Michael Hengehold is a financial advisor with HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including over 30 years with Hengehold Capital Management LLC. HCM Wealth Advisors is an SEC-registered investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a long-term, model-driven asset allocation strategy supported by fundamental, technical, quantitative, and qualitative analysis, managing approximately $1.23 billion in client assets.

Matthew Aquilia is a CFP® certificant with 14 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., a team of 13 advisors based in Covington, KY. Aquilia has been with Legacy Financial Advisors and its affiliated broker-dealer, Triad Advisors, Inc., since 2015. Outside of his financial advisory role, he works as a youth soccer referee. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management. The firm emphasizes diversification and asset allocation, managing approximately $1.5 billion in client assets.

Thomas Macey is a financial advisor at Souders Financial Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory role, he is involved in an independent insurance agency specializing in health, long-term care, disability income, group benefits, and property and casualty insurance. Souders Financial Advisors provides wealth management, financial planning, portfolio management, and retirement income planning services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial planning-driven investment process that incorporates diversified, quality investments and combines team-based portfolio management with both long- and short-term trading strategies.

Benjamin Siefring is a CFP® and ChFC® with 15 years of industry experience. He has been with Formidable Asset Management, LLC since 2017 and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Mr. Siefring is also a licensed insurance agent in multiple states, offering life and health insurance products. Formidable Asset Management is a multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, and registered investment advisers through portfolio management, financial planning, and pension consulting, employing a blend of thematic research and fundamental and quantitative analysis with a focus on actively managed ETF strategies.

Kevin Whelan is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Opus Capital Management since 1998. Opus Capital Management provides wealth management and pension consulting services to individuals, public and corporate pension plans, charitable institutions, foundations, and corporations. The firm uses an asset-allocation approach with active portfolio management and offers both ERISA Section 3(21) and 3(38) pension consulting.

Kerstin Driscoll Witt is a financial advisor with S.E.E.D. Planning Group, LLC in Cincinnati, Ohio. She holds a Series 63 designation and has 12 years of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Investments. Witt has been with S.E.E.D. Planning Group since 2019. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a primarily fundamental, long-term investment strategy with diversified portfolios constructed via ETFs, mutual funds, individual equities, and bonds, integrating multi-year tax and values-based financial planning.

Robert Neff is a financial advisor with W&S Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, all with Western Southern Life and W&S Brokerage Services. Outside of his advisory work, he is the author of the book "Retirement: What Could Go Wrong?" and creates content for a YouTube channel focused on backyard BBQ. W&S Advisory Services, LLC serves parents and custodians through a digital-first UGMA wrap-fee program delivered via Fabric’s platform and offers standalone comprehensive financial planning. The firm employs non-discretionary, automated model portfolios managed with oversight by Fort Washington Investment Advisors, combining fintech solutions with a fee structure distinct from traditional AUM-based advisory models.

Tyler Lang is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Journey Advisory Group, LLC since 2013. He holds the Series 65 license and manages operations at Lang Properties, LLC, a property management business. Journey Advisory Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

David Treft is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Souders Financial Advisors, LLC and has held prior roles at Private Client Services, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory work, he serves as a board member for Grace Baptist Church and participates on the investment committee of Back2Back Ministries, an international nonprofit organization supporting orphans. 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 using model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Damaska is a financial advisor with Charter Advisory Corporation in Cincinnati, OH, holding a Series 63 license and bringing 30 years of industry experience. He has been with Charter Advisory Corporation and LPL Financial since 2009 and has a long tenure with Connecticut General Life Insurance Co dating back to 1995. He is also president of Damaska & Associates, Inc., a firm involved in tax preparation, accounting, and non-investment-based insurance. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team structure.

William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. 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 incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

David Snyder is a financial advisor at MDRN Capital with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Northwestern Mutual Investment Management, OJM Group, First Financial Bank, and Crump Life Insurance. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Seth Sanborn is a CFP® with 18 years of industry experience. He is affiliated with Legacy Financial Advisors, Inc., where he has worked since 2013. He also maintains an ongoing association with Triad Advisors, Inc. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm manages approximately $1.5 billion in client assets through a team of 13 advisors, offering diversified financial planning and discretionary portfolio management that includes traditional and alternative investments.

Thomas Regan is a CFP® with 18 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and has held roles at Gryphon Normandy Manager, LLC since 2019 and previously at Hightower Advisors. Regan is a member of Gryphon Normandy Manager, LLC, an investment-related entity. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm focuses on family business sales, succession and legacy planning, and offers both discretionary and non-discretionary portfolio management using an active, diversified approach tailored to client objectives and risk tolerances.

Adam Eagleston is a CFA® charterholder and holds Series 63 and 65 licenses, with 14 years of experience in the financial industry. He has worked at Formidable Asset Management, LLC since 2019 and previously held roles at Driehaus Capital Management, LLC and Opus Capital Group, LLC. Formidable Asset Management is a multi-advisor SEC-registered firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, focusing on capital appreciation through actively managed ETF strategies that combine thematic research with fundamental and quantitative analysis.

Christopher Casey is a financial advisor at Fifth Third Wealth Advisors LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ocean Park Asset Management, Wintrust Financial Corporation, and Orison Corporation. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing household-level Investment Policy Statements and a combination of in-house and third-party managers to construct and rebalance portfolios.

Steven Hamann is a financial advisor with ValMark Advisers, Inc. holding a Series 66 designation and 19 years of industry experience. He has been with ValMark Advisers and its affiliated entities since 2009. Outside of his advisory role, he is a professional airline pilot for Delta Air Lines, a position he has held since 1997. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms alongside fee-based planning and consulting services.

Michael Murphy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. He previously worked at Putnam Investments from 2016 to 2024 and has been with Johnson Investment Counsel since 2024. Murphy also has a role at Ultimus Fund Distributors, LLC beginning in 2025. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process using quantitative equity analysis and fixed-income management, offering both customized discretionary mandates and automated advisory programs. It sponsors and advises its own mutual funds, acts as a sub-adviser for other managers, and integrates trust and administrative services within its enterprise structure.

Thomas Mc Conville is a financial advisor at Constellation Wealth Advisors with one year of industry experience. He previously worked at Cassady Schiller CPAs & Advisors and held a position at Xavier University. Mc Conville serves as a board member for CancerFree Kids, a non-profit organization focused on funding early-stage childhood cancer research. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, including a proprietary private capital platform.