Anita Eisthen is a CFA® charterholder with 18 years of industry experience. She has been with Labrador Investments, LLC since 1998. Labrador Investments provides discretionary and non-discretionary investment management primarily to individuals, retirement accounts, and trusts, serving both retirees and growth-oriented clients. The firm integrates portfolio management with financial planning and offers estate-planning advice and tax preparation through an affiliated CPA practice.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

Luke Merry is a CFP® with ten years of experience in the financial services industry. He is currently a co-owner and advisor at Principled Wealth Advisors, LLC, and previously worked at Commonwealth Financial Network and Fidelity Brokerage Services. Outside of his advisory role, he founded Little Liturgy, a business focused on 3D printing and selling toy figures. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing a Modern Portfolio Theory-based investment approach with access to third-party managers and model portfolios.

Matthew Eltringham is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Benchmark Wealth Management and previously worked at Benchmark Investment Advisors, Wealthquest Corporation, and Fifth Third Securities. He serves as an officer for The Evan McPherson Foundation, a nonprofit organization, providing consultation on operations, events, and financial matters. Benchmark Wealth Management is a four-advisor team managing approximately $178 million in discretionary assets. The firm offers customized investment management and comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, incorporating quantitative strategies and tax-aware execution in their portfolios.

Patrick Lysaght is a financial advisor with Eukles Asset Management, LLC in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Eukles since 2012 and has concurrent experience at LPL Financial since 2011, following two years at Morgan Keegan & Company, LLC. Outside of his advisory role, Lysaght is a business owner of PL47 Productions and is involved with the development of "Budget Even," a web and mobile application. Eukles Asset Management provides discretionary model portfolio management and advisory services to a range of clients, including individuals, trusts, charitable organizations, and institutional entities. The firm’s investment approach employs model asset allocation, fundamental analysis, and options strategies such as covered calls and spreads, focusing on maintaining suitability and tax considerations while not charging performance-based fees.

Marianne Woodburn is a financial advisor at Labrador Investments, LLC in Cincinnati, Ohio, with 10 years of industry experience. She holds a Series 65 designation and has worked at Labrador Investments since 2014, as well as Lifetime Financial Growth since 2010. Outside of investment advisory, she is involved as an insurance agent assisting clients with life insurance, disability, and long-term care needs, and also provides small business advisory services. Labrador Investments, LLC offers discretionary and non-discretionary investment management primarily to individuals, IRAs, and trusts, serving both retirees and growth-oriented clients. The firm emphasizes diversified, income-producing portfolios for retirees and tailored growth strategies for non-retirees, combining long-term investment approaches with fundamental and technical analysis, and integrates tax preparation services through an affiliated CPA practice.

Jason Lipps is a financial advisor with Meritum Wealth Management LLC in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience, including 12 years at Coastal Advisory Group, LLC prior to joining Meritum Wealth Management in 2022. Meritum Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm integrates quantitative and qualitative investment methods and offers active strategies such as options trading, while also operating a tax preparation and insurance agency alongside its advisory services.

Michael Curley is a financial advisor with Rockport Wealth Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockport in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2015 to 2022. Outside of advising, Curley owns an insurance brokerage focused on life, disability, and long-term care insurance. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, emphasizing individualized portfolios and tactical strategies that include shorter-term risk-on/risk-off trading.

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

Nathan Bishop is a CFA® charterholder with 16 years of experience in the financial advisory industry. He has worked at Opus Capital Group, LLC since 2013 and previously spent five years with Haberer Registered Investment Advisor Inc. He is based in Cincinnati, OH. Opus Capital Management provides wealth management and pension consulting to individuals, high net worth clients, public and corporate pension and profit-sharing plans, as well as institutional clients such as foundations and endowments. The firm employs an asset-allocation approach using mutual funds, ETFs, commingled vehicles, and individual securities, offering both discretionary and non-discretionary fiduciary services.

Philip Scott is a financial advisor at Souders Financial Advisors, LLC with 34 years of industry experience. He has previously worked at Advantage Investment Management LLC and LPL Financial LLC. Outside of his advisory role, he owns and operates B3 Academy LLC, a sports training and coaching academy for select baseball and basketball athletes. Souders Financial Advisors 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 featuring model portfolios, strategic asset allocation, and diversification across asset classes.

Nathan Bailey is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Opus Capital Management since 2013. He is based in Cincinnati, OH, and works as part of a three-advisor team. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach with active portfolio management, offering both ERISA Section 3(21) and 3(38) pension consulting.

David Henning is a CFP® with 17 years of industry experience. He has worked at Formidable Asset Management, LLC since 2017 and previously spent 12 years at The Retirement Corporation of America. Formidable Asset Management is a multi-advisor investment management firm overseeing approximately $903 million. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, applying a combination of thematic research and fundamental analysis primarily through ETF strategies, including some that use derivatives and covered-call techniques.

Michael Maisel is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding Series 63 and Series 66 designations and bringing three years of industry experience. Prior to joining Legacy Financial Advisors in 2024, he worked at Fidelity Investments and has experience running MJM Productions, a freelance media company where he provides equipment rental and consulting services. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and portfolio management. The firm employs a diversified investment approach emphasizing asset allocation and manages approximately $1.5 billion in client assets across about 1,000 clients.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 credential with six years of industry experience. He has worked at Souders Financial Group since 2019, following roles at TPC Rivers Bend, Great American Insurance Company, and Which Wich. Souders Financial Advisors is a multi-advisor firm managing approximately $1.41 billion, providing wealth management, financial planning, and portfolio management services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial plan-based investment approach that integrates diversified portfolios with tailored asset allocation and both long- and short-term trading strategies.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Private Client Services, LPL Financial, and Advantage Investment Management, LLC. Outside of his advisory role, he is involved in insurance sales. Souders Financial Advisors is a multi-advisor firm that serves individuals, trusts, pension and ERISA plans, and foundations with wealth management, financial planning, retirement income, insurance, education, and estate services. The firm emphasizes a financial-plan-driven investment approach incorporating diversification, quality investments, and income generation, and uses both longer- and shorter-term trading strategies.

Lars Meiman is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY. His background includes roles at Merrill Lynch and Fidelity Investments, along with a brief period outside the industry. He also assists part-time with a family-owned non-investment business involved in producing and distributing flags and banners. Legacy Financial Advisors serves individuals, families, closely held businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management. The firm manages approximately $1.5 billion in client assets, focusing on diversification and asset allocation with both traditional and alternative investments.

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth 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 strategic asset allocation and utilizes a range of instruments and strategies, managing approximately $1.47 billion in assets.

Marc Henn is a CFP® with 24 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2007. Prior to that, he worked at Haberer Registered Investment Advisor, Inc. for six years. He also serves as a FINRA industry arbitrator in Chicago, a role he has held since 2004. 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, using fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.