Michelle Stevens is a CFP® professional with four years of industry experience. She is currently with Truepoint, Inc. in Cincinnati, OH, where she has worked since 2021, following prior roles at U.S. Bank Private Wealth Management from 2014 to 2021. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, employing an evidence-based, long-term investment approach that includes diversified asset allocation and low-cost index funds. The firm is employee-owned and integrates tax and administrative services alongside comprehensive financial planning and portfolio management.

Eric Larison is a CFP® with 10 years of industry experience, currently practicing at DayMark Wealth Partners, LLC since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. DayMark Wealth Partners serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines internally managed models, third-party managers, and held-away account tools, utilizing diverse analytical methods and access to alternative investments.

Brett Hamilton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, he operates as an independent insurance agent. 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 both discretionary and non-discretionary accounts and employs a dual-registration model, serving clients through a combination of third-party investment programs and advisory relationships.

Joseph Bates is a financial advisor at Creative Financial Designs, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase and the Ohio Auditor of State. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs asset-class model allocations across five risk levels and incorporates third-party research and an Executive Investment Committee in portfolio management.

Alex Bey is a CFA® charterholder with six years of industry experience. He is currently with Johnson Investment Counsel, Inc., where he has worked 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 employs a team-based investment approach that integrates quantitative equity analysis with a macro and micro fixed income strategy and offers services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio management for third-party platforms.

Robert Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Berthel Fisher since 2010. Outside of his advisory role, he is involved in tax preparation and accounting services for small businesses through RL Johnson Tax Services and serves as president of RL Johnson Investments, which sells life insurance. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options and allows advisors to construct portfolios using various securities and strategies.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Ryan Dilts is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 65 credential with approximately one year of experience at Cerity Partners. His prior roles include positions at First Financial Bank / Yellow Cardinal Advisory Group, Western Kentucky University, and Clayton and Crume. He also has a background in education spanning ten years. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Austin Ford is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at AE Wealth Management since 2017 and has experience in tax preparation and planning through his role at Harrison Tax & Accounting, where he serves as Managing Member. Ford also has a background as owner of a farm and a holding company and formerly operated Ford Brothers Fencing & Services, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies supported by a platform servicing over 127,000 clients.

Donna Sterwerf is a CFP® professional with 23 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. She previously worked at Constellation Wealth Advisors, LLC for eight years and Oxford Financial Group, Ltd for two years. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized approach to portfolio management using various strategies and serves both advisory and product-sponsor roles, managing significant assets and affiliated funds.

Laura Tidd is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and its affiliated firm since 2009. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Andrew Magenheim is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Eagle Strategies since 2012 and is also the owner of Pi E3 Financial Collaborative, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Wilder is a CFP® professional with 24 years of experience in the financial industry. He is currently with CWM, LLC and Carson Wealth, having previously spent 11 years at Total Wealth Planning, LLC. Outside of his advisory work, he owns a company involved in rental property management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios and various investment tools.

Colin Hill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has previously worked at Hill Financial Strategies, Cornerstone Financial Group, XPO Logistics, and Cintas Corp. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Drew Deimling is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. Outside of his advisory role, he founded and served as president of Frontier Friends, a charitable organization supporting underprivileged and ill children, and currently serves on the board of directors for May We Help, a nonprofit charity in Cincinnati. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across multiple advisory programs and offers custody and trustee services through a New Hampshire-chartered subsidiary trust company.

Nicholas Adams is a financial advisor at Cerity Partners LLC based in Cincinnati, OH. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024. Prior to joining the firm, he spent four years at Miami University and five years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Don Brosz Jr. is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for WaterStone Investment Counsel for 13 years before joining MAI in 2024. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, and institutional clients. The firm customizes portfolio strategies across multiple asset classes and offers trust and insurance administration through affiliated entities.

Elise Schulok is a CFP® and holds a Series 65 registration, currently serving as a financial advisor with Mariner Wealth. She has three years of industry experience and previously worked at Cassady Schiller Wealth Management and Cassady Schiller CPA and Advisors. Schulok is based in Cincinnati, OH. Mariner Wealth serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional wealth management.

Francis Niehaus is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with Commonwealth Financial Network since 2024. He has a long tenure in the financial services field, including nearly two decades at Securities America Advisors, Inc. Niehaus is also an attorney and owner of Niehaus Law Office, LLC, where he provides legal services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

William Ryan is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has worked at Janney since 2021 and was previously with Raymond James & Associates for 14 years. Ryan serves on the board of Stepping Stones, an organization in Cincinnati providing educational and recreational programs for individuals with disabilities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management, offering brokerage, financial planning, consulting, and advisory programs.