Andrew Hermes is a CFP® with 21 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, emphasizing low-cost ETFs and mutual funds, and distinguishes itself with a dedicated fixed-income Preservation model that uses individual bonds alongside strategic and tactical investment approaches.

Cory Sims is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving at Sims Investment Management LLC since 2013. He holds board and advisory roles in several organizations, including a non-profit foundation focused on supporting youth in Philadelphia and a faith-based community development group in Cincinnati. Additionally, he is involved in real estate investment and development activities through various business entities. Sims Investment Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals and business entities. The firm customizes investment programs using a combination of fundamental and technical analysis and offers a range of strategies including options and alternative investments, supported by a dedicated sub-advisory relationship for derivative-based implementations.

Live and Give Financial was started with a vision of increasing access to quality, unbiased advice for families who have not yet accumulated a lot of wealth. Our focus on flat-fee, advice-only planning puts the power back in your hands to learn money management strategies for your own situation. We will empower you to make decisions that will be meaningful for your family. We'll work together on a comprehensive financial plan over the course of 4-6 months. Utilizing research-backed tools we'll have in-depth conversations about your passions and dreams for the future to uncover the goals that are most meaningful to you. From there we'll visit all aspects of your financial picture to set you on the path to holistic wellbeing. Reach out to schedule a conversation about your goals. If I'm not the right fit for your pain points I'll help you find the service that is - which is my ultimate duty as a fiduciary advisor. I look forward to connecting!

Rodney Flannery is a financial advisor at Souders Financial Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Advantage Investment Management, LPL Financial, and Wedgewood Business Solutions. He serves on the board of the Ohio Masonic Home Foundation, a charitable organization supporting Ohio Masonic Home communities. 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 utilizing model portfolios, strategic asset allocation, and diversification, offering services on both discretionary and non-discretionary bases.

Henry Brightwell III is a financial advisor with Formidable Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 10 years with Formidable. Formidable Asset Management is an SEC-registered multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, employing a mix of top-down thematic research and bottom-up fundamental and quantitative analysis, with an emphasis on capital appreciation through actively managed ETFs and other strategies.

Rick Bell is a financial advisor with Crew Capital Management, Ltd. and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Ross, Sinclaire & Associates, LLC, and currently serves as Vice President of Intermediary Sales and Investment Adviser Representative at F/m Investments, LLC. Mr. Bell dedicates most of his time to working with financial professionals on SMA and UMA strategies and spends part of his time providing financial planning and asset allocation recommendations at Crew Capital. Crew Capital Management, Ltd. offers fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process includes assessing client goals and risk tolerance to manage diversified portfolios using a range of securities and third-party managers, while also providing specialized services such as Insurance Diligence Solutions and due diligence on alternative investments.

Alan Eichner is the sole advisor at Eichner Investment Planning, LLC in Cincinnati, OH, holding a Series 65 designation with 21 years of industry experience. He has led his firm since 2010, focusing on customized investment management and planning services. Eichner Investment Planning serves a select group of high-net-worth individuals and families, managing over $650 million in client assets primarily through non-discretionary relationships. The firm emphasizes identifying third-party money managers and investment strategies, implementing client-approved recommendations, and maintaining a high account minimum.

James Gore is a Series 65-licensed financial advisor with THOR Wealth Management Inc in Cincinnati, Ohio, where he has worked since 1992. He has 30 years of industry experience. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total portfolio approach with active, diversified model portfolios guided by written investment policy statements and employs fundamental and technical analysis along with a proprietary mean-reversion model to determine asset-class and style allocations.

Derek Schmidt is a CFP® professional with nine years of industry experience, currently serving at Altus Wealth Management, LLC since 2023. His career includes prior roles at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management provides discretionary investment management and financial planning for individuals, trusts, and charitable organizations, managing approximately $405 million across about 285 client relationships. The firm employs a combined approach of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, using low-cost ETFs and mutual funds alongside individual fixed-income securities in its strategy.

Michael Maisel is a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 designation with 26 years of industry experience. He has been with Legacy Financial Advisors since 2006 and also has experience with Triad Advisors. Outside of his advisory role, he is involved in an education company, Financial Fitness Powered by Legacy, LLC, and co-owns Bridge Partners, USA, which provides insurance solutions for advisors. Legacy Financial Advisors serves individuals, families, businesses, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm operates as a multi-advisor team managing approximately $1.5 billion in client assets, emphasizing diversification and asset allocation with a focus on capital preservation and growth.

Gregory Middendorf is a CFP® professional with 11 years of industry experience, currently serving at HCM Wealth Advisors in Cincinnati, OH. He has been with Hengehold Capital Management LLC since 2009. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation. The firm combines long-term core holdings with tactical positions and employs various analytical methods, including strategies with options and derivatives, managing over $1.23 billion in client assets through a nine-advisor team.

Michael Mcwhinnie is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY. His career includes 18 years at Fidelity Brokerage Services, LLC, followed by roles at Legacy Financial Advisors and Triad Advisors since 2018. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets across about 1,000 clients. The firm serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an emphasis on diversification and asset allocation.

Justin Brown is a CFP® professional at Legacy Financial Advisors, Inc. in Covington, KY, with 19 years of industry experience. He has been with Legacy Financial Advisors and affiliated Triad Advisors, Inc. since 2014. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm manages approximately $1.5 billion in client assets with a focus on diversification, asset allocation, and structured portfolio solutions.

Douglas Johnson is a CFA® charterholder with 21 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years before joining HCM Wealth Advisors in 2017, where he is part of a nine-advisor team based in Cincinnati, OH. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and financial planning. The firm combines long-term core holdings with tactical positions, utilizing fundamental, technical, quantitative, and qualitative analysis, and employs options strategies when appropriate.

Matthew Berning is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 using model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Casey Boland is a financial advisor with HCM Wealth Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been associated with Hengehold Capital Management LLC since 2000. HCM Wealth Advisors serves individual clients, high-net-worth households, trusts, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management based on model-driven asset allocation, financial planning, and oversight of third-party money managers, combining multiple analytical approaches and employing options and derivatives strategies where appropriate.

James Eutsler is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2015. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and third-party money manager oversight. The firm combines various analytical approaches and employs options strategies, managing over $1.23 billion in client assets with a nine-advisor team.

Andrew Molnar is a CFA® charterholder with seven years of industry experience. He has been with THOR Investment Management Inc since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and serves 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 and combines fundamental and technical analysis with a proprietary mean-reversion model to determine asset-class and style weightings.

Michael Hengehold is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has worked at Hengehold Capital Management LLC since 1990. HCM Wealth Advisors serves individuals, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm’s investment approach combines model-based asset allocation with fundamental, technical, quantitative, and qualitative analysis, incorporating options strategies and separately managed accounts.

Matthew Aquilia is a CFP® certificant with 14 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., a team of 13 advisors based in Covington, KY. Aquilia has been with Legacy Financial Advisors and its affiliated broker-dealer, Triad Advisors, Inc., since 2015. Outside of his financial advisory role, he works as a youth soccer referee. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management. The firm emphasizes diversification and asset allocation, managing approximately $1.5 billion in client assets.