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 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Advantage Investment Management and LPL Financial. Flannery serves as a board member of The Ohio Masonic Home Foundation, a charitable organization supporting Ohio Masonic Home Communities. Souders Financial Advisors provides wealth management, financial planning, and related services to individuals, trusts, pension plans, and foundations. The firm’s investment approach is based on goal- and time-horizon-driven financial plans that guide diversified portfolios, combining team-based insights with a mix of long- and short-term trading strategies.

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® with nine years of industry experience, currently serving as a financial advisor at Altus Wealth Management, LLC. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and charitable organizations. The firm employs a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on diversified portfolios with low-cost ETFs, mutual funds, and individual fixed-income securities.

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® with 11 years of industry experience and is associated with HCM Wealth Advisors. He has worked at Hengehold Capital Management LLC since 2009, totaling 17 years in that organization. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a model-based, long-term asset allocation process and manages approximately $1.23 billion in client assets through discretionary portfolio management and comprehensive financial planning.

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 with 20 years of industry experience, currently serving at Legacy Financial Advisors, Inc. and Triad Advisors, Inc. since 2014. Prior to that, he worked at Fidelity from 2007 to 2013. Legacy Financial Advisors serves individuals, families, closely held 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 emphasizes diversification and asset allocation and manages approximately $1.5 billion in client assets through a multi-advisor team.

Douglas Johnson is a CFA® charterholder with 22 years of industry experience. He has been with HCM Wealth Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2006 to 2017. 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 comprehensive financial planning.

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 at HCM Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hengehold Capital Management LLC since 2000. HCM Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages model-driven asset allocation portfolios and oversees approximately $1.23 billion in client assets, employing long-term investment strategies that include options and third-party sub-advisers when suitable.

James Eutsler is a Certified Financial Planner (CFP®) with 11 years of experience, currently serving at HCM Wealth Advisors. He has been with Hengehold Capital Management LLC since 2015. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.

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.

Kellen Finan is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He holds a Series 65 designation and joined the firm in 2026. His prior experience includes roles at the Federal Home Loan Bank of Cincinnati and various positions outside the financial industry, including work at SwimSafe Pool Management Inc. and the Evendale Recreation Center. Souders Financial Advisors provides wealth management, financial planning, retirement income planning, and trust services to individuals, high-net-worth clients, pension plans, and foundations. The firm’s investment approach integrates financial planning with diversified portfolios and combines team-based perspectives with tailored asset allocation strategies.

Michael Hengehold is a financial advisor with HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including over 30 years with Hengehold Capital Management LLC. HCM Wealth Advisors is an SEC-registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation strategy supported by fundamental, technical, quantitative, and qualitative analysis, managing approximately $1.23 billion in client assets.

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.

Thomas Macey is a financial advisor at Souders Financial Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory role, he is involved in an independent insurance agency specializing in health, long-term care, disability income, group benefits, and property and casualty insurance. Souders Financial Advisors provides wealth management, financial planning, portfolio management, and retirement income planning services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial planning-driven investment process that incorporates diversified, quality investments and combines team-based portfolio management with both long- and short-term trading strategies.