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.

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.

Francisco Salas is a financial advisor with United Advisor Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Golden State Equity Partners, ASC Wealth Management, and Legacy Wealth Management. He is also involved in the sale of life insurance products. 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, and family office services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

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.

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.

Karen Suskowicz is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $3.94 billion in assets across more than 1,600 clients and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.

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®-credentialed financial advisor with two years of industry experience, currently with Truepoint, Inc. in Cincinnati, OH. Prior to joining Truepoint, she held roles at Fidelity Brokerage Services and several other firms. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and other services. The firm follows an evidence-based, long-term investment approach with diversified asset allocation and offers specialized tax and administrative services through related entities.

Eric Fessler is a financial advisor with Stratos Wealth Advisors LLC in Cincinnati, OH. He holds a Series 65 designation and has experience with firms including Aspiriant Wealth Management, 9258 Wealth Management, Constellation, and 5/3 Bank. Outside of his advisory role, he coaches soccer at Fusion FC during part of the year. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios along with affiliated and third-party subadvisers.

Michael Quin is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he is the majority owner of Bishopgate LLC, a real estate holdings business. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients through a team of 19 advisors, employing a range of investment strategies that include fundamental, technical, quantitative, and ESG analysis.

Michael Larison is a financial advisor at DayMark Wealth Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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 regulatory assets across a team of 19 advisors.

Victor Gray is a financial advisor with AlphaStar Capital Management in Cincinnati, Ohio, holding 18 years of industry experience. He has been with AlphaStar since 2012 and also operates Victor Gray Financial Services. Outside of his advisory work, he is involved in horse owning and training and serves as a minister. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs a combination of predefined model portfolios and custom strategies that utilize strategic asset allocation and quantitative analysis, and it offers a range of portfolio management and consulting services.

Nathaniel Maxson is a CFP® with four years of industry experience currently with Truepoint, Inc. in Cincinnati, OH. He previously worked at U.S. Bank Private Wealth Management for three years. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, and related advisory services. The firm employs an evidence-based, long-term investment approach with a focus on diversified asset allocation and low-cost index funds.

Glynnis Reinhart is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. She has worked at Axa Advisors, LLC for 18 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments since 2020. Reinhart is also involved in insurance product implementation 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 including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm employs customized portfolios using proprietary models with low-cost ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA services and trust administration through partner relationships.

Nicholas Schulte is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Waverly Advisors, LLC and has prior experience at LPL Financial, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corp. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Zachary Bauer is a CFP® professional with Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint in various roles since 2021, following prior experience at Anthem and Sheldon Reder, CPAs, as well as positions at the University of Cincinnati. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, combining comprehensive financial planning and portfolio management with a long-term, evidence-based investment approach. The firm integrates tax and administrative services through related entities and operates as a 100% employee-owned multi-team advisory.