Wealth Management Society of NW Ohio
March 2026 meeting
Beyond the Prompt: Unlocking the Power of Large Language Models
A presentation on Artificial Intelligence and Large Language Models (LLMs), tailored for finance professionals of all experience levels. It explores how these technologies drive efficiency, innovation, and competitive advantage in financial services, including fraud detection, compliance, market analysis, and personalized advisory, with parallels to proven applications in healthcare, legal, and other knowledge-intensive fields. Attendees will gain practical insights into the benefits, risks, and near-future opportunities to navigate AI's growing role in finance.
SPEAKER: Christopher Henry, Carnegie Investment Counsel
Christopher Henry is Vice President and Portfolio Manager at Carnegie Investment Counsel, a registered investment advisory firm with offices across the U.S., including Toledo, Ohio. Since joining the firm in 2018, Christopher has focused on delivering personalized, fee-only investment management, building customized portfolios that prioritize clients' long-term goals without commission-driven incentives.
With more than 15 years of experience in wealth management, Christopher is passionate about objective, transparent financial guidance and frequently speaks on topics related to portfolio strategy, equity analysis, and preserving generational wealth. He earned his Bachelor of Business Administration in Finance, with a minor in Accounting, from the University of Toledo.
DATE: Monday March 9, 2026
WHERE: Manhattan’s Pub & Cheer, 1516 Adams St., Toledo OH 43604
TIME: 12 Noon buffet lunch, followed by the program
COST: WMSNWO members: No Charge
All Others: $20.00 (Student non-members: no charge)
Guests register using button at top of this page
Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664, linda.bowyer@utoledo.edu
Reservations must be received by 5pm Friday March 6, 2026
If you prefer a vegetarian lunch, please let Linda know.