Gregory Middendorf is a CFP® with 11 years of industry experience and is associated with HCM Wealth Advisors. He has worked at Hengehold Capital Management LLC since 2009, totaling 17 years in that organization. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a model-based, long-term asset allocation process and manages approximately $1.23 billion in client assets through discretionary portfolio management and comprehensive financial planning.

Douglas Johnson is a CFA® charterholder with 22 years of industry experience. He has been with HCM Wealth Advisors since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2006 to 2017. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and comprehensive financial planning.

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 at HCM Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hengehold Capital Management LLC since 2000. HCM Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm manages model-driven asset allocation portfolios and oversees approximately $1.23 billion in client assets, employing long-term investment strategies that include options and third-party sub-advisers when suitable.

James Eutsler is a Certified Financial Planner (CFP®) with 11 years of experience, currently serving at HCM Wealth Advisors. He has been with Hengehold Capital Management LLC since 2015. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach supported by fundamental, technical, quantitative, and qualitative analysis.

Kellen Finan is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He holds a Series 65 designation and joined the firm in 2026. His prior experience includes roles at the Federal Home Loan Bank of Cincinnati and various positions outside the financial industry, including work at SwimSafe Pool Management Inc. and the Evendale Recreation Center. Souders Financial Advisors provides wealth management, financial planning, retirement income planning, and trust services to individuals, high-net-worth clients, pension plans, and foundations. The firm’s investment approach integrates financial planning with diversified portfolios and combines team-based perspectives with tailored asset allocation strategies.

Michael Hengehold is a financial advisor with HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including over 30 years with Hengehold Capital Management LLC. HCM Wealth Advisors is an SEC-registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation strategy supported by fundamental, technical, quantitative, and qualitative analysis, managing approximately $1.23 billion in client assets.

Thomas Macey is a financial advisor at Souders Financial Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory role, he is involved in an independent insurance agency specializing in health, long-term care, disability income, group benefits, and property and casualty insurance. Souders Financial Advisors provides wealth management, financial planning, portfolio management, and retirement income planning services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial planning-driven investment process that incorporates diversified, quality investments and combines team-based portfolio management with both long- and short-term trading 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.

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 with Archer Investment Corporation in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has previously worked at Silver Oak Securities, Inc. and Avantax Advisory Services, among other firms, and has operated Riesenbeck Financial Group since 1995. In addition to his advisory role, he serves as 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 with diversified allocation strategies.

Brian Hodgeman is a financial advisor at Ally Invest Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities LLC since 2021. Prior to that, he was with Evergreen Consulting and M Holdings Securities, Inc. He is also the owner of Hodgeman Insurance & Financial, LLC, which provides property and casualty insurance and life insurance commissions. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and provides both automated investing solutions and personalized financial advice.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC in Florence, KY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using various methods of analysis and manages the majority of its assets on a discretionary basis.

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.