Kenton Gearhart is a CFP® professional with 31 years of industry experience, currently serving at Gearhart & Associates since 2022. Prior to this, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he owns No Woke Zone Fishing Charters. Gearhart & Associates provides personalized investment management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach across a range of asset types and manages approximately $724 million for about 1,670 clients with a four-advisor team.

Andrew Jung is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Crew Capital Management, LTD., where he has worked since 2022. His previous roles include positions at Wells Fargo Advisors, VMG Health, and Ohio State University. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning services and actively manages portfolios using a range of investment vehicles, including individual securities, funds, ETFs, and third-party managers.

William Hardigg III is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC. His prior experience includes eight years at ARGI Investment Services and five years at Horan Wealth Management. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm offers asset management, financial planning, and retirement plan advisory services with an investment approach focused on asset allocation, diversification, security selection, and periodic rebalancing.

Samantha Florio is a Certified Financial Planner® with four years of industry experience. She is currently an advisor at Gearhart & Associates, where she has worked since 2024. Prior to this, she held roles at W&S Brokerage and Western Southern Life. Gearhart & Associates serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans through discretionary and non-discretionary investment management. The firm employs a primarily fundamental, long-term investment approach with customized portfolios that may include mutual funds, ETFs, equities, and other securities.

John Ashcroft is a financial advisor at Shepherd Wealth Management in Cincinnati, OH, holding a Series 66 designation with 20 years of industry experience. His career includes roles at firms such as Girard Advisory Services, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm employs a team approach, managing approximately $162 million in discretionary assets and emphasizes a primarily passive portfolio construction guided by Modern Portfolio Theory alongside various analytical methods.

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 Certified Financial Planner (CFP®) with 13 years of industry experience. He currently serves at Gearhart & Associates in Cincinnati, OH, and has previously worked with several firms including Fidelity Investments and CensiFi. In addition to his advisory work, Bryan owns RIAID, LLC, a technology consulting business focused on operational efficiency and system integrations for Registered Investment Advisory firms. Gearhart & Associates provides discretionary and non-discretionary investment management to individuals, families, trusts, and qualified retirement plans, utilizing primarily fundamental analysis with a generally long-term investment approach. The firm serves a large client base through a high advisor-to-client ratio and emphasizes operational integration with a single custodial platform.

Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.

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 two years of industry experience. He holds a Series 65 designation and previously worked with Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients, managing over $2.88 billion in discretionary assets as of December 31, 2025. The firm employs a bottom-up, core equity investment approach combined with diversification through fixed income, mutual funds, ETFs, and selective alternative 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.

Michael Perry is a Series 65-licensed advisor at Sims Investment Management LLC with three years of industry experience. Prior to joining Sims, he worked for the Family Nurturing Center for eleven years. Outside of his advisory role, Mr. Perry manages a multifamily property in Cincinnati, where he also resides. Sims Investment Management LLC provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, and corporations. The firm constructs customized portfolios using fundamental and technical analysis and employs a broad range of strategies and tools, managing a high client load relative to its team size.

Troy Rennekamp is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Troy previously worked at Fidelity Investments and its related entities for over 20 years. Outside of his advisory role, he serves as the Finance Director for Vineyard Westside Church, managing bookkeeping and financial operations. Shepherd Wealth Management is a fee-only firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement consulting. The firm employs a team approach and emphasizes a primarily passive investment strategy using index funds and ETFs, supplemented by various analytical techniques.

Nathan Lorenz is a financial advisor at Foster & Motley Inc. based in Cincinnati, OH, holding a Series 65 designation with four years of experience. His prior work includes positions at the University of Cincinnati and Anthem Insurance. Foster & Motley provides fee-only wealth management and financial planning services to individuals and families, along with institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, managing discretionary portfolios with a tax-sensitive, long-term orientation.

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.