Mark Bates is a CFP® professional with 21 years of experience in the financial industry. He has been with Wealthquest Corporation in Cincinnati, OH since 2010, serving as part of a multi-advisor team. Wealthquest Corporation advises individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages over $2 billion using asset-allocation models implemented by an Investment Committee and offers both discretionary and non-discretionary services.

Kenneth Leist is a financial advisor at Eubel Brady & Suttman in Dayton, OH, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with annually audited financials and employs a range of fundamental research-driven investment strategies.

Robert Feather is a CFP® and ChFC® with 14 years of industry experience. He currently serves at Wealth Dimensions Family Office, Inc. and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He holds insurance licenses in Ohio and Kentucky to offer insurance products to clients. Wealth Dimensions Family Office, Inc. provides family office and investment management services to high-net-worth individuals and their related entities, focusing on comprehensive financial planning, estate consultation, philanthropy support, and discretionary portfolio management. The firm emphasizes selecting and monitoring separate account managers and offers a range of administrative and consulting services tailored to its clients.

Robert Reichwein is a financial advisor at Wealthquest Corporation with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Total Wealth Planning and Protective Life. Reichwein previously worked at the University of Cincinnati and The Christ Hospital. 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 return preparation. The firm employs a multi-advisor team approach, managing approximately $2.22 billion for over 1,500 clients with investment decisions driven by an Investment Committee and implemented across multiple custodians using diverse asset classes and strategies.

Robert Leshnak Jr. is a CFP® with 38 years of industry experience, currently serving as an advisory representative at Southland Equity Partners, LLC. His prior experience includes 26 years at FSC Securities Corporation and three years at OSAIC. Leshnak holds an Enrolled Agent (EA) designation and operates a tax preparation business in Ohio. He also serves as a board member for Mount Notre Dame High School and is president of the Liberty Centre Office Condo Association. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses by providing financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios managed on discretionary or non-discretionary bases.

Stephanie Warrick is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding eight years of industry experience. She has been with Eubel Brady & Suttman Asset Management, Inc. since 2001. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with active portfolio management and a focus on fundamental long-term strategies.

Matthew Weed is a CFP® and CFA® with 18 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2015, working as part of a four-advisor team. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee, offering growth, balanced, and conservative strategies with portfolios typically constructed for multi-year horizons.

Egan Rosell is a CFP® professional with six years of experience, currently with Eubel Brady & Suttman Asset Management, Inc. He has held multiple roles at the firm since 2014 and also worked at Wright State University and 22 Three Inc. His background includes both financial advisory and academic experience. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles, using a team-based advisory model. The firm serves both high-net-worth clients and institutional-type investors and manages proprietary mutual funds and private pooled LLCs with specific performance-based compensation structures.

Mark Merten is a financial advisor with Invest Capital Partners in Springboro, Ohio, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, and he serves as president of Merten Capital, LLC, an investment advisory business. Invest Capital Partners offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines portfolio management with comprehensive financial planning, employing a range of analytical methods and investment strategies tailored to client objectives.

John Bach Jr. is a CFP® with 18 years of industry experience, currently serving at Invest Capital Partners. His prior roles include positions at L.M. Kohn & Company and Main Street Not Wall Street. He is also the sole managing member of Midwestern Insurance Management, an insurance agency selling health, life, property, and casualty insurance. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm integrates portfolio management within a broader financial planning process, offering both discretionary and non-discretionary portfolio management alongside stand-alone financial planning.

Curtis Riley II is a financial advisor at Invest Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Park Avenue Securities. In addition to his advisory work, he is a pricing manager at Triad Technologies and co-owns two businesses outside the investment field: Arrow Painting and Trifecta Tax Services. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with comprehensive financial planning, utilizing various analytical methods and tailored client consultations.

Jeffrey Lutz is a financial advisor at Invest Capital Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Midwestern Wealth Management and serves as an independent insurance agent at Midwestern Insurance Management. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with financial planning, using a range of analytical methods and investment strategies tailored to each client’s objectives.

Noah Henson is a financial advisor at National Wealth Management Group, LLC with nine years of industry experience. He holds a Series 63 credential and has previously worked at LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, Henson is the junior varsity head coach for the high school baseball team at Villa Madonna Academy in Kentucky. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and offers a range of services including portfolio management, retirement plan consulting, and estate-plan coordination.

Tyler Koebbe is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Horter in 2025, he worked at W&S Brokerage Services, Western and Southern Life, United Parcel Service, and Pacific Aerospace. He is also an insurance agent with Horter Financial Services. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm uses an Investment Committee-driven, multi-manager approach that includes tactical and passive portfolios, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Teresa King is a financial advisor at Eubel Brady & Suttman with 22 years of industry experience. She has been with the firm since 2003 and holds Series 63 and Series 65 designations. Eubel Brady & Suttman provides discretionary investment management and financial planning for individuals, retirement plans, trusts, and institutional clients using a team-based advisory approach. The firm manages proprietary mutual funds and multiple private pooled investment vehicles, offering actively managed portfolios with fundamental research and long-term strategies.

Tyrone Phillippi is a CFP® with 19 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. Prior to that, he worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

John Peters II is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at multiple firms, including a decade at Horter Financial Strategies and Horter Investment Management, and currently maintains a marketing and lead generation role with Tactical Income Architects, LLC. Outside of his advisory work, he volunteers at Cincinnati Children's Hospital Medical Center. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses an algorithmic research platform focused on technical and quantitative methods to manage investment strategies aligned with client risk profiles and objectives.

Bradford Smith is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 65 and Series 63 credentials and bringing 22 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ameritas Advisory Services, and Freestone Capital, among others. On Investment Management CO is a SEC-registered investment adviser that serves individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm combines discretionary and non-discretionary management approaches and offers access to third-party investment programs.

Leah Schulte is a CFP® with 14 years of industry experience, currently serving at Waverly Advisors, LLC. Her prior work includes roles at LPL Financial, LNCO LLC, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corporation. She is also the owner of The Next Adventurous Child LLC, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser 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 services including financial planning and multi-family office support.

Todd Lyon is a CFP® and holds a Series 63 license. He is currently with MCF Advisors, LLC and has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation. MCF Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm offers a tactical asset allocation approach with an emphasis on risk management and provides a range of services including wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, and estate-planning support through in-house attorneys.