John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.

Stephen King is a CFP® with 25 years of industry experience, currently serving at Wealthquest Corporation since 2007. Prior to this, he has been with Equity Services since 2000. Outside of his advisory work, he teaches the CFP curriculum for Kaplan. Wealthquest Corporation advises individuals, families, retirement plans, and other entities through tiered advisory programs that combine portfolio management, financial and estate planning, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and a structured investment process overseen by an Investment Committee.

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.

Daniel Larson is a CFP® professional with 3 years of industry experience. He has been with Wealthquest Corporation since 2011. 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 for over 1,500 clients using a multi-advisor team and employs a structured investment approach with ongoing monitoring and rebalancing.

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.

Luke Leong is a CFA® charterholder with Wealthquest Corporation in Cincinnati, OH. He has one year of experience at Wealthquest and previously worked at Fifth Third Bank for eight years in various roles. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate planning, and tax preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and employs diversified investment strategies with ongoing monitoring and rebalancing.

Keith Burkhardt is a financial advisor with Center For Wealth Management Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Center For Wealth Management since 2014. In addition to his advisory role, he is a licensed insurance agent. Center For Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management. The firm employs strategic and tactical asset-allocation models and provides both wrap and non-wrap managed-account options tailored to client goals and risk tolerance.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Matthew Heitman is a CFP®, CFA®, and ChFC® credentialed advisor with seven years of industry experience. He is currently with National Wealth Management Group, LLC and has previously worked at Fi3 Advisors, Key Private Bank, and Fidelity, among others. 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, offering a range of portfolio management and consulting services through multiple program platforms.

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.

Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.

James Oliger is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Wealthquest Corporation since 2006 and previously worked at Wealth Planning Corp from 1999 to 2016. 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 return preparation. The firm manages approximately $2.22 billion for around 1,583 clients using a team-based approach and employs a range of investment strategies implemented by an Investment Committee.

Roger Miller is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2007 and also maintains a long-term association with The Lincoln National Life Insurance Company dating back to 1982. Outside of his advisory role, Miller is co-owner of a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related entities, managing approximately $199 million. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers diversified portfolio strategies including growth, balanced, and conservative options.

Stephen Hackman is a financial advisor at Hackman Financial Group in Cincinnati, OH, with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP from 2016 to 2022. Hackman Financial Group is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The team of five advisors manages approximately $426.7 million and offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a long-term, diversified investment approach that incorporates fundamental and technical analysis.

Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Monica Dwyer is a CFP® with 21 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2018. Prior to this, she worked for 14 years at Fidelity Brokerage Services LLC. Outside of financial advising, she is an independent marketing representative for Melaleuca Inc., involved in direct sales and hosting product introduction events. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of investment analyses and strategies, with regular client communications and educational offerings.

Steven Nguyen is a financial advisor with Hackman Financial Group in Cincinnati, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Hackman Financial Group since 2016 and also maintains a long-term association with LPL Financial LLC. Outside of his advisory work, Nguyen serves as an assistant varsity men's golf coach for Lakota Local Schools and participates as a high school baseball umpire with the Butler County Umpires Association. Hackman Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, portfolio-driven investment approach, utilizing diversified allocations and various analytical methods to guide security selection and account monitoring.

Samuel Martinez is a financial advisor at Wealthquest Corporation in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Wealthquest Corporation serves individuals, families, businesses, trusts, estates, and charitable organizations through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages over $2 billion for more than 1,500 clients using a multi-advisor team and employs a disciplined investment process guided by an Investment Committee.

Christopher Wright is a financial advisor with LPL Financial in Milford, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with LPL Financial since 2008 and also provides investment advisory services through Center for Wealth Management, an independent registered investment advisor he started in 2014. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.