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.

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.

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.

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.

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.

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.

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.

Jason Feist is a financial advisor at Center for Wealth Management Advisory with 19 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2008 and at Center for Wealth Management since 2014. Outside of his advisory role, he is CFO and partner of Live Your Best Life LLC, a lifestyle marketing company. Center for Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, consulting, and portfolio management. The firm utilizes strategic and tactical asset allocation models and sponsors both wrap and non-wrap investment programs, combining discretionary management with brokerage and retirement plan consulting services.

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.