Bradley Rice is a financial advisor at Constellation Wealth Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Stedman Machine Company and Johnson Controls. 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 client assets and offers diversified strategies across public markets and private placements, with a focus on private fund advisory and proprietary private capital platforms.

Laura Mattern is a CFA® charterholder with seven years of experience in the financial industry. She has worked exclusively at Johnson Investment Counsel, Inc. since 2018, with a professional break prior to that period. Johnson Investment Counsel serves a diverse client base including individual investors, retirement plans, public agencies, and charitable organizations. 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 portfolio services.

Braden Lieungh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH, with two years of industry experience. His prior roles include positions at Voya Financial Advisor, Further Financial Group, Cardinal Point Financial Group, and Ameriprise. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, 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 focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Brian Butt is a CFA charterholder and holds a Series 66 license with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2010. 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 approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Austin Hussey is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining ValMark Advisers, Hussey worked at Fidelity Investments and has experience as a high school tennis coach. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing.

Lora Anstaett is a CFP® professional with over 14 years of experience in the financial services industry. She has worked at Kestra Financial Inc. since 2026 and previously spent more than a decade with Ritter Daniher Financial Advisory. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing investment management, financial planning, and retirement plan consulting with a customized, committee-overseen investment approach that incorporates a range of asset types and specialized strategies.

Jacob Weber is a financial advisor at Waverly Advisors, LLC in Cincinnati, OH. He holds a Series 65 credential and has one year of industry experience. Prior to joining Waverly Advisors, he was with 9258 Wealth Management and worked at the University of Cincinnati. 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-market allocations, offering a range of investment management and planning services through institutional custodians and third-party platforms.

Peter Hiltz is a financial advisor at Kingsview Wealth Management, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2010 to 2017. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of internal portfolio management, third-party managers, and alternative investment platforms.

Peter Schwartz is a financial advisor with Aspiriant, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspiriant in Cincinnati, OH since 2012. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing customized investment programs that incorporate a range of implementation options and proprietary research.

Cameron Puckett is a financial advisor at Fifth Third Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mainstreet Investment Advisors, LLC, J.P. Morgan Securities, and JP Morgan Chase Bank, N.A. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm employs household-level Investment Policy Statements, combines in-house and third-party management resources, and integrates closely with its bank affiliates to provide a range of portfolio management and financial planning services.

Carl Adkins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2026. His prior experience includes roles at Wells Fargo Clearing, Touchstone Securities, and Fort Washington Investment Advisors. Outside of his advisory work, he co-owns and manages investment-related businesses focused on property financing. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative approaches to meet diverse client needs.

Samuel Chasnoff is a CFP® professional with 10 years at Truepoint, Inc. in Cincinnati, OH, and 6 years of prior experience at Miami University. He has four years of industry experience. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings and provides 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, operating as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

David Wagner III is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Aptus Capital Advisors, LLC since 2020. His prior roles include positions at Environ Capital Management, Driehaus Capital Advisors, and Opus Capital Advisors. Outside of his financial career, he is a trustee of the Ault Park Advisory Council, where he manages park finances and leads trail maintenance, and he co-owns Wagner Stables, a racehorse ownership hobby. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, providing portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily uses ETF-based strategies that combine technical and fundamental analysis to seek market upside participation while attempting to mitigate major drawdowns.

Brendan Keating is a CFP® professional at Truepoint, Inc. based in Cincinnati, OH, with one year of industry experience. Prior to joining Truepoint in 2023, he worked at Deloitte & Touche LLP from 2019 to 2023 and was affiliated with the University of Dayton from 2014 to 2019. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm applies an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing.

Jason Lohnes is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Benefit Architects since 2009. Outside of his advisory role, Lohnes is a ski instructor at Snow Trails. 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, and businesses. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

Ronald Flowers is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding a Series 66 credential and 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1994 and operates the Flowers Agency, which sells life, health, disability insurance, and fixed annuities. Outside of his advisory work, he manages this insurance agency, overseeing sales operations and recruitment. ON Investment Management Company is a SEC-registered investment 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 third-party investment programs and both discretionary and non-discretionary account management.

Mark Bodnar is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he serves as both an investment advisor representative and registered representative. Prior to his current roles, he worked at Axa Advisors, LLC for 21 years. He is also involved in insurance product implementation 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 uses customized portfolios featuring low-cost ETFs, mutual funds, and individual securities, while also incorporating alternative investments and structured products when appropriate.

Paul Nikolai II is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. He has worked at Aspiriant in various capacities since 2010 and previously spent 11 years at Deloitte Investment Advisors LLC. Nikolai is based in Cincinnati, OH, and holds Series 63 and Series 65 licenses in addition to his CFP® designation. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients by providing investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment strategies using diversified asset allocation, with additional offerings in accounting, tax, estate planning, and access to private investment opportunities.

Aubrey Ramey is a CFP® professional with 27 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial. 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 approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios and customized solutions.

Phillip Edwards is a CFP® professional with 35 years of industry experience. He is affiliated with ON Investment Management CO and has worked previously at Thein Financial Group Inc. Edwards serves as Treasurer of Champaign Residential Services, a nonprofit service agency. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and caters to both discretionary and non-discretionary client accounts.