Leslie Mcdonald is a financial advisor at O.N. Investment Management Company with 26 years of industry experience. Mcdonald holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

Scott Barbee is a CFP® and Series 66-registered advisor at Truepoint, Inc. in Cincinnati, OH, with 12 years of industry experience, all of which he has spent at Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate planning support, and other services. The firm employs an evidence-based, long-term investment approach centered on diversified asset allocation and low-cost index funds, and operates as a 100% employee-owned multi-team advisory with integrated tax and administrative services.

David Smyth is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for over two decades. Outside of his advisory role, Smyth is involved in nonprofit leadership as president of a charitable foundation, hosts a general financial information podcast and YouTube channel, and is president of a thoroughbred horse racing syndicate. On Investment Management CO is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs through a dual-registration model that integrates broker-dealer activities with advisory services.

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.

James Brandenburgh is a CFP® professional with 17 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management and LPL Financial Corporation. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that includes both wrap and non-wrap program structures and sub-advisory arrangements. The firm employs a comprehensive investment process incorporating fundamental, quantitative, technical, and cyclical analysis across a diverse range of asset classes and strategies.

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.

Lia Reece is a CFP® professional with two years of industry experience, currently affiliated with Johnson Investment Counsel, Inc. in Cincinnati, OH. Her prior work includes a year at Basco Shower Doors before returning to Johnson Investment Counsel, where she has been since 2017. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach that integrates multi-factor quantitative equity analysis with macro and micro fixed income strategies, offering discretionary portfolio management, financial planning, and model portfolio services.

Andrew Mikovch is a CFP®-certified financial advisor with Stratos Wealth Advisors LLC in Cincinnati, Ohio, bringing five years of industry experience. Prior to joining Stratos in 2022, he worked at US Bank from 2014 to 2022. Stratos Wealth Advisors is an SEC-registered firm managing approximately $5.54 billion in discretionary assets and serving a range of clients including individuals, retirement plans, trusts, and institutional investors. The firm offers various investment and financial planning services through a network of 66 advisors operating under a distributed independent advisory model.

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.

Michael Kemer is a financial advisor at Fifth Third Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Advisors since 2004. Outside of his advisory role, he is a silent partner in a residential property group based in Cincinnati. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and frequently delegates portfolio management to third-party managers and affiliated strategies.

William Nagy is a financial advisor at Silver Oak Securities, Incorporated with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Creative Financial Designs, Inc. and CFD Investments, Inc. since 2004. Outside of advisory work, he is engaged in independent insurance sales on a part-time basis. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm provides tailored portfolio management and financial planning services, utilizing both internal and third-party due diligence to oversee client accounts.

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 with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and The Huntington Investment Company, among other firms. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, and corporations. 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 quantitative tools.

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.