Timothy Alvarado is a financial advisor with On Investment Management CO based in Lees Summit, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of his advisory role, he is involved in non-investment insurance sales, including group and individual life, disability, and health insurance products. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

Benjamin Pantalone is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. His prior experience includes roles at the University of Kentucky, Spectrum Financial Alliance Ltd, General Electric, and Cincinnati Financial. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm utilizes an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, delivered with integrated tax and administrative services through related entities.

Gwendelyn Keihl is a Certified Financial Planner™ at Truepoint, Inc. in Cincinnati, Ohio, with six years of industry experience. She previously worked at Johnson Investment Counsel, Inc. for nine years before joining Truepoint. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides 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, and it offers integrated tax and administrative services through related entities.

Richard Orred is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at The O. N. Equity Sales Company since 2013 and Ohio National Financial Services since 2012, alongside roles at Sig Advisors, LLC and Sig Securities, LLC dating back to the early 2000s. In addition to his advisory work, he operates as an independent insurance agent representing various carriers. 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 participants. The firm offers a combination of third-party discretionary programs and adviser-directed managed accounts, with a significant portion of assets managed on a non-discretionary basis.

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.

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 CO in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2012. In addition to his advisory work, he is involved in insurance sales covering life, health, long-term care, disability, property and casualty, and fixed annuities. On Investment Management Company (ONIMCO) is a SEC-registered investment adviser and 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 a range of services including access to third-party investment programs and frequently operates with a dual-registration broker-dealer model.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management, VP Distributors Inc, and WCM Investment Management. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and maintains custodial relationships with major firms like Fidelity and Schwab.

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 Company based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked with THE O.N. Equity Sales Company since 2016 and has been affiliated with Integrated Financial Network and Ohio National Financial Services since 2015. Outside of his advisory role, he is a career agent involved in the sale and service of life, disability income, and long-term care 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 advisory programs including fee-based planning and managed accounts, with a significant portion of its assets under management held in non-discretionary client relationships.

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 at CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Western & Southern Life and held positions at the University of Cincinnati. He also manages a self-directed stock portfolio. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios including ESG and blockchain options.

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.