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.

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.

Winfield Geiger is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Bonaventura Wealth Advisors, Cornerstone Retirement Advisors, Raymond James Financial Services, KeyBank, and Deutsche Bank Securities. Souders Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and foundations with wealth management, financial planning, and retirement income services. The firm uses a financial plan-driven investment process that emphasizes diversification, quality investments, and income generation, combining team-based perspectives with both long- and short-term trading strategies.

Joshua Garland is a CFP® professional with 13 years of industry experience. He is a member of Shepherd Wealth Management in Cincinnati, OH, where he has worked since 2019. Prior to this, he held positions at Kasasa, TD Ameritrade, and Fidelity. Outside of his advisory role, Garland is the sole owner of JN Garland Properties LLC, a company that manages rental properties providing clean and affordable housing for families. Shepherd Wealth Management is a fee-only advisory firm that serves individuals and high-net-worth clients. The firm employs a team approach to investment management and financial planning, emphasizing Modern Portfolio Theory and primarily passive portfolio construction using index mutual funds and ETFs.

Danya Karram is a CFP® and holds a Series 65 license, with 12 years of industry experience. She is currently with Brilliant Advice, LLC in Cincinnati, Ohio, and has worked with Aspiring Ventures, LLC since 2016. Outside of her advisory role, she serves on the boards of the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the College of Education and Criminal Justice, and is president of a consulting firm, MADA Associates. Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to individuals, families, trusts and estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm utilizes a technology-driven, strategic asset-allocation approach with global diversification and cost minimization, managing portfolios that commonly include mutual funds, ETFs, and other investment vehicles.

Marc Henn is a CFP® with 24 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2007. Prior to that, he worked at Haberer Registered Investment Advisor, Inc. for six years. He also serves as a FINRA industry arbitrator in Chicago, a role he has held since 2004. 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 to implement both long- and short-term strategies.

Hayden Horter is a Series 65 licensed advisor with Horter Investment Management, LLC in Cincinnati, OH, and has five years of industry experience. He also serves as a fund analyst for Tactical Fund Advisors, LLC, providing research and performance data analysis. Additionally, Horter is a licensed agent for Horter Financial Strategies, involved in the recommendation and sale of insurance products and fixed annuities. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides access to third-party managers and alternative investments as part of its ongoing investment supervision.

Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. 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 to implement both long- and short-term strategies.

Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

Craig Pfeiffer is a financial advisor at RiskBridge Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and serves as President and CEO of the Money Management Institute, an industry association. Pfeiffer is also President and CEO of Hohting Group, LLC, a management consulting firm, and Advisors Ahead, LLC, which provides financial services training and education. Additionally, he is an operating partner at Corsair Capital and an independent board director for Westfield Insurance and Ohio Farmers Insurance Company. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with comprehensive offerings including discretionary and non-discretionary management, sub-advisory solutions, and family office services.

Muhammad Tiwana is a financial advisor at HORAN Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M Holdings Securities, Inc. and Horan Securities Inc. 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, security selection, and periodic rebalancing, supported by an internal Investment Committee that regularly reviews portfolios and makes tactical decisions.

Alexander Scott is a financial advisor with McLean Asset Management Corporation, holding CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Hanson McClain Advisors and Simply Money Advisors. Outside of his advisory work, he operates Scott Photography as an owner and photographer during non-trading hours. McLean Asset Management Corporation serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory services.

Peter Baden is a CFA® charterholder with 22 years of industry experience. He currently serves as an advisor at Crew Capital Management, Ltd. and F/M Investments LLC, having previously worked at Ross, Sinclaire & Associates, Inc. for 15 years. Outside of finance, he is the founder of the Community Recovery Project and also works as a webmaster specializing in internet and website development. 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’s investment process is tailored to client goals and risk tolerance, utilizing a mix of individual securities, funds, ETFs, and third-party managers, and offers additional services including financial planning and due diligence on alternative investments.

Kevin Powers is a financial advisor at Charter Advisory Corporation with 24 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009. In addition to his advisory role, Powers is president of Powers Benefits Corp, a third-party administrator for qualified retirement plans. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and offers both discretionary and non-discretionary portfolio management along with ERISA fiduciary services.

Zachary Horn is a CFP® professional with 14 years of industry experience. He has been with Foster & Motley Inc in Cincinnati, OH since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that includes financial planning and investment management. The firm employs a bottom-up, core equity approach supported by proprietary quantitative screening alongside fundamental analysis, and it implements fixed income, international, and alternative exposures through a combination of funds and private investments.

Irene Ay Luen Tsai is a CFP®, CFA®, and ChFC® credentialed financial advisor with four years of industry experience. She currently works at Foster & Motley Inc, where she has been since 2026, and previously held roles at Touchstone Securities, Fort Washington Investment Advisors, and Johnson Investment Counsel. Outside of her advisory work, she is the founder of MemoRenes LLC, a custom music and art business, and serves on the investment committee for Life Enriching Communities, a senior living organization. Foster & Motley provides fee-only wealth management and financial planning services to individuals, families, and institutional clients including endowments and foundations. The firm employs a bottom-up, core equity investment approach combined with diversified fixed income and alternatives, managing over $2.88 billion in discretionary assets.

Michael Bain Jr. is a CFP® with 18 years of industry experience, currently serving at MBIA Capital Advisors since 2011. His prior experience includes roles at ON Investment Management Co., Equity Analysts Inc., Sicor Securities Inc., Waddell & Reed, and Ernst & Young Investment Advisers LLP. He is also the owner of a tax planning and compliance business, TAX AND WEALTH PLANNING STRATEGIES, LLC, which includes insurance sales. MBIA Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, retirement accounts, and business entities. The firm employs fundamental analysis with an emphasis on dividend growth and corporate bonds, blending large-cap value with multi-cap growth and momentum strategies, and distinguishes itself through its affiliation with certified public accounting practices and related insurance services.

Benjamin Dobler is a CFP® with seven years of industry experience, currently advising at Financial Rounds in Cincinnati, OH. He has worked at Personal Choice Financial Advisors, LLC, Ameriprise Financial Services, Inc., and Intuit. Dobler is also the founder and sole owner of Stewardship Financial Counsel, a firm offering tax preparation and financial coaching services. Financial Rounds serves individuals and plan sponsors, including high-net-worth households, providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm employs a mix of passive and active strategies tailored to clients’ objectives and supports held-away accounts through a tax-efficient order-management platform.