Richard Orred is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at The O. N. Equity Sales Company, Ohio National Financial Services, Sig Advisors, LLC, and Sig Securities, LLC. Outside of his advisory work, he operates as an independent insurance agent representing various carriers. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, 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 programs, often utilizing third-party investment managers.

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® professional with 11 years of industry experience. She is currently with The Mather Group, LLC in Cincinnati, OH, and previously worked for Clear Perspectives Financial Planning, LLC from 2015 to 2023. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight.

Zachary Braun is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at DayMark Wealth Partners and roles outside the financial industry, including a position at Chipotle Mexican Grill and time as a student at the University of Dayton. DayMark Wealth Partners serves individual and institutional clients, including high-net-worth individuals, offering asset management, financial planning, and retirement consulting. The firm employs a variety of investment strategies that combine internally managed models, third-party managers, and alternative securities, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

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.

Matthew Kelley is a financial advisor with Stonex Advisors Inc. in Cincinnati, OH, holding Series 66, Series 63, and Series 65 credentials and 27 years of industry experience. He has worked with Stonex Securities Inc. since 2014 before joining Stonex Advisors Inc. in 2025. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of advisor-managed portfolios, proprietary model solutions, and third-party money managers to implement investment strategies across multiple account structures.

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 financial advisor at Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Octavia Wealth Advisors, he served as an Institutional Portfolio Analyst Intern and worked 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, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments.

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, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management LLC and IMST Distributors LLC. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to clients' individual goals.

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 at ON Investment Management Company with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at The O.N. Equity Sales Company since 2016. He is also a licensed career agent involved in the sale of life, disability, and long-term care insurance products. ON Investment Management Company 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 third-party investment programs and utilizes both discretionary and non-discretionary account management approaches.

Justin Fitchko is a CFP® with 20 years of industry experience, currently serving at DayMark Wealth Partners, LLC since 2023. Prior to this, he spent seven years at Wells Fargo Clearing. He holds the Series 66 designation and is based in Cincinnati, OH. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers both traditional and alternative investment options and employs a variety of analytical methods and tailored strategies across discretionary portfolios.

Noah Sayre is a CFP® professional at MCF Advisors, LLC with experience dating back to 2020. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation and Thomas More University. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning services, employing a tactical asset allocation approach supported by third-party platforms and tools.

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.

Skye Garland is a CFP® and CFA® affiliated with Carnegie Investment Counsel, with five years of industry experience. Prior to joining Carnegie in 2025, Garland worked at Constellation Wealth Advisors, Johnson Investment Counsel, Mariner Wealth Advisors, and FEG Investment Advisors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.

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.