Philip Scott is a financial advisor at Souders Financial Advisors, LLC with 34 years of industry experience. He has previously worked at Advantage Investment Management LLC and LPL Financial LLC. Outside of his advisory role, he owns and operates B3 Academy LLC, a sports training and coaching academy for select baseball and basketball athletes. Souders Financial Advisors 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 across asset classes.

Nathan Bailey is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Opus Capital Management since 2013. He is based in Cincinnati, OH, and works as part of a three-advisor team. Opus Capital Management provides wealth management and pension consulting services to individuals, including high net worth clients, as well as public and corporate pension plans, charitable institutions, foundations, and corporations. The firm employs an asset-allocation approach with active portfolio management, offering both ERISA Section 3(21) and 3(38) pension consulting.

David Henning is a CFP® with 16 years of experience in the financial industry. He has been with Formidable Asset Management, LLC since 2017 and previously worked at The Retirement Corporation of America for 12 years. 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 mix of fundamental and quantitative analysis, offering portfolio management primarily through Formidable-branded ETFs and model portfolios, and serves a range of clients including high-net-worth individuals and plan fiduciaries.

Michael Maisel is a financial advisor with Legacy Financial Advisors, Inc. in Covington, KY, holding Series 63 and Series 66 designations and bringing three years of industry experience. Prior to joining Legacy Financial Advisors in 2024, he worked at Fidelity Investments and has experience running MJM Productions, a freelance media company where he provides equipment rental and consulting services. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and portfolio management. The firm employs a diversified investment approach emphasizing asset allocation and manages approximately $1.5 billion in client assets across about 1,000 clients.

Daniel Rinck is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and several independent advisory practices prior to joining HCM Wealth Advisors in 2017. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and third-party manager selection. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis along with options strategies and separately managed accounts, managing over $1.23 billion in client assets.

Steven O’Connor is a CFP® with 23 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds the Series 63 and Series 65 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, focusing on low-cost ETFs and mutual funds, and offers a dedicated Preservation fixed-income model that uses individual bonds alongside strategic long-term and tactical investment approaches.

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.

Robert Jung is a CFA® charterholder with 19 years of industry experience, currently serving at Crew Capital Management, LTD. in Cincinnati, OH. He has worked with Crew Capital since 2003 and with F/M Investments LLC since 2020. Outside of his advisory role, he is a 50% partner in PURE ICE, LLC. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, including high-net-worth clients, as well as 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.

Arielle Torbeck is a financial advisor at Formidable Asset Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services for eight years. Formidable Asset Management is an SEC-registered firm with 16 advisors managing approximately $903 million. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, employing a blend of thematic research and fundamental and quantitative analysis, often utilizing actively managed ETFs and offering both discretionary and non-discretionary portfolio management services.

Mary O’Toole is a CFA® charterholder with 25 years of industry experience. She has been with Diastole Wealth Management since 2009, where she works as part of a nine-advisor team in Cincinnati, OH. Diastole Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals including high-net-worth clients, charitable organizations, and pooled investment vehicles. The firm employs analytical approaches such as fundamental and technical analysis and modern portfolio theory to tailor portfolios to clients’ objectives and risk tolerances.

Patrick McCoy is a financial advisor at Greenline Wealth Management in Bellevue, KY, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Funds and Capital Client Group, Inc. among other firms. Outside of his advisory role, he operates a licensed drone business that scans roofs for storm damage. Greenline Wealth Management is a six-advisor SEC-registered firm offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm also provides ERISA plan services through both consulting and discretionary management, with portfolios tailored to client goals and ongoing monitoring.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 credential with six years of industry experience. He has worked at Souders Financial Group since 2019, following roles at TPC Rivers Bend, Great American Insurance Company, and Which Wich. Souders Financial Advisors is a multi-advisor firm managing approximately $1.41 billion, providing wealth management, financial planning, and portfolio management services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial plan-based investment approach that integrates diversified portfolios with tailored asset allocation and both long- and short-term trading strategies.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. 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, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Kathleen Laverde is a financial advisor at HORAN Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and other financial firms. 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 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 and makes tactical decisions.

Elizabeth Green is a CFA® charterholder with 23 years of experience in the financial industry, all of which she has spent at Foster & Motley, Inc. in Cincinnati, OH. She has been with the firm since 2003. 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 offering access to private investment funds for qualified clients.

Allison Koenig is a CFP® professional with two years of industry experience, currently serving at Foster & Motley Inc. Prior to joining Foster & Motley, she worked at PNC and has experience in education through roles at The Children's House, University of Cincinnati, and McAuley High School. 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 combined with proprietary quantitative screening and fundamental analysis.

Ryan Atkins is a financial advisor at Sims Investment Management LLC in Cincinnati, OH, holding a Series 65 license with five years of industry experience. Prior to joining Sims Investment Management in 2021, he worked in retail center management for over a decade. He is also an author who receives royalties from online book retailers and occasionally speaks publicly, earning commissions as an Amazon Affiliate through his author website. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other entities. The firm creates customized investment programs using a combination of fundamental and technical analysis and offers a range of strategies including options and alternative investments, supported by third-party research and a sub-advisory relationship for derivative-based implementations.

Nathaniel Green is a CFP® with Foster & Motley Inc in Cincinnati, OH, and has one year of industry experience. His prior work includes roles at KPMG and Lowe’s, as well as academic experience at the University of Cincinnati. 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 a proprietary quantitative system and emphasizes tax-sensitive strategies and formal client communications.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 22 years of industry experience. He holds a Series 63 designation and has previously worked at Private Client Services, Lpl Financial LLC, and Advantage Investment Management, LLC. Outside of advising, he is involved in insurance sales. Souders Financial Advisors 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 utilizing model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Lars Meiman is a CFA® charterholder with six years of experience at Legacy Financial Advisors, Inc., following prior roles at Merrill Lynch, Fidelity Investments, and The Kroger Co. Based in Covington, KY, he also assists in his family's small business, working approximately 10 hours per month as an office assistant in a flag and banner production distributorship. Legacy Financial Advisors is a multi-advisor team managing about $1.5 billion in client assets for individuals, families, businesses, and various entities. The firm emphasizes diversified, asset-allocation-driven investment strategies combining capital preservation and growth, and offers financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments.