John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.

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® professional with 11 years of industry experience. He has been with Hengehold Capital Management since 2014. He is based in Cincinnati, OH, and holds a Series 65 license. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation process supported by fundamental, technical, quantitative, and qualitative analysis, and incorporates discretionary trading and strategies such as options and third-party sub-advisers when appropriate.

Bryan Jordan is a CFP® with 13 years of industry experience and currently serves as an advisor at Gearhart & Associates in Cincinnati, OH. His prior roles include positions at Fidelity Investments, ZEGA Financial, and Independent Financial Partners. Outside of advisory work, he owns and operates RIAID, LLC, a technology consulting business focused on operational efficiency for Registered Investment Advisory firms. Gearhart & Associates provides discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis with a generally long-term investment approach while accommodating shorter-term trades when appropriate.

Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, 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 that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.

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 seven 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 fee-only wealth management and financial planning for individuals and families, as well as institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity approach supported by a proprietary quantitative system, manages over $2.88 billion in discretionary assets, and offers a mix of discretionary portfolio management and diversified investment options.

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.

Troy Rennekamp is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Troy previously worked at Fidelity Investments and its related entities for over 20 years. Outside of his advisory role, he serves as the Finance Director for Vineyard Westside Church, managing bookkeeping and financial operations. Shepherd Wealth Management is a fee-only firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement consulting. The firm employs a team approach and emphasizes a primarily passive investment strategy using index funds and ETFs, supplemented by various analytical techniques.

Nathan Lorenz is a financial advisor at Foster & Motley Inc. based in Cincinnati, OH, holding a Series 65 designation with four years of experience. His prior work includes positions at the University of Cincinnati and Anthem Insurance. Foster & Motley provides fee-only wealth management and financial planning services to individuals and families, along with institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, managing discretionary portfolios with a tax-sensitive, long-term orientation.

Krysten Taylor is a Series 65-licensed advisor at Formidable Asset Management, LLC with two years of industry experience. She has been with Formidable Asset Management since 2013. 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 to manage portfolios, including its own family of ETFs and model portfolios, serving a range of clients through both direct management and model licensing arrangements.

Sharon Miller is a CFP® professional with eight years of experience in the financial advisory industry. She has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds (Personal Choice Financial Advisors, LLC) 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 blend of passive and active strategies tailored to each client’s asset allocation, time horizon, and tax considerations, and supports held-away accounts through an order-management platform to enhance tax efficiency and rebalancing.