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 in Blue Ash, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company and Fifth Third Securities. 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 combination of fee-based financial planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

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.

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.

Anthony Casnellie is a financial advisor with On Investment Management Company in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been associated with THE O.N. Equity Sales Company since 2002. O.N. 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 combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions in Cincinnati, OH. He holds a Series 65 designation and has been with Integrity Advisory Solutions since 2025. Zimmer also owns and operates Zimmer Law Firm, LLC, where he provides estate planning, estate settlement, and Medicaid pre-planning legal services. He is active in the American Academy of Estate Planning Attorneys as an attorney. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

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 bringing 25 years of industry experience. He previously worked at Nationwide Securities Inc and Nationwide Insurance for over 16 years and currently holds a role as an external wholesaler with AuguStar Financial. 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 combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

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 with On Investment Management Company, holding a Series 66 designation and 20 years of industry experience. She has worked at Augustar Distributors since 2023 and The O.N. Equity Sales Company since 2016. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options, serving a broad client base with both discretionary and non-discretionary advisory relationships.

Eric Shupe is a financial advisor with Capital Analysts based in West Chester, Ohio. He holds Series 63 and Series 65 credentials and has 26 years of industry experience, including nine years at Lincoln Investment and seven years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs a discretionary and non-discretionary portfolio management approach supported by an in-house investment management team and proprietary mutual fund screening.

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 at On Investment Management CO with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ohio National Equities since 2015 and THE O.N. Equity Sales Company since 2014. On Investment Management Company (ONIMCO) is a subsidiary of The O.N. Equity Sales Company that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes both discretionary and non-discretionary management approaches and maintains a dual-registration model that includes broker-dealer activities.

Vincent Sobocinski Jr. is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at firms including Novak & Powell Financial Services, Inc. Outside of his advisory role, he consults on medical device development related to brain aneurism treatment for a family business. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios and partners with multiple subadvisers and custodians to deliver its services.

Jason Beischel is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DayMark Wealth Partners, LLC since 2022. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as treasurer for Treetops of Anderson, a community organization in Cincinnati focused on neighborhood beautification. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets through a team of 19 advisors. The firm offers customized portfolio management and comprehensive financial planning, employing a range of investment strategies and tools, and is notable for its involvement in insurance distribution and private fund management.