Michael Quin is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he is the majority owner of Bishopgate LLC, a real estate holdings business. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, portfolio 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, employing a range of investment strategies that include fundamental, technical, quantitative, and ESG analysis.

Emily Rose is a CFP® professional with 11 years of industry experience, currently serving at Constellation Wealth Advisors. She has been with Quadrant Partners since 2011. Outside of her advisory role, she is a member of the Board of Directors and Treasurer at the Ion Center for Violence Prevention, a nonprofit focused on eliminating power-based personal violence. 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, offering diversified strategies across public markets and private placements, and operates a proprietary private capital platform.

Gary Williams is a CFP® with 37 years of industry experience, currently serving at United Advisor Group since 2023. He previously worked for Crown Capital Securities, LP for 18 years and has been employed as a registered respiratory therapist since 2003. In addition to his advisory role, he is an independent insurance agent. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation along with value investing, using proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategy, and time horizons.

Sandra Himmelsbach is a CFP® professional at Johnson Investment Counsel, Inc. with seven years of industry experience. She has been with Johnson Investment Counsel continuously since 2015. Johnson Investment Counsel serves a diverse client base including individuals, pension and profit-sharing plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based approach to investment decisions, combining quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

David Christian is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2017, working in various capacities within the firm over that time. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, offering a range of services from discretionary portfolio management to fiduciary services for retirement plans.

Michael Larison is a financial advisor at DayMark Wealth Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, including high-net-worth clients, trusts, pension and retirement plans, and institutional clients. The firm offers asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and institutional consulting, managing approximately $3.94 billion in regulatory assets across a team of 19 advisors.

Michael Timm is a CFP® and CFA® affiliated with Johnson Investment Counsel, Inc. in Cincinnati, OH, with seven years of industry experience. He has worked exclusively at Johnson Investment Counsel since 2015. Johnson Investment Counsel serves a diverse client base including 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 bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Nathaniel Maxson is a CFP® with four years of industry experience currently with Truepoint, Inc. in Cincinnati, OH. He previously worked at U.S. Bank Private Wealth Management for three years. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, and related advisory services. The firm employs an evidence-based, long-term investment approach with a focus on diversified asset allocation and low-cost index funds.

Glynnis Reinhart is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. She has worked at Axa Advisors, LLC for 18 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments since 2020. Reinhart is also involved in insurance product implementation through Octavia Risk Management, LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm employs customized portfolios using proprietary models with low-cost ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA services and trust administration through partner relationships.

Nathan Kunkel is a CFP® professional with six years of industry experience. He is currently with Savvy and previously worked at Mariner Wealth Advisors, Deerfield Financial Advisors, and FTJ FundChoice. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.

Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at MCF Advisors since 2013, including a prior role at Lion Street Financial LLC from 2014 to 2017. Outside of his advisory role, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by offering integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Maxwell Klett is a CFP® professional at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. His prior roles include positions at Merrill Lynch, Constellation Wealth Advisors, and a period of full-time education. Johnson Investment Counsel serves a diverse client base, including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and fiduciary services.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Zachary Bauer is a CFP® professional with Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint in various roles since 2021, following prior experience at Anthem and Sheldon Reder, CPAs, as well as positions at the University of Cincinnati. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, combining comprehensive financial planning and portfolio management with a long-term, evidence-based investment approach. The firm integrates tax and administrative services through related entities and operates as a 100% employee-owned multi-team advisory.

Robert Carroll is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Carnegie Investment Counsel since 2013 and holds a Series 65 license. 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, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Robert Bartlett is a CFP® professional with 10 years of industry experience, currently affiliated with The Mather Group, LLC. Prior to joining The Mather Group in 2023, he worked at Clear Perspectives Financial Planning, LLC for eight years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI tools under human oversight to support market data analysis and client communications.

Emily Vogele is a CFP®-certified financial advisor with one year of industry experience. She is currently with Truepoint, Inc. and has prior experience at Bessemer Trust and Fifth Third Bank. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management services ranging from foundational planning to family office offerings. The firm uses an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and integrates tax and administrative services through related entities.

Jason Katz is a CFP® with 12 years of experience in the financial industry. He has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously held a position at The Gorilla Glue Company from 2009 to 2017. Outside of his advisory role, Katz is a co-founder and CFO of Cardinal Spirits, LLC, a spirits company, and is involved with the Cincinnati Estate Planning Council. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms to implement investment strategies.

Andrew Harmon is a CFP®-certified financial advisor at Savvy with 11 years of industry experience. Prior to joining Savvy in 2026, he worked at Ameriprise Financial Services from 2015 to 2026. He serves on the Board of Directors for Sigma Chi Building Co. and is a member of the La Salle High School Advancement Committee. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, while integrating third-party fintech tools and specialized sub-adviser strategies.

Joshua Kommer is a CFA® charterholder with three years of industry experience. He has been with Truepoint, Inc. since 2022 and previously worked as a self-employed commodity trader and at Tempus Futures Management. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management services ranging from foundational to family office levels. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and offers integrated tax and administrative services through related entities.