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.

Zachary Braun is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at DayMark Wealth Partners and roles outside the financial industry, including a position at Chipotle Mexican Grill and time as a student at the University of Dayton. DayMark Wealth Partners serves individual and institutional clients, including high-net-worth individuals, offering asset management, financial planning, and retirement consulting. The firm employs a variety of investment strategies that combine internally managed models, third-party managers, and alternative securities, managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Raymond Heizer, Jr. is a CFP® professional with four years of industry experience, currently affiliated with ValMark Advisers, Inc. He has worked at TouchPoint Wealth Partners since 2021, focusing on financial planning and client support. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a mix of proprietary and third-party platforms.

Matthew Duplain is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. His prior experience includes roles at JPMorgan Chase & Co and Huber Management Corporation. Outside of advisory work, he has been involved in aerial photography through Dayton Drone Aerial Photography. Johnson Investment Counsel serves a diverse client base ranging from individual investors to institutional and public-sector entities. The firm employs a team-based investment approach that combines 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 construction for third-party platforms.

Katherine Owens is a financial advisor at Summit Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Touchstone Securities, Inc., and Fort Washington Investment Advisors, Inc. Outside of her advisory role, she owns BIG BRASS, LLC, a business involved in apparel sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, including discretionary and consultative approaches, financial planning, retirement plan advisory, and access to alternative investments.

John Hoeting is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and previously worked at Mainstreet Investment Advisors, LLC and ClearArc Capital, Inc. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Matthew Kelley is a financial advisor with Stonex Advisors Inc. in Cincinnati, Ohio. He holds Series 63, 65, and 66 designations and has 27 years of industry experience. He has been with Stonex Advisors Inc. since 2025 and has worked at Stonex Securities Inc. since 2014. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, in-house teams, and various model-based solutions supported by platforms like Envestnet and Advyzon.

Chad Maggard is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. since 2015. He holds the Series 66 designation and 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 bottom-up quantitative equity analysis with macro and micro fixed income strategies, offering discretionary portfolio management, financial planning, and model portfolio services.

Andrew Jamison is a financial advisor at The Mather Group, LLC in Cincinnati, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, along with experience at Four Facets and the University of Kentucky. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable solutions and integrates AI and machine-learning tools under human oversight.

Logan Snow is a financial advisor at Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Octavia Wealth Advisors, he served as an Institutional Portfolio Analyst Intern and worked with the University of Cincinnati Investment Office. 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 discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that incorporate low-cost ETFs, mutual funds, individual securities, and alternative investments.

Nathan Furniss is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2012. Outside of advisory services, he is involved in insurance sales, offering life, health, long-term care, disability, property and casualty insurance, as well as fixed annuities. ON Investment Management Company is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a combination of comprehensive and modular financial plans and access to various third-party investment programs, with a focus on both discretionary and non-discretionary account management.

Deborah Thocker is a financial advisor at The Mather Group, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked for Clear Perspectives Financial Planning, LLC for 15 years before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight to support market analysis and client communications.

Aaron Reed is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management LLC and IMST Distributors LLC. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to clients' individual goals.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC in Florence, KY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using various methods of analysis and manages the majority of its assets on a discretionary basis.

Susan Mchugh is a financial advisor at Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with 30 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and THE O.N. Equity Sales Company. Outside of advising, she is an affiliate consultant for Arbonne International, promoting products through social media. 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 uses customized portfolios with a mix of low-cost ETFs, mutual funds, individual securities, and alternative investments, offering discretionary and non-discretionary investment management alongside retirement plan advisory and trust administration services.

Howard Wolfson is a financial advisor at TCFG Investment Advisors, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Gold Coast Securities, Inc. for 21 years before joining TCFG Wealth Management, LLC. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services and employs multiple investment strategies while providing access to national custodians and third-party money managers.

Justin Fitchko is a CFP® certificant with 20 years of industry experience. He has worked at DayMark Wealth Partners since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with comprehensive portfolio and financial planning, asset management, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients and utilizes a mix of fundamental, technical, quantitative, and ESG analysis across a broad range of investment vehicles.

Troy Crook is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Focus on Success and ValMark Securities, Inc. Outside of his advisory work, he serves as a director for Glory to God International Ministries, overseeing mission trips to Nigeria. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios with a focus on asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers.