Michael Brannen is a financial advisor at RDA Financial Network with 30 years of industry experience. He holds the Series 63 designation and has worked at RDA Financial Network since 2008, including in his current role since 2020. Outside of advising, he is an insurance agent and owner of a related business in West Chester, Ohio. 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 overseen by a Wealth Management Committee.

John Payne is a CFP® professional with seven years of industry experience, currently serving at Birchcreek Wealth Management, LLC. He has held prior roles at Merrill and Dinsmore & Shohl, and also practices law as an Of Counsel attorney at Practice with Purpose LLC, where he provides legal advice and representation in civil and criminal trials. Birchcreek Wealth Management is a fee-based advisory firm serving individuals, families, trusts, estates, and retirement plans. The firm employs a primarily long-term, fundamental investment approach utilizing mutual funds, ETFs, equities, and fixed income, while incorporating derivatives and leverage when appropriate.

Dennis Vitori is a financial advisor at Summit Financial Advisors, Inc. in Middletown, Ohio, with 23 years of industry experience. He has been with Summit Financial Advisors since 2007 and has a long-standing affiliation with The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation since 1977. Outside of his advisory role, he co-owns a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors provides customized investment management primarily to high-net-worth individuals and related trusts, estates, and pension plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and previously worked at Financial Wings, LLC for 19 years before joining his current firm. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches and also offers participant-level education and plan documentation support for retirement clients.

Jacob Bartel is a CFP® professional with 12 years of industry experience, currently serving at Birchcreek Wealth Management, LLC. He previously worked for UBS Financial Services for 10 years. Outside of advisory work, he serves as a board member of the Brighton Center, a charitable organization, where he contributes to marketing and program committees. Birchcreek Wealth Management is a fee-based wealth advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, with flexibility for shorter-term adjustments and the use of derivatives and margin when appropriate.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and PNC Wealth Management. He is also co-host of The Money Alchemist Podcast, an investment-related podcast started in 2024. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and a multi-office team structure.

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.

Chase Marshall is a financial advisor at Eubel Brady & Suttman with a Series 65 designation and two years of industry experience. His professional background includes roles at Netjets, Inc., Dayton Freight, Inc., and he has been affiliated with The Ohio State University for six years. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients, employing a team-based advisory model. The firm actively manages proprietary mutual funds and private pooled investment vehicles, utilizing fundamental analysis and long-term strategies across various management styles.

Anthony Frambes is a financial advisor at Horter Investment Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AlphaMark Advisors, LLC, Northwestern Mutual Investment Services, and AWF Investments LLC. Outside of financial advising, he is the owner of AWF Management Services LLC, a holding company for medical therapy silent investment projects. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm uses an Investment Committee-driven multi-manager approach, offering discretionary and non-discretionary portfolio management, proprietary model blends, and access to alternative investments and affiliated mutual funds.

Mark Walters is a financial advisor with Invest Capital Partners in Granville, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Invest Capital Partners in 2018, he worked at Raymond James and Associates for five years. He serves as the volunteer Vice President of the Denison University Gold Club Association. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management alongside financial planning, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Thomas Phillips is a financial advisor at Kiplinger Wealth Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at LPL Financial, LLC, and First Allied Advisory Services. Outside of advising, he works as a ride-share driver in Springboro, OH. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and constructs customized portfolios using strategic and tactical asset allocation approaches.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Luke Nordman is a CFP® professional at Wealthquest Corporation in Cincinnati, OH, with three years of industry experience. Prior to joining Wealthquest, he worked in various roles including positions at Profile Products, Taylor University, and Clarke Environmental. 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 preparation. The firm uses a committee-driven investment approach and offers both discretionary and non-discretionary services across multiple custodians.

Brent Gargano is a CFP® professional at National Wealth Management Group, LLC with 12 years of experience in the financial services industry. He has held positions at UBS Financial Services and Fidelity, including Fidelity Brokerage Services, before joining National Wealth Management Group in 2022. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and to retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a variety of portfolio management and consulting services through multiple program platforms and custodians.

Thomas Ebner Jr. is an advisor at Southland Equity Partners, LLC, holding a Series 63 designation with 38 years of industry experience. He worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension plans, and businesses by offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Jenny Burns is a CFP® with three years of industry experience, currently serving as an advisor at Wealthquest Corporation in Cincinnati, OH. She has been with Wealthquest Corporation since 2006, contributing to a multi-advisor team. 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 across 1,583 clients, utilizing an Investment Committee to guide decisions and employing various asset classes and technology platforms to support client needs.

Ronald Eubel is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Ebs Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm serves high-net-worth and institutional clients, managing proprietary mutual funds and private pooled LLCs with annual PCAOB-audited financials and employs fundamental analysis alongside long-term purchase strategies.

Keith Lewis is a financial advisor at Omega Wealth Private Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory roles, he spent nearly two decades involved with Wine Cellar Innovations. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in assets. The firm uses model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing, incorporating fundamental and technical analysis along with AI tools.

Scott Lundy is a CFP® with 23 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 2003. He holds the Series 66 designation and is based in Dayton, OH. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm employs fundamental analysis and long-term purchase strategies across various management styles and actively manages proprietary mutual funds and private pooled investment vehicles exclusive to its clients.

Bradley Johansen is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH, holding a Series 65 license and one year of industry experience. Prior to joining Omega Wealth, he worked at Wilson Private Capital, TAP Insurance, and Magellan Financial, and has a background in media with roles at NBC4, WRAL-TV, and WKRC-TV. Outside of advising, he operates Brad Johansen Media, specializing in speaking, public relations, and hosting. 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 using model portfolios and managed accounts, combining fundamental and technical analysis with sub-advisory models and AI tools.