Connie Grosser is a financial advisor at HORAN Wealth, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Ameritas Investment Corp., Ameritas Advisory Services, and HORAN Securities, among others. 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’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and tactical decisions.

Tyler Lang is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Journey Advisory Group, LLC since 2013. Outside of his advisory role, Lang is involved in property management through Lang Properties, LLC and Channel Islands Partners. Journey Advisory Group serves a diverse client base, including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing a long-term investment strategy with strategic asset allocation and a range of instruments and strategies.

David Treft is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Souders Financial Advisors, LLC and has held prior roles at Private Client Services, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory work, he serves as a board member for Grace Baptist Church and participates on the investment committee of Back2Back Ministries, an international nonprofit organization supporting orphans. 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 using model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Damaska is a financial advisor with Charter Advisory Corporation in Cincinnati, OH, holding a Series 63 license and bringing 30 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009 and has a long tenure with Connecticut General Life Insurance Co dating back to 1995. He is also president of Damaska & Associates, Inc., a firm involved in tax preparation, accounting, and non-investment-based insurance. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

Lindsey Keith is a financial advisor with Foster & Motley Inc in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Horan Securities, Inc. since 2017 and previously at Transamerica from 2015 to 2017. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, using a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis. The firm offers bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

Olivia Thomason is a financial advisor at Gearhart & Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Embark and Deloitte LLP. Outside of her advisory role, she is an instructor at Totality Sculpt. Gearhart & Associates provides personalized discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach using a range of securities and offers specialized strategies including structured notes and securities-based lending.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. 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 incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Rachel Rasmussen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Foster & Motley, Inc. since 2013. 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, separate institutional investment management, and access to private investment funds for qualified clients.

Michael Napier is a CFP® professional with 19 years of industry experience, currently serving at HORAN Wealth, LLC. He previously worked at Horan Securities, Inc. for 15 years. Outside of his advisory role, he operates a tax preparation business. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through a range of asset management and advisory services. The firm’s investment approach focuses on asset allocation, diversification, and regular portfolio review, employing various investment products and tailored client programs.

David Snyder is a financial advisor with MDRN Capital in Cincinnati, OH, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Crump Life Insurance, First Financial Bank, and OJM Group, LLC. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs with a primarily long-term focus.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

Thomas Regan is a CFP® with 18 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has held roles at Gryphon Normandy Manager, LLC since 2019 and previously at Hightower Advisors. Regan is a member of Gryphon Normandy Manager, LLC, an investment-related entity. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm focuses on family business sales, succession and legacy planning, and offers both discretionary and non-discretionary portfolio management using an active, diversified approach tailored to client objectives and risk tolerances.

Adam Eagleston is a CFA® charterholder and holds Series 63 and 65 licenses, with 14 years of experience in the financial industry. He has worked at Formidable Asset Management, LLC since 2019 and previously held roles at Driehaus Capital Management, LLC and Opus Capital Group, LLC. Formidable Asset Management is a multi-advisor SEC-registered firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, focusing on capital appreciation through actively managed ETF strategies that combine thematic research with fundamental and quantitative analysis.

Christopher Casey is a financial advisor at Fifth Third Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ocean Park Asset Management, Wintrust Financial Corporation, and Orison Corporation. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing household-level Investment Policy Statements and a combination of in-house and third-party managers to construct and rebalance portfolios.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Michael Murphy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. He previously worked at Putnam Investments from 2016 to 2024 and has been with Johnson Investment Counsel since 2024. Murphy also has a role at Ultimus Fund Distributors, LLC beginning in 2025. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process using quantitative equity analysis and fixed-income management, offering both customized discretionary mandates and automated advisory programs. It sponsors and advises its own mutual funds, acts as a sub-adviser for other managers, and integrates trust and administrative services within its enterprise structure.

Thomas Mc Conville is a financial advisor at Constellation Wealth Advisors with one year of industry experience. He previously worked at Cassady Schiller CPAs & Advisors and held a position at Xavier University. Mc Conville serves as a board member for CancerFree Kids, a non-profit organization focused on funding early-stage childhood cancer research. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, including a proprietary private capital platform.

Patrick Lafley is a financial advisor at Constellation Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked at Constellation since 2017 and at Quadrant Partners since 2008. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and other institutional clients. The firm manages approximately $5.4 billion in assets through diversified strategies across public and private markets and operates a proprietary private capital platform focused on fund, direct, and co-investment opportunities.

Jarrod Hart is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently affiliated with Mariner Independent and its related entities, including Fortitude Financial Partners and Mariner Platform Solutions. Prior to this, he held positions at firms including Commonwealth Financial Network and Northwestern Mutual. Outside of his advisory role, he serves as a finance board member for Cornerstone Renter Equity in Cincinnati. Mariner Independent serves individuals, high-net-worth clients, and various institutional entities by providing financial planning, portfolio management, retirement plan consulting, and access to alternative investments. The firm utilizes a diverse set of investment tools and is notable for its affiliated trust company and institutional consulting affiliates, which offer integrated custody and fiduciary services.