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.

Daniel Souders is a CFP® professional with 36 years of industry experience, currently serving as president and advisor at Souders Financial Advisors, LLC in Cincinnati, OH. He previously worked at Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. In addition to his advisory role, he holds leadership positions in related financial services entities, including serving as president of Souders Financial Group Inc. and trustee of the Souders Financial Group 401(k) plan. Souders Financial Advisors, LLC 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, offering both discretionary and non-discretionary services.

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.

Robert Scroggins is a financial advisor with Legacy Financial Advisors, Inc. in Cincinnati, OH, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at Triad Advisors for 10 years and has been involved with Scroggins Grear, Inc., a consulting and CPA firm he owns, since 1997. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm emphasizes diversification and asset allocation while managing roughly $1.5 billion in client assets.

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 with W&S Advisory Services, LLC based in Cincinnati, OH. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior roles include positions at Touchstone Securities Inc and IFS Financial Services Inc, where he has worked since 2013, and at Envestnet PMC from 2009 to 2013. W&S Advisory Services serves parents and other custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform, offering custodial account management and comprehensive financial planning. The firm uses model portfolios implemented with oversight from Fort Washington Investment Advisors and emphasizes a fixed-fee structure distinct from traditional AUM-based advisory models.

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.

Matthew Calme is a CFP®-certified financial advisor at HCM Wealth Advisors in Cincinnati, Ohio, with 12 years of industry experience. He has worked at HCM Wealth Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. HCM Wealth Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, model-driven asset allocation approach combined with discretionary portfolio management and regular client communications, overseeing approximately $1.23 billion in client assets.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

Steven Hengehold is a CFP® professional with 11 years of industry experience. He has been with Hengehold Capital Management since 2014. He is based in Cincinnati, OH, and holds a Series 65 license. HCM Wealth Advisors is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation process supported by fundamental, technical, quantitative, and qualitative analysis, and incorporates discretionary trading and strategies such as options and third-party sub-advisers when appropriate.

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.

Gareth Caluducan is a financial advisor at W&S Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with W&S Brokerage Services and Western Southern Life since 2016. Outside of his advisory role, Caluducan is involved in community outreach and serves on the board of a local career mentorship organization; he is also a co-owner of a professional wrestling training school and related apparel business. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program offered via Fabric’s platform, alongside comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach managed by Fort Washington Investment Advisors and distinguishes itself by using a fintech-driven custody and onboarding process with fixed fees rather than traditional AUM-based billing.

Catherine Zaino is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 27 years of industry experience. She holds a Series 63 designation and has worked previously at Advantage Investment Management, LLC and LPL Financial LLC. Outside of her advisory role, she has been involved in non-variable insurance sales, including health, dental, life, and disability insurance. Souders Financial Advisors, LLC 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, offering both discretionary and non-discretionary services while acting as a fiduciary for applicable retirement accounts.

Paul Solomon is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management LLC, and LPL Financial, LLC. Outside of his advisory work, he is also licensed to practice law and provides legal services on a limited basis. Souders Financial Advisors, LLC offers 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 personalized portfolio management, strategic asset allocation, and diversification, providing services on both discretionary and non-discretionary bases.

Krysten Taylor is a Series 65-licensed advisor at Formidable Asset Management, LLC with two years of industry experience. She has been with Formidable Asset Management since 2013. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, serving a range of clients through both direct management and model licensing arrangements.

Kevin Kane is a financial advisor at Journey Advisory Group, LLC in Covington, KY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Lang Advisors LLC since 2018 and previously was with Optimized Transitions, Independent Investment Counsel from 2016 to 2018. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach and incorporates tax-conscious strategies within customized portfolio construction.