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 credentials and bringing 30 years of industry experience. His prior roles include positions at Kayne Anderson Rudnick Investment Management, VP Distributors Inc, and WCM Investment Management. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and maintains custodial relationships with major firms like Fidelity and Schwab.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, employing a mix of analytical methods and ongoing portfolio monitoring.

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.

Noah Sayre is a CFP® professional currently with MCF Advisors, LLC in Cincinnati, OH. He has one year of experience at MCF Advisors and six years of prior experience at Wealth Planning Corporation. Before his advisory roles, he worked for four years at Thomas More University. MCF Advisors serves a range of clients including individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm uses a tactical asset allocation strategy with an emphasis on risk management and offers integrated wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, CFO services, and estate-planning support through in-house attorneys.

Troy Crook is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. He has 11 years of industry experience, including roles at Valmark Securities, Inc., Valmark Advisers, Inc., and W3 Wealth Advisors, LLC. Outside of his advisory work, Crook serves as a director of Glory to God International Ministries, overseeing mission trips in Nigeria. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing both proprietary and third-party platforms, with ongoing portfolio monitoring and rebalancing conducted by investment advisory representatives under committee oversight.

Lori Poole is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to this, she worked at Bartlett & Co. LLC from 2012 to 2018. She is a board member of the Alpaugh Family Economics Center, a nonprofit focused on financial education and economic development. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Joshua Feld is a financial advisor at CX Institutional, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining CX Institutional in 2025, he worked at Western & Southern Life and held positions at the University of Cincinnati. He also manages a self-directed stock portfolio. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios including ESG and blockchain options.

Daryl Demo is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. In addition to his advisory role, he is an insurance agent providing guidance on fixed insurance products. DayMark Wealth Partners serves individuals, including high-net-worth clients, trusts, pension and retirement plans, and institutional clients. The firm offers asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and institutional consulting, managing approximately $3.94 billion in assets across a team of 19 advisors.

Skye Garland is a CFP® and CFA® affiliated with Carnegie Investment Counsel, with five years of industry experience. Prior to joining Carnegie in 2025, Garland worked at Constellation Wealth Advisors, Johnson Investment Counsel, Mariner Wealth Advisors, and FEG Investment Advisors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.

Ryan Klekar is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, Ohio. He has been with Truepoint since 2011. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax services, and estate planning support. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and is 100% employee-owned with specialized services including institutional and digital advisory platforms.

Kyle Pohlman is a CFA® charterholder with 11 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2018 and previously worked at Bartlett & Co. LLC from 2012 to 2018. Outside of his advisory role, he serves as Treasurer and a member of the Executive Committee for the Contemporary Arts Center in Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, and it operates within the Focus Financial Partners network, offering access to various affiliate and third-party solutions.

Donald Jump is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2017, following eight years at Tuttle Wealth Management and over four decades at his own CPA firm, Donald M Jump & Company. Outside of advising, he serves as treasurer for the Christian Business Men's Committee and a local homeowners association. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both model and customized portfolios with a variety of investment strategies tailored to client objectives and risk tolerance.

Nathan Johnson is a CFP® with five years of industry experience and is an advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2014. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, tax support, and estate planning services. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Gerald Yox is a CFP® professional with 24 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Wealth Planning Corporation and TIAA-CREF. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm combines wealth management and financial planning with portfolio management and non-investment services such as tax preparation and estate-planning support, employing a tactical asset allocation approach that emphasizes risk management and diversified portfolios.

David Snopkowski is a financial advisor at Constellation Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital Group LLC for seven years and at the University of Cincinnati for four years. He serves as a mentor to the Student Fund Investment Committee at the University of Cincinnati's Johnson Investment Counsel Student-Managed Fund. 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 client assets and offers diversified strategies across public and private markets, including private capital solutions and performance-based fee arrangements.

Walter Lunsford is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Raymond James & Associates and 9258 Wealth Management, where he also served as President and CEO. Outside of advising, he is Executive Director of The Hatton Foundation, a private family foundation, and oversees two agricultural enterprises, Lunsford Cattle Company, LLC and Lunsford Ridge Farm, LLC. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors, managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of wealth management and financial planning services.

Vincenzo Costanzo is a financial advisor at DayMark Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade before joining DayMark in 2026. Outside of his advisory role, he teaches yoga. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies and managers, including alternatives and private securities, and functions as a sub-adviser to private funds and separately managed accounts.