Terri Connelly is a financial advisor with Formidable Asset Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Formidable Asset Management in 2020. Outside of her advisory role, she is involved as a fitness professional with the Cincinnati Sports Club. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Jake Butcher is a CFP® professional at HCM Wealth Advisors in Cincinnati, OH, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2011. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management centered on model-based asset allocation, financial planning, and third-party manager oversight. The firm integrates long-term core holdings with tactical positions and employs a range of analytical approaches, including options strategies and separately managed accounts, managing over $1.23 billion in assets with a nine-advisor team.

Todd Brubaker is a financial advisor at Horter Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and The Prudential Insurance Company of America. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm employs an Investment Committee-driven multi-manager approach incorporating tactical and passive models, custom portfolios, and third-party managers, and offers proprietary model blends and access to alternative investments.

Ryan Bonaventura is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, Ohio, with 20 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC and Advantage Investment Management, LLC. Bonaventura is also involved with Bonaventura Wealth Advisors, focusing on financial planning and advisory services. 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 with personalized portfolio management, strategic asset allocation, and diversification across asset classes, offering services on both discretionary and non-discretionary bases.

Mark Kleespies is a Series 65 licensed advisor at THOR Wealth Management Inc with 26 years of industry experience. He has been with the firm since 1997. THOR Wealth Management oversees approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements, combining fundamental and technical analysis alongside a proprietary mean-reversion model to determine asset-class and style weightings.

Michael Moore Jr. is a financial advisor with Wealthquest Corporation in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wealthquest since 2018 and has been with ARGI Investment Services since 2012. Wealthquest Corporation serves individuals, families, 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 across 1,583 clients using a multi-advisor team approach and emphasizes both discretionary and non-discretionary engagements supported by structured investment strategies and technology platforms.

Bradley Soper is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Foster & Motley, Inc. since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management and separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis.

Patrick Jones is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Sims, he worked at Franklin Wealth Management and WoJo Creative LLC, and has also been involved with Hixson Presbyterian Church and Western Home Communities. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals and business entities. The firm uses a combination of fundamental and technical analysis and offers customized investment programs that may include options strategies, short sales, and alternative investments.

Kevin Mc Cann is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tucker Asset Management LLC. Outside of advisory work, he is a self-employed health insurance sales agent with Kemper Health. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Robert Kuhnhein is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Legacy Financial Advisors, Inc., where he has worked since 2019. Prior to that, he held positions at Truepoint Wealth Counsel, Randolph Co Inc, and Opus Capital Management. Since 2018, he has served as Treasurer for the Campbell County Red Devils Athletic Club, a nonprofit organization supporting youth football and cheerleading. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a goal-oriented planning process that guides an asset allocation framework focused on diversification, tax management, and defined outcome strategies such as the Legacy Protected Outcome Portfolios.

Daniel Vogelpohl is a financial advisor with Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Dimensions in 2017, he worked at Fifth Third Securities and Fifth Third Bank for a combined total of 32 years. Outside of his advisory role, Vogelpohl serves on the boards of several nonprofit organizations, including as Treasurer of the Cincinnati Parks Foundation and the Patty Brisben Foundation, and as a board member of Ronald McDonald House Charities of Greater Cincinnati. Wealth Dimensions Group, Ltd. advises individuals, pension 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 core equity strategies, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Randal Sadler is a financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Coordinated Capital Securities since 1990 and has other long-standing roles dating back to 1973. Outside of his advisory work, he owns several businesses including software development, a landscaping company, and a UV device manufacturing firm, and serves on the board managing college endowment funds. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

David Lohre II is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked with HORAN Securities, Inc. for 16 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 retirement plan advisory services. The firm emphasizes asset allocation, diversification, and periodic rebalancing, with an internal Investment Committee that regularly reviews portfolios and employs a range of investment products tailored to client needs.

Deborah Saas is a financial advisor at Center For Wealth Management Advisory with 39 years of industry experience. She holds a Series 63 designation and previously worked at LPL Financial LLC for 28 years before joining her current firm in 2017. Center For Wealth Management Advisory serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers financial planning, consulting, and portfolio management through a variety of managed-account options and uses strategic and tactical asset-allocation models tailored to client goals and risk tolerance.

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes a variety of instruments and strategies, managing approximately $1.47 billion in assets.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

Terence Horan is a financial advisor at HORAN Wealth, LLC with over 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has a long career history including leadership roles at Horan Securities, Inc. and Horan Associates Inc. He serves on the Investment Committee for the Dominican Sisters of Nashville and is a board member of the University of Cincinnati Economics Center, which promotes economic and financial literacy programs for K-12 students and teachers. HORAN Wealth, LLC serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through 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 and adjusts model portfolios.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Michael Riney is a CFP® with 10 years of industry experience, currently serving as an advisor at Wealthquest Corporation since 2019. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and other financial firms. Outside of his advisory work, he holds ownership interests in real estate businesses. Wealthquest Corporation serves individuals, families, 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 employs a multi-advisor team approach, managing approximately $2.22 billion, with investment decisions made by an Investment Committee utilizing diversified asset-allocation models and multiple custodians.

Lindsey Meredith is a CFP® and Series 66-licensed advisor with 10 years of industry experience. She has worked at Heritage Wealth Advisors since 2021 and previously held roles at Raymond James & Associates and Wells Fargo. Lindsey volunteers to offer basic financial education courses through her local church. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm emphasizes customized asset allocation, tax-aware investment strategies, and employs research from Raymond James to support equity selection.