Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.

Marc Wagner is a CFP® and Series 66-licensed financial advisor with Octavia Wealth Advisors LLC, based in Cincinnati, OH. He has 24 years of industry experience, including 19 years at Axa Advisors, LLC, and has been with Octavia and affiliated entities since 2020. In addition to his advisory role, he serves as Secretary/Treasurer of a local networking group. 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, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, and offers ERISA-related retirement plan services as well as trust administration through partner relationships.

Daniel Rieman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 63 designation and 10 years of industry experience. He has worked with ValMark Advisers since 2017 and is also involved with Sassy Business Management, Inc. since 2019. His prior roles include positions at Valmark Securities, Inc. and Resonate, Inc. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms and fee-based planning services.

Sarah Tenhundfeld is a CFP® with nine years of industry experience currently affiliated with Truepoint, Inc. She has held positions at Mercer Global Advisors Inc., The Asset Advisory Group, Inc., and Pinnacle Wealth Management, Inc. among others. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels that include Foundational Wealth Management, True Wealth Management, and a Family Office offering. The firm uses an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing, and offers integrated tax and administrative services alongside its advisory business.

Noah Koterba is a financial advisor with Summit Financial, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior positions include roles at Wells Fargo Clearing and J.P. Morgan Securities. Outside of finance, he owns and operates Hummingbird Woodworks, LLC, a business that produces handmade wooden items. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

Matthew Powell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with LaSalle St. Investment Advisors since 2018 and has prior experience with PNC Investments, Natcity Investments, and Broker Dealer Financial Services Corp. Powell is also a managing director at Blackstone Street Wealth, LLC, where he provides financial planning services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management approaches, with an emphasis on a mix of mutual funds, ETFs, equities, fixed income, and options.

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 three years of industry experience, including roles at The O.N. Equity Sales Company, PNC Investments LLC, Macy's Inc, and Equity Trust Company. 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, combining fee-based planning, third-party investment options, and managed accounts with both discretionary and non-discretionary arrangements.

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.