Patrick Hogan is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 designations and bringing 56 years of industry experience. He has worked at Saxony Securities Inc since 2009 and has operated Patrick Financial Corporation since 1985, where he provides consulting and tax preparation services in addition to investment-related activities. Saxony Capital Management offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team approach and employs various investment strategies, including discretionary asset management and third-party manager due diligence.

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.

Tyler Gagnon is a financial advisor with On Investment Management Company based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked with THE O.N. Equity Sales Company since 2016 and has been affiliated with Integrated Financial Network and Ohio National Financial Services since 2015. Outside of his advisory role, he is a career agent involved in the sale and service of life, disability income, and long-term care insurance products. 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 variety of advisory programs including fee-based planning and managed accounts, with a significant portion of its assets under management held in non-discretionary client relationships.

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.

Noah Sayre is a CFP® professional currently with MCF Advisors, LLC in Cincinnati, OH. He has one year of experience at MCF Advisors and six years of prior experience at Wealth Planning Corporation. Before his advisory roles, he worked for four years at Thomas More University. MCF Advisors serves a range of clients including individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm uses a tactical asset allocation strategy with an emphasis on risk management and offers integrated wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, CFO services, and estate-planning support through in-house attorneys.

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.

Richard Johnson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 16 years at Berthel Fisher. Outside of his advisory role, he manages RL Johnson Investments LLC and oversees related entities including RL Johnson Tax Services. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a variety of asset management platforms and portfolio options through approximately 100 investment adviser representatives.

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.

Gerald Yox is a CFP® professional with 24 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Wealth Planning Corporation and TIAA-CREF. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm combines wealth management and financial planning with portfolio management and non-investment services such as tax preparation and estate-planning support, employing a tactical asset allocation approach that emphasizes risk management and diversified portfolios.

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.

Timothy Dougherty is a CFP® professional with eight years of industry experience, currently serving as an advisor at MCF Advisors, LLC. His prior experience includes roles at Wealth Planning Corporation and Fidelity, where he held positions in both advisory and brokerage services. MCF Advisors serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering comprehensive wealth management, financial planning, and non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and portfolio diversification, utilizing discretionary management through third-party platforms.

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.

John Gehri is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2024. Prior to this, Gehri held positions at several firms including Fidelity Brokerage Services LLC and Harvest Financial Advisors. Outside of his advisory work, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, while also serving corporations and business entities. The firm employs a mix of internally developed and third-party model portfolios, utilizing various investment analysis methods and offering access to private placements for accredited investors.

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.

Angie Trandai is a CFP® professional with 28 years of experience in the financial services industry. She is currently with CreativeOne Securities, LLC and previously spent 13 years at Brokers International Financial Services, LLC. In addition to her advisory role, she operates Trandai Financial Solutions, LLC, where she works as an insurance agent specializing in fixed index annuities, life insurance, and long-term care insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing both proprietary and external manager programs.