Phillip Edwards is a CFP® with 35 years of industry experience, currently affiliated with ON Investment Management CO in Cincinnati, OH. He has worked with Thein Financial Group Inc. since 2008 and The O.N. Equity Sales Company since 1991. Outside of his advisory roles, he serves as Treasurer for Champaign Residential Services, a service agency for the MRDD, and operates a tax preparation business. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and maintains a dual-registration model involving broker-dealer activities.

Brent Ewert is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked concurrently at The O.N. Equity Sales Company, Ohio National Life Insurance, and Edward Jones since 2000. Outside of advising, he is involved in insurance sales and retail brokerage through related businesses. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of third-party and adviser-directed investment programs, with a significant portion of assets managed on a non-discretionary basis.

Joseph White is a CFP® and CFA® with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes a role at Buckingham Capital Management and multiple positions within Johnson Investment Counsel dating back to 2018. Johnson Investment Counsel serves a diverse client base that includes individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Jeffrey Garnica is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 66, 65, and 63 licenses and bringing 13 years of industry experience. His prior roles include positions at Lang Financial Group, Secure Future Advisors, and New York Life Insurance Company. Garnica serves as chapter president and instructor for the American Financial Education Alliance, teaching nonprofit adult financial education courses on Social Security, taxes in retirement, and Medicare. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing proprietary and third-party platforms and offering ongoing portfolio monitoring and periodic client reviews.

Steven Mcabee is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining ValMark in 2020, he worked at Cetera Advisor Networks LLC and has been associated with Lang Financial Group since 1998, where he is also an owner and operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with services delivered via proprietary and third-party platforms.

Anthony Kure is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has worked at Johnson Investment Counsel since 2017, following four years at Magis Wealth Management, also known as KURE NET WORTH MANAGEMENT. Johnson Investment Counsel serves a diverse client base, including individual investors, pension 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 a broad range of services, including discretionary portfolio management and model portfolios for third-party platforms.

Blake Price is a financial advisor at Truepoint, Inc. based in Cincinnati, OH, holding the CFP® and Series 63 designations with five years of industry experience. He has been with Truepoint Wealth Counsel since 2016. Truepoint serves individuals, families, trusts, and institutional clients with a range of wealth management offerings, including comprehensive financial planning, portfolio management, and specialized family office services. The firm employs an evidence-based, long-term investment strategy focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, and is 100% employee-owned with integrated tax and administrative services.

Adam Braunscheidel is a CFP® professional with 14 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He previously worked at OJM Group from 2010 until 2025 before joining Earned Wealth Advisors, which operates as a multi-team firm. Earned Wealth Advisors provides financial planning, discretionary wealth management, and retirement-plan advisory services primarily to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on medical and dental professionals. The firm uses a diversified investment approach supported by third-party consultants and an internal committee, alongside a range of affiliated services including pension consulting, accounting, and publishing.

Kyle Redmond is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Securities since 2020 and was previously with Cetera Advisors Networks and Lang Financial Group. Outside of his advisory roles, he serves as a head soccer coach for Cincy SC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, and serves as adviser to the TOPS® ETF Portfolios and index sponsor for the TOPS® Global Equity Target Range™ Index.

Anthony Costanzo is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Meritech. Outside of his advisory role, he is a co-owner and director of Nonna, LLC, a real estate business based in Cleveland, OH. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of analytical methods and employs a mix of internally managed models, third-party managers, and alternative investments.

Todd Steinbrink is a CFP® professional affiliated with MCF Advisors, LLC in Cincinnati, OH, with over 20 years of industry experience. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation for two decades. MCF Advisors serves individuals, trusts, pension plans, corporations, and private investment funds, offering wealth management, financial planning, and portfolio management alongside non-investment services such as tax preparation, accounting, and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and manages diversified portfolios using multiple third-party platforms.

Clarissa Warner is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at 9258 Wealth Management and National Retirement Consultants. Outside of her advisory role, she is a Jazzercise instructor. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and retirement plan consulting services.

Michael Curley Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning, U.S. Bancorp Investments, and Key Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other 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 customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Rex Mack is a CFP® with 32 years of industry experience. He is currently affiliated with DayMark Wealth Partners, LLC, where he has worked since 2026. His prior experience includes over a decade at Morgan Stanley and its affiliated entities. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts through asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a variety of strategies and tools, including access to alternative and private securities alongside traditional investments.

Konstantinos Georgostathis is a CFP® with 28 years of industry experience, currently serving at NorthRock Partners, LLC. His prior roles include positions at Vantage Financial Group, Ameriprise Financial Services, Inc., and Fidelity Brokerage Services, LLC. Outside of advisory work, he is involved in ecommerce ventures selling household products through several online platforms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and advanced tools for tax-aware investing and portfolio monitoring.

Matthew Jadwisiak is a financial advisor at Fortis Capital Advisors, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2026, he worked at Axim Wealth Management and Cetera Advisors, among other firms. He also manages Jadwisiak Finance LLC, where he spends part of his time as an insurance agent specializing in fixed insurance sales. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized advice through discretionary management and a range of investment strategies, including passive, active, tactical, and ESG-oriented options.

Leslie Mcdonald is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. Mcdonald's work history includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, utilizing third-party investment platforms and a dual-registration broker-dealer model.

Scott Barbee is a CFP® and Series 66-registered advisor at Truepoint, Inc. in Cincinnati, OH, with 12 years of industry experience, all of which he has spent at Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate planning support, and other services. The firm employs an evidence-based, long-term investment approach centered on diversified asset allocation and low-cost index funds, and operates as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

David Smyth is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to and alongside his current role at ONIMCO, he has worked at The O.N. Equity Sales Company and Ohio National Financial Services since the early 2000s. Outside of his advisory work, Smyth is involved in various activities including serving as president of a local charitable foundation, hosting financial information podcasts, and engaging in thoroughbred horse racing through a syndicate he leads. ON Investment Management Company is a SEC-registered 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 investment programs and integrates broker-dealer activities with advisory services, managing a substantial mix of discretionary and non-discretionary client assets.

Steven Condon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2003. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and provides integrated tax and administrative services through related entities.