Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds the Series 66 designation and has worked at MCF Advisors since 2013, preceded by roles at Lion Street Financial LLC and Equitable Advisors. Outside of his advisory work, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support, employing a tactical asset allocation approach with various third-party platforms and tools.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Robert Carroll is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Carnegie Investment Counsel since 2013 and holds a Series 65 license. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Jason Katz is a CFP® with 12 years of experience in the financial industry. He has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously held a position at The Gorilla Glue Company from 2009 to 2017. Outside of his advisory role, Katz is a co-founder and CFO of Cardinal Spirits, LLC, a spirits company, and is involved with the Cincinnati Estate Planning Council. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms to implement investment strategies.

Maria Flynn is a financial advisor with Kovack Advisors, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at Kovack Securities, Inc. and The Oak Tree Group, where she also operates her investment-related activities. Flynn is involved in several business ventures, including ownership roles in an investment advisory LLC and a real estate group focused on property management and renovation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, and governmental entities, using a combination of in-house models and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Matthew Mog is a financial advisor with Vicus Capital, Inc. in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience, including prior roles at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial planning services to Gen X and Gen Y physicians through WealthKeel LLC. Vicus Capital offers investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, emphasizing retirement-plan consulting and fiduciary services. The firm employs a range of strategies including fundamental and technical analysis, core-satellite models, ESG and faith-based allocations, and provides access to third-party money managers and fee-based programs.

Grace Cappellini is a CFP® professional with one year of experience, currently serving as a financial advisor at Root Financial Partners. She previously worked at THOR Wealth Management and Glass City Federal Credit Union. Grace is based in Cincinnati, OH. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives, and offers educational programs and specialized portfolio techniques as appropriate.

David Francis is a financial advisor with Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding 12 years of industry experience. He has been with Bartlett & Co. Wealth Management since 2018 and previously worked with Bartlett & Co. LLC from 2012 to 2018. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and uses mutual funds and ETFs to implement targeted exposures, while also integrating with the Focus Financial Partners network and affiliated service offerings.

Keith Dershem is a CFP® professional with 11 years of industry experience, currently serving at Bartlett & Co. Wealth Management LLC since 2021. He previously worked at U.S. Bank and Fifth Third Securities, Inc. His community involvement includes leadership roles on several nonprofit boards, such as serving as President of the Cincinnati Estate Planning Council and Chairman of the Evans Scholars Foundation scholarship house. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and 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 is notable for its integration with the Focus Financial Partners network and specialized support for ERISA and public-sector clients.

Catherine Crawford is a CFP® professional with six years of industry experience, currently with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. She has been with Bartlett Wealth Management since 2012. Bartlett & Co. Wealth Management 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 for fixed income and is integrated with the Focus Financial Partners network, providing access to affiliate and third-party solutions for clients.

Michael Cambron is a CFA® charterholder with 38 years of experience in the financial industry. He has been with Bartlett & Co. Wealth Management since 2018 and previously worked at Bartlett & Co. LLC from 2012 to 2018. He holds the Series 63 license and is based in Cincinnati, OH. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, including corporate and nonprofit retirement plans. The firm employs an active, client-specific investment approach focused on diversification and a relative-value fixed income philosophy, providing discretionary wealth management, comprehensive financial planning, and consulting services.

Gregory Fasig is a CFP® professional with 21 years of industry experience, currently with Aspiriant, LLC where he has worked since 2012. He is based in Cincinnati, OH and holds Series 63 and Series 65 licenses. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs using a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office capabilities including accounting and banking support.

Mark Miller is a CFP® professional with 25 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2003 and has held roles at affiliated firms including ValMark Securities, Inc. Outside of his advisory work, he provides mentorship to students at Xavier University and serves on the investment committee of the Redwood/Dorothy Wood Foundation. 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’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing a variety of platforms and third-party managers, with ongoing monitoring and review by its investment advisory representatives.

Dionicio Trevino is a financial advisor at United Advisor Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NEXT Financial Group for 10 years. Outside of advisory services, he owns Trevino Financial Group LLC and is involved in insurance through Trevino Insurance Group Inc. United Advisor Group provides investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm serves a diverse client base using discretionary portfolio management that incorporates proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategies, and time horizons.

Justin Ellis is a CFA® charterholder with three years of industry experience. He has worked at Bartlett & Co. Wealth Management LLC since 2022 and previously spent seven years at Fifth Third Bank. Ellis serves as a committee member for the Cise Education Fund and is a board member of the CFA Society of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, integrating third-party platforms and maintaining affiliations within the Focus Financial Partners network.

Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

Timothy Back is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Bartlett & Co. Wealth Management LLC and previously spent eleven years at First Financial Bank. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, leveraging mutual funds, ETFs, and third-party platforms while maintaining integration with the Focus Financial Partners network.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.

Adam Morton is a CFP® professional at Constellation Wealth Advisors with 10 years of industry experience. He has worked at Constellation since 2020 and previously held roles at Fort Washington Investment Advisors and Riverpoint Capital Management. Morton serves on the boards of directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations based in Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages a diversified portfolio that includes public markets and private placements, operates a proprietary private capital platform, and employs a documented due-diligence process with an Investment Committee.