Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.

Neal Schear is a financial advisor at Schear Investment Advisers, LLC in Cincinnati, Ohio, with 18 years of industry experience. He holds a Series 65 designation and has been involved in investment management since 1980 through various entities, including Schear & Schear and Schear Capital Inc. Outside of his advisory role, he manages an investment partnership, Schear Investment Partners LP, dedicating significant time to its operations and investment decisions. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, concentrating portfolios in marketable securities such as equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

Kevin Barto is a CFP® professional with five years of experience at Coordinated Financial Planning Corp and a prior eight years in the restaurant industry. He is based in Cincinnati, OH. Coordinated Financial Planning Corporation is an SEC-registered adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm manages roughly $343 million and offers discretionary portfolio management using model and individualized approaches that incorporate fundamental and technical analysis, with an actively managed risk model adjusting equity exposure based on market conditions.

Matthew Bell is a CFA® charterholder and holds a Series 66 license. He is the principal of MVRK Financial Consultants, LLC in West Chester, Ohio, where he has worked since 2026. His prior experience includes roles at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. Outside of advising, he previously worked with Wyzant Tutoring. MVRK Financial Consultants, LLC offers comprehensive, customized advisory and family office consulting services primarily to high-net-worth individuals, families, and related entities. The firm provides strategic oversight and recommendations without discretionary trading authority, coordinating financial, estate, tax, legal, philanthropic, and operational matters on behalf of clients.

Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Faith Financial Advisors since 2013 and is also associated with Osaic Wealth Inc. since 2004. Outside of her advisory work, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading when appropriate.

Douglas Ducker is a financial advisor with Omega Wealth Private Capital LLC in Fort Worth, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Fidelity, Corebridge Financial, Valic Financial Advisors, and Golden Reserve RIA. He is also registered as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach with both fundamental and technical analysis to manage accounts on a discretionary basis.

Jeffrey Schear is a financial advisor at Schear Investment Advisers, LLC with Series 65 credentials and one year of industry experience. Prior to his advisory role, he worked at Getty Images and has operated Jeff Schear Visuals, a commercial photography and video production business, since 2008. Schear Investment Advisers, LLC provides discretionary investment management and retirement plan consulting to individuals, business entities, trusts, pension and profit-sharing plans, and charitable organizations, managing approximately $269 million in assets. The firm uses a model-based investment approach combining quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and strategic asset allocation.

Derek Howell is a financial advisor at KANU Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has experience at KANU since 2021, as well as prior roles at Cincinnati Investment Advisors and Walmart. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals—including high-net-worth and accredited investors—and institutional clients. The firm employs a long-term global investment strategy combined with an active quantitative overlay and manages specialized practices such as WealthRX for medical professionals.

Cameron Parker is a financial advisor with Bullseye Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at U.S. Bank, NA since 2005, serving as a relationship manager and municipal credit analyst in the government banking division. Parker also provides consulting services to high net worth individuals. Bullseye Investment Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, business entities, retirement plans, and nonprofits. The firm employs a global macro, cyclical, and fundamental analysis approach, managing portfolios with a variety of liquid instruments aligned with client-specific Investment Policy Statements.

Austin Carr is an advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has experience working internationally in educational roles, including positions at Lanna International School Thailand and Nakornpayap International School. Stone Tower Wealth Advisors is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting services. The firm employs a modern portfolio theory-based investment approach that includes diversified allocations, factor overlays, and the option for socially responsible strategies, along with public educational seminars and ERISA retirement plan services.

Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification and offers both discretionary and non-discretionary mandates.

Michael Mccormick is a financial advisor at eAdvisor LLC with 18 years of industry experience and holds a Series 63 designation. He is also the managing member of MJ McCormick, LLC, a public accounting firm, and serves as vice president of Financial Clarity Group, Inc., another CPA firm. Additionally, he is president of BackupCellar, Inc., a data backup services company. eAdvisor provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, typically directing client assets to third-party managers. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory and does not accept discretionary trading authority over client accounts.

Michael Hermes is a CFP® and CFA® with eight years of experience in financial advising. He joined HORAN Wealth, LLC in 2025 and previously worked at Horan Securities, Inc. and Fifth Third Bank. Outside of his advisory role, he serves on the board of The Dragonfly Foundation, a nonprofit organization based in Cincinnati. HORAN Wealth, LLC provides advisory and consulting services to individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm’s investment approach focuses on asset allocation, diversification, and periodic portfolio rebalancing, supported by an internal Investment Committee and access to third-party managers and technology platforms.

John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.

Stephen King is a CFP® with 25 years of industry experience, currently serving at Wealthquest Corporation since 2007. Prior to this, he has been with Equity Services since 2000. Outside of his advisory work, he teaches the CFP curriculum for Kaplan. Wealthquest Corporation advises individuals, families, retirement plans, and other entities through tiered advisory programs that combine portfolio management, financial and estate planning, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and a structured investment process overseen by an Investment Committee.

Megan Lyons is a CFP® professional with five years at Foster & Motley Inc and two years of industry experience. Her prior work includes roles at CETERA Financial Specialists LLC, Artisan Square Financial Group, and six years with GE Aviation. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, combining financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening and fundamental analysis, alongside fixed income and alternative investment strategies.

Daniel Larson is a CFP® professional with 3 years of industry experience. He has been with Wealthquest Corporation since 2011. Wealthquest Corporation provides advisory services to individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered programs that include portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients using a multi-advisor team and employs a structured investment approach with ongoing monitoring and rebalancing.

Jason Schmitt is a CFP® professional with 21 years of experience in the financial industry. He has been with Jacobson & Schmitt Advisors, LLC since 2005. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity approach combined with bond allocations for stability and offers retirement-plan advisory services and estate-planning facilitation through a third-party partner.

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.