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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.