Anita Eisthen is a CFA® charterholder with 18 years of industry experience. She has been with Labrador Investments, LLC since 1998. Labrador Investments provides discretionary and non-discretionary investment management primarily to individuals, retirement accounts, and trusts, serving both retirees and growth-oriented clients. The firm integrates portfolio management with financial planning and offers estate-planning advice and tax preparation through an affiliated CPA practice.

Luke Merry is a CFP® with ten years of experience in the financial services industry. He is currently a co-owner and advisor at Principled Wealth Advisors, LLC, and previously worked at Commonwealth Financial Network and Fidelity Brokerage Services. Outside of his advisory role, he founded Little Liturgy, a business focused on 3D printing and selling toy figures. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing a Modern Portfolio Theory-based investment approach with access to third-party managers and model portfolios.

Matthew Eltringham is a financial advisor at Benchmark Wealth Management in Cincinnati, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthquest Corporation and Fifth Third Securities, Inc. Outside of advising, he serves as an officer for The Evan McPherson Foundation, a nonprofit organization. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs a strategic asset allocation approach combined with tax-aware rebalancing and tactical adjustments, utilizing a range of investment vehicles and option strategies to address income and downside protection goals.

Lauren Morris is a financial advisor at Retirement Plan Advisors Ltd with 11 years of industry experience. She holds a Series 65 designation and has been with Retirement Plan Advisors LLC since 2014. In addition to her advisory role, she operates a registered business in Ohio providing part-time administrative support. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes retirement-plan consulting and fiduciary governance, utilizing fundamental analysis and a range of investment vehicles to manage client portfolios.

Patrick Lysaght is a financial advisor with Eukles Asset Management, LLC in Cincinnati, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Eukles Asset Management since 2012 and is also associated with LPL Financial since 2011. Outside of his advisory role, he owns PL47 Productions and is involved in developing a web and mobile application called "Budget Even." Eukles Asset Management provides discretionary model portfolio management and advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm employs model asset-allocation portfolios tailored to client goals and tax considerations, using fundamental analysis, ETF selection, asset allocation, and options strategies, managing accounts on a discretionary basis with quarterly reviews.

Marianne Woodburn is a financial advisor at Labrador Investments, LLC in Cincinnati, Ohio, with 10 years of industry experience. She holds a Series 65 designation and has worked at Labrador Investments since 2014, as well as Lifetime Financial Growth since 2010. Outside of investment advisory, she is involved as an insurance agent assisting clients with life insurance, disability, and long-term care needs, and also provides small business advisory services. Labrador Investments, LLC offers discretionary and non-discretionary investment management primarily to individuals, IRAs, and trusts, serving both retirees and growth-oriented clients. The firm emphasizes diversified, income-producing portfolios for retirees and tailored growth strategies for non-retirees, combining long-term investment approaches with fundamental and technical analysis, and integrates tax preparation services through an affiliated CPA practice.

James Hartke II is a financial advisor with CINCaP Asset Management, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ross Sinclaire and Associates, LLC for 12 years before joining CINCaP Investment Group and later CINCaP Asset Management. Outside of his advisory role, he is an investor in a local capital holdings entity and participates as an advisory group member in the Municipal Securities Rulemaking Board. CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm emphasizes long-term, strategic asset allocation with broad diversification, tax-aware techniques, and may employ third-party managers and alternative investment strategies.

Jason Lipps is a financial advisor with Meritum Wealth Management LLC in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience, including 12 years at Coastal Advisory Group, LLC prior to joining Meritum Wealth Management in 2022. Meritum Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm integrates quantitative and qualitative investment methods and offers active strategies such as options trading, while also operating a tax preparation and insurance agency alongside its advisory services.

Jeffrey Mcpeek is a financial advisor at Nottinghill Investment Advisers, Ltd with 18 years of industry experience. He holds a Series 65 designation and has been with Nottinghill since 2007. The firm serves both individual taxable and tax-exempt clients on a fully discretionary basis, focusing on portfolio management across equity and balanced strategies using a rules-based, quantitatively driven investment process. Nottinghill also offers subscription and research services to other advisers and provides a standalone investment-planning tool available to clients and non-clients.

Phillip Westhoff is a financial advisor at Incline Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Retirement & Institutional Services and Fidelity Investments. Incline Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to construct diversified portfolios, offering both active and passive investment options alongside financial planning, employee benefit advisory, educational seminars, and tax preparation services.

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.

Michael Curley is a financial advisor with Rockport Wealth Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockport in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2015 to 2022. Outside of advising, Curley owns an insurance brokerage focused on life, disability, and long-term care insurance. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, emphasizing individualized portfolios and tactical strategies that include shorter-term risk-on/risk-off trading.

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

Austin Stinson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Altus Wealth Management, LLC and has held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC since 2014. Altus Wealth Management serves individuals, trusts, and charitable organizations with discretionary investment management and financial planning. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs, mutual funds, and fixed-income securities across separate account models.

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.

Connor Diem is a financial advisor with Sims Investment Management LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Sims Investment Management in 2026, he worked at Alliance Group of Western NY for six years and has experience outside finance with a role at Sir Ice Rink. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with various investment strategies to create customized portfolios tailored to client objectives and risk tolerance.

Nathan Bishop is a CFA® charterholder with 15 years of industry experience. He has been with Opus Capital Group, LLC since 2013. Based in Cincinnati, OH, he is part of a three-advisor team at Opus Capital Management. 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 using mutual funds, ETFs, and selectively, individual securities and separately managed accounts, with active portfolio management and regular performance reviews.

Anthony Weaver is a CFP® and Series 66-registered advisor with THOR Wealth Management Inc in Cincinnati, OH. He has seven years of industry experience, including seven years at Charles Schwab and five years in architecture and engineering before entering financial services. 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 employs a total portfolio approach using active, diversified model portfolios and integrates fundamental and technical analysis with proprietary mean-reversion models in its investment process.

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.

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.