Mark Schmerge is the president of Schmerge Executive Planning Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He has been with Fortune Financial Services, Inc. since 2012 and has led his own firm since 1989. Schmerge is also an independent insurance agent. Schmerge Executive Planning Services provides wealth management and financial planning for individuals, families, trusts, corporations, and company retirement plans. The firm employs model-driven investment strategies sourced from third-party research and manages portfolios on a discretionary basis with an emphasis on downside risk control.

Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Eric Hamberg is a CFP® with 18 years of experience in financial advising. He is associated with Rik Saylor Financial, Inc., where he has worked since 2012, and previously worked at Triad Advisors and LPL Financial LLC. Outside of his advisory work, Hamberg serves as board chair and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting underprivileged babies. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients, offering tailored portfolio management and financial planning. The firm employs a diversified investment approach that includes ETFs, equities, debt instruments, options, and alternative investments, supported by third-party risk assessment and tax-planning tools.

Carly Wayne is a financial advisor at Wayne Financial LLC in North Bend, Ohio, holding a Series 65 designation with one year of experience at the firm. Prior to founding Wayne Financial, she worked six years at SocialCoaster Inc. d/b/a BVIRAL and held roles in the restaurant industry from 2015 to 2019. Wayne Financial LLC is an independent SEC-registered investment adviser managing approximately $16 million for a small client base. The firm offers discretionary portfolio management and financial planning, primarily recommending equities and ETFs using a variety of analytical methods within long-term strategies.

Nathanial Parker is a financial advisor with Rik Saylor Financial, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial LLC, National Planning Corporation, and Ameriprise Financial Services, Inc. He is also a notary public. Rik Saylor Financial serves individuals, trusts, employer-sponsored retirement plans, and other institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a range of investment vehicles and employs third-party platforms for risk assessment, account monitoring, and estate document facilitation.

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

I started my career at Fidelity Investments before transitioning to Merrill Lynch to join a wealth management team managing $2.2 billion in assets. In January 2020, I broke away from Merrill Lynch to found Incline Wealth Advisors, an independent, fiduciary, wealth management firm. I had to persevere a very tough start when the Covid pandemic broke out in early 2020, but was able to make it through the tough times with my business. I have since grown tremendously since then and have brought on two employees. Through my business I work closely with business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions and succession planning. In 2022, I acquired a local business called GameMaster Athletic. In addition to being an owner in the business I sit on our Board of Directors and oversee some operations with our current CEO. I am married and have 5 children. Certifications: • CERTIFIED FINANCIAL PLANNER Community Work: • Elder High School Investment Committee • Western Economic Counsel: Board Member & Treasurer • Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member • Former: Thomas More Alumni Association: Board Member • Future Our Lady of Visitation Basketball Coordinator

Rik Saylor is the principal of Rik Saylor Financial, Inc. in Fairfield, Ohio, with 30 years of industry experience. He has held roles at Triad Advisors and LPL Financial, and has led his firm since 1998. Outside of financial advising, he owns a business consulting firm specializing in business evaluation and exit planning. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients with discretionary portfolio management and financial planning. The firm customizes portfolios using a range of investment vehicles and employs third-party tools for risk assessment, tax planning, and estate document facilitation.

John Wernke is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has seven years of industry experience. Prior to joining Berthel Fisher in 2020, he worked at Primerica Advisors and Primerica Financial Services from 2017 to 2020, and he has extensive experience from his work at Wernkesteel from 1987 to 2020. Outside of his advisory role, he serves as Treasurer for the Harrison Kiwanis, a nonprofit focused on raising funds and awareness for children. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Philip Scott is a financial advisor at Souders Financial Advisors, LLC with 34 years of industry experience. He has previously worked at Advantage Investment Management LLC and LPL Financial LLC. Outside of his advisory role, he owns and operates B3 Academy LLC, a sports training and coaching academy for select baseball and basketball athletes. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification across asset classes.

Daniel Rinck is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and several independent advisory practices prior to joining HCM Wealth Advisors in 2017. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and third-party manager selection. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis along with options strategies and separately managed accounts, managing over $1.23 billion in client assets.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. He previously worked at Great American Insurance Company and TPC Rivers Bend. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification across asset classes.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Private Client Services, Lpl Financial LLC, and Advantage Investment Management, LLC. Outside of advising, he is involved in insurance sales. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach utilizing model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Jake Butcher is a CFP® professional at HCM Wealth Advisors in Cincinnati, OH, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2011. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management centered on model-based asset allocation, financial planning, and third-party manager oversight. The firm integrates long-term core holdings with tactical positions and employs a range of analytical approaches, including options strategies and separately managed accounts, managing over $1.23 billion in assets with a nine-advisor team.

Ryan Bonaventura is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, Ohio, with 20 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC and Advantage Investment Management, LLC. Bonaventura is also involved with Bonaventura Wealth Advisors, focusing on financial planning and advisory services. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach with personalized portfolio management, strategic asset allocation, and diversification across asset classes, offering services on both discretionary and non-discretionary bases.

Daniel Souders is a CFP® professional with 36 years of industry experience, currently serving as president and advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He previously worked at Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. In addition to his advisory role, he holds leadership positions in related financial services entities, including serving as president of Souders Financial Group Inc. and trustee of the Souders Financial Group 401(k) plan. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Matthew Calme is a Certified Financial Planner® with 11 years of industry experience. He has worked at HCM Wealth Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Calme is based in Cincinnati, OH and holds Series 63 and Series 66 licenses. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm’s investment approach blends long-term core holdings with short-term tactical positions and incorporates options strategies, model-based asset allocation, and continuous monitoring of client accounts alongside a firm-owned model portfolio.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

Steven Hengehold is a CFP® with 10 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Hengehold Capital Management since 2014. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm employs a combined investment approach using long-term core holdings and short-term tactical positions, including options strategies, and manages over $1.23 billion in client assets across a nine-advisor team.