Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 credential with six years of industry experience. He has worked at Souders Financial Group since 2019, following roles at TPC Rivers Bend, Great American Insurance Company, and Which Wich. Souders Financial Advisors is a multi-advisor firm managing approximately $1.41 billion, providing wealth management, financial planning, and portfolio management services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial plan-based investment approach that integrates diversified portfolios with tailored asset allocation and both long- and short-term trading strategies.

Christopher Wright is a financial advisor with LPL Financial in Milford, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with LPL Financial since 2008 and also provides investment advisory services through Center for Wealth Management, an independent registered investment advisor he started in 2014. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Kathleen Laverde is a financial advisor at HORAN Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and other financial firms. 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 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 model portfolios and makes tactical decisions.

Elizabeth Green is a CFA® charterholder with 23 years of experience in the financial industry, all of which she has spent at Foster & Motley, Inc. in Cincinnati, OH. She has been with the firm since 2003. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, combining financial planning with ongoing investment management and offering access to private investment funds for qualified clients.

Jason Feist is a financial advisor at Center for Wealth Management Advisory with 19 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2008 and at Center for Wealth Management since 2014. Outside of his advisory role, he is CFO and partner of Live Your Best Life LLC, a lifestyle marketing company. Center for Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and portfolio management. The firm utilizes strategic and tactical asset allocation models and sponsors both wrap and non-wrap investment programs, combining discretionary management with brokerage and retirement plan consulting services.

Allison Koenig is a CFP® professional with two years of industry experience, currently serving at Foster & Motley Inc. Prior to joining Foster & Motley, she worked at PNC and has experience in education through roles at The Children's House, University of Cincinnati, and McAuley High School. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning with investment management. The firm employs a bottom-up, core equity investment approach combined with proprietary quantitative screening and fundamental analysis.

Ryan Atkins is a financial advisor at Sims Investment Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Sims since 2021. Outside of his advisory role, Atkins is an author who receives royalties from online book retailers and occasional speaking engagements. Sims Investment Management provides investment advice and portfolio management to a diverse range of clients, including individuals, pension and profit-sharing plans, and corporations. The firm uses both fundamental and technical analysis to construct customized portfolios and employs a variety of strategies and tools, managing a high client load across its four-advisor team.

Nathaniel Green is a CFP® with Foster & Motley Inc in Cincinnati, OH, and has one year of industry experience. His prior work includes roles at KPMG and Lowe’s, as well as academic experience at the University of Cincinnati. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, combining financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system and emphasizes tax-sensitive strategies and formal client communications.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Private Client Services, Lpl Financial LLC, and Advantage Investment Management, LLC. Outside of advising, he is involved in insurance sales. Souders Financial Advisors 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 and strategic asset allocation, offering both discretionary and non-discretionary services.

Lars Meiman is a CFA® charterholder with six years of experience in the financial industry. He has worked at Legacy Financial Advisors since 2020 and previously held positions at Merrill Lynch, Fidelity Investments, and The Kroger Co. Outside of his advisory role, he assists with his family's small business, working approximately 10 hours per month in warehouse and order fulfillment activities related to flag and banner production. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process that informs a diversified asset allocation framework and offers strategies including tactical, alternative, and independent manager investments.

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth 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 strategic asset allocation and utilizes a range of instruments and strategies, managing approximately $1.47 billion in assets.

Winfield Geiger is a financial advisor at Souders Financial Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bonaventura Wealth Advisors, Cornerstone Retirement Advisors, Raymond James Financial Services, and KeyBank. Souders Financial Advisors is a privately owned, multi-advisor firm providing wealth management, financial planning, and retirement services to individuals, trusts, pension plans, and foundations. The firm uses a financial plan-driven investment process emphasizing diversification, quality investments, and income generation, combining team perspectives with both long- and short-term trading strategies.

Danya Karram is a CFP® and holds a Series 65 license, with 12 years of industry experience. She is currently with Brilliant Advice, LLC in Cincinnati, Ohio, and has worked with Aspiring Ventures, LLC since 2016. Outside of her advisory role, she serves on the boards of the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the College of Education and Criminal Justice, and is president of a consulting firm, MADA Associates. Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to individuals, families, trusts and estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm utilizes a technology-driven, strategic asset-allocation approach with global diversification and cost minimization, managing portfolios that commonly include mutual funds, ETFs, and other investment vehicles.

Marc Henn is a CFP®-certified financial advisor with Harvest Financial Advisors, LLC in Cincinnati, OH, where he has worked since 2007. He has 23 years of industry experience, including prior work with Haberer Registered Investment Advisor, Inc. Since 2004, he has also served as an industry arbitrator with FINRA in Chicago. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services, employing a mix of fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management approaches.

Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, using fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

Craig Pfeiffer is a financial advisor at RiskBridge Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and serves as President and CEO of the Money Management Institute, an industry association. Pfeiffer is also President and CEO of Hohting Group, LLC, a management consulting firm, and Advisors Ahead, LLC, which provides financial services training and education. Additionally, he is an operating partner at Corsair Capital and an independent board director for Westfield Insurance and Ohio Farmers Insurance Company. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with comprehensive offerings including discretionary and non-discretionary management, sub-advisory solutions, and family office services.

Muhammad Tiwana is a financial advisor at HORAN Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M Holdings Securities, Inc. and Horan Securities Inc. 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, security selection, and periodic rebalancing, supported by an internal Investment Committee that regularly reviews portfolios and makes tactical decisions.