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.

Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Eric Aponte is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2016 and with Fifth Third Securities since 2008. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company 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 alongside access to various third-party investment programs, serving a broad client base through both discretionary and non-discretionary account management.

Jacob Farwick is a CFP®, CFA®, and Series 65-licensed advisor with Johnson Investment Counsel, Inc., where he has worked since 2022. He has three years of industry experience and previously worked in healthcare and equipment rental sectors, along with a period of full-time education. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies and offers services such as discretionary portfolio management, financial planning, and ERISA 3(38) fiduciary oversight.

Carson Kiley is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including ALC and Honorarium. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and outsourced CIO solutions. The firm’s affiliation with SEI-affiliated businesses provides integrated access to subadvisory and custody services.

Zachary Pierson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with Johnson Investment Counsel in various roles since 2013. 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 combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Patty Scott is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of her advisory role, Scott is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and locating services to assist disabled seniors. On Investment Management CO (ONIMCO) is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of comprehensive and modular financial plans, access to various third-party investment programs, and a mix of discretionary and non-discretionary account management.

Michael Prebles is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His work history includes multiple roles at Johnson Investment Counsel and Xavier University. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

David Theobald is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at Johnson Investment Counsel, Inc. since 2013, serving in Cincinnati, OH. 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 process that combines bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Anthony Casnellie is a financial advisor at ON Investment Management Company with 24 years of industry experience. He holds the Series 66 designation and has been with The O.N. Equity Sales Company since 2002. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing 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 investment management through a combination of third-party programs and IAR-directed portfolios.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. He also owns and operates Zimmer Law Firm, LLC, providing legal services focused on estate planning, estate settlement, and Medicaid pre-planning. Zimmer is a member of the American Academy of Estate Planning Attorneys, offering legal advice and planning services to individuals and families. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and other advisory services, employing a variety of investment strategies and third-party platforms.

Raymond Gettins is a financial advisor with United Advisor Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Silver Oak Securities. He also hosts the financial industry podcast RIA Confidential. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering a range of investment management and financial planning services with a multi-disciplinary investment approach.

Melina Young is a financial advisor at Truepoint, Inc. in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. She previously worked at Total Wealth Planning, LLC and Ridout Barrett, and has experience at the University of The Incarnate Word. Truepoint 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 uses an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

J. Fortin is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Creative Financial Designs since 2016. His prior experience includes operating Fortin Advisory from 2015 to 2017. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives supported by third-party research and an Executive Investment Committee.

Steven Horton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He previously worked with Nationwide Securities Inc. and Nationwide Insurance for over 16 years and is currently affiliated with AuguStar Financial as an external wholesaler. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.

Evan Bihl is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with THE O.N. Equity Sales Company since 2006. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and access to multiple third-party investment programs, supporting both discretionary and non-discretionary client relationships.

Susan Fellman is a financial advisor at ON Investment Management Company with 20 years of industry experience. She holds the Series 66 designation and has worked at Augustar Distributors since 2023 and The O.N. Equity Sales Company since 2016. ON Investment Management Company is a SEC-registered 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 discretionary and non-discretionary third-party managers and IAR-directed programs.

Jarett Levitsky is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 22 years of industry experience. He has been with Johnson Investment Counsel since 2000. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering a range of services such as discretionary portfolio management, financial planning, pension consulting, and mutual fund advisory. The firm utilizes a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized mandates and automated advisory programs.