Michael Perry is a Series 65-licensed advisor at Sims Investment Management LLC with three years of industry experience. Prior to joining Sims, he worked for the Family Nurturing Center for eleven years. Outside of his advisory role, Mr. Perry manages a multifamily property in Cincinnati, where he also resides. Sims Investment Management LLC provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, and corporations. The firm constructs customized portfolios using fundamental and technical analysis and employs a broad range of strategies and tools, managing a high client load relative to its team size.

Troy Rennekamp is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Troy previously worked at Fidelity Investments and its related entities for over 20 years. Outside of his advisory role, he serves as the Finance Director for Vineyard Westside Church, managing bookkeeping and financial operations. Shepherd Wealth Management is a fee-only firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement consulting. The firm employs a team approach and emphasizes a primarily passive investment strategy using index funds and ETFs, supplemented by various analytical techniques.

Andrew Woodard is a CFA® charterholder with five years of experience at THOR Wealth Management Inc in Cincinnati, OH. His prior work includes roles at UBS Financial Services and the University of Cincinnati. 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 proprietary models to adjust asset allocations.

Allisha Curtis is a Series 63 licensed advisor with 18 years of industry experience. She has been with THOR Investment Management, Inc. since 2005. 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 a committee-governed process integrating fundamental and technical analysis alongside a proprietary mean-reversion model.

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.

James Stechschulte is a CFA® charterholder with nine years of industry experience. He has been with Thor Investment Management, Inc. since 2012. THOR Wealth Management provides discretionary investment management and comprehensive financial planning services 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.

Cory Sims is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Sims Investment Management LLC since 2013. Prior to that, he worked at Valhalla Investment Advisory, Inc. for one year. Outside of his advisory role, Mr. Sims is involved in several activities including serving on the board of a nonprofit foundation focused on youth in Philadelphia and participating on the investment committee of a faith-based nonprofit working in Cincinnati’s inner-city neighborhoods. Sims Investment Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, plans, corporations, and other entities. The firm offers customized investment programs and employs a variety of analytical methods, including fundamental and technical analysis, and may utilize options, short sales, margin, and alternative investments depending on client needs.

Rick Bell is a financial advisor with Crew Capital Management, Ltd. and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Ross, Sinclaire & Associates, LLC, and currently serves as Vice President of Intermediary Sales and Investment Adviser Representative at F/m Investments, LLC. Mr. Bell dedicates most of his time to working with financial professionals on SMA and UMA strategies and spends part of his time providing financial planning and asset allocation recommendations at Crew Capital. Crew Capital Management, Ltd. offers 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 includes assessing client goals and risk tolerance to manage diversified portfolios using a range of securities and third-party managers, while also providing specialized services such as Insurance Diligence Solutions and due diligence on alternative investments.

Alan Eichner is the sole advisor at Eichner Investment Planning, LLC in Cincinnati, OH, holding a Series 65 designation with 21 years of industry experience. He has led his firm since 2010, focusing on customized investment management and planning services. Eichner Investment Planning serves a select group of high-net-worth individuals and families, managing over $650 million in client assets primarily through non-discretionary relationships. The firm emphasizes identifying third-party money managers and investment strategies, implementing client-approved recommendations, and maintaining a high account minimum.

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.

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.

John Wenstrup is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has operated The Wenstrup Company since 2003. Outside of his advisory work, he performs as a special character through March Forth Productions, LLC, and engages in light handyman repairs for small businesses and homeowners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through a range of discretionary and non-discretionary accounts with access to multiple custodians and diverse investment options.

James Cloud is a CFP® professional at Savvy with six years of industry experience. He previously worked at Mariner Wealth Advisors and RFH CPA's, PLLC. Cloud serves as a board member and treasurer of The Roaring Brook Foundation, a nonprofit organization supporting children in Lexington, KY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

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.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Andrew Harmon is a CFP®-certified financial advisor at Savvy with 11 years of industry experience. Prior to joining Savvy in 2026, he worked at Ameriprise Financial Services from 2015 to 2026. He serves on the Board of Directors for Sigma Chi Building Co. and is a member of the La Salle High School Advancement Committee. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, while integrating third-party fintech tools and specialized sub-adviser strategies.

Maria Flynn is a financial advisor with Kovack Advisors, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Kovack, she was associated with The Oak Tree Group and Federal Retirement Advisor. Outside of her advisory work, she is involved in founding a real estate group and holds ownership in an LLC related to wealth advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using model-based and advisor-managed investment solutions supported by Envestnet technology.

Byron Larkin is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He holds a Series 63 license and has worked previously at Client One Securities, LLC and Cetera Advisors, LLC. Outside of his advisory work, Larkin broadcasts college basketball games for Xavier University. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.