James Hartke II is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds a Series 66 credential and previously worked at Ross Sinclaire and Associates, LLC, Natcity Investments, Inc., and A. G. Edwards & Sons, Inc. His current role at CINCaP began in 2024, following six years with CINCaP Investment Group, LLC. CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm manages approximately $34.3 million in assets with a focus on long-term strategic asset allocation, broad diversification, and tax-aware investment techniques.

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.

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.

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.

Austin Stinson is a CFP® professional with 12 years of industry experience. He is affiliated with Altus Wealth Management, LLC, where he works as part of a five-advisor team. Prior to joining Altus, he held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Altus Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and charitable organizations. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on diversified portfolios with an emphasis on low-cost ETFs, mutual funds, and individual fixed-income securities.

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.

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.

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 16 years of experience in the financial industry. He has been with Formidable Asset Management, LLC since 2017 and previously worked at The Retirement Corporation of America for 12 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a mix of fundamental and quantitative analysis, offering portfolio management primarily through Formidable-branded ETFs and model portfolios, and serves a range of clients including high-net-worth individuals and plan fiduciaries.

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.

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.

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.

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.

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.

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.