Live and Give Financial was started with a vision of increasing access to quality, unbiased advice for families who have not yet accumulated a lot of wealth. Our focus on flat-fee, advice-only planning puts the power back in your hands to learn money management strategies for your own situation. We will empower you to make decisions that will be meaningful for your family. We'll work together on a comprehensive financial plan over the course of 4-6 months. Utilizing research-backed tools we'll have in-depth conversations about your passions and dreams for the future to uncover the goals that are most meaningful to you. From there we'll visit all aspects of your financial picture to set you on the path to holistic wellbeing. Reach out to schedule a conversation about your goals. If I'm not the right fit for your pain points I'll help you find the service that is - which is my ultimate duty as a fiduciary advisor. I look forward to connecting!

Henry Brightwell III is a financial advisor with Formidable Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 10 years with Formidable. Formidable Asset Management is an SEC-registered multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, employing a mix of top-down thematic research and bottom-up fundamental and quantitative analysis, with an emphasis on capital appreciation through actively managed ETFs and other strategies.

Rick Bell is a financial advisor with Crew Capital Management, Ltd. and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Ross, Sinclaire & Associates, LLC, and currently serves as Vice President of Intermediary Sales and Investment Adviser Representative at F/m Investments, LLC. Mr. Bell dedicates most of his time to working with financial professionals on SMA and UMA strategies and spends part of his time providing financial planning and asset allocation recommendations at Crew Capital. Crew Capital Management, Ltd. offers fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process includes assessing client goals and risk tolerance to manage diversified portfolios using a range of securities and third-party managers, while also providing specialized services such as Insurance Diligence Solutions and due diligence on alternative investments.

Alan Eichner is the sole advisor at Eichner Investment Planning, LLC in Cincinnati, OH, holding a Series 65 designation with 21 years of industry experience. He has led his firm since 2010, focusing on customized investment management and planning services. Eichner Investment Planning serves a select group of high-net-worth individuals and families, managing over $650 million in client assets primarily through non-discretionary relationships. The firm emphasizes identifying third-party money managers and investment strategies, implementing client-approved recommendations, and maintaining a high account minimum.

James Gore is a Series 65-licensed financial advisor with THOR Wealth Management Inc in Cincinnati, Ohio, where he has worked since 1992. He has 30 years of industry experience. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total portfolio approach with active, diversified model portfolios guided by written investment policy statements and employs fundamental and technical analysis along with a proprietary mean-reversion model to determine asset-class and style allocations.

Todd Poellein is a financial advisor at HORAN Wealth, LLC with seven years of industry experience. He holds the CFA® designation and Series 63 license. Poellein worked for HORAN Capital Advisors for ten 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 consulting services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, with tailored client programs supported by an internal Investment Committee and access to third-party managers and technology platforms.

Derek Schmidt is a CFP® professional with nine years of industry experience, currently serving at Altus Wealth Management, LLC since 2023. His career includes prior roles at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management provides discretionary investment management and financial planning for individuals, trusts, and charitable organizations, managing approximately $405 million across about 285 client relationships. The firm employs a combined approach of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, using low-cost ETFs and mutual funds alongside individual fixed-income securities in its strategy.

David Nienaber is a CFP® professional with 17 years of industry experience, currently serving at Foster & Motley Inc since 2010. Based in Cincinnati, OH, he holds a Series 65 license and has spent the majority of his career with Foster & Motley. 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 supplemented by quantitative screening and fundamental analysis, offering bundled wealth management and access to private investment funds for qualified clients.

David Templeton is a CFA® charterholder with 16 years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent 15 years 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 services. The firm’s investment approach includes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

Michael Maisel is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 designation and 25 years of industry experience. He has been with Legacy Financial Advisors since 2006 and has also worked at Triad Advisors since 2011. Outside of his advisory role, he is a part-owner of Bridge Partners, an insurance solutions provider for advisors, and Financial Fitness Powered by Legacy, an education-focused company. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process and diversified asset allocation framework, including tactical and alternative strategies, and offers the Legacy Protected Outcome Portfolios to seek defined investment outcomes within client risk parameters.

Chia Hui Ou Yang is a financial advisor at Foster & Motley Inc with a Series 66 designation and one year of industry experience. Prior to joining Foster & Motley, Ou Yang held roles at Money Concepts Capital Corp, JQ Financial Group, and worked in various positions including human resources and education. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis and offers access to private investments for qualified clients.

Michael McWhinnie is a CFP® professional with 24 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and has worked at Legacy and Triad Advisors since 2018, following an 18-year tenure at Fidelity Brokerage Services, LLC. 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 proprietary, goal-oriented planning process and offers diversified asset allocation strategies, including the Legacy Protected Outcome Portfolios (POPS), which aim for defined outcomes within client risk parameters.

Justin Brown is a CFP® professional with 19 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and Triad Advisors, Inc., where he has worked since 2014. Brown advises clients on investment and planning as well as insurance needs. Legacy Financial Advisors, Inc. offers financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a proprietary, goal-oriented planning process and emphasizes diversification and tax management through a range of investment strategies, including their Legacy Protected Outcome Portfolios.

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.

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.

Matthew Aquilia is a CFP® professional with 14 years of industry experience, currently serving at Legacy Financial Advisors, Inc. and Triad Advisors, Inc. He has been with both firms since 2015. Outside of his advisory role, he works as a youth soccer referee. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering comprehensive financial planning and discretionary portfolio management. The firm manages approximately $1.5 billion in client assets and emphasizes diversification and asset allocation within a multi-advisor team structure.

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.