Michael Hermes is a CFP® and CFA® with eight years of experience in financial advising. He joined HORAN Wealth, LLC in 2025 and previously worked at Horan Securities, Inc. and Fifth Third Bank. Outside of his advisory role, he serves on the board of The Dragonfly Foundation, a nonprofit organization based in Cincinnati. HORAN Wealth, LLC provides advisory and consulting services to individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm’s investment approach focuses on asset allocation, diversification, and periodic portfolio rebalancing, supported by an internal Investment Committee and access to third-party managers and technology platforms.

John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.

Michael Curley is a financial advisor with Rockport Wealth Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockport in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2015 to 2022. Outside of advising, Curley owns an insurance brokerage focused on life, disability, and long-term care insurance. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, emphasizing individualized portfolios and tactical strategies that include shorter-term risk-on/risk-off trading.

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

Stephen King is a CFP® with 25 years of industry experience, currently serving at Wealthquest Corporation since 2007. Prior to this, he has been with Equity Services since 2000. Outside of his advisory work, he teaches the CFP curriculum for Kaplan. Wealthquest Corporation advises individuals, families, retirement plans, and other entities through tiered advisory programs that combine portfolio management, financial and estate planning, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and a structured investment process overseen by an Investment Committee.

Megan Lyons is a CFP® professional with five years at Foster & Motley Inc and two years of industry experience. Her prior work includes roles at CETERA Financial Specialists LLC, Artisan Square Financial Group, and six years with GE Aviation. 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 screening and fundamental analysis, alongside fixed income and alternative investment strategies.

Connor Diem is a financial advisor with Sims Investment Management LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Sims Investment Management in 2026, he worked at Alliance Group of Western NY for six years and has experience outside finance with a role at Sir Ice Rink. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with various investment strategies to create customized portfolios tailored to client objectives and risk tolerance.

Daniel Larson is a CFP® professional with 3 years of industry experience. He has been with Wealthquest Corporation since 2011. 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 for over 1,500 clients using a multi-advisor team and employs a structured investment approach with ongoing monitoring and rebalancing.

Nathan Bishop is a CFA® charterholder with 15 years of industry experience. He has been with Opus Capital Group, LLC since 2013. Based in Cincinnati, OH, he is part of a three-advisor team at Opus Capital Management. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach using mutual funds, ETFs, and selectively, individual securities and separately managed accounts, with active portfolio management and regular performance reviews.

Jason Schmitt is a CFP® professional with 21 years of experience in the financial industry. He has been with Jacobson & Schmitt Advisors, LLC since 2005. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity approach combined with bond allocations for stability and offers retirement-plan advisory services and estate-planning facilitation through a third-party partner.

Nathan Bailey is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Opus Capital Management since 2013. He is based in Cincinnati, OH, and works as part of a three-advisor team. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach with active portfolio management, offering both ERISA Section 3(21) and 3(38) pension consulting.

David Henning is a CFP® with 16 years of experience in the financial industry. He has been with Formidable Asset Management, LLC since 2017 and previously worked at The Retirement Corporation of America for 12 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a mix of fundamental and quantitative analysis, offering portfolio management primarily through Formidable-branded ETFs and model portfolios, and serves a range of clients including high-net-worth individuals and plan fiduciaries.

Luke Leong is a CFA® charterholder with Wealthquest Corporation in Cincinnati, OH. He has one year of experience at Wealthquest and previously worked at Fifth Third Bank for eight years in various roles. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate planning, and tax preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and employs diversified investment strategies with ongoing monitoring and rebalancing.

Keith Burkhardt is a financial advisor with Center For Wealth Management Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Center For Wealth Management since 2014. In addition to his advisory role, he is a licensed insurance agent. Center For Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management. The firm employs strategic and tactical asset-allocation models and provides both wrap and non-wrap managed-account options tailored to client goals and risk tolerance.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Matthew Heitman is a CFP®, CFA®, and ChFC® credentialed advisor with seven years of industry experience. He is currently with National Wealth Management Group, LLC and has previously worked at Fi3 Advisors, Key Private Bank, and Fidelity, among others. 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 each client, offering a range of portfolio management and consulting services through multiple program platforms.

Emily Diaz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster & Motley Inc since 2017. Prior to joining Foster & Motley, she worked at Plante Moran for three years. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, combining financial planning with ongoing investment management and access to private investment funds for qualified clients.

Robert Jung is a CFA® charterholder with 19 years of industry experience, currently serving at Crew Capital Management, LTD. in Cincinnati, OH. He has worked with Crew Capital since 2003 and with F/M Investments LLC since 2020. Outside of his advisory role, he is a 50% partner in PURE ICE, LLC. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning and asset allocation services, actively managing portfolios through individual securities, funds, ETFs, and third-party managers.

Mary O’Toole is a CFA® charterholder and financial advisor with 26 years of industry experience. She has been with Diastole Wealth Management since 2009 and previously worked at Interocean Wealth Management LLC, Column Capital Advisors, LLC, and Ernst & Young Investment Advisers LLP. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm provides portfolio management, financial planning, and consulting, employing both fundamental and technical analysis alongside long- and short-term strategies, and also manages private funds and pooled investment vehicles.

Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.