Dean Moulas is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2002. He holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management and a range of advisory services. The firm employs a team-based portfolio construction process that integrates quantitative equity analysis with fixed-income management and provides both customized mandates and automated advisory programs.

Andrew Taylor is a CFP® with 22 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He was previously with OJM Group for 13 years before its transition to Earned Wealth Advisors. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and internal committee.

Elizabeth Corbett is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She has been with ValMark Advisers, Inc. since 2013 and is also a partner and shareholder in Focus on Success, LLC, a financial planning firm. Outside of finance, she serves on the Board of Governors of the Metropolitan Club and is an investor and advisory board member of Ripple Wine Bar in Cincinnati. ValMark Advisers, Inc. 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 monitoring and rebalancing overseen by an investment committee.

Jacob Walker is a CFP® with nine years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior roles include positions at LPL Financial, Clarify Wealth Management, and Fidelity Brokerage Services. Outside of his advisory work, he manages an Airbnb investment on a part-time basis. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized portfolios including ESG and blockchain-focused options.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc. in Manson, Ohio, holding a Series 63 designation and bringing 25 years of industry experience. His career includes 16 years at Edward Jones before joining Prospera Financial Services in 2017 and Independent Financial Partners in 2026. Outside of his advisory work, he manages several rental properties. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a combination of discretionary and non-discretionary management options.

Daniel O'Keefe is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with The O. N. Equity Sales Company since 2013. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary management approaches and access to various third-party investment programs.

Jason Jackman is a CFA® charterholder with 24 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2013, serving there through its organizational changes and continuing with the firm’s multi-team structure since 2022. The firm serves a diverse client base including individuals, institutions, and public agencies, offering discretionary portfolio management, financial planning, and pension consulting. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with fixed income strategies and also manages model portfolios for third-party platforms.

Keith Dershem is a CFP® professional with 11 years of industry experience, currently serving at Bartlett & Co. Wealth Management LLC since 2021. He previously worked at U.S. Bank and Fifth Third Securities, Inc. His community involvement includes leadership roles on several nonprofit boards, such as serving as President of the Cincinnati Estate Planning Council and Chairman of the Evans Scholars Foundation scholarship house. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, and is notable for its integration with the Focus Financial Partners network and specialized support for ERISA and public-sector clients.

Evan Maushart is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Waverly Advisors, 9258 Wealth Management, Kenwood Country Club, Chick-fil-A, Xavier University, Sharp's Valet Parking Services, and Stephen T. Badin High School. 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 and provides a range of services including financial planning, retirement plan consulting, and multi-family office offerings.

Catherine Crawford is a CFP® professional with six years of industry experience, currently with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. She has been with Bartlett Wealth Management since 2012. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income and is integrated with the Focus Financial Partners network, providing access to affiliate and third-party solutions for clients.

Michael Cambron is a CFA® charterholder with 38 years of experience in the financial industry. He has been with Bartlett & Co. Wealth Management since 2018 and previously worked at Bartlett & Co. LLC from 2012 to 2018. He holds the Series 63 license and is based in Cincinnati, OH. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, including corporate and nonprofit retirement plans. The firm employs an active, client-specific investment approach focused on diversification and a relative-value fixed income philosophy, providing discretionary wealth management, comprehensive financial planning, and consulting services.

Thomas Moore Jr. is a financial advisor with ValMark Advisers, Inc. in Fort Mitchell, KY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at ValMark Advisers since 2014 and previously at Broadview Financial Advisors, LLC. Outside of his advisory roles, he serves on the advisory board of McCormick Equipment Co., Inc., a company specializing in warehouse equipment sales and service. ValMark Advisers provides investment advisory and financial planning services to individual and institutional clients, employing diversified, goal-based model portfolios and asset allocation strategies implemented through various platforms and manager programs.

Neal Schulte is a CFP® and holds a Series 66 license with 27 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, Brass Tax Wealth Management, Inc., INVEST Financial Corporation, and Schulte, Uhrig, CPA's. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a range of financial planning and investment management services.

Gregory Fasig is a CFP® professional with 21 years of industry experience, currently with Aspiriant, LLC where he has worked since 2012. He is based in Cincinnati, OH and holds Series 63 and Series 65 licenses. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office capabilities including accounting and banking support.

Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.

Mark Miller is a CFP® professional with 25 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2003 and has held roles at affiliated firms including ValMark Securities, Inc. Outside of his advisory work, he provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. 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’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing a variety of platforms and third-party managers, with ongoing monitoring and review by its investment advisory representatives.

Marc Wagner is a CFP® and Series 66-licensed financial advisor with Octavia Wealth Advisors LLC, based in Cincinnati, OH. He has 24 years of industry experience, including 19 years at Axa Advisors, LLC, and has been with Octavia and affiliated entities since 2020. In addition to his advisory role, he serves as Secretary/Treasurer of a local networking group. 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, and municipal entities. The firm uses proprietary models favoring low-cost ETFs, mutual funds, and individual securities, and offers ERISA-related retirement plan services as well as trust administration through partner relationships.

Dionicio Trevino is a financial advisor at United Advisor Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NEXT Financial Group for 10 years. Outside of advisory services, he owns Trevino Financial Group LLC and is involved in insurance through Trevino Insurance Group Inc. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management that incorporates proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

Daniel Rieman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding a Series 63 designation and 10 years of industry experience. He has worked with ValMark Advisers since 2017 and is also involved with Sassy Business Management, Inc. since 2019. His prior roles include positions at Valmark Securities, Inc. and Resonate, Inc. 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms and fee-based planning services.

Sarah Tenhundfeld is a CFP® with nine years of industry experience currently affiliated with Truepoint, Inc. She has held positions at Mercer Global Advisors Inc., The Asset Advisory Group, Inc., and Pinnacle Wealth Management, Inc. among others. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels that include Foundational Wealth Management, True Wealth Management, and a Family Office offering. The firm uses an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and disciplined rebalancing, and offers integrated tax and administrative services alongside its advisory business.