Austin Carr is a financial advisor at Stone Tower Wealth Advisors in Cincinnati, OH. He holds Series 65 and Series 66 licenses and has been with the firm since 2026. Prior to his advisory role, he spent several years teaching at international schools in Thailand. Stone Tower Wealth Advisors provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a diversified investment approach rooted in modern portfolio theory, combining global equities, domestic fixed income, alternative investments, and quantitative factor overlays, and offers both passive and active investment options.

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 19 years of industry experience. He holds a Series 63 designation and has worked at eAdvisor since 2017. McCormick is also the managing member of MJ McCormick, LLC, a CPA and 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 LLC provides financial planning and acts primarily as a referral and selection adviser, directing clients to third-party investment managers while preparing comprehensive financial plans addressing investment, retirement, tax, insurance, and debt topics. The firm serves individuals, high-net-worth clients, trusts, retirement accounts, and charitable organizations, conducting due diligence on recommended advisers and applying a range of investment analysis techniques without taking discretionary control over client portfolios.

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 26 years of industry experience, currently serving at Wealthquest Corporation since 2007. Prior to that, he worked at Equity Services from 2000 to 2007. He also teaches the CFP curriculum as an instructor for Kaplan. Wealthquest Corporation serves individuals, families, retirement plans, nonprofits, and other entities through tiered advisory programs that combine portfolio management, financial planning, estate-planning, and tax return preparation. The firm employs a multi-advisor team approach and uses a variety of investment strategies implemented 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.

Luke Leong is a CFA® charterholder with Wealthquest Corporation in Cincinnati, OH. He has one year of experience at Wealthquest and previously worked at Fifth Third Bank for eight years in various roles. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate planning, and tax preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and employs diversified investment strategies with ongoing monitoring and rebalancing.

Keith Burkhardt is a financial advisor with Center For Wealth Management Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Center For Wealth Management since 2014. In addition to his advisory role, he is a licensed insurance agent. Center For Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management. The firm employs strategic and tactical asset-allocation models and provides both wrap and non-wrap managed-account options tailored to client goals and risk tolerance.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Matthew Heitman is a financial advisor at National Wealth Management Group, LLC with seven years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior experience includes roles at Fi3 Advisors, Key Private Bank, Ameriprise Financial Services, Fifth Third Bank, Fifth Third Securities, and Fidelity. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm’s long-term, tailored investment approach employs various strategies and multiple program platforms to serve a diverse client base.

Emily Diaz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster & Motley Inc since 2017. Prior to joining Foster & Motley, she worked at Plante Moran for three years. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, combining financial planning with ongoing investment management and access to private investment funds for qualified clients.

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.

Kevin Mullendore is a financial advisor at Bullseye Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2021. Outside of his advisory role, he works as a Ramsey Preferred Financial Coach, assisting individuals and couples with money management, goal setting, budgeting, and preparing for investing and retirement. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, using a client Investment Policy Statement and a combination of global macro, cyclical, and fundamental analysis to guide investment decisions.

James Oliger is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Wealthquest Corporation since 2006 and previously worked at Wealth Planning Corp from 1999 to 2016. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for around 1,583 clients using a team-based approach and employs a range of investment strategies implemented by an Investment Committee.

Stephen Hackman is a financial advisor at Hackman Financial Group in Cincinnati, OH, with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP from 2016 to 2022. Hackman Financial Group is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The team of five advisors manages approximately $426.7 million and offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a long-term, diversified investment approach that incorporates fundamental and technical analysis.