Robert Neff is a financial advisor with W&S Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, all with Western Southern Life and W&S Brokerage Services. Outside of his advisory work, he is the author of the book "Retirement: What Could Go Wrong?" and creates content for a YouTube channel focused on backyard BBQ. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and offers standalone comprehensive financial planning. The firm employs non-discretionary, automated model portfolios managed with oversight by Fort Washington Investment Advisors, combining fintech solutions with a fee structure distinct from traditional AUM-based advisory models.

Kevin Schmitt is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Foster & Motley Inc. Prior to joining Foster & Motley, he worked at Summer Hill, Inc. and Deloitte. 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 supported by a proprietary quantitative system and manages over $2.88 billion in discretionary assets.

Andrew Swinney is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work experience includes roles at M Holdings Securities, Inc., University of Cincinnati Athletics, and Chick-Fil-A. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through 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 regularly reviews model portfolios.

Mark Bennett is a CFA® charterholder with 16 years of industry experience. He has been with HORAN Wealth, LLC since 2025, following a 15-year tenure 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, separately managed account programs, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that regularly reviews model portfolios.

Jeffrey English is a CFP® and CFA® affiliated with Foster & Motley Inc, where he has worked for 10 years. Based in Cincinnati, OH, he has a decade of industry experience. Foster & Motley Inc is a fee-only wealth management firm serving individuals, families, and institutional clients including endowments and foundations. The firm uses a bottom-up core equity investment approach supported by a proprietary quantitative system, managing over $2.88 billion in discretionary assets as of December 2025.

Daniel Schneider is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent four years at Crew Capital Management LTD. His background also includes roles at UBS Financial Services Inc. and UBS Wealth Management, as well as five years at the University of Cincinnati. 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, and security selection, with portfolios tailored through ongoing reviews and access to third-party managers and technology platforms.

Connie Grosser is a financial advisor at HORAN Wealth, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Ameritas Investment Corp., Ameritas Advisory Services, and HORAN Securities, among others. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through 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 model portfolios and tactical decisions.

Tyler Lang is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Journey Advisory Group, LLC since 2013. He holds the Series 65 license and manages operations at Lang Properties, LLC, a property management business. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

David Treft is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Souders Financial Advisors, LLC and has held prior roles at Private Client Services, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory work, he serves as a board member for Grace Baptist Church and participates on the investment committee of Back2Back Ministries, an international nonprofit organization supporting orphans. 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 using model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Damaska is a financial advisor with Charter Advisory Corporation in Cincinnati, OH, holding a Series 63 license and bringing 30 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009 and has a long tenure with Connecticut General Life Insurance Co dating back to 1995. He is also president of Damaska & Associates, Inc., a firm involved in tax preparation, accounting, and non-investment-based insurance. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

Lindsey Keith is a financial advisor with Foster & Motley Inc in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes seven years at Horan Securities, Inc., two years at TransAmerica, and two years at Fifth Third Securities, Inc. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients. The firm manages over $2.88 billion in discretionary assets and employs a bottom-up, core equity approach that incorporates proprietary quantitative screening alongside tax-sensitive, long-term portfolio management.

Jeffrey Thompson is a CFP® with 12 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors in Cincinnati, OH. He previously worked at Raymond James & Associates for six years before joining Heritage Wealth Management in 2021. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts with comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates institutional practices, tax-aware placement, and model portfolios to align investments with clients’ risk tolerance and life stage.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

Olivia Thomason is a financial advisor at Gearhart & Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Embark and Deloitte LLP. Outside of her advisory role, she is an instructor at Totality Sculpt. Gearhart & Associates provides personalized discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach using a range of securities and offers specialized strategies including structured notes and securities-based lending.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. 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 incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Rachel Rasmussen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Foster & Motley, Inc. since 2013. 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 supported by proprietary quantitative screening and fundamental analysis, offering bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

Michael Napier is a CFP® professional with 19 years of industry experience, currently serving at HORAN Wealth, LLC. He previously worked at Horan Securities, Inc. for 15 years. Outside of his advisory role, he operates a tax preparation business. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through a range of asset management and advisory services. The firm’s investment approach focuses on asset allocation, diversification, and regular portfolio review, employing various investment products and tailored client programs.

David Snyder is a financial advisor at MDRN Capital with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Northwestern Mutual Investment Management, OJM Group, First Financial Bank, and Crump Life Insurance. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.