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.

Andrew Allwein is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gibbs Insurance Associates and THOR Wealth Management. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered advisers, employing a combination of fundamental and quantitative analysis through Formidable-branded ETFs and model portfolios. The firm offers discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

John Gislason is a CFP® professional with Opus Capital Management in Cincinnati, OH. He has been with Opus Capital Group since 2024, following ten years as a student. Opus Capital Management provides wealth management and pension consulting services to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients including foundations and endowments. The firm uses an asset-allocation approach across various investment vehicles and offers both discretionary and non-discretionary fiduciary services.

Timothy Stearns is a financial advisor with W&S Advisory Services, LLC based in Cincinnati, OH. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior roles include positions at Touchstone Securities Inc and IFS Financial Services Inc, where he has worked since 2013, and at Envestnet PMC from 2009 to 2013. W&S Advisory Services serves parents and other custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform, offering custodial account management and comprehensive financial planning. The firm uses model portfolios implemented with oversight from Fort Washington Investment Advisors and emphasizes a fixed-fee structure distinct from traditional AUM-based advisory models.

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.

Paul Sartori is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 credential and possessing 41 years of industry experience. He has worked with Triad Advisors for 15 years and with Legacy Financial Advisors for 20 years. Outside of his advisory role, Sartori serves as a trustee for two trusts on a volunteer basis. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations by providing financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm manages approximately $1.5 billion in assets for about 1,000 clients, emphasizing diversification and asset allocation through a capital-preservation sleeve combined with growth-oriented portfolios and alternative strategies.

Thomas Hagedorn is a CFP® with 11 years of industry experience, currently serving at Magnate Advisory Services, LLC. He has been with Magnate Wealth Management LLC and En Garde! Investing LLC since 2017. Outside of his advisory work, he is a managing member of Christian History in America LLC, a publisher of nonfiction books. Magnate Advisory Services, LLC provides financial planning and portfolio management services to individuals, businesses, charitable organizations, and retirement plans. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and serves a high volume of clients through a team of six advisors.

Matthew Calme is a CFP®-certified financial advisor at HCM Wealth Advisors in Cincinnati, Ohio, with 12 years of industry experience. He has worked at HCM Wealth Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and regular client communications, overseeing approximately $1.23 billion in client assets.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. 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 uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.

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.

Steven Hengehold is a CFP® professional with 11 years of industry experience. He has been with Hengehold Capital Management since 2014. He is based in Cincinnati, OH, and holds a Series 65 license. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation process supported by fundamental, technical, quantitative, and qualitative analysis, and incorporates discretionary trading and strategies such as options and third-party sub-advisers when appropriate.

Bryan Jordan is a CFP® with 13 years of industry experience and currently serves as an advisor at Gearhart & Associates in Cincinnati, OH. His prior roles include positions at Fidelity Investments, ZEGA Financial, and Independent Financial Partners. Outside of advisory work, he owns and operates RIAID, LLC, a technology consulting business focused on operational efficiency for Registered Investment Advisory firms. Gearhart & Associates provides discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis with a generally long-term investment approach while accommodating shorter-term trades when appropriate.

Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.

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.

Thomas Reitzes is a financial advisor at HORAN Wealth, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining HORAN Wealth, he worked at Ameriprise Financial Services from 2016 to 2023. Outside of his advisory role, Reitzes serves on the finance committees of St. Joseph Crescent Springs Catholic Church and the Julie Learning Center, where he assists with budgeting and financial review. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and periodic rebalancing, supported by an internal Investment Committee and tailored client solutions.

Todd Hibner is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. Prior to joining HORAN Wealth, he held roles at Neyer Properties and Wellington Management Company LLP. 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 emphasizes asset allocation, diversification, security selection, and rebalancing, supported by an internal Investment Committee and tailored client programs.

Andrew Montanus is a financial advisor at Foster & Motley Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients such as endowments and foundations. The firm manages discretionary assets using a bottom-up, core equity approach combined with diversification across fixed income, mutual funds, ETFs, alternatives, and private investments.