Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Aliya Riddle is a CFA® charterholder with eight years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously at Johnson Investment Counsel, Inc. from 2010 to 2018. Riddle serves as a Mayor-appointed trustee on the City of Cincinnati Retirement System Pension Board and participates in operatic performances with the Cincinnati Opera Association. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and it integrates with the Focus Financial Partners network to provide additional insurance and credit solutions.

Nicolas Paxson is a CFP® professional at Constellation Wealth Advisors with four years of industry experience. He previously worked at Ritter Daniher Financial Advisory LLC before joining Constellation in 2023. Outside of his advisory work, he serves as an assistant golf coach for the Saint Xavier High School Athletic Department. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets and operates a proprietary private capital platform, utilizing diversified strategies and a documented due-diligence process for manager selection.

Gina Slayton is a CFP® and Series 66 licensed financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. She previously worked at Stock Yards Bank Wealth Management, Bluecap Financial, and Financial Partners Group. Slayton serves as a volunteer board member for the Brighton Center, a nonprofit organization, where she helps organize activities and raise awareness among potential donors. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Brad Morgan is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Savvy since 2024 and previously spent six years at Mariner Wealth Advisors, LLC, and four years at RiverPoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call option overlays, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Joseph Radigan is a CFP® credentialed financial advisor with 19 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2017 and previously spent five years at Magis Wealth Management (also known as KURE). Radigan is based in Cincinnati, OH. 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 integrates quantitative equity analysis with macro and micro fixed income strategies and offers specialized services such as model portfolios for third-party platforms and ERISA 3(38) fiduciary services.

Robert Riesenbeck is a financial advisor at Archer Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities and Avantax Advisory Services. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch independent contractor model and manages approximately $1.01 billion in discretionary assets.

John Lemmel is a financial advisor with Johnson Investment Counsel, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Johnson Investment Counsel, he worked at J.P. Morgan Chase & Co. for two years. He has also been involved with the Boys & Girls Club of Westchester Liberty. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm uses a team-based investment approach that combines quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and has also been affiliated with Quadrant Family Wealth Advisors since 2015. He is based in Cincinnati, OH. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets and offers diversified investment strategies across public markets and private placements, supported by a structured due-diligence process and an active Investment Committee.

Randolph Railey is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Avantax Insurance Agency, LLC, Avantax Advisory Services, and KFG Wealth Management LLC. Outside of his advisory work, he serves as Treasurer for the TEAM Foundation, a nonprofit supporting sports activities in the Covington Public School District. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs that emphasize discretionary management tailored to client objectives and risk tolerances.

David Kecskes is a financial advisor at Zacks Investment Management, Inc. in Cincinnati, OH, with 32 years of industry experience. He has been with Zacks Investment Management since 2008 and holds the Series 63 and Series 66 designations. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a combination of quantitative and qualitative analysis through proprietary stock-ranking models and offers a wide range of investment strategies and vehicles, operating across retail, institutional, and third-party distribution channels.

John Williams is a CFA charterholder with 19 years of industry experience. He has worked at Constellation Wealth Advisors since 2017 and has been affiliated with Quadrant Capital Group since 2008. Williams serves on the boards of the Cincinnati Tennis Foundation and the United Way of Greater Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets through diversified public and private market strategies and operates a proprietary private capital platform known as Quadrant Private Capital Solutions.

Raymond Heizer, Jr. is a CFP® professional with four years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked at TouchPoint Wealth Partners since 2021, focusing on financial planning and client support. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a mix of proprietary and third-party platforms.

Matthew Duplain is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. His prior experience includes roles at JPMorgan Chase & Co and Huber Management Corporation. Outside of advisory work, he has been involved in aerial photography through Dayton Drone Aerial Photography. Johnson Investment Counsel serves a diverse client base ranging from individual investors to institutional and public-sector entities. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Katherine Owens is a financial advisor at Summit Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Touchstone Securities, Inc., and Fort Washington Investment Advisors, Inc. Outside of her advisory role, she owns BIG BRASS, LLC, a business involved in apparel sales. 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 services, including discretionary and consultative approaches, financial planning, retirement plan advisory, and access to alternative investments.

John Hoeting is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and previously worked at Mainstreet Investment Advisors, LLC and ClearArc Capital, Inc. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Matthew Kelley is a financial advisor with StoneX Advisors Inc. in Cincinnati, OH, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. He has been with StoneX Advisors since 2025 and was previously associated with StoneX Securities starting in 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.

Chad Maggard is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. since 2015. He holds the Series 66 designation and is based in Cincinnati, OH. 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 integrates bottom-up quantitative equity analysis with macro and micro fixed income strategies, offering discretionary portfolio management, financial planning, and model portfolio services.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, employing a mix of analytical methods and ongoing portfolio monitoring.

Howard Wolfson is a financial advisor at TCFG Investment Advisors, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Gold Coast Securities, Inc. for 21 years before joining TCFG Wealth Management, LLC. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services and employs multiple investment strategies while providing access to national custodians and third-party money managers.