meetings. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Douglas Boschert is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with M Holdings for 24 years. Outside of his advisory role, he serves as treasurer for Friends of Lauren Hill Memorial Park and is a member of the Elder High School Investment Committee. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, combining in-house portfolio management with third-party sub-advisors and employing platform providers and custodial arrangements to support client trading and reporting.