Cameron Magoon is a financial advisor with CX Institutional, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Touchstone Securities and IFS Financial Services from 2017 to 2024, and Fidelity Brokerage Services, LLC from 2016 to 2017. Outside of his advisory role, he serves as a referral consultant for Talemed, a healthcare staffing company. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios, including ESG and blockchain-focused options.

Robert Prangley is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves as a trustee for The Ursulines of Cincinnati Charitable Trust, where he participates in reviewing financial performance and budgeting. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a blend of investment strategies, including fundamental, technical, quantitative, and ESG analysis, while also offering insurance distribution and private fund management.

Michael West is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018 before joining Valmark Securities, Inc. Michael serves as co-chair of a local homeowners association and owns an operating company, WWWestgang, 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 advisors. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Erin Winer is a financial advisor at ON Investment Management Company with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The O.N. Equity Sales Company since 2008. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary account management, utilizing a mix of third-party investment programs and IAR-directed strategies.

Michael Chasnoff is a financial advisor with Truepoint, Inc. in Cincinnati, OH, holding a Series 63 designation and 18 years of industry experience. He has been associated with Truepoint Wealth Counsel since 1990. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, providing comprehensive financial planning, portfolio management, tax support, estate planning, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Byron Larkin is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He holds a Series 63 license and has worked previously at Client One Securities, LLC and Cetera Advisors, LLC. Outside of his advisory work, Larkin broadcasts college basketball games for Xavier University. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Daniel Kiley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and serves as Chief Executive Officer and Chief Investment Officer at Retirement Corporation of America. His prior experience includes roles at Triad Advisors, Inc. and Retirement Capital Advisors. Stratos Wealth Advisors LLC serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and provides a range of managed portfolio options and access to insurance consultation.

James Wineland is a CFP® with 14 years of experience and is currently with Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at Northern Lights Distributors, LLC, Boyd Watterson Asset Management, LLC, and PNC Capital Advisors, LLC. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio management for third-party platforms.

Bryan Havighurst is a CFP® affiliated with Van Clemens Wealth Management, LLC, with three years of industry experience. His prior roles include positions at US Bank and Fifth Third Securities. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients across wealth levels, offering investment advisory and comprehensive financial planning services. The firm customizes portfolios using a range of strategies and third-party managers, including an in-house Growth Opportunities model focused on micro- and small-cap equities.

Dean Moulas is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2002. He holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management and a range of advisory services. The firm employs a team-based portfolio construction process that integrates quantitative equity analysis with fixed-income management and provides both customized mandates and automated advisory programs.

Andrew Taylor is a CFP® with 22 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He was previously with OJM Group for 13 years before its transition to Earned Wealth Advisors. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and internal committee.

Jacob Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at LPL Financial, Clarify Wealth Management, and Fidelity Brokerage Services. Outside of his advisory work, he manages an Airbnb investment on a part-time basis. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios including ESG and blockchain-focused options.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc., holding a Series 63 designation and bringing 25 years of industry experience. His prior experience includes 16 years at Edward Jones before joining Prospera in 2017 and later Independent Financial Partners in 2026. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans, using a combination of firm models, third-party sub-advisers, and customizable allocations through various sponsored platforms.

Steven Spaeth is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with RFG Advisory, LLC and has held positions at Morgan Stanley, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with River Oak Asset Advisory as an owner, financial advisor, and insurance agent. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Daniel O'Keefe is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with The O. N. Equity Sales Company since 2013. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary management approaches and access to various third-party investment programs.

Jason Jackman is a CFA® charterholder with 24 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2013, serving there through its organizational changes and continuing with the firm’s multi-team structure since 2022. The firm serves a diverse client base including individuals, institutions, and public agencies, offering discretionary portfolio management, financial planning, and pension consulting. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with fixed income strategies and also manages model portfolios for third-party platforms.

Evan Maushart is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Waverly Advisors, 9258 Wealth Management, Kenwood Country Club, Chick-fil-A, Xavier University, Sharp's Valet Parking Services, and Stephen T. Badin High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office offerings.

Neal Schulte is a CFP® and holds a Series 66 license with 27 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, Brass Tax Wealth Management, Inc., INVEST Financial Corporation, and Schulte, Uhrig, CPA's. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a range of financial planning and investment management services.

Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.

Marc Wagner is a CFP® and Series 66-licensed financial advisor with Octavia Wealth Advisors LLC, based in Cincinnati, OH. He has 24 years of industry experience, including 19 years at Axa Advisors, LLC, and has been with Octavia and affiliated entities since 2020. In addition to his advisory role, he serves as Secretary/Treasurer of a local networking group. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, and offers ERISA-related retirement plan services as well as trust administration through partner relationships.