Tyler Lang is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Journey Advisory Group, LLC since 2013. He holds the Series 65 license and manages operations at Lang Properties, LLC, a property management business. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

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.

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.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Maria Flynn is a financial advisor with Kovack Advisors, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Kovack, she was associated with The Oak Tree Group and Federal Retirement Advisor. Outside of her advisory work, she is involved in founding a real estate group and holds ownership in an LLC related to wealth advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using model-based and advisor-managed investment solutions supported by Envestnet technology.

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.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.

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.

Lora Anstaett is a CFP® professional with over 14 years of experience in the financial services industry. She has worked at Kestra Financial Inc. since 2026 and previously spent more than a decade with Ritter Daniher Financial Advisory. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing investment management, financial planning, and retirement plan consulting with a customized, committee-overseen investment approach that incorporates a range of asset types and specialized strategies.

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.

Glenn Bujnoch is a CFP®-certified financial advisor at MCF Advisors, LLC with 16 years of industry experience. His prior roles include positions at LPL Financial LLC, Lincoln Financial Advisors, Raymond James Financial, and Osaic FA, Inc. In addition to his advisory work, he serves as an insurance agent with Crump Agency. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for private funds, utilizing a tactical asset allocation approach supported by third-party platforms and integrated cross-disciplinary solutions.

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.

Matthew Kelley is a financial advisor with Stonex Advisors Inc. in Cincinnati, OH, holding Series 66, Series 63, and Series 65 credentials and 27 years of industry experience. He has worked with Stonex Securities Inc. since 2014 before joining Stonex Advisors Inc. in 2025. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of advisor-managed portfolios, proprietary model solutions, and third-party money managers to implement investment strategies across multiple account structures.

Troy Crook is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Focus on Success and ValMark Securities, Inc. Outside of his advisory work, he serves as a director for Glory to God International Ministries, overseeing mission trips to Nigeria. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios with a focus on asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers.

Donald Jump is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2017, following eight years at Tuttle Wealth Management and over four decades at his own CPA firm, Donald M Jump & Company. Outside of advising, he serves as treasurer for the Christian Business Men's Committee and a local homeowners association. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both model and customized portfolios with a variety of investment strategies tailored to client objectives and risk tolerance.

Carson Krueger is a financial advisor at WesBanco Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank, Inc. for two years and spent ten years in education. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.