Matthew Swendiman is a CFA® and ChFC® with 22 years of industry experience. He is a member of the team at Crew Capital Management, LTD. in Cincinnati, Ohio, where he has worked since 2018. His prior experience includes roles at Key Bridge Compliance and F/M Investments. Outside of his advisory work, he serves on the finance committee at Trinity Episcopal Church, participates on the advisory board for Xavier University’s Williams College of Business, and is involved with the St. Elizabeth Foundation and St. Elizabeth Healthcare investment committee. Crew Capital Management provides investment counsel, discretionary portfolio management, and financial planning services to individuals, retirement plans, trusts, and institutions. The firm employs an asset-allocation process tailored to clients’ goals and risk profiles, actively managing portfolios through a mix of individual securities, mutual funds, ETFs, and third-party managers.

Dawne Ferland is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Woodstock Wealth Management since 2018 and previously worked at Woodstock Financial Group. Outside of her advisory role, she operates branch offices for Woodstock Wealth Management and St. Bernard Financial Services and sells non-securities insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third‑party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed account and planning services.

William Justice is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Family Financial Partners and in various roles tied to the University of Kentucky and community organizations. Sims Investment Management LLC offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a combination of fundamental, technical, and statistical methods to build customized portfolios and may use advanced strategies such as options and margin trading based on client objectives.

Tyler Verst is a financial advisor at Journey Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Great American Insurance Company, American Financial Group, and General Cable Corporation. Outside of his advisory role, he operates a tax preparation service through Tyler J Verst CPA LLC. 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, emphasizing long-term strategies with a mix of fundamental, technical, and cyclical analysis.

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.

Andrew Allwein is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Gibbs Insurance Associates and THOR Wealth Management. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered advisers, employing a combination of fundamental and quantitative analysis through Formidable-branded ETFs and model portfolios. The firm offers discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

John Gislason is a CFP® professional with Opus Capital Management in Cincinnati, OH. He has been with Opus Capital Group since 2024, following ten years as a student. Opus Capital Management provides wealth management and pension consulting services to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients including foundations and endowments. The firm uses an asset-allocation approach across various investment vehicles and offers both discretionary and non-discretionary fiduciary services.

Timothy Stearns is a financial advisor with W&S Advisory Services, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been affiliated with Touchstone Securities Inc and IFS Financial Services Inc since 2013. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program via Fabric’s platform and offers comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach with non-discretionary, automated allocations and is notable for its wrap-fee UGMA structure and fintech-enabled client onboarding.

Paul Sartori is a financial advisor with Legacy Financial Advisors, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Triad Advisors since 2011 and has been with Legacy Financial Advisors since 2006. Outside of his advisory role, Sartori serves as a trustee for multiple trusts on a non-compensated basis. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, and business entities. The firm employs a goal-oriented planning process with an asset allocation framework focused on diversification, tax management, and defined outcome strategies such as the Legacy Protected Outcome Portfolios (POPS).

Thomas Hagedorn is a CFP® with 11 years of industry experience, currently serving at Magnate Advisory Services, LLC. He has been with Magnate Wealth Management LLC and En Garde! Investing LLC since 2017. Outside of his advisory work, he is a managing member of Christian History in America LLC, a publisher of nonfiction books. Magnate Advisory Services, LLC provides financial planning and portfolio management services to individuals, businesses, charitable organizations, and retirement plans. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and serves a high volume of clients through a team of six advisors.

Michael Souders is a CFP® professional with 14 years of experience in financial advising. He is the founder of Souders Financial Advisors, LLC and has previously worked with Private Client Services, LPL Financial LLC, and Advantage Investment Management LLC. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm uses a financial-plan driven approach with model portfolios, strategic asset allocation, and diversified investments, offering both discretionary and non-discretionary services.

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.

Gareth Caluducan is a financial advisor at W&S Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with W&S Brokerage Services and Western Southern Life since 2016. Outside of his advisory role, Caluducan is involved in community outreach and serves on the board of a local career mentorship organization; he is also a co-owner of a professional wrestling training school and related apparel business. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program offered via Fabric’s platform, alongside comprehensive financial planning through Western & Southern Life agents. The firm employs a model portfolio approach managed by Fort Washington Investment Advisors and distinguishes itself by using a fintech-driven custody and onboarding process with fixed fees rather than traditional AUM-based billing.

Catherine Zaino is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 27 years of industry experience. She holds a Series 63 designation and has worked previously at Advantage Investment Management, LLC and LPL Financial LLC. Outside of her advisory role, she has been involved in non-variable insurance sales, including health, dental, life, and disability insurance. Souders Financial Advisors, LLC 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, offering both discretionary and non-discretionary services while acting as a fiduciary for applicable retirement accounts.

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.

Paul Solomon is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management LLC, and LPL Financial, LLC. Outside of his advisory work, he is also licensed to practice law and provides legal services on a limited basis. Souders Financial Advisors, LLC offers 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 personalized portfolio management, strategic asset allocation, and diversification, providing services on both discretionary and non-discretionary bases.

James Gaunt is a financial advisor at Formidable Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He has been with Formidable Asset Management since 2017. 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 combination of fundamental and quantitative analysis, managing portfolios primarily through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Krysten Taylor is a Series 65-licensed advisor at Formidable Asset Management, LLC with two years of industry experience. She has been with Formidable Asset Management since 2013. 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 combination of fundamental and quantitative analysis to manage portfolios, including its own family of ETFs and model portfolios, serving a range of clients through both direct management and model licensing arrangements.

Randolph Chavez is a financial advisor at Journey Advisory Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and Fifth Third Securities. Journey Advisory Group serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a long-term, strategic asset allocation approach tailored to clients’ objectives, incorporating tax-conscious techniques and managing approximately $1.65 billion in assets.

Kevin Kane is a financial advisor at Journey Advisory Group, LLC in Covington, KY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Lang Advisors LLC since 2018 and previously was with Optimized Transitions, Independent Investment Counsel from 2016 to 2018. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach and incorporates tax-conscious strategies within customized portfolio construction.