Ryan Gorman is a CFP® with eight years of industry experience, currently with The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning and Northwestern Mutual Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, and entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Katherine Mcinerney is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Clear Perspectives Financial Planning, LLC since 2015. She is affiliated with The Mather Group, LLC, a multi-team firm serving high-net-worth individuals, family offices, trusts, corporations, and other entities. The firm combines financial planning, investment management, tax and estate planning guidance, and family office services, employing an evidence-based investment approach with customizable portfolio options.

Zachary Braun is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH. He holds a Series 65 designation and has been with DayMark since 2023. Prior to his advisory role, he attended the University of Dayton and has work experience outside of the financial industry, including positions at Chipotle Mexican Grill and St. Xavier High School. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a range of investment strategies and combining in-house models with third-party managers, while also engaging in insurance distribution and private fund management.

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.

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.

Andrew Jamison is a financial advisor at The Mather Group, LLC in Cincinnati, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, along with experience at Four Facets and the University of Kentucky. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable solutions and integrates AI and machine-learning tools under human oversight.

Jakob Ruby is a financial advisor at Fortis Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Axim Planning & Wealth and Charles Schwab. His background also includes roles outside finance, such as working at Bowling Green State University and the BGSU Recreation Center. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies including discretionary management, advisor-specific styles, and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Logan Snow is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH. He has one year of industry experience, including roles as an institutional portfolio analyst intern and work with the University of Cincinnati Investment Office. 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, trusts, estates, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using proprietary models that emphasize low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products when appropriate.

Nathan Furniss is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2012. Outside of advisory services, he is involved in insurance sales, offering life, health, long-term care, disability, property and casualty insurance, as well as fixed annuities. 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, businesses, and ERISA plan sponsors. The firm offers a combination of comprehensive and modular financial plans and access to various third-party investment programs, with a focus on both discretionary and non-discretionary account management.

Deborah Thocker is a financial advisor at The Mather Group, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked for Clear Perspectives Financial Planning, LLC for 15 years before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight to support market analysis and client communications.

Aaron Reed is a financial advisor with Stratos Wealth Advisors LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at IMST Distributors, WCM Investment Management, Kayne Anderson Rudnick Investment Management, and Citigroup Global Markets. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, retirement plans, and institutional accounts. The firm manages approximately $5.57 billion in assets and offers customized portfolio management and financial planning services through a network of independent advisory representatives.

Susan Mchugh is a financial advisor at Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with 30 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and THE O.N. Equity Sales Company. Outside of advising, she is an affiliate consultant for Arbonne International, promoting products through social media. 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, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios with a mix of low-cost ETFs, mutual funds, individual securities, and alternative investments, offering discretionary and non-discretionary investment management alongside retirement plan advisory and trust administration services.

Tyler Gagnon is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked with The O.N. Equity Sales Company since 2016 and also with Integrated Financial Network and Ohio National Financial Services since 2015. Outside of advising, Gagnon is involved as a career agent in life and disability insurance sales and owns a single-member LLC that manages an office building. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning and portfolio management services through a combination of discretionary and non-discretionary accounts, utilizing various third-party investment programs and maintaining a dual-registration broker-dealer model.

Justin Fitchko is a CFP® certificant with 20 years of industry experience. He has worked at DayMark Wealth Partners since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with comprehensive portfolio and financial planning, asset management, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients and utilizes a mix of fundamental, technical, quantitative, and ESG analysis across a broad range of investment vehicles.

Noah Sayre is a CFP® professional currently with MCF Advisors, LLC in Cincinnati, OH. He has one year of experience at MCF Advisors and six years of prior experience at Wealth Planning Corporation. Before his advisory roles, he worked for four years at Thomas More University. MCF Advisors serves a range of clients including individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm uses a tactical asset allocation strategy with an emphasis on risk management and offers integrated wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, CFO services, and estate-planning support through in-house attorneys.

Joshua Feld is a financial advisor with CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Western & Southern Life and internships during his time at the University of Cincinnati. Feld has managed a self-directed stock portfolio since 2020. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms and specialized investment strategies including thematic portfolios and cryptocurrency exposure.

Daryl Demo is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. In addition to his advisory role, he is an insurance agent providing guidance on fixed insurance products. DayMark Wealth Partners serves individuals, including high-net-worth clients, trusts, pension and retirement plans, and institutional clients. The firm offers asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and institutional consulting, managing approximately $3.94 billion in assets across a team of 19 advisors.

Ryan Klekar is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, Ohio. He has been with Truepoint since 2011. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax services, and estate planning support. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and is 100% employee-owned with specialized services including institutional and digital advisory platforms.

Nathan Johnson is a CFP® with five years of industry experience and is an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, tax support, and estate planning services. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Gerald Yox is a CFP® professional with 24 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Wealth Planning Corporation and TIAA-CREF. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm combines wealth management and financial planning with portfolio management and non-investment services such as tax preparation and estate-planning support, employing a tactical asset allocation approach that emphasizes risk management and diversified portfolios.