Casey Boland is a financial advisor at HCM Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hengehold Capital Management LLC since 2000. HCM Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages model-driven asset allocation portfolios and oversees approximately $1.23 billion in client assets, employing long-term investment strategies that include options and third-party sub-advisers when suitable.

James Eutsler is a Certified Financial Planner (CFP®) with 11 years of experience, currently serving at HCM Wealth Advisors. He has been with Hengehold Capital Management LLC since 2015. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.

Andrew Molnar is a CFA® charterholder with seven years of industry experience. He has been with THOR Investment Management Inc since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and serves 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 and combines fundamental and technical analysis with a proprietary mean-reversion model to determine asset-class and style weightings.

Nicole Roland is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with nine years of industry experience. She has been with Foster & Motley since 2017 and also works as a marketing representative for Allied Integrated Marketing, where she attends movie screenings to ensure events run smoothly. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity approach combined with diversification strategies and manages over $2.88 billion in discretionary assets.

Joseph Patterson is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Foster & Motley Inc in Cincinnati, OH. He has been with Foster & Motley since 2015. 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 and access to private investment funds. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis, with a focus on fixed income intermediate maturities and tax-sensitive strategies for eligible investors.

Kellen Finan is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He holds a Series 65 designation and joined the firm in 2026. His prior experience includes roles at the Federal Home Loan Bank of Cincinnati and various positions outside the financial industry, including work at SwimSafe Pool Management Inc. and the Evendale Recreation Center. Souders Financial Advisors provides wealth management, financial planning, retirement income planning, and trust services to individuals, high-net-worth clients, pension plans, and foundations. The firm’s investment approach integrates financial planning with diversified portfolios and combines team-based perspectives with tailored asset allocation strategies.

Michael Hengehold is a financial advisor with HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including over 30 years with Hengehold Capital Management LLC. HCM Wealth Advisors is an SEC-registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation strategy supported by fundamental, technical, quantitative, and qualitative analysis, managing approximately $1.23 billion in client assets.

Matthew Aquilia is a CFP® certificant with 14 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., a team of 13 advisors based in Covington, KY. Aquilia has been with Legacy Financial Advisors and its affiliated broker-dealer, Triad Advisors, Inc., since 2015. Outside of his financial advisory role, he works as a youth soccer referee. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management. The firm emphasizes diversification and asset allocation, managing approximately $1.5 billion in client assets.

Thomas Macey is a financial advisor at Souders Financial Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory role, he is involved in an independent insurance agency specializing in health, long-term care, disability income, group benefits, and property and casualty insurance. Souders Financial Advisors provides wealth management, financial planning, portfolio management, and retirement income planning services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial planning-driven investment process that incorporates diversified, quality investments and combines team-based portfolio management with both long- and short-term trading strategies.

Benjamin Siefring is a CFP® and ChFC® with 15 years of industry experience. He has been with Formidable Asset Management, LLC since 2017 and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Mr. Siefring is also a licensed insurance agent in multiple states, offering life and health insurance products. Formidable Asset Management is a multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, and registered investment advisers through portfolio management, financial planning, and pension consulting, employing a blend of thematic research and fundamental and quantitative analysis with a focus on actively managed ETF strategies.

Kevin Whelan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Opus Capital Management since 1998. Opus Capital Management provides wealth management and pension consulting services to individuals, public and corporate pension plans, charitable institutions, foundations, and corporations. The firm uses an asset-allocation approach with active portfolio management and offers both ERISA Section 3(21) and 3(38) pension consulting.

William Motley is a CFA® charterholder with 25 years of industry experience. He has been with Foster & Motley, Inc. since 1997. 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 and access to private investment funds. The firm employs a bottom-up, core equity approach supported by a proprietary quantitative system alongside fundamental analysis, and its fixed income strategy emphasizes intermediate maturities and credit research.

Kerstin Driscoll Witt is a financial advisor at S.E.E.D. Planning Group, LLC with 12 years of industry experience. She has worked at S.E.E.D. since 2019 and previously held roles at Fidelity Brokerage Services LLC and Fidelity Investments from 2016 to 2019. She holds the Series 63 designation. S.E.E.D. Planning Group, LLC is an SEC-registered advisory firm that offers investment management, wealth management, consulting, and institutional services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm integrates values-based financial planning with coordinated tax and estate strategies and employs fundamental analysis alongside long-term portfolio approaches.

Robert Neff is a financial advisor with W&S Advisory Services, LLC in Cincinnati, Ohio, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Western Southern Life and W&S Brokerage Services since 2015. Outside of finance, Neff is the author of the book *Retirement: What Could Go Wrong?* and operates a YouTube channel focused on backyard barbecuing, generating passive income through ad revenue and affiliate links. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform, offering custodial account management and standalone comprehensive financial planning covering investment, retirement, insurance, and education funding. The firm employs five model portfolios with implementation by Fort Washington Investment Advisors, emphasizing a platform-driven approach with fixed fees rather than percentage-of-AUM billing.

Kevin Schmitt is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Foster & Motley Inc. Prior to joining Foster & Motley, he worked at Summer Hill, Inc. and Deloitte. 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 supported by a proprietary quantitative system and manages over $2.88 billion in discretionary assets.

Andrew Swinney is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining HORAN Wealth, Andrew worked at M Holdings Securities and has experience outside finance including roles at Chick-Fil-A and University of Cincinnati Athletics. 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, employing a mix of ETFs, mutual funds, and fixed income products tailored to clients through ongoing reviews and access to third-party managers.

Mark Bennett is a CFA® charterholder with 16 years of industry experience. He has been with HORAN Wealth, LLC since 2025, following a 15-year tenure at Horan Capital Advisors, LLC. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning and consulting, separately managed account programs, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that regularly reviews model portfolios.

Jeffrey English is a CFP® and CFA® affiliated with Foster & Motley Inc, where he has worked for 10 years. Based in Cincinnati, OH, he has a decade of industry experience. Foster & Motley Inc is a fee-only wealth management firm serving individuals, families, and institutional clients including endowments and foundations. The firm uses a bottom-up core equity investment approach supported by a proprietary quantitative system, managing over $2.88 billion in discretionary assets as of December 2025.

Daniel Schneider is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent four years at Crew Capital Management LTD. His background also includes roles at UBS Financial Services Inc. and UBS Wealth Management, as well as five years at the University of Cincinnati. 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, and security selection, with portfolios tailored through ongoing reviews and access to third-party managers and technology platforms.

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.