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.

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.

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.

James Stechschulte is a CFA® charterholder with eight years of industry experience. He has worked at THOR Investment Management, Inc. since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and a committee-driven investment process that combines fundamental and technical analysis alongside a proprietary mean-reversion model.

Andrew Hermes is a CFP® with 21 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, emphasizing low-cost ETFs and mutual funds, and distinguishes itself with a dedicated fixed-income Preservation model that uses individual bonds alongside strategic and tactical investment approaches.

James Gore is a Series 65-licensed financial advisor with THOR Wealth Management Inc in Cincinnati, Ohio, where he has worked since 1992. He has 30 years of industry experience. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total portfolio approach with active, diversified model portfolios guided by written investment policy statements and employs fundamental and technical analysis along with a proprietary mean-reversion model to determine asset-class and style allocations.

Derek Schmidt is a CFP® professional with nine years of industry experience, currently serving at Altus Wealth Management, LLC since 2023. His career includes prior roles at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management provides discretionary investment management and financial planning for individuals, trusts, and charitable organizations, managing approximately $405 million across about 285 client relationships. The firm employs a combined approach of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, using low-cost ETFs and mutual funds alongside individual fixed-income securities in its strategy.

Michael Maisel is a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 designation with 26 years of industry experience. He has been with Legacy Financial Advisors since 2006 and also has experience with Triad Advisors. Outside of his advisory role, he is involved in an education company, Financial Fitness Powered by Legacy, LLC, and co-owns Bridge Partners, USA, which provides insurance solutions for advisors. Legacy Financial Advisors serves individuals, families, businesses, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm operates as a multi-advisor team managing approximately $1.5 billion in client assets, emphasizing diversification and asset allocation with a focus on capital preservation and growth.

Michael Mcwhinnie is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY. His career includes 18 years at Fidelity Brokerage Services, LLC, followed by roles at Legacy Financial Advisors and Triad Advisors since 2018. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets across about 1,000 clients. The firm serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an emphasis on diversification and asset allocation.

Justin Brown is a CFP® professional at Legacy Financial Advisors, Inc. in Covington, KY, with 19 years of industry experience. He has been with Legacy Financial Advisors and affiliated Triad Advisors, Inc. since 2014. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering 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 with a focus on diversification, asset allocation, and structured portfolio solutions.

Dinah Bird Westerfield is a CFP® professional at Keating Financial Advisory Services with 14 years of industry experience. Her prior roles include positions at PNC and BB&T Bank. She is also the sole owner and president of River Inc., operating Baker-Bird Winery & Distillery. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm provides investment management and consulting services using both discretionary and non-discretionary approaches, employing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Andrew Molnar is a CFA® charterholder with seven years of industry experience. He has been with THOR Investment Management Inc since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and serves 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 mean-reversion model to determine asset-class and style weightings.

Matthew Aquilia is a CFP® certificant with 14 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., a team of 13 advisors based in Covington, KY. Aquilia has been with Legacy Financial Advisors and its affiliated broker-dealer, Triad Advisors, Inc., since 2015. Outside of his financial advisory role, he works as a youth soccer referee. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management. The firm emphasizes diversification and asset allocation, managing approximately $1.5 billion in client assets.

Tyler Lang is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Journey Advisory Group, LLC since 2013. Outside of his advisory role, Lang is involved in property management through Lang Properties, LLC and Channel Islands Partners. Journey Advisory Group serves a diverse client base, including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing a long-term investment strategy with strategic asset allocation and a range of instruments and strategies.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

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.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

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.

Mariann McDermott is a CFP® with 28 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Evergreen Advisors Inc., where she has worked for 24 years. She is also involved in youth sports as a JV coach and varsity assistant coach for the Cooper Girls Soccer program. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning.

Wendell Rounds is a financial advisor with WesBanco Securities, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services, The Huntington Investment Company, PNC Bank, and Herbal Life. WesBanco Securities, Inc. provides investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans through various managed account programs. The firm’s investment approach involves tailored strategies based on client objectives and risk tolerance, combining fundamental, technical, and charting analysis with ongoing monitoring and rebalancing.