Susan Fellman is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding a Series 66 credential and 21 years of industry experience. Her work history includes positions at Augustar Distributors, The O.N. Equity Sales Company, and U.S. Bancorp Investments. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company, 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 investment programs and emphasizes a dual-registration model involving broker-dealer activities alongside advisory services.

Eric Shupe is a financial advisor with Capital Analysts in West Chester, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Outside of his advisory role, he serves as president of Affluent Capital Management, Inc., an entity used for tax and accounting purposes related to his business. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines in-house discretionary investment management with advisor-managed and third-party solutions, supported by proprietary screening tools and relationships with institutional partners.

Daniel Libstorff is a financial advisor at United Advisor Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Capital Portfolio Advisors, Inc. and operated Libstorff Financial Group, LLC, including doing business as Sunset Wealth Management. Outside of advisory work, he is a co-owner of GMD Properties LLC, a company engaged in buying, rehabbing, and selling homes. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, using a combination of proprietary model portfolios, custom-traded accounts, and third-party money managers.

Ashley Seyberth is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Axa Advisors, and Midwest Financial Partners. Outside of advising, she is a brand ambassador for Keenz Stroller Wagons, owns a custom crafts and home décor business called The Meticulous Millennial, and serves on committees for the West Chester Liberty Chamber Alliance. 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, businesses, and state or municipal entities. The firm delivers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a broad range of investment vehicles and a focus on long-term strategies.

Blaine Reynolds is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Waverly Advisors, he worked for eight years at Schulte & Uhrig CPAs, Inc. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations.

Todd Kelly is a financial advisor with BFC Planning, Inc. in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with BFC Planning and Securities Management & Research, Inc. since 2014. Outside of his advisory role, Kelly is involved in several business activities related to college planning and insurance, including partnerships in firms focused on college planning services, training financial professionals on college planning marketing, and offering fixed insurance products. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, referrals to outside managers, and various investment programs, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Matthew Collins is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Ohio National Equities and THE O.N. Equity Sales Company, where he has been employed since 2014 and 2015, respectively. ON Investment Management Company is an 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 a combination of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Vincent Sobocinski Jr. is a financial advisor at Stratos Wealth Advisors LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at firms including Novak & Powell Financial Services, Inc., Blue Crab Partners, LLC, and Merrill. Outside of his advisory role, he consults on medical device development related to brain aneurysm treatment with a family business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and third-party manager programs through a network of multiple teams and investment advisory representatives.

Jason Beischel is a CFP® professional with 24 years of experience in the financial services industry. He is currently with DayMark Wealth Partners, LLC, where he has worked since 2022. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of his advisory work, Beischel serves as treasurer for Treetops of Anderson, a neighborhood organization focused on beautification and maintenance. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm provides discretionary portfolio management using a combination of internally managed models, third-party managers, and held-away account tools, integrating alternative investments and employing a variety of analytical methods.

Evan Smith is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with The O.N. Equity Sales Company since 2010. In addition to his advisory role, Smith is involved with JT Clark & Associates, where he conducts financial reviews and designs financial services including insurance and non-registered products. ON Investment Management Company is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of comprehensive and modular financial plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

Andrew Sikorovsky is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as Investment Committee Chair for the Cleveland Society for the Blind and Treasurer of the Lake View Cemetery Foundation. DayMark Wealth Partners manages assets for individuals, trusts, pension plans, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, quantitative, and ESG analysis across a range of investments and integrates insurance distribution and private fund management into its offerings.

Bradley Lauch is an investment advisor representative with Octavia Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at AXA Advisors, LLC for 11 years before joining Octavia in 2020. In addition to his advisory role, he is a silent partner in a windshield manufacturing business. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory including ERISA-related services, and access to trust and custody administration through partnerships, utilizing customized portfolios with a focus on low-cost ETFs, mutual funds, and individual securities.

Joseph Schmidt is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. He holds Series 63 and Series 65 licenses. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers customized portfolio management and financial planning using a combination of in-house models and third-party managers, incorporating fundamental, technical, quantitative, and ESG analysis, along with digital assets and crypto investments.

Joshua Bentz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Truepoint, Inc. since 2023 and previously spent seven years at WealthPoint Advisors. Truepoint, Inc. serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including comprehensive financial planning and portfolio management. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and it offers integrated tax and administrative services through affiliated entities.

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.

Stephen Wynne is a financial advisor with United Advisor Group in Cincinnati, OH. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory industry, his work experience includes roles in retail and service industries. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary model portfolios, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

Harold Lewellen is a CFP® professional with 18 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessors since 2003, including OJM Group and The Odell Group. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing third-party investment managers and specialized tools to manage client portfolios.

John Crane is a Certified Financial Planner® with 26 years of industry experience. He is currently an advisor and partner at United Advisor Group and owns Plum Creek Wealth Advisors, LLC, where he provides financial planning, divorce planning, and insurance services. He has previously worked at Cambridge Investment Research and National Planning Corporation. Crane serves as a board member for his neighborhood homeowners association. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Nicholas Kelch is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked at Bethpage Federal Credit Union, Fifth Third Bank, Western & Southern, and Peoples Bank. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial and retirement planning, and family office services. The firm uses proprietary model portfolios, custom-traded accounts, and third-party money managers, combining fundamental, technical, and asset-allocation strategies.