Gina Slayton is a CFP® and Series 66 licensed financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. She previously worked at Stock Yards Bank Wealth Management, Bluecap Financial, and Financial Partners Group. Slayton serves as a volunteer board member for the Brighton Center, a nonprofit organization, where she helps organize activities and raise awareness among potential donors. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Brad Morgan is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. He has worked at Savvy since 2024 and previously spent six years at Mariner Wealth Advisors, LLC, and four years at RiverPoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, covered-call option overlays, and ESG-focused models, utilizing proprietary technology and third-party platforms.

Joseph Radigan is a CFP® credentialed financial advisor with 19 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2017 and previously spent five years at Magis Wealth Management (also known as KURE). Radigan is based in Cincinnati, OH. 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 offers specialized services such as model portfolios for third-party platforms and ERISA 3(38) fiduciary services.

Alexander Roig is a financial advisor at On Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2004. Outside of his advisory work, he is involved in managing and marketing a business office as vice president of Family Financial Partners. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options and access to third-party investment programs, with a platform that includes both discretionary and non-discretionary portfolio management.

Robert Riesenbeck is a financial advisor with Archer Investment Corporation in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Silver Oak Securities and Avantax Advisory Services. Outside of his advisory work, he is president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies utilizing diversified allocations across multiple asset classes, with accounts reviewed at least quarterly.

John Lemmel is a financial advisor with Johnson Investment Counsel, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Johnson Investment Counsel, he worked at J.P. Morgan Chase & Co. for two years. He has also been involved with the Boys & Girls Club of Westchester Liberty. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm uses a team-based investment approach that combines quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

William Parchman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2011. Parchman is also the Educational Chair for the CFA Society of Cincinnati. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate services. The firm employs an evidence-based, long-term investment approach focused on goal-oriented planning, diversified asset allocation, and low-cost index funds.

Joseph Hurley is a financial advisor with On Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has 18 years of industry experience. Since 2013, he has worked at The O. N. Equity Sales Company. 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 range of fee-based financial planning, third-party investment programs, and retirement plan advisory services, with a mix of discretionary and non-discretionary account options.

Kathryn Brownstein is a CFP® and Series 66 licensed financial advisor at Truepoint, Inc. with seven years of industry experience. She has been with Truepoint since 2016. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels ranging from foundational wealth management to a family office offering. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, supported by integrated tax and administrative services.

Kevin Thomas is a CFP® professional with nine years of industry experience. He has worked at Constellation Wealth Advisors since 2018 and has also been affiliated with Quadrant Family Wealth Advisors since 2015. He is based in Cincinnati, OH. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets and offers diversified investment strategies across public markets and private placements, supported by a structured due-diligence process and an active Investment Committee.

Christopher Kiley is a CFP® with 24 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2022. He previously spent 25 years with Retirement Capital Advisors, Inc. In addition to his advisory role, he is president of Retirement Corporation of America. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and custodial relationships with Fidelity and Schwab to deliver its services.

Timothy Alvarado is a financial advisor with On Investment Management CO based in Lees Summit, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of his advisory role, he is involved in non-investment insurance sales, including group and individual life, disability, and health insurance products. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

Benjamin Pantalone is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. His prior experience includes roles at the University of Kentucky, Spectrum Financial Alliance Ltd, General Electric, and Cincinnati Financial. 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 institutional retirement plan advisory. The firm utilizes an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, delivered with integrated tax and administrative services through related entities.

Randolph Railey is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at KFG Wealth Management LLC and Avantax firms, alongside over five decades managing Railey Business Service. 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 provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Gwendelyn Keihl is a Certified Financial Planner™ at Truepoint, Inc. in Cincinnati, Ohio, with six years of industry experience. She previously worked at Johnson Investment Counsel, Inc. for nine years before joining Truepoint. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it offers integrated tax and administrative services through related entities.

Richard Orred is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at The O. N. Equity Sales Company since 2013 and Ohio National Financial Services since 2012, alongside roles at Sig Advisors, LLC and Sig Securities, LLC dating back to the early 2000s. In addition to his advisory work, he operates as an independent insurance agent representing various carriers. 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 participants. The firm offers a combination of third-party discretionary programs and adviser-directed managed accounts, with a significant portion of assets managed on a non-discretionary basis.

David Kecskes is a financial advisor at Zacks Investment Management, Inc. in Cincinnati, OH, with 32 years of industry experience. He has been with Zacks Investment Management since 2008 and holds the Series 63 and Series 66 designations. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a combination of quantitative and qualitative analysis through proprietary stock-ranking models and offers a wide range of investment strategies and vehicles, operating across retail, institutional, and third-party distribution channels.

John Williams is a CFA charterholder with 19 years of industry experience. He has worked at Constellation Wealth Advisors since 2017 and has been affiliated with Quadrant Capital Group since 2008. Williams serves on the boards of the Cincinnati Tennis Foundation and the United Way of Greater Cincinnati. 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 client assets through diversified public and private market strategies and operates a proprietary private capital platform known as Quadrant Private Capital Solutions.

Ryan Gorman is a CFP® with eight years of industry experience, currently with The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning and Northwestern Mutual Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, and entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Katherine Mcinerney is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Clear Perspectives Financial Planning, LLC since 2015. She is affiliated with The Mather Group, LLC, a multi-team firm serving high-net-worth individuals, family offices, trusts, corporations, and other entities. The firm combines financial planning, investment management, tax and estate planning guidance, and family office services, employing an evidence-based investment approach with customizable portfolio options.