Harold Lewellen is a CFP® with 17 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessor entities since 2003, including OJM Group and The Odell Group. 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 employs a diversified, buy-and-hold investment approach informed by third-party consultants and an internal Investment Strategy Committee, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

Cooper Crawford is a CFP® at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. He previously worked at Thrivent Financial and was a full-time student prior to beginning his advisory career. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, public agencies, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Keith Hamberg is a CFP® professional with six years of industry experience. He currently works at Savvy and previously held roles at Mariner Wealth Advisors and Riverpoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

William Arthur II is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with ValMark Advisers since 2010 and also serves as an investment committee member for the Diocese of Covington, where he reviews and monitors investment accounts on a voluntary 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 emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Linwood Hamilton is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of financial advising, Hamilton is involved in several non-investment activities including owning a horse farm, serving as secretary for companies involved in prototype invention and ammunition manufacturing, and operating an innovation marketing business focused on patenting solutions. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Charles Fellows is a CFP® with 12 years of industry experience, currently serving at Summit Financial, LLC since 2026. His prior roles include positions at Wells Fargo Clearing from 2023 to 2026 and U.S. Bancorp Investments, Inc. from 2014 to 2023. Summit Financial, LLC is an SEC-registered, multi-team 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, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches across its platforms.

Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Aliya Riddle is a CFA® charterholder with eight years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously at Johnson Investment Counsel, Inc. from 2010 to 2018. Riddle serves as a Mayor-appointed trustee on the City of Cincinnati Retirement System Pension Board and participates in operatic performances with the Cincinnati Opera Association. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various 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 it integrates with the Focus Financial Partners network to provide additional insurance and credit solutions.

Nicolas Paxson is a CFP® professional at Constellation Wealth Advisors with four years of industry experience. He previously worked at Ritter Daniher Financial Advisory LLC before joining Constellation in 2023. Outside of his advisory work, he serves as an assistant golf coach for the Saint Xavier High School Athletic Department. 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 operates a proprietary private capital platform, utilizing diversified strategies and a documented due-diligence process for manager selection.

Gina Slayton is a CFP® and Series 66 licensed financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. She previously worked at Stock Yards Bank Wealth Management, Bluecap Financial, and Financial Partners Group. Slayton serves as a volunteer board member for the Brighton Center, a nonprofit organization, where she helps organize activities and raise awareness among potential donors. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Brad Morgan is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Savvy since 2024 and previously spent six years at Mariner Wealth Advisors, LLC, and four years at RiverPoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call option overlays, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Joseph Radigan is a CFP® credentialed financial advisor with 19 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2017 and previously spent five years at Magis Wealth Management (also known as KURE). Radigan is based in Cincinnati, OH. 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 that integrates quantitative equity analysis with macro and micro fixed income strategies and offers specialized services such as model portfolios for third-party platforms and ERISA 3(38) fiduciary services.

Alexander Roig is a financial advisor at On Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2004. Outside of his advisory work, he is involved in managing and marketing a business office as vice president of Family Financial Partners. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options and access to third-party investment programs, with a platform that includes both discretionary and non-discretionary portfolio management.

John Lemmel is a financial advisor with Johnson Investment Counsel, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Johnson Investment Counsel, he worked at J.P. Morgan Chase & Co. for two years. He has also been involved with the Boys & Girls Club of Westchester Liberty. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm uses a team-based investment approach that combines quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

William Parchman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2011. Parchman is also the Educational Chair for the CFA Society of Cincinnati. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate services. The firm employs an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and low-cost index funds.

Joseph Hurley is a financial advisor with On Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has 18 years of industry experience. Since 2013, he has worked at The O. N. Equity Sales Company. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning, third-party investment programs, and retirement plan advisory services, with a mix of discretionary and non-discretionary account options.

Kathryn Brownstein is a CFP® and Series 66 licensed financial advisor at Truepoint, Inc. with seven years of industry experience. She has been with Truepoint since 2016. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels ranging from foundational wealth management to a family office offering. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and has also been affiliated with Quadrant Family Wealth Advisors since 2015. He is based in Cincinnati, OH. 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 investment strategies across public markets and private placements, supported by a structured due-diligence process and an active Investment Committee.

Christopher Kiley is a CFP® with 24 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. He previously spent 25 years with Retirement Capital Advisors, Inc. In addition to his advisory role, he is president of Retirement Corporation of America. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and custodial relationships with Fidelity and Schwab to deliver its services.

Timothy Alvarado is a financial advisor with On Investment Management CO based in Lees Summit, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of his advisory role, he is involved in non-investment insurance sales, including group and individual life, disability, and health insurance products. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.