Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. 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 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Brian Couch is a CFP® with 24 years of industry experience. He is currently with Advisory Services Network and previously held roles at Fidelity Investments, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a photography business specializing in weddings, portraits, and sports. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diversified strategies and third-party manager oversight.

Stephen Harper is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Simplicity Wealth, LLC for six years and has owned Preservation Wealth Consultants LLC since 2012, providing tax preparation and advisory services. Harper is also an enrolled agent with the IRS and serves as a speaker at local churches several times a year. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities that support various financial and real estate services.

Mariann McDermott is a CFP® with 28 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Evergreen Advisors Inc., where she has worked for 24 years. She is also involved in youth sports as a JV coach and varsity assistant coach for the Cooper Girls Soccer program. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning.

Wendell Rounds is a financial advisor with WesBanco Securities, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services, The Huntington Investment Company, PNC Bank, and Herbal Life. WesBanco Securities, Inc. provides investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans through various managed account programs. The firm’s investment approach involves tailored strategies based on client objectives and risk tolerance, combining fundamental, technical, and charting analysis with ongoing monitoring and rebalancing.

Gary Williams is a CFP® with 37 years of industry experience, currently serving at United Advisor Group since 2023. He previously worked for Crown Capital Securities, LP for 18 years and has been employed as a registered respiratory therapist since 2003. In addition to his advisory role, he is an independent insurance agent. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation along with value investing, using proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategy, and time horizons.

Elizabeth Corbett is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She has been with ValMark Advisers, Inc. since 2013 and is also a partner and shareholder in Focus on Success, LLC, a financial planning firm. Outside of finance, she serves on the Board of Governors of the Metropolitan Club and is an investor and advisory board member of Ripple Wine Bar in Cincinnati. ValMark Advisers, Inc. provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Thomas Moore Jr. is a financial advisor with ValMark Advisers, Inc. in Fort Mitchell, KY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at ValMark Advisers since 2014 and previously at Broadview Financial Advisors, LLC. Outside of his advisory roles, he serves on the advisory board of McCormick Equipment Co., Inc., a company specializing in warehouse equipment sales and service. ValMark Advisers provides investment advisory and financial planning services to individual and institutional clients, employing diversified, goal-based model portfolios and asset allocation strategies implemented through various platforms and manager programs.

Mark Miller is a CFP® professional with 25 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2003 and has held roles at affiliated firms including ValMark Securities, Inc. Outside of his advisory work, he provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing a variety of platforms and third-party managers, with ongoing monitoring and review by its investment advisory representatives.

William Breagy III is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Creative Financial Designs since 2002 and also has experience with CRR Wealth Management since 2012. Outside of advisory work, he serves as a chapter president of AFEA and conducts classes at local universities. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee, and offers distinctive implementation options including Biblically Responsible Investing strategies.

Austin Hussey is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining ValMark Advisers, Hussey worked at Fidelity Investments and has experience as a high school tennis coach. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing.

Donald Talbert is a financial advisor with Latitude Advisors, LLC in Florence, KY, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. His prior work includes roles at GWN Securities, OneAmerica Securities, Pruco Securities, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Centurion Business Coach, which provides coaching and consulting services to small business owners, and serves as a board member for Switzerland County Tourism and Legal Shield. He is also a partner in Heaven Sent Care, an in-home care service for seniors. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

William Nagy is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry. His prior firms include CFD Investments, Inc., where he has worked since 2004, Creative Financial Designs, Inc., and USA Financial Securities LLC. In addition to his advisory work, he is involved in independent insurance sales on a part-time basis. 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 tailored to client objectives, emphasizing discretionary investment management supported by operational features like ongoing model monitoring and an automatic investment process.

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.

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.

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.

Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Madison Avenue Securities since 2012 and is also owner and officer of Everest Financial, Inc., where he has been involved since 1998. In addition to his advisory work, Duffey serves as a board member of a homeowners association. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through a range of portfolio management strategies and utilizes multiple custodial and platform relationships.

William Arthur II is a financial advisor at ValMark Advisers, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ValMark since 2010. Arthur serves on the investment committee for the Diocese of Covington, where he reviews and monitors the diocese’s investment accounts on a voluntary basis. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

Kristopher Kellinghaus is a CFP® and CFA® with 15 years of experience in the financial services industry. He has worked at MCF Advisors, LLC since 2014 and previously held a position at Fidelity. He also has been affiliated with Northern Kentucky University since 2020. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, tax preparation, accounting, and outsourced CFO services, emphasizing a tactical asset allocation approach supported by advanced third-party platforms and cross-disciplinary client solutions.

Randolph Railey is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Avantax Insurance Agency, LLC, Avantax Advisory Services, and KFG Wealth Management LLC. Outside of his advisory work, he serves as Treasurer for the TEAM Foundation, a nonprofit supporting sports activities in the Covington Public School District. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs that emphasize discretionary management tailored to client objectives and risk tolerances.