Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Faith Financial Advisors since 2013 and has also worked with Osaic Wealth Inc. since 2004. Outside of her advisory role, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $97.2 million with a two-advisor team. The firm offers discretionary asset management, modular financial planning, retirement plan consulting, and educational seminars, implementing portfolios through institutional strategists on the AssetMark platform with a long-term investment orientation.

Douglas Ducker is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Valic Financial Advisors, Corebridge Financial, and Golden Reserve RIA. He is also licensed as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using model portfolios and managed accounts with a blend of fundamental and technical analysis supported by third-party sub-advisers and AI tools.

Katelyn Goepferich is a CFP® with eight years of industry experience, currently serving as an advisor at Jarvis Global Investments LLC. Her prior roles include positions with the Ohio High School Athletic Association and the University of Cincinnati. Outside of her advisory work, she is involved with Peace Stamps, a project she has participated in since 2017. Jarvis Global Investments LLC is an independent, fee-only registered investment adviser managing approximately $63.2 million in discretionary assets. The firm serves a diverse client base, including individuals, families, corporations, and institutional accounts, using a bottom-up, core investment approach that combines growth and value strategies.

Austin Carr is a financial advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has one year of industry experience and a background that includes teaching positions at international schools in Thailand. Outside of advising, he holds a substantial teaching role overseas. Stone Tower Wealth Advisors offers wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach incorporates modern portfolio theory, blending global equities, domestic fixed income, and alternative investments with both passive and active strategies.

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 the Series 63 designation and has held roles at eAdvisor since 2017, Financial Gravity Wealth, Inc. since 2014, and MJ McCormick, LLC since 2010. Outside of financial advising, he is the managing member of MJ McCormick, LLC, a public accounting firm, and president of BackupCellar, Inc., a data backup services company. eAdvisor LLC offers financial planning and referral-based portfolio management primarily for individuals, trusts, retirement accounts, and charitable organizations. The firm employs a mixed investment approach incorporating charting, fundamental, technical, and quantitative analysis, and relies on third-party managers for execution and custody without accepting discretionary trading authority.

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.

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.

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.

Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.

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.

Roger Miller is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2007 and also maintains a long-term association with The Lincoln National Life Insurance Company dating back to 1982. Outside of his advisory role, Miller is co-owner of a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related entities, managing approximately $199 million. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers diversified portfolio strategies including growth, balanced, and conservative options.

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.