Steven Condon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2003. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and provides integrated tax and administrative services through related entities.

Guy Clanton is a CFP® professional with eight years of industry experience. He has worked at Truepoint, Inc. since 2017 and previously spent 13 years at PNC Bank. Clanton is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients across various wealth tiers, 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 with diversified asset allocation and low-cost index funds, and it is 100% employee-owned.

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.

Charles Brown is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH. He holds the Series 66 credential and has 25 years of industry experience. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing and WELLS FARGO Advisors for a combined 13 years. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of investment strategies and offers access to alternative and private securities alongside traditional holdings.

Andrew Mikovch is a CFP® professional with five years of industry experience, currently serving as an investment advisor at Stratos Wealth Advisors LLC. His prior experience includes eight years at US Bank and a year at Bb&T Asset Management, Inc. He is based in Cincinnati, OH. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a network of independent advisory representatives.

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.

James Gaunt is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at J.J.B. Hilliard, W.L. Lyons, LLC, MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Formidable Asset Management, LLC. United Advisor Group provides investment management, financial planning, consulting, and family office services to a range of clients, including individuals, small businesses, trusts, and charities. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying strategic and tactical asset allocation alongside value investing and various analytical methods.

Patrick Petsche is a financial advisor at DayMark Wealth Partners, LLC with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he is a partner in Winking Lizard Inc., a restaurant and bar business in Ohio. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset and portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including internally managed models, third-party managers, and alternative securities, with a discretionary management approach tailored to client objectives.

Kimberly Fitzgerald is a financial advisor at DayMark Wealth Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 14 years, as well as Prudential Equity Group, LLC. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutions, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fundamental, technical, quantitative, and ESG analysis, and provides access to alternative and private securities alongside traditional holdings.

Jason Ramage is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He previously worked at Fidelity Brokerage Services LLC and TouchPoint Wealth Partners. Outside of his advisory role, Ramage is involved in several community and professional organizations, including serving as president of the Toast of the Town Toastmasters Club and treasurer of the Madisonville Business Chamber. 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 offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jay Weislogel is a CFP® professional with seven years of industry experience, currently serving at Summit Financial, LLC since 2026. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services. Outside of financial advising, Weislogel has experience as an administrative assistant at Total Air Balance Co., Inc. Summit Financial, LLC is a multi-team 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 tailored to client preferences.

Tyler Hezlep is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Truepoint, Inc. and has previously worked at Fidelity Investments and several insurance firms. Tyler is based in Cincinnati, OH. Truepoint, Inc. serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including Foundational Wealth Management, True Wealth Management, and a Family Office for multi-generational households. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Donald Hughett is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at AXA Advisors, LLC for 21 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. Additionally, he is involved with Octavia Risk Management LLC in the implementation of insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, trusts, retirement plans, and municipal entities. The firm utilizes proprietary, customized portfolio models featuring low-cost ETFs, mutual funds, individual securities, and alternative investments with a generally long-term investment approach that also accommodates rebalancing and tax strategies.

Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Eric Aponte is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2016 and with Fifth Third Securities since 2008. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans alongside access to various third-party investment programs, serving a broad client base through both discretionary and non-discretionary account management.

Carson Kiley is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and has worked at Stratos Wealth Advisors since 2025, previously gaining experience at firms including ALC and Honorarium. Stratos Wealth Advisors is an SEC-registered, multi-team firm with approximately 71 advisors managing around $5.57 billion in assets. The firm serves individuals, trusts, retirement plans, and institutional accounts, providing customized portfolio management and financial planning through a network of independent advisory representatives.

Patty Scott is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior work includes roles at Merrill and Ohio National Financial Services. She is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and services for disabled seniors. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning and portfolio management services, offering both discretionary and non-discretionary investment programs.

Anthony Casnellie is a financial advisor at ON Investment Management Company with 24 years of industry experience. He holds the Series 66 designation and has been with The O.N. Equity Sales Company since 2002. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing 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 investment management through a combination of third-party programs and IAR-directed portfolios.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and having one year of industry experience. He has operated Zimmer Law Firm, LLC since 2014, providing legal services focused on estate planning, estate settlement, and Medicaid pre-planning. He is also affiliated with the American Academy of Estate Planning Attorneys as an attorney. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside multiple asset-allocation strategies.