Nathan Johnson is a CFP® with five years of industry experience and is an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, tax support, and estate planning services. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Gerald Yox is a CFP® professional with 24 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Wealth Planning Corporation and TIAA-CREF. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm combines wealth management and financial planning with portfolio management and non-investment services such as tax preparation and estate-planning support, employing a tactical asset allocation approach that emphasizes risk management and diversified portfolios.

Walter Lunsford is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Raymond James & Associates and 9258 Wealth Management, where he also served as President and CEO. Outside of advising, he is Executive Director of The Hatton Foundation, a private family foundation, and oversees two agricultural enterprises, Lunsford Cattle Company, LLC and Lunsford Ridge Farm, LLC. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors, managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of wealth management and financial planning services.

Vincenzo Costanzo is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade before joining DayMark in 2026. Outside of his advisory role, he teaches yoga. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies and managers, including alternatives and private securities, and functions as a sub-adviser to private funds and separately managed accounts.

Joseph Carlo is a CFP® with six years of industry experience, currently with Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at the University of Cincinnati and Cincinnati Opera. Outside of his advisory work, he is a member of two horse racing ventures, Carlo Ventures LLC and Broadway Unlimited LLC. 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 integrates quantitative equity analysis with macro and micro fixed income strategies, and it offers services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Adam Lipton is a CFP® professional with nine years of experience in financial advisory services. He has been with Truepoint, Inc. since 2015, working within various capacities at the firm. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Timothy Dougherty is a CFP® professional with eight years of industry experience, currently serving as an advisor at MCF Advisors, LLC. His prior experience includes roles at Wealth Planning Corporation and Fidelity, where he held positions in both advisory and brokerage services. MCF Advisors serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering comprehensive wealth management, financial planning, and non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and portfolio diversification, utilizing discretionary management through third-party platforms.

Andrea Ernst is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. Prior to joining Johnson Investment Counsel in 2023, she worked at Fifth Third Bank for seven years. 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 that integrates quantitative equity strategies with fixed-income management and offers a range of services from discretionary portfolio management to pension consulting and mutual fund advisory.

Susan Farlow is an investment advisor representative with Octavia Wealth Advisors LLC based in Cincinnati, Ohio, with 15 years of industry experience. She is dually registered as an investment advisor representative and a registered representative with Purshe Kaplan Sterling Investments, Inc., and also serves as an insurance agent with Octavia Risk Management LLC. Her prior experience includes roles at UBS Financial Services, Inc. and PNC Investments. 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, institutions, and state or municipal entities. The firm offers customized portfolio management favoring low-cost ETFs, mutual funds, and individual securities, along with alternative investments and specialized retirement plan advisory services.

John Gehri is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2024. Prior to this, Gehri held positions at several firms including Fidelity Brokerage Services LLC and Harvest Financial Advisors. Outside of his advisory work, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, while also serving corporations and business entities. The firm employs a mix of internally developed and third-party model portfolios, utilizing various investment analysis methods and offering access to private placements for accredited investors.

Carol Hoffman is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at The Mather Group, LLC since 2023 and previously spent 15 years with Clear Perspectives Financial Planning, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions including direct indexing and ESG factor portfolios.

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.

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.

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.

Angie Trandai is a CFP® professional with 28 years of experience in the financial services industry. She is currently with CreativeOne Securities, LLC and previously spent 13 years at Brokers International Financial Services, LLC. In addition to her advisory role, she operates Trandai Financial Solutions, LLC, where she works as an insurance agent specializing in fixed index annuities, life insurance, and long-term care insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing both proprietary and external manager programs.