Gerald Deatherage Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His work history includes roles at CreativeOne Securities, Nest - National Employer Solutions Team, Cetera ADVISORS LLC, and Diversified Asset Management. He serves on the City Council of Fort Mitchell, KY, and holds board positions with the DCCH Center for Children and Families and the Kentucky Chapter of NABIP, engaging in local government and nonprofit leadership. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and offering access to proprietary advisory platforms and third-party manager programs.

Tyler Hezlep is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Truepoint, Inc. and has previously worked at Fidelity Investments and several insurance firms. Tyler is based in Cincinnati, OH. Truepoint, Inc. serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including Foundational Wealth Management, True Wealth Management, and a Family Office for multi-generational households. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Donald Hughett is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at AXA Advisors, LLC for 21 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. Additionally, he is involved with Octavia Risk Management LLC in the implementation of insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, trusts, retirement plans, and municipal entities. The firm utilizes proprietary, customized portfolio models featuring low-cost ETFs, mutual funds, individual securities, and alternative investments with a generally long-term investment approach that also accommodates rebalancing and tax strategies.

Brian Schlosser is a financial advisor with Founders Financial Securities LLC in Milford, OH, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Founders Financial Securities since 2006 and previously operated Schlosser Financial from 2004 to 2022. Outside of his advisory role, he is involved in executive leadership coaching through Magis Wealth Capital and consults on viatical life settlements. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and retirement consulting services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth programs.

Eric Aponte is a financial advisor with On Investment Management Company in Blue Ash, OH. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company and Fifth Third Securities. 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 combination of fee-based financial planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Matthew Woebkenberg is a CFA® charterholder with five years of industry experience. He has been with Constellation Wealth Advisors since 2021 and previously worked at HORAN Capital Advisors for six years. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers both discretionary and non-discretionary management across public and private markets, including proprietary private capital platforms and private fund advisory roles.

Jacob Farwick is a CFP®, CFA®, and Series 65-licensed advisor with Johnson Investment Counsel, Inc., where he has worked since 2022. He has three years of industry experience and previously worked in healthcare and equipment rental sectors, along with a period of full-time education. 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 that combines quantitative equity analysis with macro and micro fixed income strategies and offers services such as discretionary portfolio management, financial planning, and ERISA 3(38) fiduciary oversight.

Carson Kiley is a financial advisor at Stratos Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including ALC and Honorarium. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and outsourced CIO solutions. The firm’s affiliation with SEI-affiliated businesses provides integrated access to subadvisory and custody services.

Zachary Pierson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with Johnson Investment Counsel in various roles since 2013. 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 combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Ronald Bates is a financial advisor with 27 years of industry experience, currently serving at 1919 Investment Counsel, LLC since 2005. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is a partner in several real estate investment partnerships and has an ownership interest in an auction company. 1919 Investment Counsel provides investment management and wealth-planning services to individual and institutional clients. The firm focuses on customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic account reviews.

Adrian Schau is a CFP® professional with over 15 years of experience, currently serving as an advisor at 1919 Investment Counsel, LLC. He has previously worked at Triad Advisors, Inc. and also acts as a consultant for MY529. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party managers, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Michael Prebles is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His work history includes multiple roles at Johnson Investment Counsel and Xavier University. 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.

Robert Plaza Jr. is a CFA® charterholder and holds a Series 66 license. He is currently with Fifth Third Wealth Advisors LLC and has two years of industry experience. His prior roles include positions at Aviva Investors and Key Bank. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

David Theobald is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at Johnson Investment Counsel, Inc. since 2013, serving in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment process that combines bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Anthony Casnellie is a financial advisor with On Investment Management Company in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been associated with THE O.N. Equity Sales Company since 2002. O.N. 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 combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions in Cincinnati, OH. He holds a Series 65 designation and has been with Integrity Advisory Solutions since 2025. Zimmer also owns and operates Zimmer Law Firm, LLC, where he provides estate planning, estate settlement, and Medicaid pre-planning legal services. He is active in the American Academy of Estate Planning Attorneys as an attorney. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

Nathan Weidner is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Wealth Advisors since 2021, following six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Carter Hench is a CFP® with five years of experience in financial advising. He is currently with Savvy and has previously worked with Colorado Wealth Group and several other firms. Outside of his advisory role, he is the owner and managing member of The Financial Takeoff LLC, an entity focused on creating personal finance content for social media and other outlets. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while integrating third-party fintech tools, specialized sub-adviser strategies, and tax-aware direct indexing.

Raymond Gettins is a financial advisor with United Advisor Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Silver Oak Securities. He also hosts the financial industry podcast RIA Confidential. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering a range of investment management and financial planning services with a multi-disciplinary investment approach.

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.