Ashley Seyberth is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Axa Advisors, and Midwest Financial Partners. Outside of advising, she is a brand ambassador for Keenz Stroller Wagons, owns a custom crafts and home décor business called The Meticulous Millennial, and serves on committees for the West Chester Liberty Chamber Alliance. 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, businesses, and state or municipal entities. The firm delivers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a broad range of investment vehicles and a focus on long-term strategies.

Blaine Reynolds is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Waverly Advisors, he worked for eight years at Schulte & Uhrig CPAs, Inc. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering both discretionary and non-discretionary portfolio management that integrates traditional equity and fixed-income strategies with alternative and private-market allocations.

Woodrow Uible is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked at Bartlett & Co LLC for six years. He serves on the Collections Committee of the Cincinnati Art Museum and is a board member for economic research and financial literacy at the Economic Center of the University of Cincinnati. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and comprehensive financial planning to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, leveraging mutual funds, ETFs, and third-party platforms, and is part of the Focus Financial Partners network.

Matthew Yung is a CFP® and CFA® with 13 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2016 and worked previously at Waddell & Reed in 2007. Based in Cincinnati, OH, he is part of a firm with 65 advisors. Johnson Investment Counsel serves a diverse range of clients, including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and it offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Stephen Crone is a CFP® and ChFC® with 36 years of industry experience. He is currently with Prospera Financial Services, Inc. and has held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, which includes insurance sales and services focusing on traditional life, disability, and long-term care insurance products. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Donald Ennis is a CFP® with four years of industry experience, currently an advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Wright Brothers Global Gas, as well as work at the University of Cincinnati. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. The firm utilizes a team-based investment process that integrates multi-factor quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Todd Kelly is a financial advisor with BFC Planning, Inc. in Cincinnati, OH, holding a Series 66 designation and 18 years of industry experience. He has been with BFC Planning and Securities Management & Research, Inc. since 2014. Outside of his advisory role, Kelly is involved in several business activities related to college planning and insurance, including partnerships in firms focused on college planning services, training financial professionals on college planning marketing, and offering fixed insurance products. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, referrals to outside managers, and various investment programs, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Daniel Schmitz II is a financial advisor at Saxony Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Saxony Capital Management since 2016. Outside of his advisory role, he works as a contract pilot and flight instructor at Lunken Airport and coaches high school golf in the Hamilton, Ohio area. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with a broad range of investment strategies and offers discretionary asset management alongside financial planning and consulting.

Matthew Collins is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Ohio National Equities and THE O.N. Equity Sales Company, where he has been employed since 2014 and 2015, respectively. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Vincent Sobocinski Jr. is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 credential and six years of industry experience. Prior to joining Stratos in 2023, he worked at Novak & Powell Financial Services and Merrill, among other firms. Outside of advising, he consults on medical device development related to brain aneurysm treatment with a family business. Stratos Wealth Advisors LLC is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized financial planning, portfolio management, and access to proprietary investment platforms through its strategic affiliation with SEI entities.

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.

Evan Smith is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with The O.N. Equity Sales Company since 2010. In addition to his advisory role, Smith is involved with JT Clark & Associates, where he conducts financial reviews and designs financial services including insurance and non-registered products. 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, and businesses. The firm offers a range of comprehensive and modular financial plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

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.

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.

Joel Siefert is a CFA® charterholder with 13 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011. 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 other advisory services. Johnson Investment Counsel employs a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized discretionary mandates and automated advisory programs.

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.

George Wong is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2008. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process that combines quantitative equity analysis with macro and micro fixed income approaches, offering discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

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.