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 with 13 years of industry experience, currently serving as an advisor at Journey Advisory Group, LLC since 2013. He holds the Series 65 license and manages operations at Lang Properties, LLC, a property management business. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

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. Her career includes seven years at Horan Securities, Inc., two years at TransAmerica, and two years at Fifth Third Securities, Inc. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients. The firm manages over $2.88 billion in discretionary assets and employs a bottom-up, core equity approach that incorporates proprietary quantitative screening alongside tax-sensitive, long-term portfolio management.

Cameron Parker is a financial advisor with Bullseye Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and four years of industry experience. He also serves as a relationship manager and municipal credit analyst in the government banking division at U.S. Bank, NA, where he has been employed since 2005. Parker performs consulting work for high-net-worth individuals in addition to his advisory role. Bullseye Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, while also offering strategic business consulting for select bond issuers. The firm’s investment decisions are based on client Investment Policy Statements and utilize global macro, cyclical, and fundamental analysis, employing a range of securities including mutual funds, equities, bonds, ETFs, and publicly traded REITs.

Jeffrey Thompson is a CFP® with 12 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors in Cincinnati, OH. He previously worked at Raymond James & Associates for six years before joining Heritage Wealth Management in 2021. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts with comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates institutional practices, tax-aware placement, and model portfolios to align investments with clients’ risk tolerance and life stage.

Noah Henson is a financial advisor at National Wealth Management Group, LLC with nine years of industry experience. He holds a Series 63 credential and has previously worked at LPL Financial LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, Henson is the junior varsity head coach for the high school baseball team at Villa Madonna Academy in Kentucky. 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 client needs and offers a range of services including portfolio management, retirement plan consulting, and estate-plan coordination.

Tyler Koebbe is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Horter in 2025, he worked at W&S Brokerage Services, Western and Southern Life, United Parcel Service, and Pacific Aerospace. He is also an insurance agent with Horter Financial Services. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm uses an Investment Committee-driven, multi-manager approach that includes tactical and passive portfolios, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Olivia Thomason is a financial advisor at Gearhart & Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Embark and Deloitte LLP. Outside of her advisory role, she is an instructor at Totality Sculpt. Gearhart & Associates provides personalized discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach using a range of securities and offers specialized strategies including structured notes and securities-based lending.

Rachel Rasmussen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Foster & Motley, Inc. since 2013. 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 proprietary quantitative screening and fundamental analysis, offering bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

Michael Napier is a CFP® professional with 19 years of industry experience, currently serving at HORAN Wealth, LLC. He previously worked at Horan Securities, Inc. for 15 years. Outside of his advisory role, he operates a tax preparation business. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through a range of asset management and advisory services. The firm’s investment approach focuses on asset allocation, diversification, and regular portfolio review, employing various investment products and tailored client programs.

David Snyder is a financial advisor at MDRN Capital with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Northwestern Mutual Investment Management, OJM Group, First Financial Bank, and Crump Life Insurance. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. 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 employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.

Thomas Regan is a CFP® with 18 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has held roles at Gryphon Normandy Manager, LLC since 2019 and previously at Hightower Advisors. Regan is a member of Gryphon Normandy Manager, LLC, an investment-related entity. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm focuses on family business sales, succession and legacy planning, and offers both discretionary and non-discretionary portfolio management using an active, diversified approach tailored to client objectives and risk tolerances.

Adam Eagleston is a CFA® charterholder and holds Series 63 and 65 licenses, with 14 years of experience in the financial industry. He has worked at Formidable Asset Management, LLC since 2019 and previously held roles at Driehaus Capital Management, LLC and Opus Capital Group, LLC. Formidable Asset Management is a multi-advisor SEC-registered firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, focusing on capital appreciation through actively managed ETF strategies that combine thematic research with fundamental and quantitative analysis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Andrew Seni is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. His prior work includes 17 years at Axa Advisors, LLC before joining Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. in 2020. He is also active as an insurance agent through Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm utilizes customized portfolios with proprietary models emphasizing low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and offers specialized services such as ERISA plan oversight and trust administration.

Christopher Casey is a financial advisor at Fifth Third Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ocean Park Asset Management, Wintrust Financial Corporation, and Orison Corporation. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing household-level Investment Policy Statements and a combination of in-house and third-party managers to construct and rebalance portfolios.

David Schlabach is a financial advisor with ON Investment Management Co. and holds a Series 66 credential. He has 38 years of industry experience, including long-term roles at The O.N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory work, he owns a retail store specializing in folk art and crafts and serves on the board of a community bank. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary asset management, utilizing a dual-registration model with affiliated broker-dealer activities and access to several third-party investment programs.