Joseph Schmidt is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for seven years before joining DayMark in 2023. DayMark Wealth Partners serves a range of clients including individuals, trusts, retirement plans, and institutions, offering asset management, portfolio management, financial planning, and retirement consulting. The firm manages portfolios on a discretionary basis using internal and third-party strategies, incorporating fundamental, technical, quantitative, and ESG analysis, and provides access to alternative and private securities alongside traditional investments.

Stephen Wynne is a financial advisor with United Advisor Group in Cincinnati, OH. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory industry, his work experience includes roles in retail and service industries. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary model portfolios, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

Harold Lewellen is a CFP® professional with 18 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessors since 2003, including OJM Group and The Odell Group. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing third-party investment managers and specialized tools to manage client portfolios.

John Crane is a Certified Financial Planner® with 26 years of industry experience. He is currently an advisor and partner at United Advisor Group and owns Plum Creek Wealth Advisors, LLC, where he provides financial planning, divorce planning, and insurance services. He has previously worked at Cambridge Investment Research and National Planning Corporation. Crane serves as a board member for his neighborhood homeowners association. 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 and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Nicholas Kelch is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked at Bethpage Federal Credit Union, Fifth Third Bank, Western & Southern, and Peoples Bank. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial and retirement planning, and family office services. The firm uses proprietary model portfolios, custom-traded accounts, and third-party money managers, combining fundamental, technical, and asset-allocation strategies.

Linwood Hamilton is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been associated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, Hamilton owns and operates a horse farm and is involved in several entrepreneurial and business ventures, including patenting solutions through Innovation Marketing LLC and serving on the board of an ammunition manufacturing company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management through third-party programs and maintains a dual-registration model integrating broker-dealer activities.

Charles Fellows is a CFP® professional with 12 years of experience in financial advising. He is currently with Summit Financial, LLC and has previously worked at Wells Fargo Clearing, U.S. Bancorp Investments, Windsor Capital Advisors, Sequoia Wealth Counsel, and UBS Financial Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Patrick Scarborough is a financial advisor with MCF Advisors, LLC in Cincinnati, OH. He holds the CFP® and CFA® designations and has seven years of industry experience. Prior to joining MCF Advisors, he worked for Wealth Planning Corporation for 15 years and Securities America Advisors, Inc. for six years. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, utilizing a tactical asset allocation approach alongside various third-party platforms and tools.

Alexander Roig is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Outside of advisory work, Roig is involved in selling insurance products and serves as vice president managing and marketing an office for a family financial business. ON Investment Management Company (ONIMCO) is a 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 comprehensive and modular financial plans and access to third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary arrangements.

Michael Weldy is a financial advisor with ON Investment Management Company in Cincinnati, Ohio. He holds a Series 63 license and has 23 years of industry experience, including prior roles at Cetera Advisors LLC, Invest Financial Corporation, and Edward Jones. In addition to his advisory work, he operates Weldy Financial & Wealth Management, a fixed insurance business. ON Investment Management Company 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 investment programs and manages client accounts through both discretionary and non-discretionary relationships.

Joseph Hurley is a Series 66-licensed financial advisor with ON Investment Management Company, based in Cincinnati, OH. He has 18 years of industry experience and has worked at The O. N. Equity Sales Company since 2013. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, utilizing third-party investment platforms and a dual-registration model.

Christopher Kiley is a CFP® with 25 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. Prior to joining Stratos, he spent 25 years at Retirement Capital Advisors, Inc. He is also president of Retirement Corporation of America and an insurance agent specializing in fixed annuities and life insurance. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions across multiple teams.

Timothy Alvarado is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of investment advisory, he is involved in the sales and service of group and individual insurance products, including life, disability, and health insurance. ON Investment Management Company is a SEC-registered adviser 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 access to various third-party investment programs and uses a dual-registration model where advisers often act as registered representatives while managing both discretionary and non-discretionary client accounts.

Richard Orred is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at The O. N. Equity Sales Company, Ohio National Financial Services, Sig Advisors, LLC, and Sig Securities, LLC. Outside of his advisory work, he operates as an independent insurance agent representing various carriers. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, often utilizing third-party investment managers.

Ryan Gorman is a CFP® with eight years of industry experience, currently with The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning and Northwestern Mutual Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, and entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Katherine Mcinerney is a CFP® professional with 11 years of industry experience. She is currently with The Mather Group, LLC in Cincinnati, OH, and previously worked for Clear Perspectives Financial Planning, LLC from 2015 to 2023. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight.

Zachary Braun is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at DayMark Wealth Partners and roles outside the financial industry, including a position at Chipotle Mexican Grill and time as a student at the University of Dayton. DayMark Wealth Partners serves individual and institutional clients, including high-net-worth individuals, offering asset management, financial planning, and retirement consulting. The firm employs a variety of investment strategies that combine internally managed models, third-party managers, and alternative securities, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Raymond Heizer, Jr. is a CFP® professional with four years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked at TouchPoint Wealth Partners since 2021, focusing on financial planning and client support. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a mix of proprietary and third-party platforms.

Katherine Owens is a financial advisor at Summit Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Touchstone Securities, Inc., and Fort Washington Investment Advisors, Inc. Outside of her advisory role, she owns BIG BRASS, LLC, a business involved in apparel sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, including discretionary and consultative approaches, financial planning, retirement plan advisory, and access to alternative investments.

Andrew Jamison is a financial advisor at The Mather Group, LLC in Cincinnati, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, along with experience at Four Facets and the University of Kentucky. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable solutions and integrates AI and machine-learning tools under human oversight.