David Holwadel is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Heritage Wealth Advisors since 2021 and was previously with Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves as president of the board for Cincinnati Challenge Ranch and is treasurer and a board member of Sustainable Medical Missions. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm focuses on customized asset allocation and tax-aware investment strategies, utilizing research from Raymond James and offering both discretionary and non-discretionary account management.

Joseph Jones is a financial advisor with Hackman Financial Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 13 years and has been with Hackman Financial Group and LPL Financial LLC since 2022. Outside of his advisory role, he is a partner and co-owner of 4Majors Lawn & Landscape, a landscaping business. Hackman Financial Group is a six-advisor team managing approximately $336.5 million for around 432 clients. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, portfolio-driven investment approach with diversified allocations and ongoing portfolio supervision consistent with fiduciary duties.

Matthew Savoti is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Harvest in 2023. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, estates, and other entities. The firm offers portfolio management and financial planning using fundamental, technical, and cyclical analysis, and provides ongoing client communications including newsletters and educational seminars.

Michael Brannen is a financial advisor at RDA Financial Network with 30 years of industry experience. He holds the Series 63 designation and has worked at RDA Financial Network since 2008, including in his current role since 2020. Outside of advising, he is an insurance agent and owner of a related business in West Chester, Ohio. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Chad Taake is a CFP® and holds a Series 65 license with eight years of experience in financial advising at Stone House Investment Management, LLC. Prior to his advisory role, he worked for Procter and Gamble for 21 years as an engineer. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies and integrates active trading techniques and institutional custodial platforms to serve its diverse client base.

Matthew Swendiman is a financial advisor at Crew Capital Management, Ltd., holding the CFA® and ChFC® designations with 23 years of industry experience. He has worked at multiple firms, including Key Bridge Compliance and F/M Investments, and currently serves in various board and committee roles in charitable organizations and educational institutions such as Trinity Episcopal Church and Xavier University’s Williams College of Business. Crew Capital Management, Ltd. provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and institutions. The firm utilizes a client-focused asset allocation process and actively manages portfolios through a combination of securities, mutual funds, ETFs, and third-party managers, and offers specialized insurance diligence services uncommon among similarly sized advisors.

Robert Herman is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Gries Financial LLC for 17 years and has been affiliated with The 4100 Group and Arax Advisory Partners. Herman is also the Chief Investment Officer for Logix, a subsidiary of GFP, and serves as Chairman of Bull Harbor Capital, an affiliate of GFP. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services, with a focus on customized, primarily long-term portfolios utilizing various investment vehicles and strategic third-party relationships.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and previously worked at Financial Wings, LLC for 19 years before joining his current firm. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches and also offers participant-level education and plan documentation support for retirement clients.

Keith Prince is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC since 2025. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services. HORAN Wealth advises individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and security selection, with portfolios managed through ongoing reviews and access to third-party managers and technology platforms.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and PNC Wealth Management. He is also co-host of The Money Alchemist Podcast, an investment-related podcast started in 2024. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and a multi-office team structure.

William Justice is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Family Financial Partners and in various roles tied to the University of Kentucky and community organizations. Sims Investment Management LLC offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a combination of fundamental, technical, and statistical methods to build customized portfolios and may use advanced strategies such as options and margin trading based on client objectives.

Robert Scroggins is a financial advisor with Legacy Financial Advisors, Inc. in Cincinnati, OH, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at Triad Advisors for 10 years and has been involved with Scroggins Grear, Inc., a consulting and CPA firm he owns, since 1997. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm emphasizes diversification and asset allocation while managing roughly $1.5 billion in client assets.

David Foster is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Foster & Motley since 1997. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies.

Kenton Gearhart is a CFP® professional with 31 years of industry experience, currently serving at Gearhart & Associates since 2022. Prior to this, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he owns No Woke Zone Fishing Charters. Gearhart & Associates provides personalized investment management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach across a range of asset types and manages approximately $724 million for about 1,670 clients with a four-advisor team.

Anthony Frambes is a financial advisor at Horter Investment Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AlphaMark Advisors, LLC, Northwestern Mutual Investment Services, and AWF Investments LLC. Outside of financial advising, he is the owner of AWF Management Services LLC, a holding company for medical therapy silent investment projects. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm uses an Investment Committee-driven multi-manager approach, offering discretionary and non-discretionary portfolio management, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Andrew Jung is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Crew Capital Management, LTD., where he has worked since 2022. His previous roles include positions at Wells Fargo Advisors, VMG Health, and Ohio State University. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning services and actively manages portfolios using a range of investment vehicles, including individual securities, funds, ETFs, and third-party managers.

William Hardigg III is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC. His prior experience includes eight years at ARGI Investment Services and five years at Horan Wealth Management. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm offers asset management, financial planning, and retirement plan advisory services with an investment approach focused on asset allocation, diversification, security selection, and periodic rebalancing.

Andrew Allwein is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gibbs Insurance Associates and THOR Wealth Management. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered advisers, employing a combination of fundamental and quantitative analysis through Formidable-branded ETFs and model portfolios. The firm offers discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

John Gislason is a CFP® professional with Opus Capital Management in Cincinnati, OH. He has been with Opus Capital Group since 2024, following ten years as a student. Opus Capital Management provides wealth management and pension consulting services to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients including foundations and endowments. The firm uses an asset-allocation approach across various investment vehicles and offers both discretionary and non-discretionary fiduciary services.

Timothy Stearns is a financial advisor at W&S Advisory Services, LLC in Cincinnati, Ohio, with 30 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Touchstone Securities Inc and IFS Financial Services Inc since 2013, as well as Envestnet PMC from 2009 to 2013. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform, along with standalone comprehensive financial planning. The firm offers five model portfolios implemented through non-discretionary automated allocations using mutual funds and ETFs, emphasizing a fixed-fee wrap structure and platform-driven custody and onboarding.