Carter Hench is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Savvy since 2025. Prior to joining Savvy, he worked at Colorado Wealth Group for four years and held positions at The O.N. Equity Sales Company, Family Financial Partners, and LJ DeWeese Company. He is also the owner and managing member of The Financial Takeoff LLC, an entity focused on creating personal finance content for social media. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm combines a primarily index-based, long-term investment approach with active equity portfolios, tax-aware direct indexing, and specialized fintech tools to deliver customized financial solutions.

Melina Young is a financial advisor at Truepoint, Inc. in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. She previously worked at Total Wealth Planning, LLC and Ridout Barrett, and has experience at the University of The Incarnate Word. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm uses an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

J. Fortin is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at UBS Financial Services, Whitehall Financial Services, and his own firm, Fortin Advisory. Creative Financial Designs serves individual, corporate, and institutional clients, as well as employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm employs asset-class model allocations with multiple risk objectives and provides a range of implementation features, including Biblically Responsible Investing strategies and various billing arrangements.

Steven Horton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He previously worked with Nationwide Securities Inc. and Nationwide Insurance for over 16 years and is currently affiliated with AuguStar Financial as an external wholesaler. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.

Christopher Holt is a financial advisor with Ally Invest Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fifth Third Securities and Cleararc Capital, Inc. He has been with Ally Invest Advisors since 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Christopher Robbins is a CFA® charterholder with 10 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2012, serving in various capacities over that time. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, and it operates as an active, discretionary manager with access to external managers and private fund recommendations.

Evan Bihl is a financial advisor at ON Investment Management Company with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The O.N. Equity Sales Company since 2006. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that 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 comprehensive and modular financial plans and access to a range of third-party investment programs, serving both discretionary and non-discretionary client accounts.

Susan Fellman is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding a Series 66 credential and 21 years of industry experience. Her work history includes positions at Augustar Distributors, The O.N. Equity Sales Company, and U.S. Bancorp Investments. ON Investment Management Company is a subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and emphasizes a dual-registration model involving broker-dealer activities alongside advisory services.

Jarett Levitsky is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 22 years of industry experience. He has been with Johnson Investment Counsel since 2000. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering a range of services such as discretionary portfolio management, financial planning, pension consulting, and mutual fund advisory. The firm utilizes a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized mandates and automated advisory programs.

Christopher Ginter is a CFA® charterholder and Series 63 licensee at Fifth Third Wealth Advisors LLC with two years of industry experience. He has been with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a diverse range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, implementing household-level Investment Policy Statements and leveraging in-house and third-party resources for portfolio construction and oversight.

Ashley Seyberth is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Axa Advisors, and Midwest Financial Partners. Outside of advising, she is a brand ambassador for Keenz Stroller Wagons, owns a custom crafts and home décor business called The Meticulous Millennial, and serves on committees for the West Chester Liberty Chamber Alliance. 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, businesses, and state or municipal entities. The firm delivers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a broad range of investment vehicles and a focus on long-term strategies.

Woodrow Uible is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked at Bartlett & Co LLC for six years. He serves on the Collections Committee of the Cincinnati Art Museum and is a board member for economic research and financial literacy at the Economic Center of the University of Cincinnati. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and comprehensive financial planning to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, leveraging mutual funds, ETFs, and third-party platforms, and is part of the Focus Financial Partners network.

Matthew Yung is a CFP® and CFA® with 13 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2016 and worked previously at Waddell & Reed in 2007. Based in Cincinnati, OH, he is part of a firm with 65 advisors. Johnson Investment Counsel serves a diverse range of clients, including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and it offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Stephen Crone is a CFP® and ChFC® with 36 years of industry experience. He is currently with Prospera Financial Services, Inc. and has held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, which includes insurance sales and services focusing on traditional life, disability, and long-term care insurance products. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Thomas Truesdell is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for L.M. Kohn & Company for 20 years before joining American Independent Securities Group in 2025. Outside of advisory work, he is also an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and it maintains an affiliated FINRA broker-dealer alongside insurance licensing for many advisors.

Donald Ennis is a CFP® with four years of industry experience, currently an advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Wright Brothers Global Gas, as well as work at the University of Cincinnati. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. The firm utilizes a team-based investment process that integrates multi-factor quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Kevin Bard is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked previously at Bridgeriver Advisors, LLC and ChangePath, LLC, and has conducted insurance sales independently for over two decades. Bard is also active as an insurance agent offering fixed annuities, life, and long-term care products under Creative Asset Solutions, LLC. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisors. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, incorporating diverse investment strategies and products.

Matthew Collins is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Ohio National Equities and THE O.N. Equity Sales Company, where he has been employed since 2014 and 2015, respectively. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Vincent Sobocinski Jr. is a financial advisor at Stratos Wealth Advisors LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at firms including Novak & Powell Financial Services, Inc., Blue Crab Partners, LLC, and Merrill. Outside of his advisory role, he consults on medical device development related to brain aneurysm treatment with a family business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and third-party manager programs through a network of multiple teams and investment advisory representatives.

Jason Beischel is a CFP® professional with 24 years of experience in the financial services industry. He is currently with DayMark Wealth Partners, LLC, where he has worked since 2022. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of his advisory work, Beischel serves as treasurer for Treetops of Anderson, a neighborhood organization focused on beautification and maintenance. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm provides discretionary portfolio management using a combination of internally managed models, third-party managers, and held-away account tools, integrating alternative investments and employing a variety of analytical methods.