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.

Monica Dwyer is a CFP® professional with 20 years of industry experience. She has worked with Harvest Financial Advisors, LLC since 2018 and previously spent 14 years at Fidelity Brokerage Services LLC. Outside of her advisory role, she is an independent marketing representative for Melaleuca Inc., hosting events to introduce household product lines. 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 and financial planning using fundamental, technical, and cyclical analysis, with a focus on both long- and short-term strategies and regular client communication.

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.

Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

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.

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.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. 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 analytical approaches and offers ongoing client communication through newsletters and educational events.

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.

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes a range of instruments and strategies, managing approximately $1.47 billion in assets.

Marc Henn is a CFP®-certified financial advisor with Harvest Financial Advisors, LLC in Cincinnati, OH, where he has worked since 2007. He has 23 years of industry experience, including prior work with Haberer Registered Investment Advisor, Inc. Since 2004, he has also served as an industry arbitrator with FINRA in Chicago. 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, employing a mix of fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management approaches.

Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, using fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

Craig Pfeiffer is a financial advisor at RiskBridge Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and serves as President and CEO of the Money Management Institute, an industry association. Pfeiffer is also President and CEO of Hohting Group, LLC, a management consulting firm, and Advisors Ahead, LLC, which provides financial services training and education. Additionally, he is an operating partner at Corsair Capital and an independent board director for Westfield Insurance and Ohio Farmers Insurance Company. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with comprehensive offerings including discretionary and non-discretionary management, sub-advisory solutions, and family office services.

Peter Baden is a CFA® charterholder with 22 years of industry experience. He currently serves as an advisor at Crew Capital Management, Ltd. and F/M Investments LLC, having previously worked at Ross, Sinclaire & Associates, Inc. for 15 years. Outside of finance, he is the founder of the Community Recovery Project and also works as a webmaster specializing in internet and website development. 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’s investment process is tailored to client goals and risk tolerance, utilizing a mix of individual securities, funds, ETFs, and third-party managers, and offers additional services including financial planning and due diligence on alternative investments.

Michael Bain is a CFP® with 17 years of experience in the financial industry and has been with MBIA Capital Advisors since 2011. He is also the owner of Tax and Wealth Planning Strategies, LLC, where he focuses on tax planning, compliance, and insurance sales. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts, emphasizing fundamental analysis and a blend of equity and fixed-income strategies. The firm integrates investment advice with tax and insurance considerations through its affiliation with certified public accounting firms and offers a wrap fee program managed by independent managers.

Terri Connelly is a financial advisor with Formidable Asset Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Formidable Asset Management in 2020. Outside of her advisory role, she is involved as a fitness professional with the Cincinnati Sports Club. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Jake Butcher is a CFP® professional at HCM Wealth Advisors in Cincinnati, OH, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2011. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management centered on model-based asset allocation, financial planning, and third-party manager oversight. The firm integrates long-term core holdings with tactical positions and employs a range of analytical approaches, including options strategies and separately managed accounts, managing over $1.23 billion in assets with a nine-advisor team.

Ryan Bonaventura is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, Ohio, with 20 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC and Advantage Investment Management, LLC. Bonaventura is also involved with Bonaventura Wealth Advisors, focusing on financial planning and advisory services. 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 with personalized portfolio management, strategic asset allocation, and diversification across asset classes, offering services on both discretionary and non-discretionary bases.