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.

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® with 25 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and affiliated entities, where he has been since 2003. Miller provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. ValMark Advisers, Inc. offers 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 utilizes diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and it provides a range of platform solutions and sub-advisory services.

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.

Noah Koterba is a financial advisor with Summit Financial, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior positions include roles at Wells Fargo Clearing and J.P. Morgan Securities. Outside of finance, he owns and operates Hummingbird Woodworks, LLC, a business that produces handmade wooden items. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

Matthew Powell is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LaSalle St. Investment Advisors since 2018 and has prior experience with PNC Investments, Natcity Investments, and Broker Dealer Financial Services Corp. Additionally, he manages Blackstone Street Wealth, LLC, a financial planning practice focused on individual clients. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients, including high-net-worth individuals, trusts, and small businesses. The firm provides both non-discretionary and discretionary investment management, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Justin Ellis is a CFA® charterholder with three years of industry experience. He has worked at Bartlett & Co. Wealth Management LLC since 2022 and previously spent seven years at Fifth Third Bank. Ellis serves as a committee member for the Cise Education Fund and is a board member of the CFA Society of Cincinnati. 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, integrating third-party platforms and maintaining affiliations within the Focus Financial Partners network.

Christopher Kurtz is a financial advisor with Redhawk Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and previously spent 17 years with Axa Advisors, LLC. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across various asset classes and services multi-generational wealth needs while maintaining oversight through a weekly investment committee.

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.

Timothy Johnson 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 1965. Johnson Investment Counsel serves individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized mandates and automated advisory programs.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Marcus Saskin is a CFP® with 19 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. He is also president of the Ohio Valley Princeton Association, a local alumni nonprofit organization, where he organizes events and interviews university applicants. Additionally, he owns Bigfoot Business Management, a business management firm unrelated to investment activities. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 representatives. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

Brandon Davidson is a Series 65-licensed financial advisor with Johnson Investment Counsel, Inc. He has three years of industry experience, having previously worked at Cornerstone Wealth Management and Whitaker-Meyers Wealth Managers. Prior to his advisory career, he was employed at Ashland University and Valley Forge High School. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.