Austin Carr is an advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has experience working internationally in educational roles, including positions at Lanna International School Thailand and Nakornpayap International School. Stone Tower Wealth Advisors is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting services. The firm employs a modern portfolio theory-based investment approach that includes diversified allocations, factor overlays, and the option for socially responsible strategies, along with public educational seminars and ERISA retirement plan services.

Michael Mccormick is a financial advisor at eAdvisor LLC with 18 years of industry experience and holds a Series 63 designation. He is also the managing member of MJ McCormick, LLC, a public accounting firm, and serves as vice president of Financial Clarity Group, Inc., another CPA firm. Additionally, he is president of BackupCellar, Inc., a data backup services company. eAdvisor provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, typically directing client assets to third-party managers. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory and does not accept discretionary trading authority over client accounts.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Matthew Heitman is a CFP®, CFA®, and ChFC® credentialed advisor with seven years of industry experience. He is currently with National Wealth Management Group, LLC and has previously worked at Fi3 Advisors, Key Private Bank, and Fidelity, among others. 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, offering a range of portfolio management and consulting services through multiple program platforms.

Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Monica Dwyer is a CFP® professional with 20 years of industry experience. She has worked with Harvest Financial Advisors, LLC since 2018 and previously spent 14 years at Fidelity Brokerage Services LLC. Outside of her advisory role, she is an independent marketing representative for Melaleuca Inc., hosting events to introduce household product lines. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management and financial planning using fundamental, technical, and cyclical analysis, with a focus on both long- and short-term strategies and regular client communication.

Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.

Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

Michael Bain is a CFP® with 17 years of experience in the financial industry and has been with MBIA Capital Advisors since 2011. He is also the owner of Tax and Wealth Planning Strategies, LLC, where he focuses on tax planning, compliance, and insurance sales. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts, emphasizing fundamental analysis and a blend of equity and fixed-income strategies. The firm integrates investment advice with tax and insurance considerations through its affiliation with certified public accounting firms and offers a wrap fee program managed by independent managers.

Benjamin Dobler is a CFP® with seven years of industry experience, currently serving at Financial Rounds. He has held positions at Personal Choice Financial Advisors, Ameriprise Financial Services, and Intuit, among others. Dobler is the founder and sole owner of Stewardship Financial Counsel, a tax preparation and financial coaching service based in Cincinnati, OH. 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 a combination of passive and active strategies tailored to clients’ asset allocation, time horizon, and tax considerations, and offers both ongoing advisory relationships and standalone planning engagements.

Dale Dobnicker is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with RDA Financial Network since 2014 and previously worked at United Planners Financial Services from 2016 to 2018. Outside of his advisory role, Dobnicker owns a home maintenance business. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies under a Wealth Management Committee, and operates a Model Portfolio Advisor Program for other RIAs.

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Matthew Savoti is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Harvest in 2023. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, estates, and other entities. The firm offers portfolio management and financial planning using fundamental, technical, and cyclical analysis, and provides ongoing client communications including newsletters and educational seminars.

Michael Brannen is a financial advisor at RDA Financial Network in West Chester, OH, holding a Series 63 designation with 30 years of industry experience. He has been with RDA Financial Network since 2008 and has also worked with United Planners' Financial Services. Brannen is also an insurance agent based in West Chester. RDA Financial Network serves individual and institutional clients, including high-net-worth individuals, retirement plans, pensions, corporations, and trusts. The firm offers investment management, financial planning, and consulting services, employing a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH. He holds a Series 66 designation and has 20 years of industry experience. He has been with National Wealth Management Group since 2015 and also associated with LPL Financial since 2013. Jones is a co-host of The Money Alchemist Podcast, which focuses on investment-related topics. 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 and offers comprehensive portfolio management and consulting services through multiple program platforms and custodians.

Robert Scroggins is a financial advisor with LEGACY FINANCIAL Advisors, Inc., holding a Series 66 credential and 20 years of industry experience. He has worked at Legacy Financial Advisors since 2006 and previously spent ten years with Triad Advisors. Outside of his advisory role, he owns and manages ScrogginsGrear, Inc., a consulting and certified public accounting firm. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process and diversified asset allocation, offering discretionary management and specialized strategies such as the Legacy Protected Outcome Portfolios.