Christopher Boyd is a financial advisor at Horter Investment Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Investment Partners LTD, Commonwealth Financial Network, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he was involved with Carfagnas Kitchen for four years. Horter Investment Management provides investment advisory and financial planning services to individual, high-net-worth, retirement plan, trust, and institutional clients. The firm utilizes a multi-manager investment approach with portfolio management options ranging from tactical and passive models to custom portfolios and third-party money managers.

Sharon Miller is a CFP® professional with eight years of experience in the financial advisory industry. She has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds (Personal Choice Financial Advisors, LLC) provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a blend of passive and active strategies tailored to each client’s asset allocation, time horizon, and tax considerations, and supports held-away accounts through an order-management platform to enhance tax efficiency and rebalancing.

Douglas Loftus is a CFP® professional with 24 years of experience in financial advising. He is affiliated with Wealth Dimensions Group, Ltd., where he has worked since 2009, including a role at Wealth Dimensions Family Office, Inc. since 2015. Outside of his advisory work, he co-owns a practice management consulting firm for medical professionals and serves as a board member of a biopharmaceutical company. Wealth Dimensions Group, Ltd. provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs diversified investment strategies with attention to tax considerations and client-specific approaches such as option-writing for concentrated holdings.

Thomas Curti is a Certified Financial Planner® with over 23 years of experience in the financial services industry. He is affiliated with Wealth Dimensions Group, Ltd., where he has worked since 2009, and also has experience with Wealth Dimensions Family Office, Inc. Curti is a co-owner of a practice management consulting firm serving dentists and medical professionals and serves as a board member of the Leukemia & Lymphoma Society. 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 investing, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Paul Carl Jr. is a financial advisor with HORAN Wealth, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Horan Securities, Inc. for 11 years before joining HORAN Wealth. Outside of his advisory role, Carl serves on the Holy Cross High School board and participates on the Diocese of Covington’s Investment Advisory Committee, as well as being involved with the St. Elizabeth Healthcare Foundation’s planned giving activities. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, consulting, 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 and tailored client programs.

Michael Hackman is a financial advisor with Hackman Financial Group in Cincinnati, OH, holding a Series 63 license and over 38 years of industry experience. He has been with Hackman Financial Group since 2016 and has also worked at LPL Financial since 2009. Outside of his advisory role, he is involved in the sale of medical, life, disability, and long-term care insurance. Hackman Financial Group is a six-advisor team managing approximately $336.5 million for around 432 clients. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, portfolio-driven investment approach that includes diversified allocations and independent manager selections.

Drew Horter is a financial advisor with Horter Investment Management, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Horter Investment Management since 2006 and also manages Tactical Fund Advisors, a mutual fund management business. Additionally, he owns Horter Financial Strategies LLC, which provides insurance sales and financial planning services. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes a combination of tactical and passive multi-manager portfolios, proprietary mutual funds, and alternative investments, with oversight provided by an Investment Committee.

Andrea Costa is a financial advisor at HORAN Wealth, LLC with three years of industry experience. Prior to joining HORAN Wealth, she worked at HORAN Securities, Inc. and practiced law at Frost Brown Todd LLC. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach centers on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

Richard Bascom is a financial advisor with HORAN Wealth, LLC in Cincinnati, Ohio. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at HORAN Securities Inc and the University of Kentucky. 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 through its internal Investment Committee, offering tailored client programs and access to third-party managers and technology platforms.

Zachary Binzer is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Foster & Motley Inc. since 2016. He holds the Series 65 designation and is based in Cincinnati, OH. 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 diversification through fixed income, mutual funds, ETFs, and alternative investments, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Mitchell Clark is a financial advisor at Horter Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Mons Capital Group, LLC, Pinch Consultants, LLC, and Grant Street Wealth Management, Ltd. In addition to his advisory role, Clark is a licensed insurance agent providing health, life, and long-term care insurance solutions upon client request. Horter Investment Management offers portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes tactical and passive multi-manager portfolios, third-party money manager access, and alternative investments as part of its investment oversight.

Alexandra Rice is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Gearhart & Associates since 2022 and previously spent eight years at Raymond James & Associates. Gearhart & Associates is a four-advisor team managing approximately $724 million in assets, providing personalized discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach and utilizes a range of asset types including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured notes.

Ryan Janka is a financial advisor with HORAN Wealth, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining HORAN Wealth, he worked at HORAN Securities Inc. and has experience in the food and delivery sectors. He serves as a board member for Linden Grove School, participating in shaping the organization's strategic goals. 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’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios regularly.

Zachary Losey is a CFP® professional with experience at Foster & Motley Inc since 2023. Prior to joining the firm, he worked at E.A. Buck Financial Services and held academic roles at the University of Hawaii at Manoa and Ball State University. 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 tools and emphasizes fixed income, international, and alternative investments through diversified vehicles.

Brian Van Jura is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank for 23 years before joining HORAN Wealth, LLC in 2026. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and portfolio rebalancing, supported by an internal Investment Committee and tailored client programs.

Erik Smith is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Wealth Dimensions Group, Ltd. since 2016. The firm advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. Wealth Dimensions Group employs a diversified, asset-allocation approach with a focus on value investing and uses both quantitative and fundamental analysis to manage client portfolios.

Eric Loftus is a CFP® professional with 9 years of experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH, where he has worked since 2009. He is licensed to sell insurance in Ohio to offer insurance products as a convenience to clients with such needs. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing 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 uses a combination of quantitative and fundamental analysis to manage client portfolios.

Thomas Guidi is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Foster & Motley Inc since 2007. Based in Cincinnati, OH, he holds a Series 63 license and works within a firm of 22 advisors. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and ongoing investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative expert system, with additional focus on fixed income and international and alternative exposures.

Nicholas Roth is a CFP® certified financial advisor at Foster & Motley Inc with eight years of industry experience. He has been with Foster & Motley since 2017 and previously worked at Johnson Investment Counsel, TJX Companies, Cock & Bull, and the University of Cincinnati. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, along with institutional investment management for endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, ETFs, and alternative investments, managing over $2.88 billion in discretionary assets as of December 2025.

Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.