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.

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.

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. Journey Advisory Group serves a diverse client base including 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 variety of instruments and strategies, managing approximately $1.47 billion in assets.

Martin Dressman is a financial advisor at Coordinated Capital Securities, Inc. in Cincinnati, OH, holding a Series 66 designation with 25 years of industry experience. He has been with Coordinated Capital Securities since 2014. Outside of his advisory role, he is the owner of Martin Dressman CPA, LLC, providing tax preparation and planning services during tax season. Coordinated Capital Securities offers investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm provides 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.

Kyle Gleich is a financial advisor with W&S Brokerage Services, Inc. in New Albany, OH, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with W&S Brokerage Services since 2011 and also works as a full-time sales agent for Western Southern Life. Gleich serves as an alumni advisory board volunteer for St. Charles Preparatory School. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary wrap-fee asset allocation program serving individual clients, retirement plans, and institutional accounts. The firm combines investment management with broker-dealer and insurance activities and uses both proprietary and third-party funds within its program.

Lindsay High is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has previously worked with VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Outside of advisory work, she is also a licensed insurance agent affiliated with FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing primarily on equities and ETFs with model allocations tailored to client risk profiles.

Chad Taake is a CFP® and holds a Series 65 license with eight years of experience in financial advising at Stone House Investment Management, LLC. Prior to his advisory role, he worked for Procter and Gamble for 21 years as an engineer. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies and integrates active trading techniques and institutional custodial platforms to serve its diverse client base.

Tyler Verst is a financial advisor at Journey Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Great American Insurance Company, American Financial Group, and General Cable Corporation. Outside of his advisory role, he operates a tax preparation service through Tyler J Verst CPA LLC. 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, emphasizing long-term strategies with a mix of fundamental, technical, and cyclical analysis.

Andrew Allwein is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gibbs Insurance Associates and THOR Wealth Management. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered advisers, employing a combination of fundamental and quantitative analysis through Formidable-branded ETFs and model portfolios. The firm offers discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

John Gislason is a CFP® professional with Opus Capital Management in Cincinnati, OH. He has been with Opus Capital Group since 2024, following ten years as a student. Opus Capital Management provides wealth management and pension consulting services to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients including foundations and endowments. The firm uses an asset-allocation approach across various investment vehicles and offers both discretionary and non-discretionary fiduciary services.

Timothy Stearns is a financial advisor at W&S Advisory Services, LLC in Cincinnati, Ohio, with 30 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Touchstone Securities Inc and IFS Financial Services Inc since 2013, as well as Envestnet PMC from 2009 to 2013. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform, along with standalone comprehensive financial planning. The firm offers five model portfolios implemented through non-discretionary automated allocations using mutual funds and ETFs, emphasizing a fixed-fee wrap structure and platform-driven custody and onboarding.

Paul Sartori is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding a Series 63 credential and possessing 41 years of industry experience. He has worked with Triad Advisors for 15 years and with Legacy Financial Advisors for 20 years. Outside of his advisory role, Sartori serves as a trustee for two trusts on a volunteer basis. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations by providing financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm manages approximately $1.5 billion in assets for about 1,000 clients, emphasizing diversification and asset allocation through a capital-preservation sleeve combined with growth-oriented portfolios and alternative strategies.

Thomas Hagedorn is a CFP® with 11 years of industry experience, currently serving at Magnate Advisory Services, LLC. He has been with Magnate Wealth Management LLC and En Garde! Investing LLC since 2017. Outside of his advisory work, he is a managing member of Christian History in America LLC, a publisher of nonfiction books. Magnate Advisory Services, LLC provides financial planning and portfolio management services to individuals, businesses, charitable organizations, and retirement plans. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and serves a high volume of clients through a team of six advisors.

John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.