Daniel Rinck is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and several independent advisory practices prior to joining HCM Wealth Advisors in 2017. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and third-party manager selection. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis along with options strategies and separately managed accounts, managing over $1.23 billion in client assets.

Steven O’Connor is a CFP® with 23 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds the Series 63 and Series 65 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, focusing on low-cost ETFs and mutual funds, and offers a dedicated Preservation fixed-income model that uses individual bonds alongside strategic long-term and tactical investment approaches.

Arielle Torbeck is a financial advisor at Formidable Asset Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services for eight years. Formidable Asset Management is an SEC-registered firm with 16 advisors managing approximately $903 million. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, employing a blend of thematic research and fundamental and quantitative analysis, often utilizing actively managed ETFs and offering both discretionary and non-discretionary portfolio management services.

Mary O’Toole is a CFA® charterholder with 25 years of industry experience. She has been with Diastole Wealth Management since 2009, where she works as part of a nine-advisor team in Cincinnati, OH. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals including high-net-worth clients, charitable organizations, and pooled investment vehicles. The firm employs analytical approaches such as fundamental and technical analysis and modern portfolio theory to tailor portfolios to clients’ objectives and risk tolerances.

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 in Cincinnati, OH, with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Private Client Services, Lpl Financial LLC, and Advantage Investment Management, LLC. Outside of advising, he is involved in insurance sales. 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 utilizing model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Lars Meiman is a CFA® charterholder with six years of experience at Legacy Financial Advisors, Inc., following prior roles at Merrill Lynch, Fidelity Investments, and The Kroger Co. Based in Covington, KY, he also assists in his family's small business, working approximately 10 hours per month as an office assistant in a flag and banner production distributorship. Legacy Financial Advisors is a multi-advisor team managing about $1.5 billion in client assets for individuals, families, businesses, and various entities. The firm emphasizes diversified, asset-allocation-driven investment strategies combining capital preservation and growth, and offers financial planning, estate planning, risk management, and discretionary portfolio management across 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®-certified financial advisor with Harvest Financial Advisors, LLC in Cincinnati, OH, where he has worked since 2007. He has 23 years of industry experience, including prior work with Haberer Registered Investment Advisor, Inc. Since 2004, he has also served as an industry arbitrator with FINRA in Chicago. 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, employing a mix of fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management approaches.

Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. 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.

Craig Pfeiffer is a financial advisor at RiskBridge Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and serves as President and CEO of the Money Management Institute, an industry association. Pfeiffer is also President and CEO of Hohting Group, LLC, a management consulting firm, and Advisors Ahead, LLC, which provides financial services training and education. Additionally, he is an operating partner at Corsair Capital and an independent board director for Westfield Insurance and Ohio Farmers Insurance Company. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with comprehensive offerings including discretionary and non-discretionary management, sub-advisory solutions, and family office services.

Terri Connelly is a financial advisor with Formidable Asset Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Formidable Asset Management in 2020. Outside of her advisory role, she is involved as a fitness professional with the Cincinnati Sports Club. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Jake Butcher is a CFP® professional at HCM Wealth Advisors in Cincinnati, OH, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2011. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management centered on model-based asset allocation, financial planning, and third-party manager oversight. The firm integrates long-term core holdings with tactical positions and employs a range of analytical approaches, including options strategies and separately managed accounts, managing over $1.23 billion in assets with a nine-advisor team.

Ryan Bonaventura is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, Ohio, with 20 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC and Advantage Investment Management, LLC. Bonaventura is also involved with Bonaventura Wealth Advisors, focusing on financial planning and advisory services. 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 with personalized portfolio management, strategic asset allocation, and diversification across asset classes, offering services on both discretionary and non-discretionary bases.

Robert Kuhnhein is a CFA® charterholder with eight years of industry experience. He has been with Legacy Financial Advisors, Inc. since 2019, previously working at Truepoint Wealth Counsel, Randolph Co Inc, and Opus Capital Management. Outside of his financial advisory role, he serves as Treasurer for the Campbell County Red Devils Athletic Club, a nonprofit organization supporting youth football and cheerleading. 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 investment approach focused on diversification and asset allocation.

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. 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 strategic asset allocation and utilizes a variety of instruments and strategies, managing approximately $1.47 billion in assets.

Martin Dressman is a financial advisor at Coordinated Capital Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 25 years of industry experience. He has been with Coordinated Capital Securities since 2014. Outside of his advisory role, he is the owner of Martin Dressman CPA, LLC, providing tax preparation and planning services during tax season. Coordinated Capital Securities offers investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm provides discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Kyle Gleich is a financial advisor with W&S Brokerage Services, Inc. in New Albany, OH, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with W&S Brokerage Services since 2011 and also works as a full-time sales agent for Western Southern Life. Gleich serves as an alumni advisory board volunteer for St. Charles Preparatory School. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary wrap-fee asset allocation program serving individual clients, retirement plans, and institutional accounts. The firm combines investment management with broker-dealer and insurance activities and uses both proprietary and third-party funds within its program.

Lindsay High is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has previously worked with VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Outside of advisory work, she is also a licensed insurance agent affiliated with FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing primarily on equities and ETFs with model allocations tailored to client risk profiles.