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 with DayMark Wealth Partners, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He has been with DayMark Wealth Partners since 2022. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of strategies and offers access to alternative investments alongside traditional securities.

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.

Victor Gray is a financial advisor with AlphaStar Capital Management in Cincinnati, Ohio, holding 18 years of industry experience. He has been with AlphaStar since 2012 and also operates Victor Gray Financial Services. Outside of his advisory work, he is involved in horse owning and training and serves as a minister. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs a combination of predefined model portfolios and custom strategies that utilize strategic asset allocation and quantitative analysis, and it offers a range of portfolio management and consulting 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 at Savvy with seven years of industry experience. He previously worked at Mariner Wealth Advisors for six years and held roles at Deerfield Financial Advisors, Inc. and FTJ FundChoice. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm typically employs a primarily index-based, long-term approach while integrating third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support.

Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds the Series 66 designation and has worked at MCF Advisors since 2013, preceded by roles at Lion Street Financial LLC and Equitable Advisors. Outside of his advisory work, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support, employing a tactical asset allocation approach with various third-party platforms and tools.

Thomas Anderle is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial and its affiliate from 2002 to 2026. Anderle serves as an executor under his wife's will in a personal capacity. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio management and serves a diverse client base including retail investors, institutions, and government entities.

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.

Colin Hurst is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He also has a role at Victor Gray Financial Services, INC, where he engages in financial planning and client insurance needs. Outside of finance, he has been involved with Hurst Motion Pictures LLC since 2017. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing strategic asset allocation combined with quantitative and momentum-based analysis.

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.

Maria Flynn is a financial advisor with Kovack Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at Kovack Securities, Inc. and The Oak Tree Group, where she also operates her investment-related activities. Flynn is involved in several business ventures, including ownership roles in an investment advisory LLC and a real estate group focused on property management and renovation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and governmental entities, using a combination of in-house models and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.