Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. 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, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

W. Kern is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Wealthquest Corporation since 2013. Wealthquest Corporation advises individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and employs a variety of investment strategies implemented through an Investment Committee.

Alexander Benson is a financial advisor at Birchcreek Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at The Reynolds and Reynolds Company. Birchcreek Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers customized wealth management and financial planning services, utilizing a fundamental analysis approach with both discretionary and non-discretionary investment management.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. 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 using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.

Neesha Crawford is a financial advisor at Eubel Brady & Suttman with one year of industry experience. She holds a Series 65 designation and has been with Eubel Brady & Suttman Asset Management, Inc. since 2012 in other capacities. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles using a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients with a focus on fundamental analysis and long-term investment strategies.

Hayden Horter is a Series 65 licensed advisor with Horter Investment Management, LLC in Cincinnati, OH, and has five years of industry experience. He also serves as a fund analyst for Tactical Fund Advisors, LLC, providing research and performance data analysis. Additionally, Horter is a licensed agent for Horter Financial Strategies, involved in the recommendation and sale of insurance products and fixed annuities. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides access to third-party managers and alternative investments as part of its ongoing investment supervision.

Mark Brady is a financial advisor at Eubel Brady & Suttman with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled investment vehicles, applying fundamental analysis and long-term strategies across various management styles.

Alexander Scott is a financial advisor with McLean Asset Management Corporation, holding CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Hanson McClain Advisors and Simply Money Advisors. Outside of his advisory work, he operates Scott Photography as an owner and photographer during non-trading hours. McLean Asset Management Corporation serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory services.

Todd Brubaker is a financial advisor at Horter Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and The Prudential Insurance Company of America. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm employs an Investment Committee-driven multi-manager approach incorporating tactical and passive models, custom portfolios, and third-party managers, and offers proprietary model blends and access to alternative investments.

Dale Dobnicker is a financial advisor at RDA Financial Network with 12 years of industry experience. He holds the Series 66 designation and has worked with United Planners Financial Services as well as multiple roles within RDA Financial Network and associated entities since 2014. Outside of advisory work, he owns Dad's Home Maintenance, a non-investment-related business. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches.

Michael Moore Jr. is a financial advisor with Wealthquest Corporation in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wealthquest since 2018 and has been with ARGI Investment Services since 2012. 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 across 1,583 clients using a multi-advisor team approach and emphasizes both discretionary and non-discretionary engagements supported by structured investment strategies and technology platforms.

Kevin Mc Cann is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tucker Asset Management LLC. Outside of advisory work, he is a self-employed health insurance sales agent with Kemper Health. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Daniel Vogelpohl is a financial advisor with Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Dimensions in 2017, he worked at Fifth Third Securities and Fifth Third Bank for a combined total of 32 years. Outside of his advisory role, Vogelpohl serves on the boards of several nonprofit organizations, including as Treasurer of the Cincinnati Parks Foundation and the Patty Brisben Foundation, and as a board member of Ronald McDonald House Charities of Greater Cincinnati. Wealth Dimensions Group, Ltd. advises individuals, pension plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and core equity strategies, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Joshua Johnson is a CFP® certificant with 20 years of experience in financial advising. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked for Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of his advisory role, Johnson is a partner in DOUBLE J ENTERTAINMENT, providing gospel entertainment as a disc jockey for events such as wedding receptions and skate parties. McKinley Carter Wealth Services is an SEC-registered firm serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a long-term asset allocation framework.

Randal Sadler is a financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Coordinated Capital Securities since 1990 and has other long-standing roles dating back to 1973. Outside of his advisory work, he owns several businesses including software development, a landscaping company, and a UV device manufacturing firm, and serves on the board managing college endowment funds. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers 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.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior roles include positions at Bank of America, Merrill, and T. Rowe Price Advisory Services. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management, LLC is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management and financial planning services, employing a fundamentally based, generally long-term investment approach with portfolios customized using mutual funds, ETFs, individual equities, and fixed income.

Michael Riney is a CFP® with 10 years of industry experience, currently serving as an advisor at Wealthquest Corporation since 2019. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and other financial firms. Outside of his advisory work, he holds ownership interests in real estate businesses. 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 employs a multi-advisor team approach, managing approximately $2.22 billion, with investment decisions made by an Investment Committee utilizing diversified asset-allocation models and multiple custodians.

Jansen Davidson Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Birchcreek Wealth Management, LLC, where he has worked since 2026. Prior to this, he was with Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management, LLC is an SEC-registered adviser serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and retirement plan advisory services, employing a fundamental analysis approach with both discretionary and non-discretionary investment management.

Paul Crichton is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Ebs Asset Management, a part of Eubel Brady & Suttman, since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled investment vehicles using a team-based advisory model. The firm offers actively managed portfolios that include proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients.