Aubrey Ramey is a CFP® professional with 27 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial. 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 approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios and customized solutions.

Phillip Edwards is a CFP® with 35 years of industry experience, currently affiliated with On Investment Management CO. He has worked at Thein Financial Group Inc. since 2008 and The O.N. Equity Sales Company since 1991. Outside of his advisory work, he serves as treasurer for Champaign Residential Services, a service agency for individuals with developmental disabilities, and owns a tax preparation business. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs featuring both discretionary and non-discretionary management options across multiple investment vehicles.

Brent Ewert is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked concurrently at The O.N. Equity Sales Company, Ohio National Life Insurance, and Edward Jones since 2000. Outside of advising, he is involved in insurance sales and retail brokerage through related businesses. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of third-party and adviser-directed investment programs, with a significant portion of assets managed on a non-discretionary basis.

Jeffrey Garnica is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 66, 65, and 63 licenses and bringing 13 years of industry experience. His prior roles include positions at Lang Financial Group, Secure Future Advisors, and New York Life Insurance Company. Garnica serves as chapter president and instructor for the American Financial Education Alliance, teaching nonprofit adult financial education courses on Social Security, taxes in retirement, and Medicare. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing proprietary and third-party platforms and offering ongoing portfolio monitoring and periodic client reviews.

Steven Mcabee is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining ValMark in 2020, he worked at Cetera Advisor Networks LLC and has been associated with Lang Financial Group since 1998, where he is also an owner and operates 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, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with services delivered via proprietary and third-party platforms.

Blake Price is a financial advisor at Truepoint, Inc. based in Cincinnati, OH, holding the CFP® and Series 63 designations with five years of industry experience. He has been with Truepoint Wealth Counsel since 2016. Truepoint serves individuals, families, trusts, and institutional clients with a range of wealth management offerings, including comprehensive financial planning, portfolio management, and specialized family office services. The firm employs an evidence-based, long-term investment strategy focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and is 100% employee-owned with integrated tax and administrative services.

Adam Braunscheidel is a CFP® professional with 14 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He previously worked at OJM Group from 2010 until 2025 before joining Earned Wealth Advisors, which operates as a multi-team firm. Earned Wealth Advisors provides financial planning, discretionary wealth management, and retirement-plan advisory services primarily to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on medical and dental professionals. The firm uses a diversified investment approach supported by third-party consultants and an internal committee, alongside a range of affiliated services including pension consulting, accounting, and publishing.

Kyle Redmond is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Securities since 2020 and was previously with Cetera Advisors Networks and Lang Financial Group. Outside of his advisory roles, he serves as a head soccer coach for Cincy SC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, and serves as adviser to the TOPS® ETF Portfolios and index sponsor for the TOPS® Global Equity Target Range™ Index.

Anthony Costanzo is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Meritech. Outside of his advisory role, he is a co-owner and director of Nonna, LLC, a real estate business based in Cleveland, OH. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of analytical methods and employs a mix of internally managed models, third-party managers, and alternative investments.

Todd Steinbrink is a CFP® professional affiliated with MCF Advisors, LLC in Cincinnati, OH, with over 20 years of industry experience. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation for two decades. MCF Advisors serves individuals, trusts, pension plans, corporations, and private investment funds, offering wealth management, financial planning, and portfolio management alongside non-investment services such as tax preparation, accounting, and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and manages diversified portfolios using multiple third-party platforms.

Michael Curley Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning, U.S. Bancorp Investments, and Key Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other 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 customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Rex Mack is a CFP® with 32 years of industry experience. He is currently affiliated with DayMark Wealth Partners, LLC, where he has worked since 2026. His prior experience includes over a decade at Morgan Stanley and its affiliated entities. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts through asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a variety of strategies and tools, including access to alternative and private securities alongside traditional investments.

Konstantinos Georgostathis is a CFP® with 28 years of industry experience, currently serving at NorthRock Partners, LLC. His prior roles include positions at Vantage Financial Group, Ameriprise Financial Services, Inc., and Fidelity Brokerage Services, LLC. Outside of advisory work, he is involved in ecommerce ventures selling household products through several online platforms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and advanced tools for tax-aware investing and portfolio monitoring.

Matthew Jadwisiak is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and Cetera Advisors, among other firms. He also manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent specializing in fixed insurance sales. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized advice through discretionary management and a range of investment strategies, including passive, active, tactical, and ESG-oriented options.

Leslie Mcdonald is a financial advisor at O.N. Investment Management Company with 26 years of industry experience. Mcdonald holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. O.N. 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 fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

Scott Barbee is a CFP® and Series 66-registered advisor at Truepoint, Inc. in Cincinnati, OH, with 12 years of industry experience, all of which he has spent at Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate planning support, and other services. The firm employs an evidence-based, long-term investment approach centered on diversified asset allocation and low-cost index funds, and operates as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

David Smyth is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for over two decades. Outside of his advisory role, Smyth is involved in nonprofit leadership as president of a charitable foundation, hosts a general financial information podcast and YouTube channel, and is president of a thoroughbred horse racing syndicate. On Investment Management CO 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 comprehensive and modular financial plans and access to various third-party investment programs through a dual-registration model that integrates broker-dealer activities with advisory services.

Steven Condon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2003. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and provides integrated tax and administrative services through related entities.

Guy Clanton is a CFP® professional with eight years of industry experience. He has worked at Truepoint, Inc. since 2017 and previously spent 13 years at PNC Bank. Clanton is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients across various wealth tiers, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it is 100% employee-owned.

Michael Callahan is a financial advisor at DayMark Wealth Partners, LLC with 31 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining DayMark Wealth Partners in 2026, he worked at Wells Fargo Clearing and Dominick & Dominick LLC, and has experience outside financial services with BMW of Denver Downtown. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, providing asset management and comprehensive financial planning. The firm manages portfolios using a combination of internally managed models and third-party managers, incorporating fundamental, technical, quantitative, and ESG analysis, with access to alternative and private securities.