Tyler Almeida is a financial advisor at Crew Capital Management, Ltd. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ardor Private Wealth Management, Compass Securities Corporation, and Wells Fargo Advisors. Almeida is based in Cincinnati, OH. 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 and asset allocation services, actively managing portfolios through individual securities, funds, ETFs, and third-party managers.

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.

Daniel Souders is a CFP® professional with 36 years of industry experience, currently serving as president and advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He previously worked at Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. In addition to his advisory role, he holds leadership positions in related financial services entities, including serving as president of Souders Financial Group Inc. and trustee of the Souders Financial Group 401(k) plan. 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 featuring model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Michael Brannen is a financial advisor at RDA Financial Network in West Chester, OH, holding a Series 63 designation with 30 years of industry experience. He has been with RDA Financial Network since 2008 and has also worked with United Planners' Financial Services. Brannen is also an insurance agent based in West Chester. RDA Financial Network serves individual and institutional clients, including high-net-worth individuals, retirement plans, pensions, corporations, and trusts. The firm offers investment management, financial planning, and consulting services, employing 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 CFA® and ChFC® with 22 years of industry experience. He is a member of the team at Crew Capital Management, LTD. in Cincinnati, Ohio, where he has worked since 2018. His prior experience includes roles at Key Bridge Compliance and F/M Investments. Outside of his advisory work, he serves on the finance committee at Trinity Episcopal Church, participates on the advisory board for Xavier University’s Williams College of Business, and is involved with the St. Elizabeth Foundation and St. Elizabeth Healthcare investment committee. Crew Capital Management provides investment counsel, discretionary portfolio management, and financial planning services to individuals, retirement plans, trusts, and institutions. The firm employs an asset-allocation process tailored to clients’ goals and risk profiles, actively managing portfolios through a mix of individual securities, mutual funds, ETFs, and third-party managers.

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.

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. He holds a Series 66 designation and has 20 years of industry experience. He has been with National Wealth Management Group since 2015 and also associated with LPL Financial since 2013. Jones is a co-host of The Money Alchemist Podcast, which focuses on investment-related topics. 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 and offers comprehensive portfolio management and consulting services through multiple program platforms and custodians.

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., holding a Series 66 credential and 20 years of industry experience. He has worked at Legacy Financial Advisors since 2006 and previously spent ten years with Triad Advisors. Outside of his advisory role, he owns and manages ScrogginsGrear, Inc., a consulting and certified public accounting firm. 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, offering discretionary management and specialized strategies such as the Legacy Protected Outcome Portfolios.

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 with Horter Investment Management, LLC in Cincinnati, OH, holding Series 65 and Series 63 credentials with five years of industry experience. Prior to joining Horter, he worked at AlphaMark Advisors, LLC, Northwestern Mutual, AWF Investments LLC, and Conformis Inc. Outside of advisory work, he owns AWF Management Services LLC, a holding company involved in medical therapy silent investment projects. Horter Investment Management provides 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, offering a range of portfolio management options, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Tyler Verst is a financial advisor at Journey Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Great American Insurance Company, American Financial Group, and General Cable Corporation. Outside of his advisory role, he operates a tax preparation service through Tyler J Verst CPA LLC. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, emphasizing long-term strategies with a mix of fundamental, technical, and cyclical analysis.

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.