Gregory Middendorf is a CFP® professional with 11 years of industry experience, currently serving at HCM Wealth Advisors in Cincinnati, OH. He has been with Hengehold Capital Management LLC since 2009. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation. The firm combines long-term core holdings with tactical positions and employs various analytical methods, including strategies with options and derivatives, managing over $1.23 billion in client assets through a nine-advisor team.

Michael Mcwhinnie is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY. His career includes 18 years at Fidelity Brokerage Services, LLC, followed by roles at Legacy Financial Advisors and Triad Advisors since 2018. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets across about 1,000 clients. The firm serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an emphasis on diversification and asset allocation.

Justin Brown is a CFP® professional at Legacy Financial Advisors, Inc. in Covington, KY, with 19 years of industry experience. He has been with Legacy Financial Advisors and affiliated Triad Advisors, Inc. since 2014. 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 across traditional and alternative investments. The firm manages approximately $1.5 billion in client assets with a focus on diversification, asset allocation, and structured portfolio solutions.

Lucas Hail is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Foster & Motley Inc since 2002. Based in Cincinnati, OH, he holds a Series 63 designation and has spent his entire advisory career with the firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that combines financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis, and emphasizes fixed income, international, and alternative investments through a mix of mutual funds, ETFs, and private offerings for eligible clients.

Douglas Johnson is a CFA® charterholder with 21 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years before joining HCM Wealth Advisors in 2017, where he is part of a nine-advisor team based in Cincinnati, OH. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and financial planning. The firm combines long-term core holdings with tactical positions, utilizing fundamental, technical, quantitative, and qualitative analysis, and employs options strategies when appropriate.

Matthew Berning is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 and strategic asset allocation, offering both discretionary and non-discretionary services.

Casey Boland is a financial advisor with HCM Wealth Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been associated with Hengehold Capital Management LLC since 2000. HCM Wealth Advisors serves individual clients, high-net-worth households, trusts, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management based on model-driven asset allocation, financial planning, and oversight of third-party money managers, combining multiple analytical approaches and employing options and derivatives strategies where appropriate.

James Eutsler is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2015. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and third-party money manager oversight. The firm combines various analytical approaches and employs options strategies, managing over $1.23 billion in client assets with a nine-advisor team.

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 with Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation and having eight 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 participates in event coordination such as movie screenings. 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 combined with diversified strategies including alternatives, managing over $2.88 billion in discretionary assets as of December 31, 2025.

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.

Michael Hengehold is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has worked at Hengehold Capital Management LLC since 1990. HCM Wealth Advisors serves individuals, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm’s investment approach combines model-based asset allocation with fundamental, technical, quantitative, and qualitative analysis, incorporating options strategies and separately managed accounts.

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 with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory work, he is involved in independent insurance agency operations focusing on health, long-term care, disability income, group benefits, and property and casualty insurance, as well as third-party administration for union fringe benefit plans. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and other ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification, offering services on both discretionary and non-discretionary bases while acting as a fiduciary for applicable retirement accounts.

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 with S.E.E.D. Planning Group, LLC in Cincinnati, Ohio. She holds a Series 63 designation and has 12 years of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Investments. Witt has been with S.E.E.D. Planning Group since 2019. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a primarily fundamental, long-term investment strategy with diversified portfolios constructed via ETFs, mutual funds, individual equities, and bonds, integrating multi-year tax and values-based financial planning.

Robert Neff is a financial advisor with W&S Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has worked at Western Southern Life and W&S Brokerage Services since 2015. Outside of his financial career, Neff is the author of the book "Retirement: What Could Go Wrong?" and owns a YouTube channel focused on backyard BBQ content, generating revenue through ad sales and affiliate marketing. W&S Advisory Services serves parents and custodians through a digital-first UGMA wrap-fee program offered via Fabric’s platform, as well as standalone comprehensive financial planning. The firm employs non-discretionary, model-based portfolios managed with oversight from Fort Washington Investment Advisors and emphasizes a fixed-fee structure distinct from traditional asset-based 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.