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 with Charter Advisory Corporation in Mariemont, Ohio, holding a Series 63 license and 23 years of industry experience. He has worked at Charter Advisory Corporation and LPL Financial LLC since 2009 and also serves as 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, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, utilizing both fundamental and technical analysis alongside model portfolios and third-party managers.

Zachary Horn is a CFP® professional with 14 years of industry experience. He has been with Foster & Motley Inc in Cincinnati, OH since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that includes financial planning and investment management. The firm employs a bottom-up, core equity approach supported by proprietary quantitative screening alongside fundamental analysis, and it implements fixed income, international, and alternative exposures through a combination of funds and private investments.

Irene Ay Luen Tsai is a CFP®, CFA®, and ChFC® credentialed financial advisor with four years of industry experience. She currently works at Foster & Motley Inc, where she has been since 2026, and previously held roles at Touchstone Securities, Fort Washington Investment Advisors, and Johnson Investment Counsel. Outside of her advisory work, she is the founder of MemoRenes LLC, a custom music and art business, and serves on the investment committee for Life Enriching Communities, a senior living organization. Foster & Motley provides fee-only wealth management and financial planning services to individuals, families, and institutional clients including endowments and foundations. The firm employs a bottom-up, core equity investment approach combined with diversified fixed income and alternatives, managing over $2.88 billion in discretionary assets.

Benjamin Dobler is a CFP® with seven years of industry experience, currently serving at Financial Rounds. He has held positions at Personal Choice Financial Advisors, Ameriprise Financial Services, and Intuit, among others. Dobler is the founder and sole owner of Stewardship Financial Counsel, a tax preparation and financial coaching service based in Cincinnati, OH. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a combination of passive and active strategies tailored to clients’ asset allocation, time horizon, and tax considerations, and offers both ongoing advisory relationships and standalone planning engagements.

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.

Bradley Soper is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Foster & Motley, Inc. since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management and separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis.

Patrick Jones is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Sims, he worked at Franklin Wealth Management and WoJo Creative LLC, and has also been involved with Hixson Presbyterian Church and Western Home Communities. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals and business entities. The firm uses a combination of fundamental and technical analysis and offers customized investment programs that may include options strategies, short sales, and alternative investments.

David Lohre II is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked with HORAN Securities, Inc. for 16 years before joining HORAN Wealth in 2025. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and periodic rebalancing, with an internal Investment Committee that regularly reviews portfolios and employs a range of investment products tailored to client needs.

Deborah Saas is a financial advisor at Center For Wealth Management Advisory with 39 years of industry experience. She holds a Series 63 designation and previously worked at LPL Financial LLC for 28 years before joining her current firm in 2017. Center For Wealth Management Advisory serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers financial planning, consulting, and portfolio management through a variety of managed-account options and uses strategic and tactical asset-allocation models tailored to client goals and risk tolerance.

Terence Horan is a financial advisor at HORAN Wealth, LLC with over 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has a long career history including leadership roles at Horan Securities, Inc. and Horan Associates Inc. He serves on the Investment Committee for the Dominican Sisters of Nashville and is a board member of the University of Cincinnati Economics Center, which promotes economic and financial literacy programs for K-12 students and teachers. HORAN Wealth, LLC serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews and adjusts model portfolios.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. 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 a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Lindsey Meredith is a CFP® and Series 66-licensed advisor with 10 years of industry experience. She has worked at Heritage Wealth Advisors since 2021 and previously held roles at Raymond James & Associates and Wells Fargo. Lindsey volunteers to offer basic financial education courses through her local church. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm emphasizes customized asset allocation, tax-aware investment strategies, and employs research from Raymond James to support equity selection.

Tyler Almeida is a financial advisor at Crew Capital Management, Ltd. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ardor Private Wealth Management, Compass Securities Corporation, and Wells Fargo Advisors. Almeida is based in Cincinnati, OH. 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 offers financial planning and asset allocation services, actively managing portfolios through individual securities, funds, ETFs, and third-party managers.

David Holwadel is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Heritage Wealth Advisors since 2021 and was previously with Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves as president of the board for Cincinnati Challenge Ranch and is treasurer and a board member of Sustainable Medical Missions. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm focuses on customized asset allocation and tax-aware investment strategies, utilizing research from Raymond James and offering both discretionary and non-discretionary account management.

Matthew Swendiman is a CFA® and ChFC® with 22 years of industry experience. He is a member of the team at Crew Capital Management, LTD. in Cincinnati, Ohio, where he has worked since 2018. His prior experience includes roles at Key Bridge Compliance and F/M Investments. Outside of his advisory work, he serves on the finance committee at Trinity Episcopal Church, participates on the advisory board for Xavier University’s Williams College of Business, and is involved with the St. Elizabeth Foundation and St. Elizabeth Healthcare investment committee. Crew Capital Management provides investment counsel, discretionary portfolio management, and financial planning services to individuals, retirement plans, trusts, and institutions. The firm employs an asset-allocation process tailored to clients’ goals and risk profiles, actively managing portfolios through a mix of individual securities, mutual funds, ETFs, and third-party managers.

Robert Herman is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Gries Financial LLC for 17 years and has been affiliated with The 4100 Group and Arax Advisory Partners. Herman is also the Chief Investment Officer for Logix, a subsidiary of GFP, and serves as Chairman of Bull Harbor Capital, an affiliate of GFP. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services, with a focus on customized, primarily long-term portfolios utilizing various investment vehicles and strategic third-party relationships.

Keith Prince is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC since 2025. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services. HORAN Wealth advises individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and security selection, with portfolios managed through ongoing reviews and access to third-party managers and technology platforms.

William Justice is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Family Financial Partners and in various roles tied to the University of Kentucky and community organizations. Sims Investment Management LLC offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a combination of fundamental, technical, and statistical methods to build customized portfolios and may use advanced strategies such as options and margin trading based on client objectives.

David Foster is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Foster & Motley since 1997. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies.