Vincent Sobocinski Jr. is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at firms including Novak & Powell Financial Services, Inc. Outside of his advisory role, he consults on medical device development related to brain aneurism treatment for a family business. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios and partners with multiple subadvisers and custodians to deliver its services.

Jason Beischel is a CFP® professional with 23 years of industry experience, currently serving as an advisor at DayMark Wealth Partners, LLC since 2022. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as treasurer for Treetops of Anderson, a community organization in Cincinnati focused on neighborhood beautification. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets through a team of 19 advisors. The firm offers customized portfolio management and comprehensive financial planning, employing a range of investment strategies and tools, and is notable for its involvement in insurance distribution and private fund management.

Andrew Sikorovsky is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as Investment Committee Chair for the Cleveland Society for the Blind and Treasurer of the Lake View Cemetery Foundation. DayMark Wealth Partners manages assets for individuals, trusts, pension plans, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, quantitative, and ESG analysis across a range of investments and integrates insurance distribution and private fund management into its offerings.

Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Madison Avenue Securities since 2012 and is also the owner and insurance agent at Everest Financial, Inc., where he has been active since 2002. Additionally, he serves as a board member of the Rivers Breeze Community homeowners association. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment strategies.

Bradley Lauch is an investment advisor representative with Octavia Wealth Advisors LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at AXA Advisors, LLC for 11 years before joining Octavia in 2020. In addition to his advisory role, he is a silent partner in a windshield manufacturing business. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory including ERISA-related services, and access to trust and custody administration through partnerships, utilizing customized portfolios with a focus on low-cost ETFs, mutual funds, and individual securities.

James Hagerty is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. He previously worked at Bartlett & Co LLC from 2012 to 2018. Outside of his advisory role, he volunteers with Catholic inner-city elementary schools and serves as Treasurer on the Board of Directors for Losantiville Country Club. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis and integrates offerings through its affiliation with Focus Financial Partners.

Glenn Bujnoch is a CFP® with 15 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2026. His previous roles include positions at LPL Financial LLC and Lincoln Financial Advisors. Outside of his advisory role, he works as a non-variable insurance agent with Crump Agency. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers a range of wealth management, financial planning, and non-investment services including tax preparation and estate-planning support through in-house attorneys.

Joseph Schmidt is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. He holds Series 63 and Series 65 licenses. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers customized portfolio management and financial planning using a combination of in-house models and third-party managers, incorporating fundamental, technical, quantitative, and ESG analysis, along with digital assets and crypto investments.

Joshua Bentz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Truepoint, Inc. since 2023 and previously spent seven years at WealthPoint Advisors. Truepoint, Inc. serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including comprehensive financial planning and portfolio management. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and it offers integrated tax and administrative services through affiliated entities.

Christine Carleton is a CFP® with 23 years of industry experience, currently serving as an advisor at Truepoint, Inc. since 2014. She holds a Series 63 license and is based in Cincinnati, OH. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering 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, with additional services including standalone tax preparation and trust administration through affiliated entities.

Justin Setzekorn is a CFP® professional with 21 years of industry experience, currently serving at Octavia Wealth Advisors LLC in Cincinnati, OH. He previously worked at AXA Advisors, LLC for 14 years and has been with Octavia and Purshe Kaplan Sterling Investments since 2020. Setzekorn is also involved with Octavia Risk Management, LLC, where he implements insurance products. Octavia Wealth Advisors is a multi-team advisory firm managing approximately $2.15 billion across individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and institutional entities. The firm offers customized portfolio management using proprietary models that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments, with a particular focus on state and municipal clients and ERISA-related retirement plan services.

Stephen Wynne is a financial advisor with United Advisor Group in Cincinnati, OH. He holds a Series 65 designation and has been with the firm since 2026. Prior to joining the advisory industry, his work experience includes roles in retail and service industries. United Advisor Group provides 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 using a mix of proprietary model portfolios, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

Harold Lewellen is a CFP® with 17 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He has worked with the firm and its predecessor entities since 2003, including OJM Group and The Odell Group. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach informed by third-party consultants and an internal Investment Strategy Committee, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

Keith Hamberg is a CFP® professional with six years of industry experience. He currently works at Savvy and previously held roles at Mariner Wealth Advisors and Riverpoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

William Arthur II is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with ValMark Advisers since 2010 and also serves as an investment committee member for the Diocese of Covington, where he reviews and monitors investment accounts on a voluntary basis. 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 using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

John Crane is a Certified Financial Planner® with 26 years of industry experience. He is currently an advisor and partner at United Advisor Group and owns Plum Creek Wealth Advisors, LLC, where he provides financial planning, divorce planning, and insurance services. He has previously worked at Cambridge Investment Research and National Planning Corporation. Crane serves as a board member for his neighborhood homeowners association. United Advisor Group serves individuals, small businesses, trusts, and charities 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.

Nicholas Kelch is a financial advisor with United Advisor Group and holds a Series 65 designation. He has one year of industry experience and has previously worked at Bethpage Federal Credit Union, Fifth Third Bank, Western & Southern, and Peoples Bank. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial and retirement planning, and family office services. The firm uses proprietary model portfolios, custom-traded accounts, and third-party money managers, combining fundamental, technical, and asset-allocation strategies.

Linwood Hamilton is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been associated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, Hamilton owns and operates a horse farm and is involved in several entrepreneurial and business ventures, including patenting solutions through Innovation Marketing LLC and serving on the board of an ammunition manufacturing company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management through third-party programs and maintains a dual-registration model integrating broker-dealer activities.

Charles Fellows is a CFP® with 12 years of industry experience, currently serving at Summit Financial, LLC since 2026. His prior roles include positions at Wells Fargo Clearing from 2023 to 2026 and U.S. Bancorp Investments, Inc. from 2014 to 2023. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches across its platforms.

Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.