Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Jeffrey Mcpeek is a financial advisor at Nottinghill Investment Advisers, Ltd with 18 years of industry experience. He holds a Series 65 designation and has been with Nottinghill since 2007. The firm serves both individual taxable and tax-exempt clients on a fully discretionary basis, focusing on portfolio management across equity and balanced strategies using a rules-based, quantitatively driven investment process. Nottinghill also offers subscription and research services to other advisers and provides a standalone investment-planning tool available to clients and non-clients.

Connor Diem is a financial advisor with Sims Investment Management LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Sims Investment Management in 2026, he worked at Alliance Group of Western NY for six years and has experience outside finance with a role at Sir Ice Rink. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with various investment strategies to create customized portfolios tailored to client objectives and risk tolerance.

Anthony Weaver is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at THOR Wealth Management since 2025 and was previously with Charles Schwab for seven years. Before entering the financial industry, he spent five years at Hixson Architecture Engineering & Interiors. THOR Wealth Management provides discretionary investment management and comprehensive financial planning to 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 reversion-to-the-mean model.

Keith Burkhardt is a financial advisor with Center For Wealth Management Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Center For Wealth Management since 2014. In addition to his advisory role, he is a licensed insurance agent. Center For Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management. The firm employs strategic and tactical asset-allocation models and provides both wrap and non-wrap managed-account options tailored to client goals and risk tolerance.

Robert Jung is a CFA® charterholder with 20 years of industry experience and is a member of the seven-advisor team at Crew Capital Management, LTD. He has worked at Crew Capital since 2003 and previously spent three years at F/M Investments LLC. Outside of his advisory role, he is a 50% partner in PURE ICE, LLC. Crew Capital Management, LTD. provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and other institutions. The firm employs an asset-allocation process tailored to client goals and risk tolerance, managing accounts through a combination of individual securities, mutual funds, ETFs, and third-party managers, and offers a specialized Insurance Diligence Solutions service.

Christopher Wright is a financial advisor with LPL Financial in Milford, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with LPL Financial since 2008 and also provides investment advisory services through Center for Wealth Management, an independent registered investment advisor he started in 2014. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Jason Feist is a financial advisor at Center for Wealth Management Advisory with 19 years of industry experience. He holds a Series 63 designation and has worked at Center for Wealth Management since 2014, previously spending seven years with LPL Financial. Outside of his advisory role, he is a CFO and partner at Live Your Best Life LLC, a lifestyle marketing company. Center for Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, retirement accounts, and institutional plan sponsors. The firm employs a combination of model and customized portfolio strategies, offering discretionary and non-discretionary management through both wrap and non-wrap programs.

Ryan Atkins is a financial advisor at Sims Investment Management LLC in Cincinnati, OH, holding a Series 65 license with five years of industry experience. Prior to joining Sims Investment Management in 2021, he worked in retail center management for over a decade. He is also an author who receives royalties from online book retailers and occasionally speaks publicly, earning commissions as an Amazon Affiliate through his author website. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other entities. The firm creates customized investment programs using a combination of fundamental and technical analysis and offers a range of strategies including options and alternative investments, supported by third-party research and a sub-advisory relationship for derivative-based implementations.

Joshua Garland is a CFP® professional with 13 years of industry experience. He is a member of Shepherd Wealth Management in Cincinnati, OH, where he has worked since 2019. Prior to this, he held positions at Kasasa, TD Ameritrade, and Fidelity. Outside of his advisory role, Garland is the sole owner of JN Garland Properties LLC, a company that manages rental properties providing clean and affordable housing for families. Shepherd Wealth Management is a fee-only advisory firm that serves individuals and high-net-worth clients. The firm employs a team approach to investment management and financial planning, emphasizing Modern Portfolio Theory and primarily passive portfolio construction using index mutual funds and ETFs.

Peter Baden is a CFA® charterholder with 22 years of industry experience. He currently serves as an advisor at Crew Capital Management, Ltd. and F/M Investments LLC, having previously worked at Ross, Sinclaire & Associates, Inc. for 15 years. Outside of finance, he is the founder of the Community Recovery Project and also works as a webmaster specializing in internet and website development. Crew Capital Management, Ltd. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm’s investment process is tailored to client goals and risk tolerance, utilizing a mix of individual securities, funds, ETFs, and third-party managers, and offers additional services including financial planning and due diligence on alternative investments.

Kevin Powers is a financial advisor at Charter Advisory Corporation with 24 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009. In addition to his advisory role, Powers is president of Powers Benefits Corp, a third-party administrator for qualified retirement plans. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in client assets and offers both discretionary and non-discretionary portfolio management along with ERISA fiduciary services.

Mark Kleespies is a Series 65 licensed advisor at THOR Wealth Management Inc with 26 years of industry experience. He has been with the firm since 1997. THOR Wealth Management oversees 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 using active, diversified model portfolios guided by written investment policy statements, combining fundamental and technical analysis alongside a proprietary mean-reversion model to determine asset-class and style weightings.

Patrick Jones is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Sims, he worked at Franklin Wealth Management and WoJo Creative LLC, and has also been involved with Hixson Presbyterian Church and Western Home Communities. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals and business entities. The firm uses a combination of fundamental and technical analysis and offers customized investment programs that may include options strategies, short sales, and alternative investments.

Deborah Saas is a financial advisor at Center For Wealth Management Advisory with 39 years of industry experience. She holds a Series 63 designation and previously worked at LPL Financial LLC for 28 years before joining her current firm in 2017. Center For Wealth Management Advisory serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers financial planning, consulting, and portfolio management through a variety of managed-account options and uses strategic and tactical asset-allocation models tailored to client goals and risk tolerance.

Tyler Almeida is a financial advisor with Crew Capital Management, LTD. He holds the Series 66 designation and has 17 years of industry experience. His career includes roles at Ardor Private Wealth Management, Compass Securities Corporation, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Crew Capital Management provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and other institutions. The firm employs an asset-allocation process tailored to clients' goals and risk tolerance, actively managing portfolios with a mix of securities, mutual funds, ETFs, and third-party managers.

Matthew Swendiman is a financial advisor at Crew Capital Management, Ltd., holding the CFA® and ChFC® designations with 23 years of industry experience. He has worked at multiple firms, including Key Bridge Compliance and F/M Investments, and currently serves in various board and committee roles in charitable organizations and educational institutions such as Trinity Episcopal Church and Xavier University’s Williams College of Business. Crew Capital Management, Ltd. provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and institutions. The firm utilizes a client-focused asset allocation process and actively manages portfolios through a combination of securities, mutual funds, ETFs, and third-party managers, and offers specialized insurance diligence services uncommon among similarly sized advisors.

William Justice is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Family Financial Partners and in various roles tied to the University of Kentucky and community organizations. Sims Investment Management LLC offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a combination of fundamental, technical, and statistical methods to build customized portfolios and may use advanced strategies such as options and margin trading based on client objectives.

Andrew Jung is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Crew Capital Management, LTD., where he has worked since 2022. His previous roles include positions at Wells Fargo Advisors, VMG Health, and Ohio State University. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning services and actively manages portfolios using a range of investment vehicles, including individual securities, funds, ETFs, and third-party managers.

John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.