Michael Hengehold is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has worked at Hengehold Capital Management LLC since 1990. HCM Wealth Advisors serves individuals, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm’s investment approach combines model-based asset allocation with fundamental, technical, quantitative, and qualitative analysis, incorporating options strategies and separately managed accounts.

Matthew Aquilia is a CFP® professional with 14 years of industry experience, currently serving at Legacy Financial Advisors, Inc. and Triad Advisors, Inc. He has been with both firms since 2015. Outside of his advisory role, he works as a youth soccer referee. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering comprehensive financial planning and discretionary portfolio management. The firm manages approximately $1.5 billion in client assets and emphasizes diversification and asset allocation within a multi-advisor team structure.

Thomas Macey is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory work, he is involved in independent insurance agency operations focusing on health, long-term care, disability income, group benefits, and property and casualty insurance, as well as third-party administration for union fringe benefit plans. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and other ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification, offering services on both discretionary and non-discretionary bases while acting as a fiduciary for applicable retirement accounts.

Benjamin Siefring is a CFP® and ChFC® with 15 years of industry experience. He has been with Formidable Asset Management, LLC since 2017 and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Mr. Siefring is also a licensed insurance agent in multiple states, offering life and health insurance products. Formidable Asset Management is a multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, and registered investment advisers through portfolio management, financial planning, and pension consulting, employing a blend of thematic research and fundamental and quantitative analysis with a focus on actively managed ETF strategies.

Kevin Whelan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Opus Capital Management since 1998. Opus Capital Management provides wealth management and pension consulting services to individuals, public and corporate pension plans, charitable institutions, foundations, and corporations. The firm uses an asset-allocation approach with active portfolio management and offers both ERISA Section 3(21) and 3(38) pension consulting.

William Motley is a CFA® charterholder with 25 years of industry experience. He has been with Foster & Motley, Inc. since 1997. 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 approach supported by a proprietary quantitative system alongside fundamental analysis, and its fixed income strategy emphasizes intermediate maturities and credit research.

Kerstin Driscoll Witt is a financial advisor with S.E.E.D. Planning Group, LLC in Cincinnati, Ohio. She holds a Series 63 designation and has 12 years of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Investments. Witt has been with S.E.E.D. Planning Group since 2019. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a primarily fundamental, long-term investment strategy with diversified portfolios constructed via ETFs, mutual funds, individual equities, and bonds, integrating multi-year tax and values-based financial planning.

Robert Neff is a financial advisor with W&S Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has worked at Western Southern Life and W&S Brokerage Services since 2015. Outside of his financial career, Neff is the author of the book "Retirement: What Could Go Wrong?" and owns a YouTube channel focused on backyard BBQ content, generating revenue through ad sales and affiliate marketing. W&S Advisory Services serves parents and custodians through a digital-first UGMA wrap-fee program offered via Fabric’s platform, as well as standalone comprehensive financial planning. The firm employs non-discretionary, model-based portfolios managed with oversight from Fort Washington Investment Advisors and emphasizes a fixed-fee structure distinct from traditional asset-based billing.

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 65 and Series 63 licenses with one year of industry experience. His background includes roles at M Holdings Securities, Inc., HORAN Wealth, and positions outside finance such as with University of Cincinnati Athletics and Chick-Fil-A. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of asset management and financial planning services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee.

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 and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Journey Advisory Group, LLC since 2013. Outside of his advisory role, Lang is involved in property management through Lang Properties, LLC and Channel Islands Partners. Journey Advisory Group serves a diverse client base, including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing a long-term investment strategy with strategic asset allocation and a range of instruments and strategies.

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. She has worked at Horan Securities, Inc. since 2017 and previously at Transamerica from 2015 to 2017. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, using a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis. The firm offers bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

Jeffrey Thompson is a CFP® professional with 11 years of experience in financial advising. He has worked at Heritage Wealth Advisors since 2021 and previously spent six years with Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent offering insurance products to clients. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm emphasizes customized asset allocation and tax-aware investment strategies, drawing on Raymond James research for equity selection and utilizing scenario modeling in its financial plans.

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.