Timothy Alvarado is a financial advisor with On Investment Management CO based in Lees Summit, MO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of his advisory role, he is involved in non-investment insurance sales, including group and individual life, disability, and health insurance products. 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 combination of fee-based planning, access to third-party investment programs, and both discretionary and non-discretionary managed account options.

Benjamin Pantalone is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. His prior experience includes roles at the University of Kentucky, Spectrum Financial Alliance Ltd, General Electric, and Cincinnati Financial. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement plan advisory. The firm utilizes an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing, delivered with integrated tax and administrative services through related entities.

Brian Hodgeman is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Evergreen Consulting and M Holdings Securities, and he has operated the HTT Agency since 2006. Outside of investment advisory, he owns Hodgeman Insurance & Financial, LLC, which manages property, casualty, and life insurance commissions. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth investors, offering discretionary portfolio management through both automated and advisor-led services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios across multiple risk tiers and incorporates automated rebalancing and tax-sensitive features.

Randolph Railey is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at KFG Wealth Management LLC and Avantax firms, alongside over five decades managing Railey Business Service. Outside of his advisory work, he serves as Treasurer for the TEAM Foundation, a nonprofit supporting sports activities in the Covington Public School District. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Gwendelyn Keihl is a Certified Financial Planner™ at Truepoint, Inc. in Cincinnati, Ohio, with six years of industry experience. She previously worked at Johnson Investment Counsel, Inc. for nine years before joining Truepoint. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides 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, and it offers integrated tax and administrative services through related entities.

Richard Orred is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at The O. N. Equity Sales Company since 2013 and Ohio National Financial Services since 2012, alongside roles at Sig Advisors, LLC and Sig Securities, LLC dating back to the early 2000s. In addition to his advisory work, he operates as an independent insurance agent representing various carriers. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan participants. The firm offers a combination of third-party discretionary programs and adviser-directed managed accounts, with a significant portion of assets managed on a non-discretionary basis.

David Kecskes is a financial advisor at Zacks Investment Management, Inc. in Cincinnati, OH, with 32 years of industry experience. He has been with Zacks Investment Management since 2008 and holds the Series 63 and Series 66 designations. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a combination of quantitative and qualitative analysis through proprietary stock-ranking models and offers a wide range of investment strategies and vehicles, operating across retail, institutional, and third-party distribution channels.

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. He holds a Series 65 designation and has been with DayMark since 2023. Prior to his advisory role, he attended the University of Dayton and has work experience outside of the financial industry, including positions at Chipotle Mexican Grill and St. Xavier High School. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a range of investment strategies and combining in-house models with third-party managers, while also engaging in insurance distribution and private fund management.

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, OH, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. He has been with StoneX Advisors since 2025 and was previously associated with StoneX Securities starting in 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.

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 Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH. He has one year of industry experience, including roles as an institutional portfolio analyst intern and work 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, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using proprietary models that emphasize low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products when appropriate.

Nathan Furniss is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2012. In addition to his advisory work, he is involved in insurance sales covering life, health, long-term care, disability, property and casualty, and fixed annuities. On Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company 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 a range of services including access to third-party investment programs and frequently operates with a dual-registration broker-dealer model.