Evan Smith is a financial advisor with On Investment Management Company in Cincinnati, OH. He holds the ChFC® and Series 63 designations and has 15 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2010 and Ohio National Financial Services since 2007. Outside of his advisory role, he is involved with JT CLARK & ASSOCIATES, where he contracts clients, conducts financial reviews, and designs financial services including insurance and non-registered financial products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm’s platform includes fee-based planning, access to multiple third-party investment programs, and retirement plan advisory services, offering both discretionary and non-discretionary managed account options.

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® with 20 years of industry experience, currently serving as an advisor at Octavia Wealth Advisors LLC in Cincinnati, OH. He previously worked for AXA Advisors, LLC for 14 years before joining Octavia and Purshe Kaplan Sterling Investments in 2020. Outside of his advisory roles, he is a silent partner in a family limited partnership that manages inherited land. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and public entities. The firm provides customized investment management and financial planning services, utilizing proprietary portfolio models with a range of investment vehicles and a long-term approach that incorporates rebalancing and tax strategies.

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® with 17 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessor entities since 2003, including OJM Group and The Odell Group. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach informed by third-party consultants and an internal Investment Strategy Committee, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

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.

Linwood Hamilton is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of financial advising, Hamilton is involved in several non-investment activities including owning a horse farm, serving as secretary for companies involved in prototype invention and ammunition manufacturing, and operating an innovation marketing business focused on patenting solutions. 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 variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Charles Fellows is a CFP® with 12 years of industry experience, currently serving at Summit Financial, LLC since 2026. His prior roles include positions at Wells Fargo Clearing from 2023 to 2026 and U.S. Bancorp Investments, Inc. from 2014 to 2023. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches across its platforms.

Patrick Scarborough is a CFP® and CFA® affiliated with MCF Advisors, LLC in Cincinnati, OH, with six years of industry experience. He previously worked at Wealth Planning Corporation for 15 years before joining MCF Advisors. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, and portfolio management. The firm employs a tactical asset allocation approach focused on risk management and diversified portfolios, complemented by in-house legal, tax, accounting, and estate-planning services.

Alexander Roig is a financial advisor at On Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2004. Outside of his advisory work, he is involved in managing and marketing a business office as vice president of Family Financial Partners. 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 variety of fee-based financial planning options and access to third-party investment programs, with a platform that includes both discretionary and non-discretionary portfolio management.

William Parchman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2011. Parchman is also the Educational Chair for the CFA Society of Cincinnati. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate services. The firm employs an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and low-cost index funds.

Michael Weldy is a financial advisor with On Investment Management Company in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2018 and was previously with Cetera Advisors LLC from 2013 to 2018. Weldy also owns and operates Weldy Financial & Wealth Management, which focuses on fixed insurance products. 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 variety of third-party investment programs and managed account options, with a mix of discretionary and non-discretionary asset management.

Joseph Hurley is a financial advisor with On Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has 18 years of industry experience. Since 2013, he has worked at The O. N. Equity Sales Company. 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 fee-based financial planning, third-party investment programs, and retirement plan advisory services, with a mix of discretionary and non-discretionary account options.

Kathryn Brownstein is a CFP® and Series 66 licensed financial advisor at Truepoint, Inc. with seven years of industry experience. She has been with Truepoint since 2016. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels ranging from foundational wealth management to a family office offering. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Christopher Kiley is a CFP® with 24 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. He previously spent 25 years with Retirement Capital Advisors, Inc. In addition to his advisory role, he is president of Retirement Corporation of America. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and custodial relationships with Fidelity and Schwab to deliver its services.