Michael Perry is a Series 65-licensed advisor at Sims Investment Management LLC with three years of industry experience. Prior to joining Sims, he worked for the Family Nurturing Center for eleven years. Outside of his advisory role, Mr. Perry manages a multifamily property in Cincinnati, where he also resides. Sims Investment Management LLC provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, and corporations. The firm constructs customized portfolios using fundamental and technical analysis and employs a broad range of strategies and tools, managing a high client load relative to its team size.

Paul Solomon is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management LLC, and LPL Financial, LLC. Outside of his advisory work, he is also licensed to practice law and provides legal services on a limited basis. Souders Financial Advisors, LLC offers 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 personalized portfolio management, strategic asset allocation, and diversification, providing services on both discretionary and non-discretionary bases.

James Gaunt is a financial advisor at Formidable Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with Formidable Asset Management since 2017. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios primarily through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Nathan Lorenz is a Series 65-licensed advisor at Foster & Motley Inc in Cincinnati, OH, with four years of industry experience. His prior work includes roles at Anthem Insurance and the University of Cincinnati. 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 as well as separate institutional investment management and access to private investment funds for qualified clients.

Krysten Taylor is a Series 65-licensed advisor at Formidable Asset Management, LLC with two years of industry experience. She has been with Formidable Asset Management since 2013. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, serving a range of clients through both direct management and model licensing arrangements.

Randolph Chavez is a financial advisor at Journey Advisory Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and Fifth Third Securities. Journey Advisory Group serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a long-term, strategic asset allocation approach tailored to clients’ objectives, incorporating tax-conscious techniques and managing approximately $1.65 billion in assets.

Christopher Boyd is a financial advisor at Horter Investment Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Investment Partners LTD, Commonwealth Financial Network, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he was involved with Carfagnas Kitchen for four years. Horter Investment Management provides investment advisory and financial planning services to individual, high-net-worth, retirement plan, trust, and institutional clients. The firm utilizes a multi-manager investment approach with portfolio management options ranging from tactical and passive models to custom portfolios and third-party money managers.

Sharon Miller is a CFP® professional with eight years of experience in the financial advisory industry. She has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds (Personal Choice Financial Advisors, LLC) provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a blend of passive and active strategies tailored to each client’s asset allocation, time horizon, and tax considerations, and supports held-away accounts through an order-management platform to enhance tax efficiency and rebalancing.

Douglas Loftus is a CFP® professional with 23 years of industry experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH. He has been with Wealth Dimensions since 2009 and also co-owns a practice management consulting firm for dentists and medical professionals. Additionally, he serves on the board of a biopharmaceutical company, providing oversight on corporate activities. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning and portfolio management. The firm employs a diversified, asset-allocation approach with an emphasis on value and incorporates both discretionary and non-discretionary mandates using quantitative and fundamental analysis.

Thomas Curti is a Certified Financial Planner® with over 23 years of experience in the financial services industry. He is affiliated with Wealth Dimensions Group, Ltd., where he has worked since 2009, and also has experience with Wealth Dimensions Family Office, Inc. Curti is a co-owner of a practice management consulting firm serving dentists and medical professionals and serves as a board member of the Leukemia & Lymphoma Society. Wealth Dimensions Group, Ltd. advises individuals, pension plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value investing, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Paul Carl Jr. is a financial advisor with HORAN Wealth, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Horan Securities, Inc. for 11 years before joining HORAN Wealth. Outside of his advisory role, Carl serves on the Holy Cross High School board and participates on the Diocese of Covington’s Investment Advisory Committee, as well as being involved with the St. Elizabeth Healthcare Foundation’s planned giving activities. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, consulting, 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 and tailored client programs.

Kevin Kane is a financial advisor at Journey Advisory Group, LLC in Covington, KY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Lang Advisors LLC since 2018 and previously was with Optimized Transitions, Independent Investment Counsel from 2016 to 2018. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach and incorporates tax-conscious strategies within customized portfolio construction.

Andrew Woodard is a CFA® charterholder with five years of experience at THOR Wealth Management Inc in Cincinnati, OH. His prior work includes roles at UBS Financial Services and the University of Cincinnati. THOR Wealth Management provides discretionary investment management and comprehensive financial planning to 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 proprietary models to adjust asset allocations.

James Hynd is a CFP® and ChFC® with 18 years of industry experience, currently serving as the sole advisor at W&S Advisory Services, LLC. He has been affiliated with W&S Brokerage Service since 2007 and Western Southern Life since 2006. Outside of his financial advisory work, he engages in personal development speaking engagements. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform, primarily serving custodians managing minor beneficiaries' assets. The firm employs model portfolios managed by an affiliated sub-adviser and operates as a wholly owned subsidiary of Western & Southern Financial Group.

Michael Hackman is a financial advisor with Hackman Financial Group in Cincinnati, OH, holding a Series 63 license and over 38 years of industry experience. He has been with Hackman Financial Group since 2016 and has also worked at LPL Financial since 2009. Outside of his advisory role, he is involved in the sale of medical, life, disability, and long-term care insurance. 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 primarily long-term, portfolio-driven investment approach that includes diversified allocations and independent manager selections.

Drew Horter is a financial advisor with Horter Investment Management, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Horter Investment Management since 2006 and also manages Tactical Fund Advisors, a mutual fund management business. Additionally, he owns Horter Financial Strategies LLC, which provides insurance sales and financial planning services. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes a combination of tactical and passive multi-manager portfolios, proprietary mutual funds, and alternative investments, with oversight provided by an Investment Committee.

James Owens is a CFP® with 21 years of industry experience, currently affiliated with Journey Advisory Group, LLC in Covington, KY. His work history includes roles at Purshe Kaplan Sterling Investments and Lang Advisors since 2015. Owens serves as Treasurer on the board of Covington Partners, a nonprofit providing wrap-around services. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and offers services including tax-conscious portfolio management and co-fiduciary roles, managing approximately $1.65 billion in assets.

Andrea Costa is a financial advisor at HORAN Wealth, LLC with three years of industry experience. Prior to joining HORAN Wealth, she worked at HORAN Securities, Inc. and practiced law at Frost Brown Todd LLC. 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 centers on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

William Brown is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 63 designation with 25 years of industry experience. He has been with Formidable Asset Management since 2015. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a blend of fundamental and quantitative analysis, offering portfolio management through Formidable-branded ETFs and model portfolios, along with financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

Allisha Curtis is a Series 63 licensed advisor with 18 years of industry experience. She has been with THOR Investment Management, Inc. since 2005. 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 a committee-governed process integrating fundamental and technical analysis alongside a proprietary mean-reversion model.