James Gore is a Series 65-licensed financial advisor with THOR Wealth Management Inc in Cincinnati, Ohio, where he has worked since 1992. He has 30 years of industry experience. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total portfolio approach with active, diversified model portfolios guided by written investment policy statements and employs fundamental and technical analysis along with a proprietary mean-reversion model to determine asset-class and style allocations.

Christopher Hansen is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Financial Rounds, operating through Personal Choice Financial Advisors, LLC, and has worked in tax preparation as CEO of Personal Choice Tax, LLC since 2021. Hansen also has a background in property management through his role at CRMD Properties, LLC. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs both passive and active investment strategies tailored to client needs and supports held-away accounts to optimize tax efficiency and portfolio rebalancing.

Todd Poellein is a financial advisor at HORAN Wealth, LLC with seven years of industry experience. He holds the CFA® designation and Series 63 license. Poellein worked for HORAN Capital Advisors for ten years before joining HORAN Wealth in 2025. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and consulting services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, with tailored client programs supported by an internal Investment Committee and access to third-party managers and technology platforms.

Derek Schmidt is a CFP® professional with nine years of industry experience, currently serving at Altus Wealth Management, LLC since 2023. His career includes prior roles at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management provides discretionary investment management and financial planning for individuals, trusts, and charitable organizations, managing approximately $405 million across about 285 client relationships. The firm employs a combined approach of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, using low-cost ETFs and mutual funds alongside individual fixed-income securities in its strategy.

David Nienaber is a CFP® professional with 17 years of industry experience, currently serving at Foster & Motley Inc since 2010. Based in Cincinnati, OH, he holds a Series 65 license and has spent the majority of his career with Foster & Motley. 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 supplemented by quantitative screening and fundamental analysis, offering bundled wealth management and access to private investment funds for qualified clients.

David Templeton is a CFA® charterholder with 16 years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent 15 years 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 services. The firm’s investment approach includes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

Michael Maisel is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 designation and 25 years of industry experience. He has been with Legacy Financial Advisors since 2006 and has also worked at Triad Advisors since 2011. Outside of his advisory role, he is a part-owner of Bridge Partners, an insurance solutions provider for advisors, and Financial Fitness Powered by Legacy, an education-focused company. 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 framework, including tactical and alternative strategies, and offers the Legacy Protected Outcome Portfolios to seek defined investment outcomes within client risk parameters.

Chia Hui Ou Yang is a financial advisor at Foster & Motley Inc with a Series 66 designation and one year of industry experience. Prior to joining Foster & Motley, Ou Yang held roles at Money Concepts Capital Corp, JQ Financial Group, and worked in various positions including human resources and education. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis and offers access to private investments for qualified clients.

Robert Hansen is a CFP® professional with four years of experience in the financial advisory industry. He is affiliated with Financial Rounds and has held roles at Personal Choice Financial Advisors, LLC since 2017 and Personal Choice Tax, LLC since 2021, where he serves as president of the tax preparation business. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm uses a blend of passive and active investment strategies focused on low internal costs and tax-efficient portfolio construction, and offers integrated tax planning through its wholly owned subsidiary.

Gregory Middendorf is a CFP® professional with 11 years of industry experience, currently serving at HCM Wealth Advisors in Cincinnati, OH. He has been with Hengehold Capital Management LLC since 2009. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation. The firm combines long-term core holdings with tactical positions and employs various analytical methods, including strategies with options and derivatives, managing over $1.23 billion in client assets through a nine-advisor team.

Michael McWhinnie is a CFP® professional with 24 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and has worked at Legacy and Triad Advisors since 2018, following an 18-year tenure at Fidelity Brokerage Services, LLC. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process and offers diversified asset allocation strategies, including the Legacy Protected Outcome Portfolios (POPS), which aim for defined outcomes within client risk parameters.

Justin Brown is a CFP® professional with 19 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc. and Triad Advisors, Inc., where he has worked since 2014. Brown advises clients on investment and planning as well as insurance needs. Legacy Financial Advisors, Inc. offers financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a proprietary, goal-oriented planning process and emphasizes diversification and tax management through a range of investment strategies, including their Legacy Protected Outcome Portfolios.

Lucas Hail is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Foster & Motley Inc since 2002. Based in Cincinnati, OH, he holds a Series 63 designation and has spent his entire advisory career with the firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that combines financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis, and emphasizes fixed income, international, and alternative investments through a mix of mutual funds, ETFs, and private offerings for eligible clients.

Douglas Johnson is a CFA® charterholder with 21 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years before joining HCM Wealth Advisors in 2017, where he is part of a nine-advisor team based in Cincinnati, OH. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and financial planning. The firm combines long-term core holdings with tactical positions, utilizing fundamental, technical, quantitative, and qualitative analysis, and employs options strategies when appropriate.

Matthew Berning is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 and strategic asset allocation, offering both discretionary and non-discretionary services.

Casey Boland is a financial advisor with HCM Wealth Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been associated with Hengehold Capital Management LLC since 2000. HCM Wealth Advisors serves individual clients, high-net-worth households, trusts, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management based on model-driven asset allocation, financial planning, and oversight of third-party money managers, combining multiple analytical approaches and employing options and derivatives strategies where appropriate.

James Eutsler is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2015. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and third-party money manager oversight. The firm combines various analytical approaches and employs options strategies, managing over $1.23 billion in client assets with a nine-advisor team.

Andrew Molnar is a CFA® charterholder with seven years of industry experience. He has been with THOR Investment Management Inc since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements and combines fundamental and technical analysis with a proprietary mean-reversion model to determine asset-class and style weightings.

Nicole Roland is a financial advisor with Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation and having eight years of industry experience. She has been with Foster & Motley since 2017 and also works as a marketing representative for Allied Integrated Marketing, where she participates in event coordination such as movie screenings. Foster & Motley provides fee-only wealth management and financial planning services to individuals and families, along with institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity investment approach combined with diversified strategies including alternatives, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Joseph Patterson is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Foster & Motley Inc in Cincinnati, OH. He has been with Foster & Motley since 2015. 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 and access to private investment funds. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis, with a focus on fixed income intermediate maturities and tax-sensitive strategies for eligible investors.