Matthew Powell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at LaSalle St Investment Advisors and Securities since 2018, Broker Dealer Financial Services Corp. since 2010, PNC Investments since 2009, and Natcity Investments from 2004 to 2009. Powell is also a managing director and financial advisor at Blackstone Street Wealth, LLC. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

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.

Marcus Saskin is a CFP® professional with 19 years of experience in the financial services industry. He has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018, following a ten-year tenure at Ameriprise Financial Services, Inc. He serves as president of the Ohio Valley Princeton Association, a local alumni group where he organizes events and interviews university applicants. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients using a network of advisory representatives and a diversified, goal-based investment approach. The firm offers proprietary platforms, third-party manager programs, and is involved with investment-company products and index licensing.

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.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. 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, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.

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 29 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC since 2023. Prior to joining DayMark, he worked at Wells Fargo Clearing for seven years. He serves on the investment committee of Fieldstone Farm Therapeutic Riding Center and is chair of the investment committee and a trustee at Bluecoats, Inc., a nonprofit supporting families of fallen safety force officers. DayMark Wealth Partners serves individual, high-net-worth, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and offers access to alternative and private securities alongside traditional holdings.

Loni Adams Kiskaden is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Wells Fargo Clearing. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and provides access to alternative and private securities alongside traditional holdings.

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 at ON Investment Management Company with four years of industry experience. He holds a Series 66 credential and previously worked at PNC Investments LLC and Macy's Inc. in various roles before joining ON Investment Management Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary account management, with access to third-party investment programs and a dual-registration model combining advisory and broker-dealer activities.

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.

Lora Anstaett is a CFP® professional with over 14 years of experience in the financial services industry. She has worked at Kestra Financial Inc. since 2026 and previously spent more than a decade with Ritter Daniher Financial Advisory. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing investment management, financial planning, and retirement plan consulting with a customized, committee-overseen investment approach that incorporates a range of asset types and specialized strategies.

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.

Peter Hiltz is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Kingsview Wealth Management LLC and Kingsview Partners LLC since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both discretionary and non-discretionary services, combining proprietary strategies with third-party managers and alternative investments.

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.