Guy Clanton is a CFP® professional with eight years of industry experience. He has worked at Truepoint, Inc. since 2017 and previously spent 13 years at PNC Bank. Clanton is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients across various wealth tiers, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it is 100% employee-owned.

Michael Callahan is a financial advisor at DayMark Wealth Partners, LLC with 31 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining DayMark Wealth Partners in 2026, he worked at Wells Fargo Clearing and Dominick & Dominick LLC, and has experience outside financial services with BMW of Denver Downtown. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, providing asset management and comprehensive financial planning. The firm manages portfolios using a combination of internally managed models and third-party managers, incorporating fundamental, technical, quantitative, and ESG analysis, with access to alternative and private securities.

James Brandenburgh is a CFP® professional with 17 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial Corporation. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes both wrap and non-wrap program structures and sub-advisory arrangements. The firm employs a comprehensive investment process incorporating fundamental, quantitative, technical, and cyclical analysis across a diverse range of asset classes and strategies.

Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Robert Castellini is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Outside of advisory work, he serves as a board member of Cincinnati Sports Mall, a health and wellness club, and consults for businesses focused on addiction recovery and IT executive searches. Summit Financial, LLC is a multi-team registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate diverse client needs.

Joseph Peters is a financial advisor with Northwest Asset Management in Cincinnati, OH, holding a Series 66 designation and 27 years of industry experience. Prior to joining Northwest Asset Management in 2021, he worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, Peters is the owner of Brew Ventures, LLC, a coffee shop in Cincinnati. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Charles Brown is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH. He holds the Series 66 credential and has 25 years of industry experience. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing and WELLS FARGO Advisors for a combined 13 years. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of investment strategies and offers access to alternative and private securities alongside traditional holdings.

Lia Reece is a CFP® with three years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH. Her prior experience includes a role at Basco Shower Doors before joining Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, charitable organizations, 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, and model portfolios for third-party platforms.

Andrew Mikovch is a CFP®-certified financial advisor with Stratos Wealth Advisors LLC in Cincinnati, Ohio, bringing five years of industry experience. Prior to joining Stratos in 2022, he worked at US Bank from 2014 to 2022. Stratos Wealth Advisors is an SEC-registered firm managing approximately $5.54 billion in discretionary assets and serving a range of clients including individuals, retirement plans, trusts, and institutional investors. The firm offers various investment and financial planning services through a network of 66 advisors operating under a distributed independent advisory model.

Sonya Saskin is a CFP® professional with 28 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. She previously worked with Ameriprise Financial Services, Inc. starting in 2005. Outside of her advisory role, she is president of Sassy Business Management, Inc. and a member of Jonya Enterprises, LLC. 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Patrick Petsche is a financial advisor at DayMark Wealth Partners, LLC with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he is a partner in Winking Lizard Inc., a restaurant and bar business in Ohio. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset and portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including internally managed models, third-party managers, and alternative securities, with a discretionary management approach tailored to client objectives.

Brandon Zureick is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2011. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and provides a range of services including discretionary portfolio management, financial planning, pension consulting, and model portfolio solutions for third-party platforms.

Michael Wyckoff is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Johnson Investment Counsel, Inc. since 2015. The firm serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting among other services. Johnson Investment Counsel utilizes a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and provides both customized discretionary mandates and automated advisory programs.

Kimberly Fitzgerald is a financial advisor at DayMark Wealth Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and ESG analysis, along with access to alternative investments and digital assets.

Jason Ramage is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He previously worked at Fidelity Brokerage Services LLC and TouchPoint Wealth Partners. Outside of his advisory role, Ramage is involved in several community and professional organizations, including serving as president of the Toast of the Town Toastmasters Club and treasurer of the Madisonville Business Chamber. 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 offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jay Weislogel is a CFP®-certified financial advisor with six years of industry experience, currently practicing at Summit Financial, LLC since 2026. His prior experience includes roles at Wells Fargo Clearing and Fidelity Brokerage Services, as well as business involvement with Koi Tax Service and Total Air Balance Co., Inc. He holds Series 63 and Series 66 licenses. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, incorporating both discretionary and consultative approaches to investment management.

Tyler Hezlep is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Truepoint, Inc. and has previously worked at Fidelity Investments and several insurance firms. Tyler is based in Cincinnati, OH. Truepoint, Inc. serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including Foundational Wealth Management, True Wealth Management, and a Family Office for multi-generational households. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Donald Hughett is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at AXA Advisors, LLC for 21 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. Additionally, he is involved with Octavia Risk Management LLC in the implementation of insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, trusts, retirement plans, and municipal entities. The firm utilizes proprietary, customized portfolio models featuring low-cost ETFs, mutual funds, individual securities, and alternative investments with a generally long-term investment approach that also accommodates rebalancing and tax strategies.

Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Eric Aponte is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2016 and with Fifth Third Securities since 2008. ON Investment Management Company is a SEC-registered investment adviser and 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 comprehensive and modular financial plans alongside access to various third-party investment programs, serving a broad client base through both discretionary and non-discretionary account management.