Zachary Horn is a CFP® professional with 14 years of industry experience. He has been with Foster & Motley Inc in Cincinnati, OH since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that includes financial planning and investment management. The firm employs a bottom-up, core equity approach supported by proprietary quantitative screening alongside fundamental analysis, and it implements fixed income, international, and alternative exposures through a combination of funds and private investments.

Irene Ay Luen Tsai is a CFP®, CFA®, and ChFC® credentialed financial advisor with four years of industry experience. She currently works at Foster & Motley Inc, where she has been since 2026, and previously held roles at Touchstone Securities, Fort Washington Investment Advisors, and Johnson Investment Counsel. Outside of her advisory work, she is the founder of MemoRenes LLC, a custom music and art business, and serves on the investment committee for Life Enriching Communities, a senior living organization. Foster & Motley provides fee-only wealth management and financial planning services to individuals, families, and institutional clients including endowments and foundations. The firm employs a bottom-up, core equity investment approach combined with diversified fixed income and alternatives, managing over $2.88 billion in discretionary assets.

Michael Bain Jr. is a CFP® with 18 years of industry experience, currently serving at MBIA Capital Advisors since 2011. His prior experience includes roles at ON Investment Management Co., Equity Analysts Inc., Sicor Securities Inc., Waddell & Reed, and Ernst & Young Investment Advisers LLP. He is also the owner of a tax planning and compliance business, TAX AND WEALTH PLANNING STRATEGIES, LLC, which includes insurance sales. MBIA Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, retirement accounts, and business entities. The firm employs fundamental analysis with an emphasis on dividend growth and corporate bonds, blending large-cap value with multi-cap growth and momentum strategies, and distinguishes itself through its affiliation with certified public accounting practices and related insurance services.

Benjamin Dobler is a CFP® with seven years of industry experience, currently advising at Financial Rounds in Cincinnati, OH. He has worked at Personal Choice Financial Advisors, LLC, Ameriprise Financial Services, Inc., and Intuit. Dobler is also the founder and sole owner of Stewardship Financial Counsel, a firm offering tax preparation and financial coaching services. Financial Rounds serves individuals and plan sponsors, including high-net-worth households, providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm employs a mix of passive and active strategies tailored to clients’ objectives and supports held-away accounts through a tax-efficient order-management platform.

Todd Brubaker is a financial advisor at Horter Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and The Prudential Insurance Company of America. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm employs an Investment Committee-driven multi-manager approach incorporating tactical and passive models, custom portfolios, and third-party managers, and offers proprietary model blends and access to alternative investments.

Mark Kleespies is a Series 65 licensed advisor at THOR Wealth Management Inc with 26 years of industry experience. He has been with the firm since 1997. THOR Wealth Management oversees approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements, combining fundamental and technical analysis alongside a proprietary mean-reversion model to determine asset-class and style weightings.

Michael Moore Jr. is a financial advisor with Wealthquest Corporation in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wealthquest since 2018 and has been with ARGI Investment Services since 2012. 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 manages approximately $2.22 billion across 1,583 clients using a multi-advisor team approach and emphasizes both discretionary and non-discretionary engagements supported by structured investment strategies and technology platforms.

Bradley Soper is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Foster & Motley, Inc. since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management and separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis.

Patrick Jones is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Sims, he worked at Franklin Wealth Management and WoJo Creative LLC, and has also been involved with Hixson Presbyterian Church and Western Home Communities. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals and business entities. The firm uses a combination of fundamental and technical analysis and offers customized investment programs that may include options strategies, short sales, and alternative investments.

Kevin Mc Cann is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tucker Asset Management LLC. Outside of advisory work, he is a self-employed health insurance sales agent with Kemper Health. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Daniel Vogelpohl is a financial advisor with Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Dimensions in 2017, he worked at Fifth Third Securities and Fifth Third Bank for a combined total of 32 years. Outside of his advisory role, Vogelpohl serves on the boards of several nonprofit organizations, including as Treasurer of the Cincinnati Parks Foundation and the Patty Brisben Foundation, and as a board member of Ronald McDonald House Charities of Greater Cincinnati. Wealth Dimensions Group, Ltd. advises individuals, pension plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and core equity strategies, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Randal Sadler is a financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Coordinated Capital Securities since 1990 and has other long-standing roles dating back to 1973. Outside of his advisory work, he owns several businesses including software development, a landscaping company, and a UV device manufacturing firm, and serves on the board managing college endowment funds. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

David Lohre II is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked with HORAN Securities, Inc. for 16 years before joining HORAN Wealth in 2025. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and periodic rebalancing, with an internal Investment Committee that regularly reviews portfolios and employs a range of investment products tailored to client needs.

Deborah Saas is a financial advisor at Center For Wealth Management Advisory with 39 years of industry experience. She holds a Series 63 designation and previously worked at LPL Financial LLC for 28 years before joining her current firm in 2017. Center For Wealth Management Advisory serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers financial planning, consulting, and portfolio management through a variety of managed-account options and uses strategic and tactical asset-allocation models tailored to client goals and risk tolerance.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

Terence Horan is a ChFC®-designated financial advisor with 46 years of industry experience, currently serving at HORAN Wealth, LLC. He has held leadership roles at Horan Securities, Inc. and Horan Associates Inc. for several decades. Horan is an investment committee member for the Dominican Sisters of Nashville and serves on the board of directors for the University of Cincinnati Economics Center, which promotes economic and financial literacy for K-12 students and teachers. 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 emphasizes asset allocation, diversification, and periodic rebalancing, employing a mix of ETFs, mutual funds, and fixed income products, with tailored client programs and an active internal Investment Committee.

Joseph Wilson III is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Lakota East High School, and GF Investment Services. Wilson is also the managing member and licensed agent at Wilson Private Capital, LLC, an insurance sales firm. 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 through a team of four advisors managing approximately $102 million in discretionary assets, using a combination of model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Michael Riney is a CFP® with 10 years of industry experience, currently serving as an advisor at Wealthquest Corporation since 2019. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and other financial firms. Outside of his advisory work, he holds ownership interests in real estate businesses. 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, with investment decisions made by an Investment Committee utilizing diversified asset-allocation models and multiple custodians.

Lindsey Meredith is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors since 2021. She previously worked at Raymond James & Associates and Wells Fargo Clearing. Outside of her advisory role, she volunteers to offer basic financial education courses through her local church. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts, providing comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates tax-aware strategies, relying on institutional practices and research to guide asset allocation.