Thomas Cooney is a CFP® professional with six years of industry experience currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, Ohio. Prior to joining Wealth Dimensions, he worked at MCM CPAs and Advisors LLP for three years. He is a board member of Wesley Community Services, a nonprofit organization that provides meals and support services to senior citizens. 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 value tilt and utilizes both quantitative and fundamental analysis across discretionary and non-discretionary mandates.

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.

Sean Mclaughlin is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western & Southern Life and W&S Brokerage Services. Outside of his advisory role, he is also involved in insurance sales through Horter Financial Services. Horter Investment Management provides 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 offers model and multi-manager portfolios, third-party money manager access, and alternative investments as part of ongoing investment supervision.

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.

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.

Donald Bateman is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with National Wealth Management Group since 2016 and has also worked at LPL Financial since 2013. Outside of finance, Bateman performs as a musician with the Donnie Bateman Band. National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach with a variety of implementations and offers services through a network of adviser representatives and multiple program platforms, supported by a multi-office presence and a formal accounting firm affiliation.

Sean Paddock is a financial advisor at Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Wealth Dimensions Group in 2020. Paddock is licensed to sell insurance in Ohio to provide insurance products to clients as a convenience. 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 both quantitative and fundamental analysis to implement discretionary and non-discretionary strategies.

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.

Derek Tinnin is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Altiora Financial Group, LLC, where he has worked since 2018. His prior experience includes roles at Generations Wealth, LLC, Altiora Group, LLC, and Purpose Wealth. Altiora Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, and associated trusts and estates. The firm employs an evidence-based, passive-oriented investment approach focused on index ETFs, asset allocation, cost control, and periodic rebalancing, with portfolios reviewed quarterly and managed to align with client objectives and tax considerations.

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.

Megan Hammann is a CFP® with 12 years of industry experience and is currently with Wealthquest Corporation. She has previously worked at Cassady Schiller Wealth Management, PNC Wealth Management, TIAA-CREF, and TD Ameritrade. Outside of her advisory work, she assists her husband in managing an ecommerce business that sells active wear and outdoor equipment. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs combining portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients through a multi-advisor team and employs an Investment Committee to develop asset-allocation models implemented across multiple custodians.

Wade Daniel is a CFP® with 27 years of industry experience, currently serving at Wealthquest Corporation since 2006. He previously worked at Wealth Planning Corp from 1999 to 2010. Wealthquest Corporation advises individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and employs a structured investment process overseen by an Investment Committee.

Jon Ewing is a financial advisor with National Wealth Management Group, LLC and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He currently operates within a team of 17 advisors at National Wealth Management Group. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms and custodians.

Nicole Roland is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with nine 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 attends movie screenings to ensure events run smoothly. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity approach combined with diversification strategies and manages over $2.88 billion in discretionary assets.

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.

Peter Miller is a CFP® professional with 23 years of experience in the financial industry. He has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related trusts, estates, pension and profit-sharing plans, and other legal entities. The firm uses a fundamental analysis approach for investment management, offering growth, balanced, or conservative portfolio strategies typically implemented through mutual funds and exchange-traded funds.

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.