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.

Rodney Flannery is a financial advisor at Souders Financial Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Advantage Investment Management, LPL Financial, and Wedgewood Business Solutions. He serves on the board of the Ohio Masonic Home Foundation, a charitable organization supporting Ohio Masonic Home communities. 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 utilizing model portfolios, strategic asset allocation, and diversification, offering services on both discretionary and non-discretionary bases.

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.

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.

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.

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.

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.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. 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 incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Brian Couch is a CFP® with 24 years of industry experience. He is currently with Advisory Services Network and previously held roles at Fidelity Investments, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a photography business specializing in weddings, portraits, and sports. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing diversified strategies and third-party manager oversight.

Stephen Harper is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Simplicity Wealth, LLC for six years and has owned Preservation Wealth Consultants LLC since 2012, providing tax preparation and advisory services. Harper is also an enrolled agent with the IRS and serves as a speaker at local churches several times a year. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities that support various financial and real estate services.

Gary Williams is a CFP® with 37 years of industry experience, currently serving at United Advisor Group since 2023. He previously worked for Crown Capital Securities, LP for 18 years and has been employed as a registered respiratory therapist since 2003. In addition to his advisory role, he is an independent insurance agent. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation along with value investing, using proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategy, and time horizons.

William Breagy III is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Creative Financial Designs since 2002 and also has experience with CRR Wealth Management since 2012. Outside of advisory work, he serves as a chapter president of AFEA and conducts classes at local universities. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee, and offers distinctive implementation options including Biblically Responsible Investing strategies.

Donald Talbert is a financial advisor with Latitude Advisors, LLC in Florence, KY, holding Series 63 and Series 65 licenses and offering 30 years of industry experience. His prior work includes roles at GWN Securities, OneAmerica Securities, Pruco Securities, and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Centurion Business Coach, which provides coaching and consulting services to small business owners, and serves as a board member for Switzerland County Tourism and Legal Shield. He is also a partner in Heaven Sent Care, an in-home care service for seniors. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Robert Riesenbeck is a financial advisor at Archer Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities and Avantax Advisory Services. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch independent contractor model and manages approximately $1.01 billion in discretionary assets.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, employing a mix of analytical methods and ongoing portfolio monitoring.

Michael Dusold is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Creative Financial Designs since 2010. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.