Mark Casella is a financial advisor at Argentarii, LLC with nine years of industry experience. He previously worked at Coppertree Ltd. for 19 years before joining Argentarii in 2024. Outside of his advisory role, he is involved in metal manufacturing as an owner and board member of FC Industries, leads a SaaS platform company as president of Clariata, LLC, and serves as chair and facilitator for a local group of TIGER 21 members. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm combines traditional advisory services with access to alternative investments and private placements, managing assets primarily through firm-developed or third-party model portfolios and employing a range of strategies including equity, fixed income, option writing, and structured notes.

James Oliger is a CFP® with 26 years of experience in the financial services industry. He has been with Wealthquest Corporation in Cincinnati, OH, since 2006. Wealthquest Corporation advises individuals, families, ERISA retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for roughly 1,583 clients using a multi-advisor team and employs an Investment Committee to develop asset-allocation models implemented across multiple custodians.

Stephen Hackman is a financial advisor at Hackman Financial Group in Cincinnati, OH, with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP from 2016 to 2022. Hackman Financial Group is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The team of five advisors manages approximately $426.7 million and offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a long-term, diversified investment approach that incorporates fundamental and technical analysis.

Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Monica Dwyer is a CFP® professional with 20 years of industry experience. She has worked with Harvest Financial Advisors, LLC since 2018 and previously spent 14 years at Fidelity Brokerage Services LLC. Outside of her advisory role, she is an independent marketing representative for Melaleuca Inc., hosting events to introduce household product lines. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management and financial planning using fundamental, technical, and cyclical analysis, with a focus on both long- and short-term strategies and regular client communication.

Steven Nguyen is a financial advisor with Hackman Financial Group in Cincinnati, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Hackman Financial Group since 2016 and also maintains a long-term association with LPL Financial LLC. Outside of his advisory work, Nguyen serves as an assistant varsity men's golf coach for Lakota Local Schools and participates as a high school baseball umpire with the Butler County Umpires Association. Hackman Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, portfolio-driven investment approach, utilizing diversified allocations and various analytical methods to guide security selection and account monitoring.

Samuel Martinez is a financial advisor at Wealthquest Corporation in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Wealthquest Corporation serves individuals, families, businesses, trusts, estates, and charitable organizations through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages over $2 billion for more than 1,500 clients using a multi-advisor team and employs a disciplined investment process guided by an Investment Committee.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 credential with six years of industry experience. He has worked at Souders Financial Group since 2019, following roles at TPC Rivers Bend, Great American Insurance Company, and Which Wich. Souders Financial Advisors is a multi-advisor firm managing approximately $1.41 billion, providing wealth management, financial planning, and portfolio management services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial plan-based investment approach that integrates diversified portfolios with tailored asset allocation and both long- and short-term trading strategies.

Christopher Wright is a financial advisor with LPL Financial in Milford, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with LPL Financial since 2008 and also provides investment advisory services through Center for Wealth Management, an independent registered investment advisor he started in 2014. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Kathleen Laverde is a financial advisor at HORAN Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and other financial firms. 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 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 makes tactical decisions.

Elizabeth Green is a CFA® charterholder with 23 years of experience in the financial industry, all of which she has spent at Foster & Motley, Inc. in Cincinnati, OH. She has been with the firm since 2003. 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 offering access to private investment funds for qualified clients.

Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. 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, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Jason Feist is a financial advisor at Center for Wealth Management Advisory with 19 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2008 and at Center for Wealth Management since 2014. Outside of his advisory role, he is CFO and partner of Live Your Best Life LLC, a lifestyle marketing company. Center for Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and portfolio management. The firm utilizes strategic and tactical asset allocation models and sponsors both wrap and non-wrap investment programs, combining discretionary management with brokerage and retirement plan consulting services.

Allison Koenig is a CFP® professional with two years of industry experience, currently serving at Foster & Motley Inc. Prior to joining Foster & Motley, she worked at PNC and has experience in education through roles at The Children's House, University of Cincinnati, and McAuley High School. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning with investment management. The firm employs a bottom-up, core equity investment approach combined with proprietary quantitative screening and fundamental analysis.

Ryan Atkins is a financial advisor at Sims Investment Management LLC in Cincinnati, OH, holding a Series 65 license with five years of industry experience. Prior to joining Sims Investment Management in 2021, he worked in retail center management for over a decade. He is also an author who receives royalties from online book retailers and occasionally speaks publicly, earning commissions as an Amazon Affiliate through his author website. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other entities. The firm creates customized investment programs using a combination of fundamental and technical analysis and offers a range of strategies including options and alternative investments, supported by third-party research and a sub-advisory relationship for derivative-based implementations.

Nathaniel Green is a CFP® with Foster & Motley Inc in Cincinnati, OH, and has one year of industry experience. His prior work includes roles at KPMG and Lowe’s, as well as academic experience at the University of Cincinnati. 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 a proprietary quantitative system and emphasizes tax-sensitive strategies and formal client communications.

W. Kern is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Wealthquest Corporation since 2013. Wealthquest Corporation advises individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and employs a variety of investment strategies implemented through an Investment Committee.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Private Client Services, Lpl Financial LLC, and Advantage Investment Management, LLC. Outside of advising, he is involved in insurance sales. Souders Financial Advisors 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 utilizing model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.