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.

Jacob Flaspohler is a CFP® credentialed financial advisor with three years of experience at Octavia Wealth Advisors LLC and one year at Octavia Risk Management, LLC. His prior roles include positions at Fifth Third Bank and Prime Capital Investment Advisors. Outside of advisory services, he is involved with Octavia Risk Management as an insurance agent focusing on underwriting and reviews. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies alongside tax and liquidity management.

Deanna Sicking is a Certified Financial Planner™ (CFP®) with 24 years of industry experience and has been with Truepoint, Inc. since 2016. She holds a Series 66 license and is based in Cincinnati, OH. Outside of her advisory role, she serves on the Finance Committee and is a trustee for Dress for Success, as well as a board member of the Junior League of Cincinnati Endowment. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and specialized services for multi-generational wealth. The firm employs an evidence-based, long-term investment approach centered on goal-focused planning, diversified asset allocation, and disciplined rebalancing.

Ryan Sellars is a CFP® with three years of industry experience, currently serving as a financial advisor at Octavia Wealth Advisors LLC. His background includes roles at Octavia Wealth Advisors since 2021 and involvement with Octavia Risk Management, LLC, where he works as an insurance agent. Prior to his advisory roles, Sellars worked in education and recreational management. 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, businesses, retirement plans, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a focus on low-cost ETFs, mutual funds, individual securities, and alternative investments.

Jacob Petrie is a CFP® with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at 9258 Wealth Management and Fidelity in both advisory and brokerage roles. 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-markets allocations and offers a range of financial planning and multi-family office services.

Chad Baxter is a CFP® and ChFC® with nine years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management, Inc., LPL Financial, LLC, and The Ayco Company, L.P./Mercer Allied. 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 through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes.

Scott Keller is a CFA® charterholder with ten years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2007. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and other related services. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and is noted for its integration with tax and administrative services.

Benjamyn Patrick is a CFP® and holds a Series 66 designation with six years of industry experience. He is currently associated with Truepoint, Inc. and has previously worked at Commas, RhineVest Advisors/Commas, and Ameriprise Financial Services, Inc. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm utilizes an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, with integrated tax and administrative services through related entities.

Nicholas D'andrea is a CFP® with 10 years of industry experience. He currently works at CX Institutional, LLC and has prior experience at Bartlett Wealth Management and Fidelity Investments. CX Institutional serves individuals—including high-net-worth clients—charitable organizations, business entities, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm combines fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies alongside technology-enabled reporting and tax-efficient asset location.

Michelle Stevens is a CFP® professional with four years of industry experience. She is currently with Truepoint, Inc. in Cincinnati, OH, where she has worked since 2021, following prior roles at U.S. Bank Private Wealth Management from 2014 to 2021. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, employing an evidence-based, long-term investment approach that includes diversified asset allocation and low-cost index funds. The firm is employee-owned and integrates tax and administrative services alongside comprehensive financial planning and portfolio management.

Eric Larison is a CFP® with 10 years of industry experience, currently practicing at DayMark Wealth Partners, LLC since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. DayMark Wealth Partners serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines internally managed models, third-party managers, and held-away account tools, utilizing diverse analytical methods and access to alternative investments.

Brett Hamilton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, he operates as an independent insurance agent. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary accounts and employs a dual-registration model, serving clients through a combination of third-party investment programs and advisory relationships.

Joseph Bates is a financial advisor at Creative Financial Designs, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase and the Ohio Auditor of State. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs asset-class model allocations across five risk levels and incorporates third-party research and an Executive Investment Committee in portfolio management.

Austin Ford is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at AE Wealth Management since 2017 and has experience in tax preparation and planning through his role at Harrison Tax & Accounting, where he serves as Managing Member. Ford also has a background as owner of a farm and a holding company and formerly operated Ford Brothers Fencing & Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies supported by a platform servicing over 127,000 clients.

Laura Tidd is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

David Wilder is a CFP® professional with 24 years of experience in the financial industry. He is currently with CWM, LLC and Carson Wealth, having previously spent 11 years at Total Wealth Planning, LLC. Outside of his advisory work, he owns a company involved in rental property management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios and various investment tools.

Nicholas Adams is a financial advisor at Cerity Partners LLC based in Cincinnati, OH. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024. Prior to joining the firm, he spent four years at Miami University and five years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Don Brosz Jr. is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for WaterStone Investment Counsel for 13 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, and institutional clients. The firm customizes portfolio strategies across multiple asset classes and offers trust and insurance administration through affiliated entities.

Elise Schulok is a CFP® and holds a Series 65 registration, currently serving as a financial advisor with Mariner Wealth. She has three years of industry experience and previously worked at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Schulok is based in Cincinnati, OH. Mariner Wealth serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.