Zachary Binzer is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Foster & Motley Inc. since 2016. He holds the Series 65 designation and is based in Cincinnati, OH. Foster & Motley provides fee-only wealth management and financial planning services to individuals, families, and institutional clients including endowments and foundations. The firm employs a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, ETFs, and alternative investments, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Mitchell Clark is a financial advisor at Horter Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Mons Capital Group, LLC, Pinch Consultants, LLC, and Grant Street Wealth Management, Ltd. In addition to his advisory role, Clark is a licensed insurance agent providing health, life, and long-term care insurance solutions upon client request. Horter Investment Management offers portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes tactical and passive multi-manager portfolios, third-party money manager access, and alternative investments as part of its investment oversight.

Alexandra Rice is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Gearhart & Associates since 2022 and previously spent eight years at Raymond James & Associates. Gearhart & Associates is a four-advisor team managing approximately $724 million in assets, providing personalized discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach and utilizes a range of asset types including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured notes.

Richard Pettway is a CFA® charterholder with six years of industry experience, currently serving at Journey Advisory Group, LLC since 2020. Prior to joining Journey, he worked at PNC Bank, N.A. for eleven years. Pettway holds leadership roles outside his advisory work, including serving as President of the CFA Society of Cincinnati and chairing the Investment Committee for 4C for Children. 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 follows a long-term, strategic asset allocation approach with tailored portfolio construction, incorporating tax-conscious techniques and managing approximately $1.65 billion in assets.

Ryan Janka is a financial advisor with HORAN Wealth, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining HORAN Wealth, he worked at HORAN Securities Inc. and has experience in the food and delivery sectors. He serves as a board member for Linden Grove School, participating in shaping the organization's strategic goals. 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 regularly.

Gregory Luke is a financial advisor at THOR Wealth Management Inc with 22 years of industry experience. He holds a Series 65 designation and has been with Thor Investment Management, Inc. since 2002. Outside of his advisory role, he maintains a law practice. THOR Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $679 million in discretionary assets. The firm employs a total portfolio approach with active, diversified model portfolios, combining fundamental and technical analysis alongside a proprietary mean-reversion model to guide investment decisions.

Zachary Losey is a CFP® professional with experience at Foster & Motley Inc since 2023. Prior to joining the firm, he worked at E.A. Buck Financial Services and held academic roles at the University of Hawaii at Manoa and Ball State University. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, combining financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative tools and emphasizes fixed income, international, and alternative investments through diversified vehicles.

Brian Van Jura is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank for 23 years before joining HORAN Wealth, LLC in 2026. 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, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and portfolio rebalancing, supported by an internal Investment Committee and tailored client programs.

Mitchell Lampert is a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Triad Advisors. He also assists the director of investment in trading duties and supports advisors in paraplanning at Legacy Financial Advisors. Legacy Financial Advisors serves individuals, families, closely held businesses, retirement plans, estates, trusts, and charitable organizations, providing financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm manages approximately $1.5 billion in client assets through a multi-advisor team of 13 professionals.

Erik Smith is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Wealth Dimensions Group, Ltd. since 2016. The firm advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. Wealth Dimensions Group employs a diversified, asset-allocation approach with a focus on value investing and uses both quantitative and fundamental analysis to manage client portfolios.

Carl Trent is a financial advisor with Golden Reserve Retirement, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, W&S Brokerage Services, Western Southern Life, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he is licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and group life/health products. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients. The firm focuses on long-term trading and diversification with an emphasis on low-cost, passive investments, and integrates affiliated estate-planning and tax services within a fixed annual fee structure.

Eric Loftus is a CFP® professional with 9 years of experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH, where he has worked since 2009. He is licensed to sell insurance in Ohio to offer insurance products as a convenience to clients with such needs. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing 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 and uses a combination of quantitative and fundamental analysis to manage client portfolios.

Timothy Schwiebert is a financial advisor at Topsail Wealth Management LLC with 29 years of industry experience. He previously worked at L.M. Kohn & Company for 26 years before joining Topsail in 2024. Schwiebert holds Series 63 and Series 65 designations. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, trusts, and related entities through comprehensive wealth management services including financial planning, investment advisory, tax and estate planning, and ancillary services such as bookkeeping and trustee services. The firm employs a customized, priorities-based investment process with a blend of passive and active strategies, managing over $1.3 billion in regulatory assets despite being a recently formed firm.

James Stechschulte is a CFA® charterholder with nine years of industry experience. He has been with Thor Investment Management, Inc. since 2012. THOR Wealth Management provides discretionary investment management and comprehensive financial planning services 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 a proprietary reversion-to-the-mean model.

Thomas Guidi is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Foster & Motley Inc since 2007. Based in Cincinnati, OH, he holds a Series 63 license and works within a firm of 22 advisors. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and ongoing investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative expert system, with additional focus on fixed income and international and alternative exposures.

Nicholas Roth is a CFP® certified financial advisor at Foster & Motley Inc with eight years of industry experience. He has been with Foster & Motley since 2017 and previously worked at Johnson Investment Counsel, TJX Companies, Cock & Bull, and the University of Cincinnati. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, along with institutional investment management for endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, ETFs, and alternative investments, managing over $2.88 billion in discretionary assets as of December 2025.

Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

Paul Burgdorf is a financial advisor at Harvest Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Harvest Financial Advisors since 2009. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, with strategies implemented on both discretionary and non-discretionary bases.

Brian Munoz is a financial advisor at Financial Rounds with a Series 65 credential and four years of industry experience. He has held positions at multiple firms including Corient, CI Doyle Private Wealth, and Reilly, Fisher & Solomon. Outside of his advisory work, Munoz owns and manages Munoz Advisors, a bookkeeping and tax preparation firm. 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 a mix of passive and active strategies tailored to clients’ asset allocations, time horizons, and tax considerations.

Amy Thomas is a financial advisor at Foster & Motley Inc in Cincinnati, OH, with 25 years of industry experience. She has been with Foster & Motley since 1998 and holds a Series 63 designation. 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 a proprietary quantitative screening system and offers bundled wealth management combining financial planning and investment management.