Steven Condon is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2003. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm follows an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and provides integrated tax and administrative services through related entities.

Nicholas Reilly is a financial advisor at Constellation Wealth Advisors in Cincinnati, OH, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Quadrant Capital Group, LLC and Horan Capital Advisors, LLC. Reilly serves on the Board of Directors for DePaul Cristo Rey High School, a private Catholic college preparatory school. 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 assets and offers diversified strategies across public and private markets, utilizing a private capital platform and performance-based fee arrangements for certain fund investments.

Guy Clanton is a CFP® professional with eight years of industry experience. He has worked at Truepoint, Inc. since 2017 and previously spent 13 years at PNC Bank. Clanton is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients across various wealth tiers, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it is 100% employee-owned.

Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Robert Castellini is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Outside of advisory work, he serves as a board member of Cincinnati Sports Mall, a health and wellness club, and consults for businesses focused on addiction recovery and IT executive searches. Summit Financial, LLC is a multi-team registered 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, combining discretionary and consultative services to accommodate diverse client needs.

Joseph Peters is a financial advisor with Northwest Asset Management in Cincinnati, OH, holding a Series 66 designation and 27 years of industry experience. Prior to joining Northwest Asset Management in 2021, he worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, Peters is the owner of Brew Ventures, LLC, a coffee shop in Cincinnati. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Charles Brown is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH. He holds the Series 66 credential and has 25 years of industry experience. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing and WELLS FARGO Advisors for a combined 13 years. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of investment strategies and offers access to alternative and private securities alongside traditional holdings.

Lia Reece is a CFP® with three years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH. Her prior experience includes a role at Basco Shower Doors before joining Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm employs 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 portfolios for third-party platforms.

Andrew Mikovch is a CFP® professional with five years of industry experience, currently serving as an investment advisor at Stratos Wealth Advisors LLC. His prior experience includes eight years at US Bank and a year at Bb&T Asset Management, Inc. He is based in Cincinnati, OH. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a network of independent advisory representatives.

Sonya Saskin is a CFP® professional with 28 years of industry experience, currently serving at ValMark Advisers, Inc. since 2018. She previously worked with Ameriprise Financial Services, Inc. starting in 2005. Outside of her advisory role, she is president of Sassy Business Management, Inc. and a member of Jonya Enterprises, LLC. 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

James Gaunt is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at J.J.B. Hilliard, W.L. Lyons, LLC, MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Formidable Asset Management, LLC. United Advisor Group provides investment management, financial planning, consulting, and family office services to a range of clients, including individuals, small businesses, trusts, and charities. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying strategic and tactical asset allocation alongside value investing and various analytical methods.

Michael Kemer is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, Ohio. He holds a Series 65 credential and has three years of industry experience. Prior to joining Fifth Third Wealth Advisors, he spent over two decades with Mainstreet Advisors. Outside of his advisory role, he is a silent partner in a residential property group. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm employs household-level Investment Policy Statements, integrates in-house and third-party management, and operates in affiliation with Fifth Third Bank, leveraging shared resources and offering a broad range of portfolio management and financial planning services.

William Nagy is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His work history includes long-term roles at Creative Financial Designs, Inc. and CFD Investments, Inc. He is also 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 through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Patrick Petsche is a financial advisor at DayMark Wealth Partners, LLC with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he is a partner in Winking Lizard Inc., a restaurant and bar business in Ohio. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset and portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including internally managed models, third-party managers, and alternative securities, with a discretionary management approach tailored to client objectives.

Jennifer Gugliemotto is a financial advisor at Savvy in Cincinnati, OH, with six years of industry experience and a Series 66 designation. Her prior experience includes roles at Edward Jones and The Huntington Investment Company. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a range of portfolio management and wealth planning solutions, using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by technology platforms and specialized sub-adviser strategies.

Brandon Zureick is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2011. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and provides a range of services including discretionary portfolio management, financial planning, pension consulting, and model portfolio solutions for third-party platforms.

Brian Walker is a CFA® charterholder with seven years at Bartlett & Co. Wealth Management and five years of prior experience at PNC Wealth Management. He serves on the board of the CFA Society of Cincinnati and is a board member of the SPCA Fund, participating on its Finance, Investment, and Audit Committees. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and utilizes mutual funds and ETFs, while also integrating services through the Focus Financial Partners network.

Michael Wyckoff is a CFP® and CFA® with 11 years of experience in financial advising. He has been with Johnson Investment Counsel, Inc. since 2015. The firm serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting among other services. Johnson Investment Counsel utilizes a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and provides both customized discretionary mandates and automated advisory programs.

Kimberly Fitzgerald is a financial advisor at DayMark Wealth Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and ESG analysis, along with access to alternative investments and digital assets.

Jason Ramage is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. He previously worked at Fidelity Brokerage Services LLC and TouchPoint Wealth Partners. Outside of his advisory role, Ramage is involved in several community and professional organizations, including serving as president of the Toast of the Town Toastmasters Club and treasurer of the Madisonville Business Chamber. 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 offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.