Gang Lu is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WealthWave. Outside of his advisory work, he serves as a Chartered Life Underwriter at Ash Brokerage, recommending insurance products. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process uses strategic asset allocation alongside fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Maxim Meyers is a CFP® and ChFC® with 39 years of experience in the financial services industry. He currently serves with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., with prior experience at Axa Advisors, LLC. Meyers also acts as an agent for the sale of fixed and traditional insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management primarily utilizing low-cost ETFs, mutual funds, and individual securities, complemented by alternative investments, structured products, REITs, and oil-and-gas interests when appropriate.

James Cloud is a CFP® professional at Savvy with six years of industry experience. He previously worked at Mariner Wealth Advisors and RFH CPA's, PLLC. Cloud serves as a board member and treasurer of The Roaring Brook Foundation, a nonprofit organization supporting children in Lexington, KY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Craig Lipniskis is a CFP® professional with 19 years of industry experience, currently with United Advisor Group. His prior roles include positions at LPL Financial, Private Advisor Group, Horter Investment Management, and Fidelity Brokerage Services. He has also managed property operations for Destin Flyers Ohio, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a range of investment approaches including proprietary model portfolios and custom-traded accounts tailored to client needs.

Lauren Niestradt is a CFP® and CFA® with 10 years of industry experience. She has been with Truepoint, Inc. since 2018, following two years at Riverpoint Capital Management, LLC. Niestradt serves on the Board of Trustees for the Cincinnati Observatory Foundation and is an Ambassador Council Member for the Cincinnati Zoo and Botanical Garden. Truepoint provides financial planning, portfolio management, and related services to individuals, families, trusts, and institutional clients, using an evidence-based investment approach focused on diversified asset allocation and long-term goals. The firm offers tiered levels of service, including a Family Office for multi-generational households, and integrates tax and administrative services through related entities.

Robert Huesman is a CFP® with 19 years at 1919 Investment Counsel, LLC and 10 years of industry experience. He is based in Cincinnati, OH. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and an investment approach enhanced by AI and machine learning inputs.

Arielle Torbeck is a CFP® professional with 10 years of industry experience, currently serving clients through United Advisor Group. Her prior roles include positions at Fidelity Brokerage Services and Formidable Asset Management, LLC. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm serves a range of clients with portfolio management and retirement planning, employing a blend of strategic and tactical asset allocation alongside value investing and various analytical methods.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Monte Hazelbaker is a financial advisor at IPI Wealth Management, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Investment Planners, Inc. since 1999. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, using an open-architecture platform with proprietary risk-based model suites and an outsourced-agent operational model.

Paige Kock is a CFP® with 25 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. Prior to that, she worked at Ameriprise Financial Services, Inc. for 13 years. She also serves as a Durable Power of Attorney for two individuals, assisting with financial management and bill payment on a volunteer basis. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of four years in the financial industry. His prior experience includes roles at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides specialized services such as ERISA 3(38) fiduciary services and model portfolios for third-party platforms.

Jacob Herman is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at US Bancorp, Medpace Holdings Inc, Ohio National Financial Services, Von Maur, Xavier University, and Sandcastle Field Services. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and manages portfolios across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies as part of its investment approach.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo Clearing. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Andrew Kucia is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing 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 strategies and provides a broad range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Fred Brink is a CFP® and CFA® with 14 years of experience in financial advising. He has worked at Johnson Investment Counsel, Inc. since 2015. The firm serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. Johnson Investment Counsel employs a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, offering services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

David Yeazell is a CFP® with 20 years of industry experience, currently affiliated with Octavia Wealth Advisors LLC in Cincinnati, OH. He has worked at Axa Advisors, LLC for 14 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2020. In addition to his advisory role, he is also involved in implementing insurance products through Octavia Risk Management, LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized investment management and financial planning services, employing proprietary models favoring low-cost ETFs and mutual funds along with alternative investments, while providing specialized retirement plan advisory and trust administration services.

Anna Pfaehler is a CFP® professional with six years of industry experience, currently serving at Constellation Wealth Advisors since 2020. She previously worked at Horan Securities Inc. from 2014 to 2020. Pfaehler is the sole member of Capricorn Holdings, LLC, through which she authors newsletters and articles on financial planning topics. She also serves as a board member of the Cincinnati Estate Planning Council, a nonprofit focused on estate planning education and collaboration. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and employs diversified strategies across public markets and private placements, supported by a formal due diligence process and an active Investment Committee.

Peter Boland is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Outside of advising, he owns RMAT LLC, which holds future ownership in Mobile Life Technologies. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement consulting. The firm offers discretionary portfolio management combining various strategies and access to alternative and private securities alongside traditional investments.

Heather Spencer is a CFP® and holds a Series 66 license, with nine years of industry experience. She has been with Truepoint, Inc. since 2008. 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 retirement plan advisory. The firm uses an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds and is 100% employee-owned with integrated tax and administrative services.

Simon Buchman is a Certified Financial Planner (CFP®) with 12 years of experience in the industry. He has been with Johnson Investment Counsel, Inc. since 2014. The firm serves a diverse client base, including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed-income strategies, offering discretionary portfolio management, financial planning, and fiduciary services.