Samantha Florio is a Certified Financial Planner® with four years of industry experience. She is currently an advisor at Gearhart & Associates, where she has worked since 2024. Prior to this, she held roles at W&S Brokerage and Western Southern Life. Gearhart & Associates serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans through discretionary and non-discretionary investment management. The firm employs a primarily fundamental, long-term investment approach with customized portfolios that may include mutual funds, ETFs, equities, and other securities.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Luke Nordman is a CFP® professional at Wealthquest Corporation in Cincinnati, OH, with three years of industry experience. Prior to joining Wealthquest, he worked in various roles including positions at Profile Products, Taylor University, and Clarke Environmental. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax preparation. The firm uses a committee-driven investment approach and offers both discretionary and non-discretionary services across multiple custodians.

Brent Gargano is a CFP® professional at National Wealth Management Group, LLC with 12 years of experience in the financial services industry. He has held positions at UBS Financial Services and Fidelity, including Fidelity Brokerage Services, before joining National Wealth Management Group in 2022. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and to retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a variety of portfolio management and consulting services through multiple program platforms and custodians.

Thomas Ebner Jr. is an advisor at Southland Equity Partners, LLC, holding a Series 63 designation with 38 years of industry experience. He worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension plans, and businesses by offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Jenny Burns is a CFP® with three years of industry experience, currently serving as an advisor at Wealthquest Corporation in Cincinnati, OH. She has been with Wealthquest Corporation since 2006, contributing to a multi-advisor team. Wealthquest Corporation provides advisory services to individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered programs that include portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion across 1,583 clients, utilizing an Investment Committee to guide decisions and employing various asset classes and technology platforms to support client needs.

Matthew Calme is a CFP®-certified financial advisor at HCM Wealth Advisors in Cincinnati, Ohio, with 12 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. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and regular client communications, overseeing approximately $1.23 billion in client assets.

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.

Keith Lewis is a financial advisor at Omega Wealth Private Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory roles, he spent nearly two decades involved with Wine Cellar Innovations. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in assets. The firm uses model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing, incorporating fundamental and technical analysis along with AI tools.

Bradley Johansen is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH, holding a Series 65 license and one year of industry experience. Prior to joining Omega Wealth, he worked at Wilson Private Capital, TAP Insurance, and Magellan Financial, and has a background in media with roles at NBC4, WRAL-TV, and WKRC-TV. Outside of advising, he operates Brad Johansen Media, specializing in speaking, public relations, and hosting. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients using model portfolios and managed accounts, combining fundamental and technical analysis with sub-advisory models and AI tools.

Amina Addington is a financial advisor at Foster & Motley Inc. with a Series 65 credential and one year of industry experience. Prior to joining Foster & Motley, she held various roles including positions at the University of Kentucky and Hamilton County. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management to endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, and ETFs, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Christine Stine is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews portfolios and makes tactical decisions.

Steven Hengehold is a CFP® professional with 11 years of industry experience. He has been with Hengehold Capital Management since 2014. He is based in Cincinnati, OH, and holds a Series 65 license. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation process supported by fundamental, technical, quantitative, and qualitative analysis, and incorporates discretionary trading and strategies such as options and third-party sub-advisers when appropriate.

Robert Stone is a financial advisor at Bullseye Investment Management, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Kentucky One Health for 21 years. Outside of his advisory role, Stone works part time as a staff pharmacist at Costco. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm employs a client-focused investment approach using global macro, cyclical, and fundamental analysis while managing diversified portfolios typically consisting of mutual funds, equities, bonds, ETFs, publicly traded REITs, closed-end funds, and UITs.

Bryan Jordan is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently serves at Gearhart & Associates in Cincinnati, OH, and has previously worked with several firms including Fidelity Investments and CensiFi. In addition to his advisory work, Bryan owns RIAID, LLC, a technology consulting business focused on operational efficiency and system integrations for Registered Investment Advisory firms. Gearhart & Associates provides discretionary and non-discretionary investment management to individuals, families, trusts, and qualified retirement plans, utilizing primarily fundamental analysis with a generally long-term investment approach. The firm serves a large client base through a high advisor-to-client ratio and emphasizes operational integration with a single custodial platform.

Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.

Anthony Luckhardt is a CFP® professional with 27 years of industry experience and has been with Foster & Motley, Inc. in Cincinnati, OH since 2007. He holds Series 63 and Series 66 licenses and has spent the majority of his career at the same firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management as well as separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, and utilizes a mix of fixed income, international, and alternative investments tailored to client qualifications.

Thomas Reitzes is a financial advisor at HORAN Wealth, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining HORAN Wealth, he worked at Ameriprise Financial Services from 2016 to 2023. Outside of his advisory role, Reitzes serves on the finance committees of St. Joseph Crescent Springs Catholic Church and the Julie Learning Center, where he assists with budgeting and financial review. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and periodic rebalancing, supported by an internal Investment Committee and tailored client solutions.

Todd Hibner is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. Prior to joining HORAN Wealth, he held roles at Neyer Properties and Wellington Management Company LLP. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach emphasizes asset allocation, diversification, security selection, and rebalancing, supported by an internal Investment Committee and tailored client programs.

Andrew Montanus is a financial advisor at Foster & Motley Inc. with two years of industry experience. He holds a Series 65 designation and previously worked with Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients, managing over $2.88 billion in discretionary assets as of December 31, 2025. The firm employs a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, ETFs, and selective alternative investments.