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.

Peter Hiltz is a financial advisor at Kingsview Wealth Management, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Kingsview since 2017, following seven years at Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies.

Peter Schwartz is a financial advisor with Aspiriant, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspiriant in Cincinnati, OH since 2012. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing customized investment programs that incorporate a range of implementation options and proprietary research.

Cameron Puckett is a financial advisor at Fifth Third Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mainstreet Investment Advisors, LLC, J.P. Morgan Securities, and JP Morgan Chase Bank, N.A. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm employs household-level Investment Policy Statements, combines in-house and third-party management resources, and integrates closely with its bank affiliates to provide a range of portfolio management and financial planning services.

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.

David Wagner III is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2020. His prior roles include positions at Environ Capital Management, Driehaus Capital Advisors, and Opus Capital Advisors. Outside of his financial career, he is a trustee of the Ault Park Advisory Council, where he manages park finances and leads trail maintenance, and he co-owns Wagner Stables, a racehorse ownership hobby. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, providing portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies that combine technical and fundamental analysis to seek market upside participation while attempting to mitigate major drawdowns.

Paul Nikolai II is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Aspiriant, LLC since 2012 and is based in Cincinnati, OH. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth planning, family office services, and speciality consulting, utilizing a range of investment options informed by internal Capital Market Expectations.

Joseph White is a CFP® and CFA® with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes a role at Buckingham Capital Management and multiple positions within Johnson Investment Counsel dating back to 2018. Johnson Investment Counsel serves a diverse client base that includes individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Donald Talbert is a financial advisor with Latitude Advisors, LLC in Florence, KY, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. His prior work includes roles at GWN Securities, OneAmerica Securities, Pruco Securities, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Centurion Business Coach, which provides coaching and consulting services to small business owners, and serves as a board member for Switzerland County Tourism and Legal Shield. He is also a partner in Heaven Sent Care, an in-home care service for seniors. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Anthony Kure is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has worked at Johnson Investment Counsel since 2017, following four years at Magis Wealth Management, also known as KURE NET WORTH MANAGEMENT. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services, including discretionary portfolio management and model portfolios for third-party platforms.

Adam Braunscheidel is a CFP® professional with 14 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He previously worked at OJM Group from 2010 until 2025 before joining Earned Wealth Advisors, which operates as a multi-team firm. Earned Wealth Advisors provides financial planning, discretionary wealth management, and retirement-plan advisory services primarily to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on medical and dental professionals. The firm uses a diversified investment approach supported by third-party consultants and an internal committee, alongside a range of affiliated services including pension consulting, accounting, and publishing.

Cheryl Rose is a CFP® and CFA® with eight years of experience in the financial industry. She currently works at Constellation Wealth Advisors and has prior experience at PNC Bank. Outside of finance, she is a part-owner of Woodhouse Spa franchises in Northern Kentucky and Lexington, Kentucky, and serves as a trustee on the Finance and Nominating Committees of the Cincinnati Art Museum as well as a board member of Groundwork Ohio, a nonprofit focused on early childhood education. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, associated trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets through both discretionary and non-discretionary strategies, including public markets and private placements, and operates private capital platforms such as Quadrant Private Capital Solutions.

Brian Antenucci is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked with Bartlett & Co. LLC from 2012 to 2018. He is also president of a nonprofit university alumni affinity organization, Park Financial Services, based in Chicago. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, foundations, endowments, and institutional clients, providing discretionary wealth management, comprehensive financial planning, and consulting across various asset classes. The firm follows an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and it operates within the Focus Financial Partners network.

Nicholas Reilly is a financial advisor at Constellation Wealth Advisors in Cincinnati, OH, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Quadrant Capital Group, LLC and Horan Capital Advisors, LLC. Reilly serves on the Board of Directors for DePaul Cristo Rey High School, a private Catholic college preparatory school. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, utilizing a private capital platform and performance-based fee arrangements for certain fund investments.

Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Robert Castellini is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Outside of advisory work, he serves as a board member of Cincinnati Sports Mall, a health and wellness club, and consults for businesses focused on addiction recovery and IT executive searches. Summit Financial, LLC is a multi-team registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate diverse client needs.

Joseph Peters is a financial advisor with Northwest Asset Management in Cincinnati, OH, holding a Series 66 designation and 27 years of industry experience. Prior to joining Northwest Asset Management in 2021, he worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, Peters is the owner of Brew Ventures, LLC, a coffee shop in Cincinnati. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Lia Reece is a CFP® with three years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH. Her prior experience includes a role at Basco Shower Doors before joining Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Sonya Saskin is a CFP® professional with 28 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. She previously worked with Ameriprise Financial Services, Inc. starting in 2005. Outside of her advisory role, she is president of Sassy Business Management, Inc. and a member of Jonya Enterprises, 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael Kemer is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, Ohio. He holds a Series 65 credential and has three years of industry experience. Prior to joining Fifth Third Wealth Advisors, he spent over two decades with Mainstreet Advisors. Outside of his advisory role, he is a silent partner in a residential property group. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements, integrates in-house and third-party management, and operates in affiliation with Fifth Third Bank, leveraging shared resources and offering a broad range of portfolio management and financial planning services.