Clayton Reynolds is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at 9258 Wealth Management, Raymond James & Associates, Modern Woodmen of America, and MWA Financial Services. 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 and offers a range of planning tools and multi-family office services.

John Peters II is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at multiple firms, including a decade at Horter Financial Strategies and Horter Investment Management, and currently maintains a marketing and lead generation role with Tactical Income Architects, LLC. Outside of his advisory work, he volunteers at Cincinnati Children's Hospital Medical Center. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses an algorithmic research platform focused on technical and quantitative methods to manage investment strategies aligned with client risk profiles and objectives.

Bradford Smith is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 65 and Series 63 credentials. He has 22 years of industry experience, including roles at Ameritas Advisory Services, Ameritas Investment Company, and The O.N. Equity Sales Company. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, 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, including access to third-party investment managers.

Leah Schulte is a CFP® with 14 years of industry experience, currently serving at Waverly Advisors, LLC. Her prior work includes roles at LPL Financial, LNCO LLC, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corporation. She is also the owner of The Next Adventurous Child LLC, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser 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 services including financial planning and multi-family office support.

Todd Lyon is a CFP® and holds a Series 63 license. He is currently with MCF Advisors, LLC and has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation. MCF Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm offers a tactical asset allocation approach with an emphasis on risk management and provides a range of services including wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, and estate-planning support through in-house attorneys.

Robbie Beucler is a financial advisor with United Advisor Group in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is the owner of StratSync, LLC and a member of RBRC Farms, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers 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 and a combination of fundamental, technical, and strategic asset allocation approaches.

John Wenstrup is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has operated The Wenstrup Company since 2003. Outside of his advisory work, he performs as a special character through March Forth Productions, LLC, and engages in light handyman repairs for small businesses and homeowners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through a range of discretionary and non-discretionary accounts with access to multiple custodians and diverse investment options.

Robert De Lessio is a Series 65-licensed advisor with seven years of industry experience, currently with Strategic Wealth Investment Group, LLC. He previously worked at Renewal by Andersen for two years and is also a Licensed Insurance Agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, with investment analysis incorporating fundamental, technical, cyclical, and charting methods.

Maxim Meyers is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding the CFP® and ChFC® designations and bringing 38 years of industry experience. He has previously worked at Axa Advisors, LLC for 21 years and has been with Octavia Wealth Advisors and Purshe Kaplan Sterling Investments since 2020. Meyers is also active as an agent for fixed and traditional insurance products. 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 and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that incorporate low-cost ETFs, mutual funds, individual securities, alternative investments, and structured products.

James Cloud is a CFP® professional with five years of industry experience, currently serving at Savvy since 2026. He previously worked at Mariner Wealth Advisors for seven years and at RFH CPA's, PLLC for three years. Cloud is a board member and treasurer of The Roaring Brook Foundation, a nonprofit organization serving children in Lexington, KY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and employs technology-driven tools, third-party sub-advisers, and in-house tax and estate planning support.

Craig Lipniskis is a CFP® professional with 19 years of industry experience, currently with United Advisor Group. His prior roles include positions at LPL Financial, Private Advisor Group, Horter Investment Management, and Fidelity Brokerage Services. He has also managed property operations for Destin Flyers Ohio, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a range of investment approaches including proprietary model portfolios and custom-traded accounts tailored to client needs.

Lauren Niestradt is a CFP® and CFA® with 10 years of industry experience. She has been with Truepoint, Inc. since 2018, following two years at Riverpoint Capital Management, LLC. Niestradt serves on the Board of Trustees for the Cincinnati Observatory Foundation and is an Ambassador Council Member for the Cincinnati Zoo and Botanical Garden. Truepoint provides financial planning, portfolio management, and related services to individuals, families, trusts, and institutional clients, using an evidence-based investment approach focused on diversified asset allocation and long-term goals. The firm offers tiered levels of service, including a Family Office for multi-generational households, and integrates tax and administrative services through related entities.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Paige Kock is a CFP® with 25 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. Prior to that, she worked at Ameriprise Financial Services, Inc. for 13 years. She also serves as a Durable Power of Attorney for two individuals, assisting with financial management and bill payment on a volunteer basis. 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 employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of four years in the financial industry. His prior experience includes roles at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides specialized services such as ERISA 3(38) fiduciary services and model portfolios for third-party platforms.

Peter Bohrofen is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Waverly Advisors, LLC since 2024, following prior roles at 9258 Wealth Management and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

Andrew Kucia is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process that combines quantitative equity analysis with macro and micro fixed income strategies and provides a broad range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Fred Brink is a CFP® and CFA® credentialed advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He has been with Johnson Investment Counsel since 2015. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining multi-factor quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

David Yeazell is a CFP® with 20 years of industry experience, currently affiliated with Octavia Wealth Advisors LLC in Cincinnati, OH. He has worked at Axa Advisors, LLC for 14 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2020. In addition to his advisory role, he is also involved in implementing insurance products 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 that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized investment management and financial planning services, employing proprietary models favoring low-cost ETFs and mutual funds along with alternative investments, while providing specialized retirement plan advisory and trust administration services.

Peter Boland is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of RMAT LLC, a non-investment-related business with future interests in Mobile Life Technologies. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in both insurance distribution and private fund management.