Samantha Florio is a CFP® professional at Gearhart & Associates with three years of industry experience. She previously worked at W&S Brokerage and Western Southern Life. Gearhart & Associates serves individuals, families, trusts, estates, and private foundations with discretionary and non-discretionary investment management, offering customized portfolios that primarily use fundamental analysis with a long-term orientation while allowing shorter-term trades when appropriate.

Luke Nordman is a CFP® professional at Wealthquest Corporation in Cincinnati, OH, with three years of industry experience. Prior to joining Wealthquest, he worked in various roles including positions at Profile Products, Taylor University, and Clarke Environmental. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax preparation. The firm uses a committee-driven investment approach and offers both discretionary and non-discretionary services across multiple custodians.

Brent Gargano is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at National Wealth Management Group, LLC. His prior experience includes roles at UBS Financial Services Inc. and Fidelity, where he held various advisory and brokerage positions over seven years. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client, offering a range of portfolio management options and consulting services through multiple platforms and custodians.

Paul Sartori is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 credential and possessing 41 years of industry experience. He has worked with Triad Advisors for 15 years and with Legacy Financial Advisors for 20 years. Outside of his advisory role, Sartori serves as a trustee for two trusts on a volunteer basis. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations by providing financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm manages approximately $1.5 billion in assets for about 1,000 clients, emphasizing diversification and asset allocation through a capital-preservation sleeve combined with growth-oriented portfolios and alternative strategies.

Thomas Hagedorn is a CFP® with 11 years of industry experience, currently serving at Magnate Advisory Services, LLC. He has been with Magnate Wealth Management LLC and En Garde! Investing LLC since 2017. Outside of his advisory work, he is a managing member of Christian History in America LLC, a publisher of nonfiction books. Magnate Advisory Services, LLC provides financial planning and portfolio management services to individuals, businesses, charitable organizations, and retirement plans. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and serves a high volume of clients through a team of six advisors.

Jenny Burns is a CFP® with three years of industry experience, currently serving as an advisor at Wealthquest Corporation in Cincinnati, OH. She has been with Wealthquest Corporation since 2006, contributing to a multi-advisor team. Wealthquest Corporation provides advisory services to individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered programs that include portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion across 1,583 clients, utilizing an Investment Committee to guide decisions and employing various asset classes and technology platforms to support client needs.

Matthew Calme is a CFP® professional with 12 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC prior to joining HCM Wealth Advisors. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm’s approach integrates long-term core holdings with short-term tactical positions, using multiple analytical methods and options strategies, and manages over $1.23 billion in client assets.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. 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 uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

Amina Addington is a financial advisor at Foster & Motley Inc. with a Series 65 credential and one year of industry experience. Prior to joining Foster & Motley, she held various roles including positions at the University of Kentucky and Hamilton County. 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 combined with diversification through fixed income, mutual funds, and ETFs, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Christine Stine is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. 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, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews portfolios and makes tactical decisions.

Steven Hengehold is a CFP® with 10 years of industry experience and is currently with HCM Wealth Advisors in Cincinnati, OH. He has worked at Hengehold Capital Management since 2014. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm employs a combined investment approach using long-term core holdings and short-term tactical positions, including options strategies, and manages over $1.23 billion in client assets across a nine-advisor team.

Bryan Jordan is a CFP® with 13 years of industry experience and is currently with Gearhart & Associates in Cincinnati, OH. His previous roles include positions at Fidelity Investments, ZEGA Financial, and several other advisory firms. He owns a technology consulting business, Riasolutions.ai, which provides operational efficiency and system integration services exclusively to Registered Investment Advisory firms. Gearhart & Associates offers discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach while allowing shorter-term trades when appropriate, serving a large client base through an integrated custodial platform.

Elizabeth Dayter is a financial advisor at Journey Advisory Group, LLC in Cincinnati, Ohio, with eight years of industry experience. She holds a Series 65 designation and has been with Journey Advisory Group since 2020. Prior to that, she worked at Torch Wealth Management LLC beginning in 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a long-term investment strategy with a focus on strategic asset allocation and employs a variety of analytical methods and investment instruments.

Anthony Luckhardt is a CFP® professional with 27 years of industry experience and has been with Foster & Motley, Inc. in Cincinnati, OH since 2007. He holds Series 63 and Series 66 licenses and has spent the majority of his career at the same firm. 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. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, and utilizes a mix of fixed income, international, and alternative investments tailored to client qualifications.

Thomas Reitzes is a financial advisor at HORAN Wealth, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining HORAN Wealth, he worked at Ameriprise Financial Services from 2016 to 2023. Outside of his advisory role, Reitzes serves on the finance committees of St. Joseph Crescent Springs Catholic Church and the Julie Learning Center, where he assists with budgeting and financial review. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and periodic rebalancing, supported by an internal Investment Committee and tailored client solutions.

Todd Hibner is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. Prior to joining HORAN Wealth, he held roles at Neyer Properties and Wellington Management Company LLP. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach emphasizes asset allocation, diversification, security selection, and rebalancing, supported by an internal Investment Committee and tailored client programs.

Andrew Montanus is a financial advisor at Foster & Motley Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients such as endowments and foundations. The firm manages discretionary assets using a bottom-up, core equity approach combined with diversification across fixed income, mutual funds, ETFs, alternatives, and private investments.

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.

Brandon Hendricks is a financial advisor at Horter Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner, Ameriprise Financial Services, Edward Jones, and Fifth Third Securities. Outside of his advisory role, he is involved with ACX by Audible in a non-investment-related capacity. 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 institutional clients. The firm employs an Investment Committee-driven multi-manager approach that includes tactical and passive model portfolios, custom portfolios, and third-party money managers.

Gareth Caluducan is a financial advisor at W&S Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with W&S Brokerage Services and Western Southern Life since 2016. Outside of his advisory role, Caluducan is involved in community outreach and serves on the board of a local career mentorship organization; he is also a co-owner of a professional wrestling training school and related apparel business. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program offered via Fabric’s platform, alongside comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach managed by Fort Washington Investment Advisors and distinguishes itself by using a fintech-driven custody and onboarding process with fixed fees rather than traditional AUM-based billing.