Mark Bennett is a CFA® charterholder with 16 years of industry experience. He has been with HORAN Wealth, LLC since 2025, following a 15-year tenure at Horan Capital Advisors, LLC. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning and consulting, separately managed account programs, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that regularly reviews model portfolios.

Jeffrey English is a CFP® and CFA® affiliated with Foster & Motley Inc, where he has worked for 10 years. Based in Cincinnati, OH, he has a decade of industry experience. Foster & Motley Inc is a fee-only wealth management firm serving individuals, families, and institutional clients including endowments and foundations. The firm uses a bottom-up core equity investment approach supported by a proprietary quantitative system, managing over $2.88 billion in discretionary assets as of December 2025.

Daniel Schneider is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent four years at Crew Capital Management LTD. His background also includes roles at UBS Financial Services Inc. and UBS Wealth Management, as well as five years at the University of Cincinnati. 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, and security selection, with portfolios tailored through ongoing reviews and access to third-party managers and technology platforms.

Connie Grosser is a financial advisor at HORAN Wealth, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Ameritas Investment Corp., Ameritas Advisory Services, and HORAN Securities, among others. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through 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 model portfolios and tactical decisions.

Lindsey Keith is a financial advisor with Foster & Motley Inc in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes seven years at Horan Securities, Inc., two years at TransAmerica, and two years at Fifth Third Securities, Inc. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients. The firm manages over $2.88 billion in discretionary assets and employs a bottom-up, core equity approach that incorporates proprietary quantitative screening alongside tax-sensitive, long-term portfolio management.

Jeffrey Thompson is a CFP® with 12 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors in Cincinnati, OH. He previously worked at Raymond James & Associates for six years before joining Heritage Wealth Management in 2021. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts with comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates institutional practices, tax-aware placement, and model portfolios to align investments with clients’ risk tolerance and life stage.

Tyler Koebbe is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Horter in 2025, he worked at W&S Brokerage Services, Western and Southern Life, United Parcel Service, and Pacific Aerospace. He is also an insurance agent with Horter Financial Services. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm uses an Investment Committee-driven, multi-manager approach that includes tactical and passive portfolios, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Olivia Thomason is a financial advisor at Gearhart & Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Embark and Deloitte LLP. Outside of her advisory role, she is an instructor at Totality Sculpt. Gearhart & Associates provides personalized discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach using a range of securities and offers specialized strategies including structured notes and securities-based lending.

Rachel Rasmussen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Foster & Motley, Inc. since 2013. 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 proprietary quantitative screening and fundamental analysis, offering bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

Michael Napier is a CFP® professional with 19 years of industry experience, currently serving at HORAN Wealth, LLC. He previously worked at Horan Securities, Inc. for 15 years. Outside of his advisory role, he operates a tax preparation business. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through a range of asset management and advisory services. The firm’s investment approach focuses on asset allocation, diversification, and regular portfolio review, employing various investment products and tailored client programs.

Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. Journey Advisory Group serves individuals, trusts and estates, 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 with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.

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 has worked at several firms including Horter Financial Strategies and Horter Investment Management. Outside of his advisory role, Peters volunteers with 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 utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and trading infrastructure.

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.

Robbie Beucler is a financial advisor with United Advisor Group in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is the owner of StratSync, LLC and a member of RBRC Farms, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset allocation approaches.

John Wenstrup is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has operated The Wenstrup Company since 2003. Outside of his advisory work, he performs as a special character through March Forth Productions, LLC, and engages in light handyman repairs for small businesses and homeowners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through a range of discretionary and non-discretionary accounts with access to multiple custodians and diverse investment options.

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.

Craig Lipniskis is a CFP® professional with 19 years of industry experience, currently with United Advisor Group. His prior roles include positions at LPL Financial, Private Advisor Group, Horter Investment Management, and Fidelity Brokerage Services. He has also managed property operations for Destin Flyers Ohio, LLC. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a range of investment approaches including proprietary model portfolios and custom-traded accounts tailored to client needs.