Katelyn Goepferich is a CFP® with seven years of industry experience, currently serving as a financial advisor at Jarvis Global Investments LLC. Her prior roles include work with the Ohio High School Athletic Association and the University of Cincinnati. She is also involved with Peace Stamps, an ongoing project since 2017. Jarvis Global Investments LLC is a fee-only, independent registered investment adviser managing approximately $63.2 million in discretionary assets for individuals, families, institutions, and charitable organizations. The firm employs a bottom-up, core investment approach, combining growth and value strategies with a focus on conservative valuations and long holding periods.

James Hartke II is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds a Series 66 credential and previously worked at Ross Sinclaire and Associates, LLC, Natcity Investments, Inc., and A. G. Edwards & Sons, Inc. His current role at CINCaP began in 2024, following six years with CINCaP Investment Group, LLC. CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm manages approximately $34.3 million in assets with a focus on long-term strategic asset allocation, broad diversification, and tax-aware investment techniques.

Austin Carr is a financial advisor with Stone Tower Wealth Advisors and holds Series 66 and Series 65 licenses. He joined the firm in 2026 and has prior experience in international education, including teaching roles at Lanna International School Thailand and Nakornpayap International School. Outside of his advisory responsibilities, he maintains ongoing commitments in education abroad. Stone Tower Wealth Advisors is a fee-only registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs an investment approach based on modern portfolio theory, utilizing diversified portfolios that include global equities, domestic fixed income, alternative investments, and quantitative factor overlays, offering both passive and active investment options.

Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Jason Lipps is a financial advisor with Meritum Wealth Management LLC in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience, including 12 years at Coastal Advisory Group, LLC prior to joining Meritum Wealth Management in 2022. Meritum Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm integrates quantitative and qualitative investment methods and offers active strategies such as options trading, while also operating a tax preparation and insurance agency alongside its advisory services.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification and offers both discretionary and non-discretionary mandates.

Jeffrey Mcpeek is a financial advisor at Nottinghill Investment Advisers, Ltd with 18 years of industry experience. He holds a Series 65 designation and has been with Nottinghill since 2007. The firm serves both individual taxable and tax-exempt clients on a fully discretionary basis, focusing on portfolio management across equity and balanced strategies using a rules-based, quantitatively driven investment process. Nottinghill also offers subscription and research services to other advisers and provides a standalone investment-planning tool available to clients and non-clients.

Michael Mccormick is a financial advisor at eAdvisor LLC with 19 years of industry experience. He holds the Series 63 designation and has held roles at eAdvisor since 2017, Financial Gravity Wealth, Inc. since 2014, and MJ McCormick, LLC since 2010. Outside of financial advising, he is the managing member of MJ McCormick, LLC, a public accounting firm, and president of BackupCellar, Inc., a data backup services company. eAdvisor LLC offers financial planning and referral-based portfolio management primarily for individuals, trusts, retirement accounts, and charitable organizations. The firm employs a mixed investment approach incorporating charting, fundamental, technical, and quantitative analysis, and relies on third-party managers for execution and custody without accepting discretionary trading authority.

Phillip Westhoff is a financial advisor at Incline Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Retirement & Institutional Services and Fidelity Investments. Incline Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to construct diversified portfolios, offering both active and passive investment options alongside financial planning, employee benefit advisory, educational seminars, and tax preparation services.

Michael Hermes is a CFP® and CFA® with eight years of experience in financial advising. He joined HORAN Wealth, LLC in 2025 and previously worked at Horan Securities, Inc. and Fifth Third Bank. Outside of his advisory role, he serves on the board of The Dragonfly Foundation, a nonprofit organization based in Cincinnati. HORAN Wealth, LLC provides advisory and consulting services to individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm’s investment approach focuses on asset allocation, diversification, and periodic portfolio rebalancing, supported by an internal Investment Committee and access to third-party managers and technology platforms.

John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.

Michael Curley is a financial advisor with Rockport Wealth Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockport in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2015 to 2022. Outside of advising, Curley owns an insurance brokerage focused on life, disability, and long-term care insurance. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, emphasizing individualized portfolios and tactical strategies that include shorter-term risk-on/risk-off trading.

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

Austin Stinson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Altus Wealth Management, LLC and has held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC since 2014. Altus Wealth Management serves individuals, trusts, and charitable organizations with discretionary investment management and financial planning. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs, mutual funds, and fixed-income securities across separate account models.

Stephen King is a CFP® with 25 years of industry experience, currently serving at Wealthquest Corporation since 2007. Prior to this, he has been with Equity Services since 2000. Outside of his advisory work, he teaches the CFP curriculum for Kaplan. Wealthquest Corporation advises individuals, families, retirement plans, and other entities through tiered advisory programs that combine portfolio management, financial and estate planning, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and a structured investment process overseen by an Investment Committee.

Megan Lyons is a CFP® professional with five years at Foster & Motley Inc and two years of industry experience. Her prior work includes roles at CETERA Financial Specialists LLC, Artisan Square Financial Group, and six years with GE Aviation. 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 proprietary quantitative screening and fundamental analysis, alongside fixed income and alternative investment strategies.

Connor Diem is a financial advisor with Sims Investment Management LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Sims Investment Management in 2026, he worked at Alliance Group of Western NY for six years and has experience outside finance with a role at Sir Ice Rink. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with various investment strategies to create customized portfolios tailored to client objectives and risk tolerance.

Daniel Larson is a CFP® professional with 3 years of industry experience. He has been with Wealthquest Corporation since 2011. Wealthquest Corporation provides advisory services to individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered programs that include portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients using a multi-advisor team and employs a structured investment approach with ongoing monitoring and rebalancing.

Nathan Bishop is a CFA® charterholder with 15 years of industry experience. He has been with Opus Capital Group, LLC since 2013. Based in Cincinnati, OH, he is part of a three-advisor team at Opus Capital Management. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach using mutual funds, ETFs, and selectively, individual securities and separately managed accounts, with active portfolio management and regular performance reviews.

Anthony Weaver is a CFP® and Series 66-registered advisor with THOR Wealth Management Inc in Cincinnati, OH. He has seven years of industry experience, including seven years at Charles Schwab and five years in architecture and engineering before entering financial services. 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 employs a total portfolio approach using active, diversified model portfolios and integrates fundamental and technical analysis with proprietary mean-reversion models in its investment process.