Zachary Losey is a CFP® professional with experience at Foster & Motley Inc since 2023. Prior to joining the firm, he worked at E.A. Buck Financial Services and held academic roles at the University of Hawaii at Manoa and Ball State University. 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 tools and emphasizes fixed income, international, and alternative investments through diversified vehicles.

Brian Van Jura is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank for 23 years before joining HORAN Wealth, LLC in 2026. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and portfolio rebalancing, supported by an internal Investment Committee and tailored client programs.

Erik Smith is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Wealth Dimensions Group, Ltd. since 2016. The firm advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. Wealth Dimensions Group employs a diversified, asset-allocation approach with a focus on value investing and uses both quantitative and fundamental analysis to manage client portfolios.

Carl Trent is a financial advisor with Golden Reserve Retirement, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, W&S Brokerage Services, Western Southern Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he is licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and group life/health products. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm focuses on long-term trading and diversification with an emphasis on low-cost, passive investments, and integrates affiliated estate-planning and tax services within a fixed annual fee structure.

Eric Loftus is a CFP® professional with 9 years of experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH, where he has worked since 2009. He is licensed to sell insurance in Ohio to offer insurance products as a convenience to clients with such needs. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and uses a combination of quantitative and fundamental analysis to manage client portfolios.

Thomas Guidi is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Foster & Motley Inc since 2007. Based in Cincinnati, OH, he holds a Series 63 license and works within a firm of 22 advisors. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and ongoing investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative expert system, with additional focus on fixed income and international and alternative exposures.

Nicholas Roth is a CFP® certified financial advisor at Foster & Motley Inc with eight years of industry experience. He has been with Foster & Motley since 2017 and previously worked at Johnson Investment Counsel, TJX Companies, Cock & Bull, and the University of Cincinnati. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, along with institutional investment management for endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, ETFs, and alternative investments, managing over $2.88 billion in discretionary assets as of December 2025.

Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

Paul Burgdorf is a financial advisor at Harvest Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Harvest Financial Advisors since 2009. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, with strategies implemented on both discretionary and non-discretionary bases.

Brian Munoz is a financial advisor at Financial Rounds with a Series 65 credential and four years of industry experience. He has held positions at multiple firms including Corient, CI Doyle Private Wealth, and Reilly, Fisher & Solomon. Outside of his advisory work, Munoz owns and manages Munoz Advisors, a bookkeeping and tax preparation firm. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a mix of passive and active strategies tailored to clients’ asset allocations, time horizons, and tax considerations.

Amy Thomas is a financial advisor at Foster & Motley Inc in Cincinnati, OH, with 25 years of industry experience. She has been with Foster & Motley since 1998 and holds a Series 63 designation. 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 screening system and offers bundled wealth management combining financial planning and investment management.

Rick Bell is a financial advisor with Crew Capital Management, Ltd. and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Ross, Sinclaire & Associates, LLC, and currently serves as Vice President of Intermediary Sales and Investment Adviser Representative at F/m Investments, LLC. Mr. Bell dedicates most of his time to working with financial professionals on SMA and UMA strategies and spends part of his time providing financial planning and asset allocation recommendations at Crew Capital. Crew Capital Management, Ltd. offers fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process includes assessing client goals and risk tolerance to manage diversified portfolios using a range of securities and third-party managers, while also providing specialized services such as Insurance Diligence Solutions and due diligence on alternative investments.

Alan Eichner is the sole advisor at Eichner Investment Planning, LLC in Cincinnati, OH, holding a Series 65 designation with 21 years of industry experience. He has led his firm since 2010, focusing on customized investment management and planning services. Eichner Investment Planning serves a select group of high-net-worth individuals and families, managing over $650 million in client assets primarily through non-discretionary relationships. The firm emphasizes identifying third-party money managers and investment strategies, implementing client-approved recommendations, and maintaining a high account minimum.

Thomas Cooney is a CFP® professional with six years of industry experience currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, Ohio. Prior to joining Wealth Dimensions, he worked at MCM CPAs and Advisors LLP for three years. He is a board member of Wesley Community Services, a nonprofit organization that provides meals and support services to senior citizens. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a value tilt and utilizes both quantitative and fundamental analysis across discretionary and non-discretionary mandates.

Christopher Hansen is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Financial Rounds, operating through Personal Choice Financial Advisors, LLC, and has worked in tax preparation as CEO of Personal Choice Tax, LLC since 2021. Hansen also has a background in property management through his role at CRMD Properties, LLC. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs both passive and active investment strategies tailored to client needs and supports held-away accounts to optimize tax efficiency and portfolio rebalancing.

Todd Poellein is a financial advisor at HORAN Wealth, LLC with seven years of industry experience. He holds the CFA® designation and Series 63 license. Poellein worked for HORAN Capital Advisors for ten years before joining HORAN Wealth in 2025. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and consulting services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, with tailored client programs supported by an internal Investment Committee and access to third-party managers and technology platforms.

Sean Mclaughlin is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western & Southern Life and W&S Brokerage Services. Outside of his advisory role, he is also involved in insurance sales through Horter Financial Services. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers model and multi-manager portfolios, third-party money manager access, and alternative investments as part of ongoing investment supervision.

David Nienaber is a CFP® professional with 17 years of industry experience, currently serving at Foster & Motley Inc since 2010. Based in Cincinnati, OH, he holds a Series 65 license and has spent the majority of his career with Foster & Motley. 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 supplemented by quantitative screening and fundamental analysis, offering bundled wealth management and access to private investment funds for qualified clients.

David Templeton is a CFA® charterholder with 16 years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent 15 years 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 services. The firm’s investment approach includes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

Chia Hui Ou Yang is a financial advisor at Foster & Motley Inc with a Series 66 designation and one year of industry experience. Prior to joining Foster & Motley, Ou Yang held roles at Money Concepts Capital Corp, JQ Financial Group, and worked in various positions including human resources and education. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis and offers access to private investments for qualified clients.