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® with 32 years of industry experience. He is currently affiliated with DayMark Wealth Partners, LLC, where he has worked since 2026. His prior experience includes over a decade at Morgan Stanley and its affiliated entities. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts through asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a variety of strategies and tools, including access to alternative and private securities alongside traditional investments.

Konstantinos Georgostathis is a CFP® with 28 years of industry experience. He is currently with NorthRock Partners, LLC and has held prior roles at Vantage Financial Group, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of his advisory work, he is involved in e-commerce ventures selling household products. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, with offerings that include both public and private market strategies as well as personal office services such as tax preparation and bill pay.

Matthew Jadwisiak is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and Cetera Advisors, among other firms. He also manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent specializing in fixed insurance sales. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized advice through discretionary management and a range of investment strategies, including passive, active, tactical, and ESG-oriented options.

Leslie Mcdonald is a financial advisor at O.N. Investment Management Company with 26 years of industry experience. Mcdonald holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

Scott Barbee is a CFP® and Series 66-registered advisor at Truepoint, Inc. in Cincinnati, OH, with 12 years of industry experience, all of which he has spent at Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate planning support, and other services. The firm employs an evidence-based, long-term investment approach centered on diversified asset allocation and low-cost index funds, and operates as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

David Smyth is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for over two decades. Outside of his advisory role, Smyth is involved in nonprofit leadership as president of a charitable foundation, hosts a general financial information podcast and YouTube channel, and is president of a thoroughbred horse racing syndicate. On Investment Management CO is a SEC-registered adviser 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 and access to various third-party investment programs through a dual-registration model that integrates broker-dealer activities with advisory services.

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.

James Brandenburgh is a CFP® professional with 17 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial Corporation. 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 through a multi-strategy platform that includes both wrap and non-wrap program structures and sub-advisory arrangements. The firm employs a comprehensive investment process incorporating fundamental, quantitative, technical, and cyclical analysis across a diverse range of asset classes and strategies.

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.

Andrew Mikovch is a CFP®-certified financial advisor with Stratos Wealth Advisors LLC in Cincinnati, Ohio, bringing five years of industry experience. Prior to joining Stratos in 2022, he worked at US Bank from 2014 to 2022. Stratos Wealth Advisors is an SEC-registered firm managing approximately $5.54 billion in discretionary assets and serving a range of clients including individuals, retirement plans, trusts, and institutional investors. The firm offers various investment and financial planning services through a network of 66 advisors operating under a distributed independent advisory model.

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.

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 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and ESG analysis, along with access to alternative investments and digital assets.

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®-certified financial advisor with six years of industry experience, currently practicing at Summit Financial, LLC since 2026. His prior experience includes roles at Wells Fargo Clearing and Fidelity Brokerage Services, as well as business involvement with Koi Tax Service and Total Air Balance Co., Inc. He holds Series 63 and Series 66 licenses. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, incorporating both discretionary and consultative approaches to investment management.

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.