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.

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.

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.

Samantha Florio is a Certified Financial Planner® with four years of industry experience. She is currently an advisor at Gearhart & Associates, where she has worked since 2024. Prior to this, she held roles at W&S Brokerage and Western Southern Life. Gearhart & Associates serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans through discretionary and non-discretionary investment management. The firm employs a primarily fundamental, long-term investment approach with customized portfolios that may include mutual funds, ETFs, equities, and other securities.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

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 at National Wealth Management Group, LLC with 12 years of experience in the financial services industry. He has held positions at UBS Financial Services and Fidelity, including Fidelity Brokerage Services, before joining National Wealth Management Group in 2022. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and to retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a variety of portfolio management and consulting services through multiple program platforms and custodians.

Thomas Ebner Jr. is an advisor at Southland Equity Partners, LLC, holding a Series 63 designation with 38 years of industry experience. He worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension plans, and businesses by offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

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.

Keith Lewis is a financial advisor at Omega Wealth Private Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory roles, he spent nearly two decades involved with Wine Cellar Innovations. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in assets. The firm uses model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing, incorporating fundamental and technical analysis along with AI tools.

John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.

Bradley Johansen is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH, holding a Series 65 license and one year of industry experience. Prior to joining Omega Wealth, he worked at Wilson Private Capital, TAP Insurance, and Magellan Financial, and has a background in media with roles at NBC4, WRAL-TV, and WKRC-TV. Outside of advising, he operates Brad Johansen Media, specializing in speaking, public relations, and hosting. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients using model portfolios and managed accounts, combining fundamental and technical analysis with sub-advisory models and AI tools.

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.