Paul Sartori is a financial advisor with Legacy Financial Advisors, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Triad Advisors since 2011 and has been with Legacy Financial Advisors since 2006. Outside of his advisory role, Sartori serves as a trustee for multiple trusts on a non-compensated basis. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process with an asset allocation framework focused on diversification, tax management, and defined outcome strategies such as the Legacy Protected Outcome Portfolios (POPS).

Thomas Hagedorn is a CFP® with 11 years of industry experience, currently serving at Magnate Advisory Services, LLC. He has been with Magnate Wealth Management LLC and En Garde! Investing LLC since 2017. Outside of his advisory work, he is a managing member of Christian History in America LLC, a publisher of nonfiction books. Magnate Advisory Services, LLC provides financial planning and portfolio management services to individuals, businesses, charitable organizations, and retirement plans. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and serves a high volume of clients through a team of six advisors.

Matthew Calme is a CFP® professional with 12 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC prior to joining HCM Wealth Advisors. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm’s approach integrates long-term core holdings with short-term tactical positions, using multiple analytical methods and options strategies, and manages over $1.23 billion in client assets.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

Amina Addington is a financial advisor at Foster & Motley Inc. with a Series 65 credential and one year of industry experience. Prior to joining Foster & Motley, she held various roles including positions at the University of Kentucky and Hamilton County. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management to endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, and ETFs, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Christine Stine is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. 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, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews portfolios and makes tactical decisions.

Steven Hengehold is a CFP® with 10 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Hengehold Capital Management since 2014. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm employs a combined investment approach using long-term core holdings and short-term tactical positions, including options strategies, and manages over $1.23 billion in client assets across a nine-advisor team.

Elizabeth Dayter is a financial advisor at Journey Advisory Group, LLC in Cincinnati, Ohio, with eight years of industry experience. She holds a Series 65 designation and has been with Journey Advisory Group since 2020. Prior to that, she worked at Torch Wealth Management LLC beginning in 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a long-term investment strategy with a focus on strategic asset allocation and employs a variety of analytical methods and investment instruments.

Anthony Luckhardt is a CFP® professional with 27 years of industry experience and has been with Foster & Motley, Inc. in Cincinnati, OH since 2007. He holds Series 63 and Series 66 licenses and has spent the majority of his career at the same firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management as well as separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, and utilizes a mix of fixed income, international, and alternative investments tailored to client qualifications.

Thomas Reitzes is a financial advisor at HORAN Wealth, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining HORAN Wealth, he worked at Ameriprise Financial Services from 2016 to 2023. Outside of his advisory role, Reitzes serves on the finance committees of St. Joseph Crescent Springs Catholic Church and the Julie Learning Center, where he assists with budgeting and financial review. 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, and periodic rebalancing, supported by an internal Investment Committee and tailored client solutions.

Todd Hibner is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. Prior to joining HORAN Wealth, he held roles at Neyer Properties and Wellington Management Company LLP. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach emphasizes asset allocation, diversification, security selection, and rebalancing, supported by an internal Investment Committee and tailored client programs.

Andrew Montanus is a financial advisor at Foster & Motley Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients such as endowments and foundations. The firm manages discretionary assets using a bottom-up, core equity approach combined with diversification across fixed income, mutual funds, ETFs, alternatives, and private investments.

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.

Gareth Caluducan is a financial advisor at W&S Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with W&S Brokerage Services and Western Southern Life since 2016. Outside of his advisory role, Caluducan is involved in community outreach and serves on the board of a local career mentorship organization; he is also a co-owner of a professional wrestling training school and related apparel business. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program offered via Fabric’s platform, alongside comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach managed by Fort Washington Investment Advisors and distinguishes itself by using a fintech-driven custody and onboarding process with fixed fees rather than traditional AUM-based billing.

Catherine Zaino is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 27 years of industry experience. She holds a Series 63 designation and has worked previously at Advantage Investment Management, LLC and LPL Financial LLC. Outside of her advisory role, she has been involved in non-variable insurance sales, including health, dental, life, and disability insurance. Souders Financial Advisors, LLC 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 featuring model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services while acting as a fiduciary for applicable retirement accounts.

Sarah Browne is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She has worked at Foster & Motley, Inc. since 2021 and previously held roles at F/M Acceleration, LLC, F/M Investments, LLC, Ross, Sinclaire & Associates, and Clear Arc Capital, Inc. 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 approach supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies primarily implemented through no-load mutual funds, ETFs, and private investments for eligible clients.

Michael Perry is a Series 65-licensed advisor at Sims Investment Management LLC with three years of industry experience. Prior to joining Sims, he worked for the Family Nurturing Center for eleven years. Outside of his advisory role, Mr. Perry manages a multifamily property in Cincinnati, where he also resides. Sims Investment Management LLC provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, and corporations. The firm constructs customized portfolios using fundamental and technical analysis and employs a broad range of strategies and tools, managing a high client load relative to its team size.

Paul Solomon is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management LLC, and LPL Financial, LLC. Outside of his advisory work, he is also licensed to practice law and provides legal services on a limited basis. Souders Financial Advisors, LLC offers 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 featuring personalized portfolio management, strategic asset allocation, and diversification, providing services on both discretionary and non-discretionary bases.

James Gaunt is a financial advisor at Formidable Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with Formidable Asset Management since 2017. 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 combination of fundamental and quantitative analysis, managing portfolios primarily through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Nathan Lorenz is a Series 65-licensed advisor at Foster & Motley Inc in Cincinnati, OH, with four years of industry experience. His prior work includes roles at Anthem Insurance and the University of Cincinnati. 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 as well as separate institutional investment management and access to private investment funds for qualified clients.