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.

Samuel Chasnoff is a CFP® affiliated with Truepoint, Inc. in Cincinnati, OH, where he has worked since 2016. He has four years of industry experience. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is 100% employee-owned with specialized services for select clients and industries.

Brendan Keating is a CFP® professional at Truepoint, Inc. based in Cincinnati, OH, with one year of industry experience. Prior to joining Truepoint in 2023, he worked at Deloitte & Touche LLP from 2019 to 2023 and was affiliated with the University of Dayton from 2014 to 2019. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm applies an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing.

Jason Lohnes is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Benefit Architects since 2009. Outside of his advisory role, Lohnes is a ski instructor at Snow Trails. ON Investment Management Company is a SEC-registered adviser providing 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 management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

Ronald Flowers is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding a Series 66 credential and 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1994 and operates the Flowers Agency, which sells life, health, disability insurance, and fixed annuities. Outside of his advisory work, he manages this insurance agency, overseeing sales operations and recruitment. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and both discretionary and non-discretionary account management.

Mark Bodnar is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he serves as both an investment advisor representative and registered representative. Prior to his current roles, he worked at Axa Advisors, LLC for 21 years. He 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 that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios featuring low-cost ETFs, mutual funds, and individual securities, while also incorporating alternative investments and structured products when appropriate.

Aubrey Ramey is a CFP® professional with 27 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios and customized solutions.

Phillip Edwards is a CFP® professional with 35 years of industry experience. He is affiliated with ON Investment Management CO and has worked previously at Thein Financial Group Inc. Edwards serves as Treasurer of Champaign Residential Services, a nonprofit service agency. 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 a range of investment programs and caters to both discretionary and non-discretionary client accounts.

Brent Ewert is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005, Ohio National Life Insurance since 2004, and Edward Jones since 2000. Outside of investment advising, he is involved in insurance sales and health insurance marketing through related businesses. 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 management and combines broker-dealer activity with dual registration to serve a broad range of client needs.

Jeffrey Garnica is a financial advisor at ValMark Advisers, Inc. with 13 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at Lang Financial Group, Secure Future Advisors, and New York Life Insurance Company. Outside of advising, he serves as chapter president and instructor for the American Financial Education Alliance, teaching nonprofit adult financial education courses. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, with investment implementation through mutual funds, ETFs, and separate-account managers.

Steven Mcabee is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining ValMark in 2020, he worked at Cetera Advisor Networks LLC and has been associated with Lang Financial Group since 1998, where he is also an owner and operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with services delivered via proprietary and third-party platforms.

Blake Price is a financial advisor at Truepoint, Inc. based in Cincinnati, OH, holding the CFP® and Series 63 designations with five years of industry experience. He has been with Truepoint Wealth Counsel since 2016. Truepoint serves individuals, families, trusts, and institutional clients with a range of wealth management offerings, including comprehensive financial planning, portfolio management, and specialized family office services. The firm employs an evidence-based, long-term investment strategy focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and is 100% employee-owned with integrated tax and administrative services.

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.

Kyle Redmond is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Securities since 2020 and was previously with Cetera Advisors Networks and Lang Financial Group. Outside of his advisory roles, he serves as a head soccer coach for Cincy SC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, and serves as adviser to the TOPS® ETF Portfolios and index sponsor for the TOPS® Global Equity Target Range™ Index.

Anthony Costanzo is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Meritech. Outside of his advisory role, he is a co-owner and director of Nonna, LLC, a real estate business based in Cleveland, OH. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of analytical methods and employs a mix of internally managed models, third-party managers, and alternative investments.

Todd Steinbrink is a CFP® professional with over 20 years of industry experience. He joined MCF Advisors, LLC in 2026 after two decades at Wealth Planning Corporation. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax, accounting, and CFO services, using a tactical asset allocation approach supported by third-party platforms and tools.

Michael Curley Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning, U.S. Bancorp Investments, and Key Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Rex Mack is a CFP® professional at DayMark Wealth Partners, LLC with 33 years of industry experience. He previously worked at Merrill for 13 years and at Morgan Stanley in various capacities for 14 years before joining DayMark in 2026. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutions by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers access to a range of investment options including alternative and private securities, managing portfolios on a discretionary basis with a combination of internal models, third-party managers, and held-away account tools.

Konstantinos Georgostathis is a CFP® with 29 years of industry experience currently with NorthRock Partners, LLC. His prior roles include positions at Vantage Financial Group, Ameriprise Financial Services, Inc., and Fidelity Brokerage Services, LLC. Outside of advisory work, he is involved in ecommerce ventures selling household products and operates a tax preparation business. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and integration of private market investments, supported by AI tools alongside human oversight.

Leslie Mcdonald is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. Mcdonald's work history includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, utilizing third-party investment platforms and a dual-registration broker-dealer model.