Jonathan Finkler is a financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding a Series 65 designation with over 20 years of experience. He worked at Fifth Third Wealth Advisors for 19 years before joining Bartlett in 2024. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and various institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis while leveraging third-party platforms and its affiliation with Focus Financial Partners to offer a range of financial and insurance solutions.

Courtney Weber is a CFP® professional with nine years of industry experience, currently serving at Truepoint, Inc. in Cincinnati, OH. She has been with Truepoint since 2006. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including family office services, employing an evidence-based investment approach focused on diversified asset allocation and low-cost index funds. The firm is fee-only, employee-owned, and integrates tax and administrative services alongside its advisory offerings.

Jonathan Mcevoy is a CFP®-designated financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with 14 years of industry experience. He has worked at Johnson Investment Counsel since 2015. Outside of his advisory role, he is involved in several personal real estate investment ventures. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management, financial planning, pension consulting, and manages separate account portfolios through its institutional division, employing a team-based, multi-factor quantitative approach to portfolio construction.

Louis Roedersheimer Jr. is a CFP® professional affiliated with M Holdings Securities, Inc. He has 15 years of industry experience and has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory work, he is a board member of the Elder High School Alumni Board and owns a consulting business, Blue Bagger, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining investment management with financial planning and consulting delivered via both discretionary programs and third-party sub-advisors.

Michael Dusold is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Creative Financial Designs since 2010. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Robert Martin is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Johnson Investment Counsel, Inc. since 2015, holding various roles within the firm during that time. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio management for third-party platforms.

Eric Bachus is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His entire professional career has been with Johnson Investment Counsel, where he has worked since 2018. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services among other offerings.

Andrew Von Lehman is a financial advisor at ValMark Advisers, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been associated with ValMark Advisers since 2011 and Broadview Financial Advisors since 2015. Outside of his advisory work, he serves as Board President for CASA for Kids, a nonprofit representing children in family court who have suffered abuse or neglect. 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 with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Kenneth Kinman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with ValMark since 2009 and Broadview Financial Advisors since 2015. Kinman is also a managing partner and advisor at Ascent Insurance Advisors and a shareholder and advisor at Broadview Holdings, focusing on life insurance opportunities and investment-related planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary investment platforms and insurance-related products.

Amy Armstrong is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding seven years of industry experience. She has worked at Sassy Business Management, Inc. since 2019 and previously held roles at Valmark Securities, Inc., Resonate, Inc., and Colonial Life. Outside of her advisory role, she serves as an Executive Coordinator and Administrative Assistant to Advisors at Sassy Business Management, 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 primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party investment platforms.

Jay Millard is a financial advisor at Virtue Capital Management, LLC with eight years of experience. He holds Series 63 and Series 65 credentials and has a career background that includes roles at Horter Investment Management and Oak Hill Financial Group, where he is president. Outside of advising, Millard is involved with several nonprofit organizations, including serving as a director for Jimmy Ghanotakis Charities Inc., the Jay and Marsha Millard Foundation Inc., and a sober living facility providing temporary housing and counseling for recovering substance abuse clients. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Michael Jordan is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 18 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. The firm employs a team-based portfolio construction process combining quantitative equity analysis with macro and micro fixed-income management, and offers a range of discretionary and automated advisory services.

Ryan Pitts is a CFP® with 17 years of industry experience, currently affiliated with Silver Oak Securities, Incorporated. He has worked at Silver Oak Securities since 2017 and has held roles at several other firms, including Waddell & Reed, Inc. Outside of his advisory duties, he serves as a board member of COVE Federal Credit Union and is involved with the Northern Kentucky Chamber of Commerce. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and model portfolios.

Jacob Flaspohler is a CFP® credentialed financial advisor with three years of experience at Octavia Wealth Advisors LLC and one year at Octavia Risk Management, LLC. His prior roles include positions at Fifth Third Bank and Prime Capital Investment Advisors. Outside of advisory services, he is involved with Octavia Risk Management as an insurance agent focusing on underwriting and reviews. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies alongside tax and liquidity management.

Deanna Sicking is a Certified Financial Planner™ (CFP®) with 24 years of industry experience and has been with Truepoint, Inc. since 2016. She holds a Series 66 license and is based in Cincinnati, OH. Outside of her advisory role, she serves on the Finance Committee and is a trustee for Dress for Success, as well as a board member of the Junior League of Cincinnati Endowment. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and specialized services for multi-generational wealth. The firm employs an evidence-based, long-term investment approach centered on goal-focused planning, diversified asset allocation, and disciplined rebalancing.

Vincent Russell is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with 19 years of industry experience. He has been with Johnson Investment Counsel since 2009. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm utilizes a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Terrence Foy is a CFP® professional with three years of industry experience, currently with Johnson Investment Counsel, Inc. He has worked at Johnson Investment Counsel since 2019, and previously held roles at JP Morgan Chase & Co. and US Bank. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and fiduciary services among other solutions.

Adam Niestradt is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Quadrant Partners for seven years and Aprio Advisory Group for three years before joining Ritholtz Wealth Management in 2026. Ritholtz Wealth Management serves individual and institutional clients by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Ricki Wilson is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. He also operates a d/b/a, Wilson Crone, providing registered representative services. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering a range of advisory and financial planning services across multiple platforms and delivery vehicles.

Christopher Mc Farland is a financial advisor with MDRN Capital in Covington, KY, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services, U.S. Bancorp Investments, and Fidelity Brokerage Services. He has been with MDRN Capital since 2026. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and employs a primarily long-term investment approach that incorporates independent managers, mutual funds, and ETFs.