Daniel Schmitz II is a financial advisor at Saxony Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Saxony Capital Management since 2016. Outside of his advisory role, he works as a contract pilot and flight instructor at Lunken Airport and coaches high school golf in the Hamilton, Ohio area. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with a broad range of investment strategies and offers discretionary asset management alongside financial planning and consulting.

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 financial advising. He is currently with DayMark Wealth Partners, LLC and has prior experience at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of advising, he serves as treasurer for the Treetops of Anderson neighborhood association, managing community maintenance and beautification efforts. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm offers diverse investment options including alternative and private securities and employs a range of analytical methods, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

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 with DayMark Wealth Partners, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and CIBC Private Wealth Advisors in 2002. He serves as Investment Committee Chair for the Cleveland Society for the Blind and Treasurer for the Lake View Cemetery Foundation, where he helps oversee financial affairs and investments. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement consulting. The firm manages portfolios on a discretionary basis using a range of strategies that include internally managed models, third-party managers, and alternative investments.

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.

Joel Siefert is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011. Based in Cincinnati, OH, Siefert holds a Series 66 license and works within a multi-team firm environment. Johnson Investment Counsel serves a diverse client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm combines quantitative equity analysis with a macro/micro fixed income approach in a team-based investment process and offers services ranging from discretionary portfolio management to model portfolios for third-party platforms.

Joseph Schmidt is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for seven years before joining DayMark in 2023. DayMark Wealth Partners serves a range of clients including individuals, trusts, retirement plans, and institutions, offering asset management, portfolio management, financial planning, and retirement consulting. The firm manages portfolios on a discretionary basis using internal and third-party strategies, incorporating fundamental, technical, quantitative, and ESG analysis, and provides access to alternative and private securities alongside traditional investments.

George Wong is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2008. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process that combines quantitative equity analysis with macro and micro fixed income approaches, offering discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

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.

Charles Rinehart is a CFA® charterholder with 12 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2015, serving in various roles within the firm. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

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.

Cooper Crawford is a CFP® at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. He previously worked at Thrivent Financial and was a full-time student prior to beginning his advisory career. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, public agencies, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

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 licenses and bringing 50 years of industry experience. He has been associated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, Hamilton owns and operates a horse farm and is involved in several entrepreneurial and business ventures, including patenting solutions through Innovation Marketing LLC and serving on the board of an ammunition manufacturing company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management through third-party programs and maintains a dual-registration model integrating broker-dealer activities.