James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and has worked previously at Financial Wings, LLC. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors. The firm offers investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting, tailoring portfolios to client objectives using a mix of asset allocation and trading strategies.

Keith Prince is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC since 2025. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services. HORAN Wealth advises 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, and security selection, with portfolios managed through ongoing reviews and access to third-party managers and technology platforms.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH. He holds a Series 66 designation and has 20 years of industry experience. He has been with National Wealth Management Group since 2015 and also associated with LPL Financial since 2013. Jones is a co-host of The Money Alchemist Podcast, which focuses on investment-related topics. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach and offers comprehensive portfolio management and consulting services through multiple program platforms and custodians.

Robert Scroggins is a financial advisor with Legacy Financial Advisors, Inc. in Cincinnati, OH, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at Triad Advisors for 10 years and has been involved with Scroggins Grear, Inc., a consulting and CPA firm he owns, since 1997. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm emphasizes diversification and asset allocation while managing roughly $1.5 billion in client assets.

David Foster is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Foster & Motley since 1997. 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 supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies.

Kenton Gearhart is a CFP® professional with 31 years of industry experience, currently serving at Gearhart & Associates since 2022. Prior to this, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he owns No Woke Zone Fishing Charters. Gearhart & Associates provides personalized investment management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach across a range of asset types and manages approximately $724 million for about 1,670 clients with a four-advisor team.

Anthony Frambes is a financial advisor with Horter Investment Management, LLC in Cincinnati, OH, holding Series 65 and Series 63 credentials with five years of industry experience. Prior to joining Horter, he worked at AlphaMark Advisors, LLC, Northwestern Mutual, AWF Investments LLC, and Conformis Inc. Outside of advisory work, he owns AWF Management Services LLC, a holding company involved in medical therapy silent investment projects. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach, offering a range of portfolio management options, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Andrew Jung is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Crew Capital Management, LTD., where he has worked since 2022. His previous roles include positions at Wells Fargo Advisors, VMG Health, and Ohio State University. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning services and actively manages portfolios using a range of investment vehicles, including individual securities, funds, ETFs, and third-party managers.

William Hardigg III is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC. His prior experience includes eight years at ARGI Investment Services and five years at Horan Wealth Management. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm offers asset management, financial planning, and retirement plan advisory services with an investment approach focused on asset allocation, diversification, security selection, and periodic rebalancing.

Samantha Florio is a CFP® professional at Gearhart & Associates with three years of industry experience. She previously worked at W&S Brokerage and Western Southern Life. Gearhart & Associates serves individuals, families, trusts, estates, and private foundations with discretionary and non-discretionary investment management, offering customized portfolios that primarily use fundamental analysis with a long-term orientation while allowing shorter-term trades when appropriate.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Luke Nordman is a CFP® professional at Wealthquest Corporation in Cincinnati, OH, with three years of industry experience. Prior to joining Wealthquest, he worked in various roles including positions at Profile Products, Taylor University, and Clarke Environmental. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax preparation. The firm uses a committee-driven investment approach and offers both discretionary and non-discretionary services across multiple custodians.

Brent Gargano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at National Wealth Management Group, LLC. His prior experience includes roles at UBS Financial Services Inc. and Fidelity, where he held various advisory and brokerage positions over seven years. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client, offering a range of portfolio management options and consulting services through multiple platforms and custodians.

Thomas Ebner is a financial advisor at Southland Equity Partners, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining Osaic Wealth, Inc. and Southland Equity Partners. In addition to his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and oversees third-party portfolio managers with regular reviews.

Jenny Burns is a CFP® with three years of industry experience, currently serving as an advisor at Wealthquest Corporation in Cincinnati, OH. She has been with Wealthquest Corporation since 2006, contributing to a multi-advisor team. 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 across 1,583 clients, utilizing an Investment Committee to guide decisions and employing various asset classes and technology platforms to support client needs.

Amina Addington is a financial advisor at Foster & Motley Inc. with a Series 65 credential and one year of industry experience. Prior to joining Foster & Motley, she held various roles including positions at the University of Kentucky and Hamilton County. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management to endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, and ETFs, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Christine Stine is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. 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’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews portfolios and makes tactical decisions.

Bryan Jordan is a CFP® with 13 years of industry experience and is currently with Gearhart & Associates in Cincinnati, OH. His previous roles include positions at Fidelity Investments, ZEGA Financial, and several other advisory firms. He owns a technology consulting business, Riasolutions.ai, which provides operational efficiency and system integration services exclusively to Registered Investment Advisory firms. Gearhart & Associates offers discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach while allowing shorter-term trades when appropriate, serving a large client base through an integrated custodial platform.

Elizabeth Dayter is a financial advisor at Journey Advisory Group, LLC in Cincinnati, Ohio, with eight years of industry experience. She holds a Series 65 designation and has been with Journey Advisory Group since 2020. Prior to that, she worked at Torch Wealth Management LLC beginning in 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a long-term investment strategy with a focus on strategic asset allocation and employs a variety of analytical methods and investment instruments.

Anthony Luckhardt is a CFP® professional with 27 years of industry experience and has been with Foster & Motley, Inc. in Cincinnati, OH since 2007. He holds Series 63 and Series 66 licenses and has spent the majority of his career at the same firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management as well as separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, and utilizes a mix of fixed income, international, and alternative investments tailored to client qualifications.