Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

Grace Pettit is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Kleinfelder Capital, Inc. and Fifth Third Bank. Outside of her advisory role, she worked for several years as an admissions associate at Kings Island Amusement and Water Park. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional and alternative investment strategies, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Marcus Saskin is a CFP® professional with 19 years of experience in the financial services industry. He has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018, following a ten-year tenure at Ameriprise Financial Services, Inc. He serves as president of the Ohio Valley Princeton Association, a local alumni group where he organizes events and interviews university applicants. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients using a network of advisory representatives and a diversified, goal-based investment approach. The firm offers proprietary platforms, third-party manager programs, and is involved with investment-company products and index licensing.

Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.

John Evans is a CFP® and PFS™ credentialed advisor at Truepoint, Inc. with five years of industry experience. He is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients through multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

August Hemmerich is a CFP® with five years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH since 2021. His prior experience includes roles at Dimensional Fund Advisors and Ritter Daniher Financial Advisory, along with involvement at Western Kentucky University in various capacities. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with specialized offerings including integrated tax and administrative services.

Timothy Back is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Bartlett & Co. Wealth Management LLC and previously spent eleven years at First Financial Bank. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, leveraging mutual funds, ETFs, and third-party platforms while maintaining integration with the Focus Financial Partners network.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.

Michael Allen is a Series 65-licensed financial advisor with AlphaStar Capital Management and has been in the industry since 2022. Prior to joining AlphaStar in 2026, he worked at Gray Hurst Wealth Advisors and held positions outside finance, including roles at Mercy Health Hospital and McDonald's. He is also involved in insurance sales as a Client Relations Manager at Gray Hurst Wealth Advisors. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Joseph Larson is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Amazon, and Northwestern Mutual. Larson also serves as an artillery soldier in the Ohio Army National Guard. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and fee-based planning services.

T Rodney Twells is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC since 2023. Prior to joining DayMark, he worked at Wells Fargo Clearing for seven years. He serves on the investment committee of Fieldstone Farm Therapeutic Riding Center and is chair of the investment committee and a trustee at Bluecoats, Inc., a nonprofit supporting families of fallen safety force officers. DayMark Wealth Partners serves individual, high-net-worth, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and offers access to alternative and private securities alongside traditional holdings.

Adam Morton is a CFP® professional at Constellation Wealth Advisors with 10 years of industry experience. He has worked at Constellation since 2020 and previously held roles at Fort Washington Investment Advisors and Riverpoint Capital Management. Morton serves on the boards of directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations based in Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages a diversified portfolio that includes public markets and private placements, operates a proprietary private capital platform, and employs a documented due-diligence process with an Investment Committee.

Loni Adams Kiskaden is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and Wells Fargo Clearing. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and provides access to alternative and private securities alongside traditional holdings.

Thomas Rowland is a financial advisor at ON Investment Management Company with four years of industry experience. He holds a Series 66 credential and previously worked at PNC Investments LLC and Macy's Inc. in various roles before joining ON Investment Management Company. ON Investment Management Company is a SEC-registered investment adviser that provides 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 account management, with access to third-party investment programs and a dual-registration model combining advisory and broker-dealer activities.

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.

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.

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.