Robert Bartlett is a CFP® professional with 10 years of industry experience, currently affiliated with The Mather Group, LLC. Prior to joining The Mather Group in 2023, he worked at Clear Perspectives Financial Planning, LLC for eight years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI tools under human oversight to support market data analysis and client communications.

Emily Vogele is a CFP®-certified financial advisor with one year of industry experience. She is currently with Truepoint, Inc. and has prior experience at Bessemer Trust and Fifth Third Bank. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management services ranging from foundational planning to family office offerings. The firm uses an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and integrates tax and administrative services through related entities.

David Hickman is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with BFC Planning, Inc. and Securities Management & Research, Inc. since 2014. Outside of his advisory role, he is a partner in several businesses including a college planning service and an independent insurance business that sells fixed insurance products. BFC Planning, Inc. serves a diverse client base ranging from individuals to corporations and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and institutional platforms, employing strategies that include stocks, bonds, mutual funds, and ETFs.

Colin Hurst is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He also has a role at Victor Gray Financial Services, INC, where he engages in financial planning and client insurance needs. Outside of finance, he has been involved with Hurst Motion Pictures LLC since 2017. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing strategic asset allocation combined with quantitative and momentum-based analysis.

Joshua Kommer is a CFA® charterholder with three years of industry experience. He has been with Truepoint, Inc. since 2022 and previously worked as a self-employed commodity trader and at Tempus Futures Management. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management services ranging from foundational to family office levels. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and offers integrated tax and administrative services through related entities.

Cameron Magoon is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Touchstone Securities and IFS Financial Services from 2017 to 2024, and Fidelity Brokerage Services, LLC from 2016 to 2017. Outside of his advisory role, he serves as a referral consultant for Talemed, a healthcare staffing company. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios, including ESG and blockchain-focused options.

Robert Prangley is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves as a trustee for The Ursulines of Cincinnati Charitable Trust, where he participates in reviewing financial performance and budgeting. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a blend of investment strategies, including fundamental, technical, quantitative, and ESG analysis, while also offering insurance distribution and private fund management.

Michael West is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018 before joining Valmark Securities, Inc. Michael serves as co-chair of a local homeowners association and owns an operating company, WWWestgang, LLC. 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 offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Erin Winer is a financial advisor with On Investment Management Company in Cincinnati, OH. She holds the Series 63 and Series 66 licenses and has 17 years of industry experience. Erin has been associated with The O.N. Equity Sales Company since 2008. 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 investment programs, combining fee-based planning with both discretionary and non-discretionary portfolio management options.

Michael Chasnoff is a financial advisor with Truepoint, Inc. in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Truepoint Wealth Counsel since 1990. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, providing comprehensive financial planning, portfolio management, tax support, estate planning, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Byron Larkin is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He holds a Series 63 license and has worked previously at Client One Securities, LLC and Cetera Advisors, LLC. Outside of his advisory work, Larkin broadcasts college basketball games for Xavier University. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Daniel Kiley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and serves as Chief Executive Officer and Chief Investment Officer at Retirement Corporation of America. His prior experience includes roles at Triad Advisors, Inc. and Retirement Capital Advisors. Stratos Wealth Advisors LLC serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and provides a range of managed portfolio options and access to insurance consultation.

Bryan Havighurst is a CFP® affiliated with Van Clemens Wealth Management, LLC, with three years of industry experience. His prior roles include positions at US Bank and Fifth Third Securities. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients across wealth levels, offering investment advisory and comprehensive financial planning services. The firm customizes portfolios using a range of strategies and third-party managers, including an in-house Growth Opportunities model focused on micro- and small-cap equities.

Andrew Taylor is a CFP® with 22 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He was previously with OJM Group for 13 years before its transition to Earned Wealth Advisors. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and internal committee.

Jacob Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at LPL Financial, Clarify Wealth Management, and Fidelity Brokerage Services. Outside of his advisory work, he manages an Airbnb investment on a part-time basis. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios including ESG and blockchain-focused options.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc., holding a Series 63 designation and bringing 25 years of industry experience. His prior experience includes 16 years at Edward Jones before joining Prospera in 2017 and later Independent Financial Partners in 2026. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans, using a combination of firm models, third-party sub-advisers, and customizable allocations through various sponsored platforms.

Steven Spaeth is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with RFG Advisory, LLC and has held positions at Morgan Stanley, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with River Oak Asset Advisory as an owner, financial advisor, and insurance agent. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Daniel O'Keefe is a financial advisor at On Investment Management Company with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The O. N. Equity Sales Company since 2013. 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 fee-based planning and managed account options, utilizing both discretionary and non-discretionary programs.

Evan Maushart is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Waverly Advisors, 9258 Wealth Management, Kenwood Country Club, Chick-fil-A, Xavier University, Sharp's Valet Parking Services, and Stephen T. Badin High School. 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 provides a range of services including financial planning, retirement plan consulting, and multi-family office offerings.

Neal Schulte is a CFP® and holds a Series 66 license with 27 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, Brass Tax Wealth Management, Inc., INVEST Financial Corporation, and Schulte, Uhrig, CPA's. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a range of financial planning and investment management services.