Amina Addington is a financial advisor at Foster & Motley Inc. with a Series 65 credential and one year of industry experience. Prior to joining Foster & Motley, she held various roles including positions at the University of Kentucky and Hamilton County. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management to endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, and ETFs, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Christine Stine is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with 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 portfolios and makes tactical decisions.

Bryan Jordan is a CFP® with 13 years of industry experience and is currently with Gearhart & Associates in Cincinnati, OH. His previous roles include positions at Fidelity Investments, ZEGA Financial, and several other advisory firms. He owns a technology consulting business, Riasolutions.ai, which provides operational efficiency and system integration services exclusively to Registered Investment Advisory firms. Gearhart & Associates offers discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach while allowing shorter-term trades when appropriate, serving a large client base through an integrated custodial platform.

Elizabeth Dayter is a financial advisor at Journey Advisory Group, LLC in Cincinnati, Ohio, with eight years of industry experience. She holds a Series 65 designation and has been with Journey Advisory Group since 2020. Prior to that, she worked at Torch Wealth Management LLC beginning in 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a long-term investment strategy with a focus on strategic asset allocation and employs a variety of analytical methods and investment instruments.

Anthony Luckhardt is a CFP® professional with 27 years of industry experience and has been with Foster & Motley, Inc. in Cincinnati, OH since 2007. He holds Series 63 and Series 66 licenses and has spent the majority of his career at the same firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management as well as separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, and utilizes a mix of fixed income, international, and alternative investments tailored to client qualifications.

Thomas Reitzes is a financial advisor at HORAN Wealth, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining HORAN Wealth, he worked at Ameriprise Financial Services from 2016 to 2023. Outside of his advisory role, Reitzes serves on the finance committees of St. Joseph Crescent Springs Catholic Church and the Julie Learning Center, where he assists with budgeting and financial review. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and periodic rebalancing, supported by an internal Investment Committee and tailored client solutions.

Todd Hibner is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. Prior to joining HORAN Wealth, he held roles at Neyer Properties and Wellington Management Company LLP. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach emphasizes asset allocation, diversification, security selection, and rebalancing, supported by an internal Investment Committee and tailored client programs.

Andrew Montanus is a financial advisor at Foster & Motley Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients such as endowments and foundations. The firm manages discretionary assets using a bottom-up, core equity approach combined with diversification across fixed income, mutual funds, ETFs, alternatives, and private investments.

Sarah Browne is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. She has worked at Foster & Motley, Inc. since 2021 and previously held roles at F/M Acceleration, LLC, F/M Investments, LLC, Ross, Sinclaire & Associates, and Clear Arc Capital, Inc. Foster & Motley provides fee-only wealth management and financial planning for individuals and families, as well as institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity approach supported by a proprietary quantitative system, manages over $2.88 billion in discretionary assets, and offers a mix of discretionary portfolio management and diversified investment options.

Nathan Lorenz is a Series 65-licensed advisor at Foster & Motley Inc in Cincinnati, OH, with four years of industry experience. His prior work includes roles at Anthem Insurance and the University of Cincinnati. 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 proprietary quantitative screening and fundamental analysis, offering bundled wealth management as well as separate institutional investment management and access to private investment funds for qualified clients.

Sharon Miller is a CFP® professional with eight years of experience in the financial advisory industry. She has been associated with Personal Choice Financial Advisors, LLC since 2002. Financial Rounds (Personal Choice Financial Advisors, LLC) 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 blend of passive and active strategies tailored to each client’s asset allocation, time horizon, and tax considerations, and supports held-away accounts through an order-management platform to enhance tax efficiency and rebalancing.

Paul Carl Jr. is a financial advisor with HORAN Wealth, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Horan Securities, Inc. for 11 years before joining HORAN Wealth. Outside of his advisory role, Carl serves on the Holy Cross High School board and participates on the Diocese of Covington’s Investment Advisory Committee, as well as being involved with the St. Elizabeth Healthcare Foundation’s planned giving activities. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, consulting, 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 and tailored client programs.

Andrew Woodard is a CFA® charterholder with five years of experience at THOR Wealth Management Inc in Cincinnati, OH. His prior work includes roles at UBS Financial Services and the University of Cincinnati. THOR Wealth Management provides discretionary investment management and comprehensive financial planning 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 and combines fundamental and technical analysis with proprietary models to adjust asset allocations.

Andrea Costa is a financial advisor at HORAN Wealth, LLC with three years of industry experience. Prior to joining HORAN Wealth, she worked at HORAN Securities, Inc. and practiced law at Frost Brown Todd LLC. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach centers on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

Allisha Curtis is a Series 63 licensed advisor with 18 years of industry experience. She has been with THOR Investment Management, Inc. since 2005. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and employs a committee-governed process integrating fundamental and technical analysis alongside a proprietary mean-reversion model.

Richard Bascom is a financial advisor with HORAN Wealth, LLC in Cincinnati, Ohio. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at HORAN Securities Inc and the University of Kentucky. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and periodic rebalancing through its internal Investment Committee, offering tailored client programs and access to third-party managers and technology platforms.

Zachary Binzer is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Foster & Motley Inc. since 2016. He holds the Series 65 designation and is based in Cincinnati, OH. 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 diversification through fixed income, mutual funds, ETFs, and alternative investments, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Alexandra Rice is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Gearhart & Associates since 2022 and previously spent eight years at Raymond James & Associates. Gearhart & Associates is a four-advisor team managing approximately $724 million in assets, providing personalized discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach and utilizes a range of asset types including mutual funds, ETFs, equities, corporate bonds, REITs, private funds, and structured notes.

Ryan Janka is a financial advisor with HORAN Wealth, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining HORAN Wealth, he worked at HORAN Securities Inc. and has experience in the food and delivery sectors. He serves as a board member for Linden Grove School, participating in shaping the organization's strategic goals. 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’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios regularly.

Gregory Luke is a financial advisor at THOR Wealth Management Inc with 22 years of industry experience. He holds a Series 65 designation and has been with Thor Investment Management, Inc. since 2002. Outside of his advisory role, he maintains a law practice. THOR Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $679 million in discretionary assets. The firm employs a total portfolio approach with active, diversified model portfolios, combining fundamental and technical analysis alongside a proprietary mean-reversion model to guide investment decisions.