Ryan Motsinger is a financial advisor at Harvest Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and MML Investors Services, LLC. Outside of advisory work, he has served as a Financial Aid Support Specialist at Regent University. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $583 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis to implement various investment strategies.

Kerstin Driscoll Witt is a financial advisor at S.E.E.D. Planning Group, LLC with 12 years of industry experience. She has worked at S.E.E.D. since 2019 and previously held roles at Fidelity Brokerage Services LLC and Fidelity Investments from 2016 to 2019. She holds the Series 63 designation. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm that offers investment management, wealth management, consulting, and institutional services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate strategies and employs fundamental analysis alongside long-term portfolio approaches.

Robert Neff is a financial advisor with W&S Advisory Services, LLC in Cincinnati, Ohio, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Western Southern Life and W&S Brokerage Services since 2015. Outside of finance, Neff is the author of the book *Retirement: What Could Go Wrong?* and operates a YouTube channel focused on backyard barbecuing, generating passive income through ad revenue and affiliate links. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform, offering custodial account management and standalone comprehensive financial planning covering investment, retirement, insurance, and education funding. The firm employs five model portfolios with implementation by Fort Washington Investment Advisors, emphasizing a platform-driven approach with fixed fees rather than percentage-of-AUM billing.

Robert Leshnak Jr. is a CFP® with 38 years of industry experience, currently serving as an advisory representative at Southland Equity Partners, LLC. His prior experience includes 26 years at FSC Securities Corporation and three years at OSAIC. Leshnak holds an Enrolled Agent (EA) designation and operates a tax preparation business in Ohio. He also serves as a board member for Mount Notre Dame High School and is president of the Liberty Centre Office Condo Association. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses by providing financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios managed on discretionary or non-discretionary bases.

Tyler Lang is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Journey Advisory Group, LLC since 2013. He holds the Series 65 license and manages operations at Lang Properties, LLC, a property management business. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

David Treft is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Souders Financial Advisors, LLC and has held prior roles at Private Client Services, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory work, he serves as a board member for Grace Baptist Church and participates on the investment committee of Back2Back Ministries, an international nonprofit organization supporting orphans. Souders Financial Advisors, LLC 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 using model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Damaska is a financial advisor with Charter Advisory Corporation in Cincinnati, OH, holding a Series 63 license and bringing 30 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009 and has a long tenure with Connecticut General Life Insurance Co dating back to 1995. He is also president of Damaska & Associates, Inc., a firm involved in tax preparation, accounting, and non-investment-based insurance. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

Cameron Parker is a financial advisor with Bullseye Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. He also serves as a relationship manager and municipal credit analyst in the government banking division at U.S. Bank, NA, where he has been employed since 2005. Parker performs consulting work for high-net-worth individuals in addition to his advisory role. Bullseye Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, while also offering strategic business consulting for select bond issuers. The firm’s investment decisions are based on client Investment Policy Statements and utilize global macro, cyclical, and fundamental analysis, employing a range of securities including mutual funds, equities, bonds, ETFs, and publicly traded REITs.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

Noah Henson is a financial advisor at National Wealth Management Group, LLC with nine years of industry experience. He holds a Series 63 credential and has previously worked at LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, Henson is the junior varsity head coach for the high school baseball team at Villa Madonna Academy in Kentucky. 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 tailored to client needs and offers a range of services including portfolio management, retirement plan consulting, and estate-plan coordination.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. Souders Financial Advisors, LLC 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 incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Snyder is a financial advisor at MDRN Capital with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining MDRN Capital, he worked at Crump Life Insurance, First Financial Bank, OJM Group, and Northwestern Mutual Investment Management. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and constructs portfolios utilizing unaffiliated Independent Managers and low-cost mutual funds and ETFs, with a primarily long-term investment focus.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

Thomas Regan is a CFP® with 18 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has held roles at Gryphon Normandy Manager, LLC since 2019 and previously at Hightower Advisors. Regan is a member of Gryphon Normandy Manager, LLC, an investment-related entity. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm focuses on family business sales, succession and legacy planning, and offers both discretionary and non-discretionary portfolio management using an active, diversified approach tailored to client objectives and risk tolerances.

Adam Eagleston is a CFA® charterholder and holds Series 63 and 65 licenses, with 14 years of experience in the financial industry. He has worked at Formidable Asset Management, LLC since 2019 and previously held roles at Driehaus Capital Management, LLC and Opus Capital Group, LLC. Formidable Asset Management is a multi-advisor SEC-registered firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, focusing on capital appreciation through actively managed ETF strategies that combine thematic research with fundamental and quantitative analysis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, 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, offering a range of investment management and financial planning services.

Andrew Seni is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. His prior work includes 17 years at Axa Advisors, LLC before joining Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. in 2020. He is also active as an insurance agent through Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm utilizes customized portfolios with proprietary models emphasizing low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and offers specialized services such as ERISA plan oversight and trust administration.

Christopher Casey is a financial advisor at Fifth Third Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ocean Park Asset Management, Wintrust Financial Corporation, and Orison Corporation. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing household-level Investment Policy Statements and a combination of in-house and third-party managers to construct and rebalance portfolios.

Alexandra Ollinger is a CFP® professional with nine years of experience in the financial advisory industry. She is affiliated with Truepoint, Inc., where she has worked since 2004. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm follows an evidence-based, long-term investment approach with a focus on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.