Addison Crouch is a financial advisor at CoreCap Advisors with a Series 66 designation and one year of industry experience. Prior to joining CoreCap, he worked at Cooper, Adel, Vu Financial and Walmart. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s approach is relationship-oriented and typically long-term, with investment decisions focused on mutual funds, ETFs, equities, and bonds.

John Peters II is a financial advisor at Global View Capital Management LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Horter Financial Strategies and Horter Investment Management, LLC. Outside of his advisory role, he volunteers at Cincinnati Children's Hospital Medical Center. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach centered on ETFs and mutual funds, supported by proprietary research through its affiliate, AdvisorGuide, LLC.

Bradford Smith is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Ameritas Advisory Services, Ameritas Investment Company, and Merrill. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors, offering both discretionary and non-discretionary investment management with access to a range of third-party programs.

Leah Schulte is a CFP® with 14 years of industry experience, currently serving at Waverly Advisors, LLC. Her prior work includes roles at LPL Financial, LNCO LLC, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corporation. She is also the owner of The Next Adventurous Child LLC, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office support.

Todd Lyon is a CFP® with Series 63 registration, currently serving as an advisor at MCF Advisors, LLC. He has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation before joining MCF Advisors in 2026. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm employs a tactical asset allocation approach and offers comprehensive wealth management, financial planning, discretionary portfolio management, as well as accounting, tax preparation, and outsourced CFO services.

Robert De Lessio is a Series 65-licensed advisor with seven years of industry experience, currently with Strategic Wealth Investment Group, LLC. He previously worked at Renewal by Andersen for two years and is also a Licensed Insurance Agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, with investment analysis incorporating fundamental, technical, cyclical, and charting methods.

Benjamin Shroyer is a Series 65 credentialed advisor at Parallel Advisors, LLC with experience beginning in 2024. Prior to his current role, he worked for seven years at Dayton Christian School and six years at Dickinson State University. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs various investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Peter Bohrofen is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Waverly Advisors, LLC since 2024, following prior roles at 9258 Wealth Management and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

Cathy Waters is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at 9258 Wealth Management, L.M. Kohn & Company, and National Retirement Consultants, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Nicholas Schulte is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Waverly Advisors, LLC and has prior experience at LPL Financial, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corp. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

William Groth is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at 9258 Wealth Management, LLC and NATL Retirement Consultants Inc. Outside of his advisory role, Groth practices estate planning, probate, and tax law through the Groth Law Firm LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles, managing approximately $29.9 billion in assets. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing both traditional and alternative investment strategies.

David Hickman is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with BFC Planning, Inc. and Securities Management & Research, Inc. since 2014. Outside of his advisory role, he is a partner in several businesses including a college planning service and an independent insurance business that sells fixed insurance products. BFC Planning, Inc. serves a diverse client base ranging from individuals to corporations and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and institutional platforms, employing strategies that include stocks, bonds, mutual funds, and ETFs.

Amy Barker is a CFP® and CFA® with 14 years of industry experience. She has been with Parallel Advisors, LLC since 2015. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Bryan Havighurst is a CFP® affiliated with Van Clemens Wealth Management, LLC, with three years of industry experience. His prior roles include positions at US Bank and Fifth Third Securities. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients across wealth levels, offering investment advisory and comprehensive financial planning services. The firm customizes portfolios using a range of strategies and third-party managers, including an in-house Growth Opportunities model focused on micro- and small-cap equities.

Jay Slouffman is a financial advisor with Prospera Financial Services, Inc. in Manson, Ohio, holding a Series 63 designation and bringing 25 years of industry experience. His career includes 16 years at Edward Jones before joining Prospera Financial Services in 2017 and Independent Financial Partners in 2026. Outside of his advisory work, he manages several rental properties. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a combination of discretionary and non-discretionary management options.

Steven Spaeth is a CFP® with 31 years of industry experience, currently serving with RFG Advisory, LLC. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and The Retirement Corporation of America. He is also active as an insurance agent in addition to his financial advisory work. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and state or municipal entities. The firm offers discretionary portfolio management utilizing multiple model strategies and third-party platforms, and acts as a sub-adviser to Bluemonte ETFs while supporting access to alternative investments and annuity platforms.

Neal Schulte is a CFP® and holds a Series 66 license with 27 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, Brass Tax Wealth Management, Inc., INVEST Financial Corporation, and Schulte, Uhrig, CPA's. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a range of financial planning and investment management services.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

Christopher Kurtz is a financial advisor with Redhawk Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and previously spent 17 years with Axa Advisors, LLC. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across various asset classes and services multi-generational wealth needs while maintaining oversight through a weekly investment committee.