Paige Kock is a CFP® with 25 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. Prior to that, she worked at Ameriprise Financial Services, Inc. for 13 years. She also serves as a Durable Power of Attorney for two individuals, assisting with financial management and bill payment on a volunteer basis. 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 employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of four years in the financial industry. His prior experience includes roles at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides specialized services such as ERISA 3(38) fiduciary services and model portfolios for third-party platforms.

Jacob Herman is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at US Bancorp, Medpace Holdings Inc, Ohio National Financial Services, Von Maur, Xavier University, and Sandcastle Field Services. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and manages portfolios across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies as part of its investment approach.

Andrew Kucia is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. 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 uses a team-based investment process that combines quantitative equity analysis with macro and micro fixed income strategies and provides a broad range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Fred Brink is a CFP® and CFA® credentialed advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He has been with Johnson Investment Counsel since 2015. 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 multi-factor quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

David Yeazell is a CFP® with 20 years of industry experience, currently affiliated with Octavia Wealth Advisors LLC in Cincinnati, OH. He has worked at Axa Advisors, LLC for 14 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2020. In addition to his advisory role, he is also involved in implementing insurance products 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 offers customized investment management and financial planning services, employing proprietary models favoring low-cost ETFs and mutual funds along with alternative investments, while providing specialized retirement plan advisory and trust administration services.

Anna Pfaehler is a CFP® professional with six years of industry experience, currently serving at Constellation Wealth Advisors since 2020. She previously worked at Horan Securities Inc. from 2014 to 2020. Pfaehler is the sole member of Capricorn Holdings, LLC, through which she authors newsletters and articles on financial planning topics. She also serves as a board member of the Cincinnati Estate Planning Council, a nonprofit focused on estate planning education and collaboration. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and employs diversified strategies across public markets and private placements, supported by a formal due diligence process and an active Investment Committee.

Peter Boland is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of RMAT LLC, a non-investment-related business with future interests in Mobile Life Technologies. 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 combination of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in both insurance distribution and private fund management.

Heather Spencer is a CFP® and holds a Series 66 license, with nine years of industry experience. She has been with Truepoint, Inc. since 2008. 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 retirement plan advisory. The firm uses an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds and is 100% employee-owned with integrated tax and administrative services.

Simon Buchman is a Certified Financial Planner (CFP®) with 12 years of experience in the industry. He has been with Johnson Investment Counsel, Inc. since 2014. The firm serves a diverse client base, including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed-income strategies, offering discretionary portfolio management, financial planning, and fiduciary services.

Michael Sommers is a financial advisor with On Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at The O.N. Equity Sales Company and Hummel Insurance Agency since 1987. Outside of his advisory role, he is a partner at Hummel Group, Inc., where he sells life, health, disability, and long-term care fixed annuities. 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 financial planning, access to third-party investment programs, and managed account options that include both discretionary and non-discretionary portfolios.

Mariann Mcdermott is a CFP® with 28 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Evergreen Advisors Inc., where she has worked since 2002. In addition to her financial advisory role, she is involved in youth sports coaching as a girls' soccer JV coach and varsity assistant coach. She also owns Blue Bagger, Inc., a consulting business. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent advisors. The firm offers investment management, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

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.

Wendell Rounds is a financial advisor with WesBanco Securities, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services, The Huntington Investment Company, PNC Bank, and Herbal Life. WesBanco Securities, Inc. provides investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans through various managed account programs. The firm’s investment approach involves tailored strategies based on client objectives and risk tolerance, combining fundamental, technical, and charting analysis with ongoing monitoring and rebalancing.

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.

Michelle Degree is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and 22 years of industry experience. Her prior roles include positions at The O.N. Equity Sales Company, RBC Capital Markets, and CUSO Financial Services, LP. 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 range of advisory programs, including fee-based financial planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary account options.

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.