Christine Carleton is a CFP® with 23 years of industry experience, currently serving as an advisor at Truepoint, Inc. since 2014. She holds a Series 63 license and is based in Cincinnati, OH. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, with additional services including standalone tax preparation and trust administration through affiliated entities.

Justin Setzekorn is a CFP® professional with 21 years of industry experience, currently serving at Octavia Wealth Advisors LLC in Cincinnati, OH. He previously worked at AXA Advisors, LLC for 14 years and has been with Octavia and Purshe Kaplan Sterling Investments since 2020. Setzekorn is also involved with Octavia Risk Management, LLC, where he implements insurance products. Octavia Wealth Advisors is a multi-team advisory firm managing approximately $2.15 billion across individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and institutional entities. The firm offers customized portfolio management using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a particular focus on state and municipal clients and ERISA-related retirement plan services.

Charles Rinehart is a CFA® charterholder with 12 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2015, serving in various roles within the firm. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Cooper Crawford is a CFP® at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. He previously worked at Thrivent Financial and was a full-time student prior to beginning his advisory career. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, public agencies, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Keith Hamberg is a CFP® professional with six years of industry experience. He currently works at Savvy and previously held roles at Mariner Wealth Advisors and Riverpoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal 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 proprietary technology and third-party platforms.

William Arthur II is a financial advisor at ValMark Advisers, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ValMark since 2010. Arthur serves on the investment committee for the Diocese of Covington, where he reviews and monitors the diocese’s investment accounts on a voluntary basis. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

Kristopher Kellinghaus is a CFP® and CFA® with 15 years of experience in the financial services industry. He has worked at MCF Advisors, LLC since 2014 and previously held a position at Fidelity. He also has been affiliated with Northern Kentucky University since 2020. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, tax preparation, accounting, and outsourced CFO services, emphasizing a tactical asset allocation approach supported by advanced third-party platforms and cross-disciplinary client solutions.

Aliya Riddle is a CFA® charterholder with eight years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously at Johnson Investment Counsel, Inc. from 2010 to 2018. Riddle serves as a Mayor-appointed trustee on the City of Cincinnati Retirement System Pension Board and participates in operatic performances with the Cincinnati Opera Association. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and it integrates with the Focus Financial Partners network to provide additional insurance and credit solutions.

Nicolas Paxson is a CFP® professional at Constellation Wealth Advisors with four years of industry experience. He previously worked at Ritter Daniher Financial Advisory LLC before joining Constellation in 2023. Outside of his advisory work, he serves as an assistant golf coach for the Saint Xavier High School Athletic Department. 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 client assets and operates a proprietary private capital platform, utilizing diversified strategies and a documented due-diligence process for manager selection.

Gina Slayton is a CFP® and Series 66 licensed financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. She previously worked at Stock Yards Bank Wealth Management, Bluecap Financial, and Financial Partners Group. Slayton serves as a volunteer board member for the Brighton Center, a nonprofit organization, where she helps organize activities and raise awareness among potential donors. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Brad Morgan is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Savvy since 2024 and previously spent six years at Mariner Wealth Advisors, LLC, and four years at RiverPoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call option overlays, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Joseph Radigan is a CFP® credentialed financial advisor with 19 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2017 and previously spent five years at Magis Wealth Management (also known as KURE). Radigan is based in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individual investors, retirement 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 specialized services such as model portfolios for third-party platforms and ERISA 3(38) fiduciary services.

Robert Riesenbeck is a financial advisor with Archer Investment Corporation in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has previously worked at Silver Oak Securities, Inc. and Avantax Advisory Services, among other firms, and has operated Riesenbeck Financial Group since 1995. In addition to his advisory role, he serves as president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with diversified allocation strategies.

John Lemmel is a financial advisor with Johnson Investment Counsel, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Johnson Investment Counsel, he worked at J.P. Morgan Chase & Co. for two years. He has also been involved with the Boys & Girls Club of Westchester Liberty. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm uses a team-based investment approach that combines quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

William Parchman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2011. Parchman is also the Educational Chair for the CFA Society of Cincinnati. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate services. The firm employs an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and low-cost index funds.

Kathryn Brownstein is a CFP® and Series 66 licensed financial advisor at Truepoint, Inc. with seven years of industry experience. She has been with Truepoint since 2016. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels ranging from foundational wealth management to a family office offering. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and has also been affiliated with Quadrant Family Wealth Advisors since 2015. He is based in Cincinnati, OH. 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 client assets and offers diversified investment strategies across public markets and private placements, supported by a structured due-diligence process and an active Investment Committee.

Benjamin Pantalone is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. His prior experience includes roles at the University of Kentucky, Spectrum Financial Alliance Ltd, General Electric, and Cincinnati Financial. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm utilizes an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, delivered with integrated tax and administrative services through related entities.

Brian Hodgeman is a financial advisor at Ally Invest Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities LLC since 2021. Prior to that, he was with Evergreen Consulting and M Holdings Securities, Inc. He is also the owner of Hodgeman Insurance & Financial, LLC, which provides property and casualty insurance and life insurance commissions. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and provides both automated investing solutions and personalized financial advice.

Gwendelyn Andress is a CFP® professional at Truepoint, Inc. in Cincinnati, OH, with six years of industry experience. She previously worked at Johnson Investment Counsel, Inc. for nine years before joining Truepoint in 2024. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management services, employing an evidence-based, long-term investment approach focused on diversified asset allocation and goal-focused planning. The firm is employee-owned and integrates tax and administrative services alongside its advisory offerings.