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.

Leo Carr is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC with five years of industry experience. His prior experience includes roles at Manhattan Life, JP Morgan Chase Bank NA, JPMorgan Securities LLC, Ruffalo Noel Levitz, and The Ohio State University. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm uses household-level Investment Policy Statements, combines in-house oversight with third-party managers, and integrates closely with Fifth Third Bank to deliver portfolio management and financial planning services.

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.

Joseph Carlo is a CFP® with six years of industry experience, currently with Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at the University of Cincinnati and Cincinnati Opera. Outside of his advisory work, he is a member of two horse racing ventures, Carlo Ventures LLC and Broadway Unlimited LLC. 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 quantitative equity analysis with macro and micro fixed income strategies, and it offers services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Adam Lipton is a CFP® professional with nine years of experience in financial advisory services. He has been with Truepoint, Inc. since 2015, working within various capacities at the firm. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. 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.

Timothy Dougherty is a CFP® professional with eight years of industry experience, currently serving as an advisor at MCF Advisors, LLC. His prior experience includes roles at Wealth Planning Corporation and Fidelity, where he held positions in both advisory and brokerage services. MCF Advisors serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering comprehensive wealth management, financial planning, and non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and portfolio diversification, utilizing discretionary management through third-party platforms.

Carson Krueger is a financial advisor at WesBanco Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank, Inc. for two years and spent ten years in education. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Andrea Ernst is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. Prior to joining Johnson Investment Counsel in 2023, she worked at Fifth Third Bank for seven years. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process that integrates quantitative equity strategies with fixed-income management and offers a range of services from discretionary portfolio management to pension consulting and mutual fund advisory.

Susan Farlow is an investment advisor representative with Octavia Wealth Advisors LLC based in Cincinnati, Ohio, with 15 years of industry experience. She is dually registered as an investment advisor representative and a registered representative with Purshe Kaplan Sterling Investments, Inc., and also serves as an insurance agent with Octavia Risk Management LLC. Her prior experience includes roles at UBS Financial Services, Inc. and PNC Investments. 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 customized portfolio management favoring low-cost ETFs, mutual funds, and individual securities, along with alternative investments and specialized retirement plan advisory services.

Andrew Holthaus is a CFA® charterholder with two years of experience at Bartlett & Co. Wealth Management LLC in Cincinnati, OH. Prior to joining Bartlett, he worked at Fifth Third Bank from 2015 to 2024 in various roles. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and specialized fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms while integrating with the Focus Financial Partners network.

Jonathan Finkler is a financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding a Series 65 designation with over 20 years of experience. He worked at Fifth Third Wealth Advisors for 19 years before joining Bartlett in 2024. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and various institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis while leveraging third-party platforms and its affiliation with Focus Financial Partners to offer a range of financial and insurance solutions.

Carol Hoffman is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at The Mather Group, LLC since 2023 and previously spent 15 years with Clear Perspectives Financial Planning, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions including direct indexing and ESG factor portfolios.

Courtney Weber is a CFP® professional with nine years of industry experience, currently serving at Truepoint, Inc. in Cincinnati, OH. She has been with Truepoint since 2006. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including family office services, employing an evidence-based investment approach focused on diversified asset allocation and low-cost index funds. The firm is fee-only, employee-owned, and integrates tax and administrative services alongside its advisory offerings.

Jonathan Mcevoy is a CFP®-designated financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with 14 years of industry experience. He has worked at Johnson Investment Counsel since 2015. Outside of his advisory role, he is involved in several personal real estate investment ventures. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management, financial planning, pension consulting, and manages separate account portfolios through its institutional division, employing a team-based, multi-factor quantitative approach to portfolio construction.

Louis Roedersheimer Jr. is a CFP® professional affiliated with M Holdings Securities, Inc. He has 15 years of industry experience and has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory work, he is a board member of the Elder High School Alumni Board and owns a consulting business, Blue Bagger, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining investment management with financial planning and consulting delivered via both discretionary programs and third-party sub-advisors.

Michael Dusold is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Creative Financial Designs since 2010. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Robert Martin is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Johnson Investment Counsel, Inc. since 2015, holding various roles within the firm during that time. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining 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 management for third-party platforms.

Eric Bachus is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His entire professional career has been with Johnson Investment Counsel, where he has worked since 2018. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services among other offerings.