Christopher Kurtz is a financial advisor with Redhawk Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and previously spent 17 years with Axa Advisors, LLC. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across various asset classes and services multi-generational wealth needs while maintaining oversight through a weekly investment committee.

Grace Pettit is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Kleinfelder Capital, Inc. and Fifth Third Bank. Outside of her advisory role, she worked for several years as an admissions associate at Kings Island Amusement and Water Park. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Marcus Saskin is a CFP® with 19 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. He is also president of the Ohio Valley Princeton Association, a local alumni nonprofit organization, where he organizes events and interviews university applicants. Additionally, he owns Bigfoot Business Management, a business management firm unrelated to investment activities. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.

John Evans is a CFP® and PFS™ credentialed advisor at Truepoint, Inc. with five years of industry experience. He is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients through multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

August Hemmerich is a CFP® with five years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH since 2021. His prior experience includes roles at Dimensional Fund Advisors and Ritter Daniher Financial Advisory, along with involvement at Western Kentucky University in various capacities. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with specialized offerings including integrated tax and administrative services.

Michael Allen is a Series 65-licensed financial advisor with AlphaStar Capital Management and has been in the industry since 2022. Prior to joining AlphaStar in 2026, he worked at Gray Hurst Wealth Advisors and held positions outside finance, including roles at Mercy Health Hospital and McDonald's. He is also involved in insurance sales as a Client Relations Manager at Gray Hurst Wealth Advisors. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Joseph Larson is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Amazon, and Northwestern Mutual. Larson also serves as an artillery soldier in the Ohio Army National Guard. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and fee-based planning services.

T Rodney Twells is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at DayMark Wealth Partners, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC for a combined 14 years. Twells is a member of the Board of Trustees and Chair of the Investment Committee at Bluecoats, Inc., a nonprofit supporting families of safety force officers who have fallen in the line of duty. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm constructs customized portfolios using a blend of investment strategies and offers services including asset management, financial planning, and institutional consulting.

Loni Adams Kiskaden is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch, Wells Fargo Clearing Services, and Wells Fargo Advisors. 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 for over 1,600 clients through a team of 19 advisors, offering customized portfolios that incorporate a range of investment strategies and products, including digital assets and fee-based insurance solutions.

Joshua Styrcula is a CFP® with 18 years of experience in the financial advisory industry. He currently serves as an advisor at Wealthcare Advisory Partners LLC and has previously worked with Mariner Platform Solutions, AdvicePeriod, LLC, and Lifeplan Financial Group, Inc. Outside of his advisory role, he is a City Council Member in Mason, Ohio. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment framework and offers access to alternative investment solutions and multiple custodian platforms.

Thomas Rowland is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at PNC Investments LLC, Macy's Inc, and Equity Trust Company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary account management through a mix of third-party programs and IAR-directed solutions.

Braden Lieungh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH, with two years of industry experience. His prior roles include positions at Voya Financial Advisor, Further Financial Group, Cardinal Point Financial Group, and Ameriprise. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, 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 focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Jacob Weber is a financial advisor at Waverly Advisors, LLC in Cincinnati, OH. He holds a Series 65 credential and has one year of industry experience. Prior to joining Waverly Advisors, he was with 9258 Wealth Management and worked at the University of Cincinnati. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and planning services through institutional custodians and third-party platforms.

Christian Stake is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Baynes Investment Counsel LLC and Transamerica Financial Advisors, Inc. Outside of his advisory role, Stake serves as an Operator Foreman in highway construction at Eagle Bridge Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities through a network of Investment Advisor Representatives and third-party money managers. The firm employs a largely non-discretionary model with tools such as the Color of Money Risk Analysis to assess client objectives and risk tolerance.

Isabel Arbaiza is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Vanderbilt Financial Group and United Planners Financial Services and previously operated her own advisory business. Outside of advising, she is the owner of IZAMI Homes LLC, where she assists with property acquisition and budgeting. Consolidated Portfolio Review Corp provides investment management and financial planning services to a range of clients including individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary model portfolios and access to independent third-party sub-advisors.

Carl Adkins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2026. His prior experience includes roles at Wells Fargo Clearing, Touchstone Securities, and Fort Washington Investment Advisors. Outside of his advisory work, he co-owns and manages investment-related businesses focused on property financing. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative approaches to meet diverse client needs.

Samuel Chasnoff is a CFP® professional with 10 years at Truepoint, Inc. in Cincinnati, OH, and 6 years of prior experience at Miami University. He has four years of industry experience. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings and provides 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, operating as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

Brendan Keating is a CFP® professional at Truepoint, Inc. based in Cincinnati, OH, with one year of industry experience. Prior to joining Truepoint in 2023, he worked at Deloitte & Touche LLP from 2019 to 2023 and was affiliated with the University of Dayton from 2014 to 2019. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm applies an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing.