Nathan Furniss is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2012. In addition to his advisory work, he is involved in insurance sales covering life, health, long-term care, disability, property and casualty, and fixed annuities. On Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including access to third-party investment programs and frequently operates with a dual-registration broker-dealer model.

Deborah Thocker is a financial advisor at The Mather Group, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked for Clear Perspectives Financial Planning, LLC for 15 years before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight to support market analysis and client communications.

Aaron Reed is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management, VP Distributors Inc, and WCM Investment Management. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and maintains custodial relationships with major firms like Fidelity and Schwab.

Susan Mchugh is a financial advisor at Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with 30 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and THE O.N. Equity Sales Company. Outside of advising, she is an affiliate consultant for Arbonne International, promoting products through social media. 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, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios with a mix of low-cost ETFs, mutual funds, individual securities, and alternative investments, offering discretionary and non-discretionary investment management alongside retirement plan advisory and trust administration services.

Justin Fitchko is a CFP® certificant with 20 years of industry experience. He has worked at DayMark Wealth Partners since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with comprehensive portfolio and financial planning, asset management, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients and utilizes a mix of fundamental, technical, quantitative, and ESG analysis across a broad range of investment vehicles.

Joshua Feld is a financial advisor at CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Western & Southern Life and held positions at the University of Cincinnati. He also manages a self-directed stock portfolio. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios including ESG and blockchain options.

Daryl Demo is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. In addition to his advisory role, he is an insurance agent providing guidance on fixed insurance products. DayMark Wealth Partners serves individuals, including high-net-worth clients, trusts, pension and retirement plans, and institutional clients. The firm offers asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and institutional consulting, managing approximately $3.94 billion in assets across a team of 19 advisors.

Ryan Klekar is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, Ohio. He has been with Truepoint since 2011. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax services, 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 100% employee-owned with specialized services including institutional and digital advisory platforms.

Donald Jump is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2017, following eight years at Tuttle Wealth Management and over four decades at his own CPA firm, Donald M Jump & Company. Outside of advising, he serves as treasurer for the Christian Business Men's Committee and a local homeowners association. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both model and customized portfolios with a variety of investment strategies tailored to client objectives and risk tolerance.

Nathan Johnson is a CFP® with five years of industry experience and is an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, tax support, and estate planning services. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Walter Lunsford is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Raymond James & Associates and 9258 Wealth Management, where he also served as President and CEO. Outside of advising, he is Executive Director of The Hatton Foundation, a private family foundation, and oversees two agricultural enterprises, Lunsford Cattle Company, LLC and Lunsford Ridge Farm, LLC. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors, 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 a range of wealth management and financial planning services.

Vincenzo Costanzo is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade before joining DayMark in 2026. Outside of his advisory role, he teaches yoga. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies and managers, including alternatives and private securities, and functions as a sub-adviser to private funds and separately managed accounts.

Adam Lipton is a CFP® professional with nine years of experience in financial advisory services. He has been with Truepoint, Inc. since 2015, working within various capacities at the firm. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Andrea Ernst is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. Prior to joining Johnson Investment Counsel in 2023, she worked at Fifth Third Bank for seven years. 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 that integrates quantitative equity strategies with fixed-income management and offers a range of services from discretionary portfolio management to pension consulting and mutual fund advisory.

Susan Farlow is an investment advisor representative with Octavia Wealth Advisors LLC based in Cincinnati, Ohio, with 15 years of industry experience. She is dually registered as an investment advisor representative and a registered representative with Purshe Kaplan Sterling Investments, Inc., and also serves as an insurance agent with Octavia Risk Management LLC. Her prior experience includes roles at UBS Financial Services, Inc. and PNC Investments. 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, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management favoring low-cost ETFs, mutual funds, and individual securities, along with alternative investments and specialized retirement plan advisory services.

Carol Hoffman is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at The Mather Group, LLC since 2023 and previously spent 15 years with Clear Perspectives Financial Planning, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions including direct indexing and ESG factor portfolios.

Courtney Weber is a CFP® professional with nine years of industry experience, currently serving at Truepoint, Inc. in Cincinnati, OH. She has been with Truepoint since 2006. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including family office services, employing an evidence-based investment approach focused on diversified asset allocation and low-cost index funds. The firm is fee-only, employee-owned, and integrates tax and administrative services alongside its advisory offerings.

Amy Armstrong is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding seven years of industry experience. She has worked at Sassy Business Management, Inc. since 2019 and previously held roles at Valmark Securities, Inc., Resonate, Inc., and Colonial Life. Outside of her advisory role, she serves as an Executive Coordinator and Administrative Assistant to Advisors at Sassy Business Management, Inc. 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 primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party investment platforms.

Jacob Flaspohler is a CFP® credentialed financial advisor with three years of experience at Octavia Wealth Advisors LLC and one year at Octavia Risk Management, LLC. His prior roles include positions at Fifth Third Bank and Prime Capital Investment Advisors. Outside of advisory services, he is involved with Octavia Risk Management as an insurance agent focusing on underwriting and reviews. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies alongside tax and liquidity management.

Deanna Sicking is a Certified Financial Planner™ (CFP®) with 24 years of industry experience and has been with Truepoint, Inc. since 2016. She holds a Series 66 license and is based in Cincinnati, OH. Outside of her advisory role, she serves on the Finance Committee and is a trustee for Dress for Success, as well as a board member of the Junior League of Cincinnati Endowment. 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 specialized services for multi-generational wealth. The firm employs an evidence-based, long-term investment approach centered on goal-focused planning, diversified asset allocation, and disciplined rebalancing.