Daniel Rieman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 63 designation and 10 years of industry experience. He has worked with ValMark Advisers since 2017 and is also involved with Sassy Business Management, Inc. since 2019. His prior roles include positions at Valmark Securities, Inc. and Resonate, Inc. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms and fee-based planning services.

Sarah Tenhundfeld is a CFP® with nine years of industry experience currently affiliated with Truepoint, Inc. She has held positions at Mercer Global Advisors Inc., The Asset Advisory Group, Inc., and Pinnacle Wealth Management, Inc. among others. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels that include Foundational Wealth Management, True Wealth Management, and a Family Office offering. The firm uses an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing, and offers integrated tax and administrative services alongside its advisory business.

Noah Koterba is a financial advisor with Summit Financial, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior positions include roles at Wells Fargo Clearing and J.P. Morgan Securities. Outside of finance, he owns and operates Hummingbird Woodworks, LLC, a business that produces handmade wooden items. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Andrew Cardone is a financial advisor at DayMark Wealth Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing for four years and at Bank of America and Merrill for seven years each. DayMark Wealth Partners serves individual clients, including high-net-worth individuals, trusts, retirement plans, and institutional accounts by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment strategies including alternative and private securities, combining internal models and third-party managers with ongoing portfolio monitoring and rebalancing.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

Matthew Powell is a financial advisor with Lasalle St. Investment Advisors, L.L.C. in Cincinnati, OH, holding Series 63 and Series 65 designations and having 37 years of industry experience. He has worked with multiple firms including LaSalle St Investment Advisors since 2018 and has held roles at Broker Dealer Financial Services Corp., PNC Investments, and NatCity Investments, Inc. Additionally, Powell serves as managing director and financial advisor at Blackstone Street Wealth, LLC. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a notably large proportion of assets on a non-discretionary basis.

Christopher Kurtz is a financial advisor at RedHawk Wealth Advisors, Inc. with 25 years of industry experience. He held a position at Axa Advisors, LLC from 2000 to 2017 before joining RedHawk in 2017. Kurtz holds the Series 66 designation. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. 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, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

Grace Pettit is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Kleinfelder Capital, Inc. and Fifth Third Bank. Outside of her advisory role, she worked for several years as an admissions associate at Kings Island Amusement and Water Park. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Timothy Johnson 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 1965. Johnson Investment Counsel serves individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized mandates and automated advisory programs.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Marcus Saskin is a CFP® with 19 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. He is also president of the Ohio Valley Princeton Association, a local alumni nonprofit organization, where he organizes events and interviews university applicants. Additionally, he owns Bigfoot Business Management, a business management firm unrelated to investment activities. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

Brandon Davidson is a Series 65-licensed financial advisor with Johnson Investment Counsel, Inc. He has three years of industry experience, having previously worked at Cornerstone Wealth Management and Whitaker-Meyers Wealth Managers. Prior to his advisory career, he was employed at Ashland University and Valley Forge High School. 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.

Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.

John Evans is a CFP® and PFS™ credentialed advisor at Truepoint, Inc. with five years of industry experience. He is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients through multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

August Hemmerich is a CFP® with five years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH since 2021. His prior experience includes roles at Dimensional Fund Advisors and Ritter Daniher Financial Advisory, along with involvement at Western Kentucky University in various capacities. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with specialized offerings including integrated tax and administrative services.

Elizabeth Schaefer is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Johnson Investment Counsel since 2018, following a ten-year tenure at Riazzi Asset Management. 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 that integrates quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Bret Parrish is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2001. 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 multi-factor quantitative equity analysis with fixed-income management and offers a range of discretionary and automated advisory services.

Jason Farler is a CFA® charterholder with 18 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2006 in various capacities. Farler is based in Cincinnati, OH. Johnson Investment Counsel serves individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate clients. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Christopher Tschieder is a CFP® and holds a Series 65 license with eight years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. since 2016. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.