Zachary Horn is a CFP® professional with 14 years of industry experience. He has been with Foster & Motley Inc in Cincinnati, OH since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that includes financial planning and investment management. The firm employs a bottom-up, core equity approach supported by proprietary quantitative screening alongside fundamental analysis, and it implements fixed income, international, and alternative exposures through a combination of funds and private investments.

Irene Ay Luen Tsai is a CFP®, CFA®, and ChFC® credentialed financial advisor with four years of industry experience. She currently works at Foster & Motley Inc, where she has been since 2026, and previously held roles at Touchstone Securities, Fort Washington Investment Advisors, and Johnson Investment Counsel. Outside of her advisory work, she is the founder of MemoRenes LLC, a custom music and art business, and serves on the investment committee for Life Enriching Communities, a senior living organization. Foster & Motley provides fee-only wealth management and financial planning services to individuals, families, and institutional clients including endowments and foundations. The firm employs a bottom-up, core equity investment approach combined with diversified fixed income and alternatives, managing over $2.88 billion in discretionary assets.

Benjamin Dobler is a CFP® with seven years of industry experience, currently serving at Financial Rounds. He has held positions at Personal Choice Financial Advisors, Ameriprise Financial Services, and Intuit, among others. Dobler is the founder and sole owner of Stewardship Financial Counsel, a tax preparation and financial coaching service based in Cincinnati, OH. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs a combination of passive and active strategies tailored to clients’ asset allocation, time horizon, and tax considerations, and offers both ongoing advisory relationships and standalone planning engagements.

Todd Brubaker is a financial advisor at Horter Investment Management, LLC in Cincinnati, OH, holding Series 63 and Series 66 credentials with nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and The Prudential Insurance Company of America. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm employs an Investment Committee-driven multi-manager approach incorporating tactical and passive models, custom portfolios, and third-party managers, and offers proprietary model blends and access to alternative investments.

Michael Moore Jr. is a financial advisor with Wealthquest Corporation in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wealthquest since 2018 and has been with ARGI Investment Services since 2012. 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 across 1,583 clients using a multi-advisor team approach and emphasizes both discretionary and non-discretionary engagements supported by structured investment strategies and technology platforms.

Bradley Soper is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Foster & Motley, Inc. since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management and separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis.

Kevin Mc Cann is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tucker Asset Management LLC. Outside of advisory work, he is a self-employed health insurance sales agent with Kemper Health. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm utilizes model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Daniel Vogelpohl is a financial advisor with Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Dimensions in 2017, he worked at Fifth Third Securities and Fifth Third Bank for a combined total of 32 years. Outside of his advisory role, Vogelpohl serves on the boards of several nonprofit organizations, including as Treasurer of the Cincinnati Parks Foundation and the Patty Brisben Foundation, and as a board member of Ronald McDonald House Charities of Greater Cincinnati. Wealth Dimensions Group, Ltd. advises individuals, pension plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a focus on value and core equity strategies, utilizing Dimensional Fund Advisors funds alongside other mutual funds, ETFs, and third-party managers.

Randal Sadler is a financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Coordinated Capital Securities since 1990 and has other long-standing roles dating back to 1973. Outside of his advisory work, he owns several businesses including software development, a landscaping company, and a UV device manufacturing firm, and serves on the board managing college endowment funds. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

David Lohre II is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked with HORAN Securities, Inc. for 16 years before joining HORAN Wealth in 2025. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and periodic rebalancing, with an internal Investment Committee that regularly reviews portfolios and employs a range of investment products tailored to client needs.

Deborah Saas is a financial advisor at Center For Wealth Management Advisory with 39 years of industry experience. She holds a Series 63 designation and previously worked at LPL Financial LLC for 28 years before joining her current firm in 2017. Center For Wealth Management Advisory serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers financial planning, consulting, and portfolio management through a variety of managed-account options and uses strategic and tactical asset-allocation models tailored to client goals and risk tolerance.

Terence Horan is a financial advisor at HORAN Wealth, LLC with over 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has a long career history including leadership roles at Horan Securities, Inc. and Horan Associates Inc. He serves on the Investment Committee for the Dominican Sisters of Nashville and is a board member of the University of Cincinnati Economics Center, which promotes economic and financial literacy programs for K-12 students and teachers. HORAN Wealth, LLC serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and retirement plan 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 and adjusts model portfolios.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including 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 a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Michael Riney is a CFP® with 10 years of industry experience, currently serving as an advisor at Wealthquest Corporation since 2019. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and other financial firms. Outside of his advisory work, he holds ownership interests in real estate businesses. 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 employs a multi-advisor team approach, managing approximately $2.22 billion, with investment decisions made by an Investment Committee utilizing diversified asset-allocation models and multiple custodians.

Lindsey Meredith is a CFP® and Series 66-licensed advisor with 10 years of industry experience. She has worked at Heritage Wealth Advisors since 2021 and previously held roles at Raymond James & Associates and Wells Fargo. Lindsey volunteers to offer basic financial education courses through her local church. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm emphasizes customized asset allocation, tax-aware investment strategies, and employs research from Raymond James to support equity selection.

David Holwadel is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Heritage Wealth Advisors since 2021 and was previously with Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves as president of the board for Cincinnati Challenge Ranch and is treasurer and a board member of Sustainable Medical Missions. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm focuses on customized asset allocation and tax-aware investment strategies, utilizing research from Raymond James and offering both discretionary and non-discretionary account management.

Joseph Jones is a financial advisor with Hackman Financial Group in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 13 years and has been with Hackman Financial Group and LPL Financial LLC since 2022. Outside of his advisory role, he is a partner and co-owner of 4Majors Lawn & Landscape, a landscaping business. Hackman Financial Group is a six-advisor team managing approximately $336.5 million for around 432 clients. The firm provides discretionary investment management, financial planning, and retirement-plan advisory services, employing a long-term, portfolio-driven investment approach with diversified allocations and ongoing portfolio supervision consistent with fiduciary duties.

Dennis Vitori is a financial advisor at Summit Financial Advisors, Inc. in Middletown, Ohio, with 23 years of industry experience. He has been with Summit Financial Advisors since 2007 and has a long-standing affiliation with The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation since 1977. Outside of his advisory role, he co-owns a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors provides customized investment management primarily to high-net-worth individuals and related trusts, estates, and pension plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

Robert Herman is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Gries Financial LLC for 17 years and has been affiliated with The 4100 Group and Arax Advisory Partners. Herman is also the Chief Investment Officer for Logix, a subsidiary of GFP, and serves as Chairman of Bull Harbor Capital, an affiliate of GFP. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services, with a focus on customized, primarily long-term portfolios utilizing various investment vehicles and strategic third-party relationships.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and has worked previously at Financial Wings, LLC. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors. The firm offers investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting, tailoring portfolios to client objectives using a mix of asset allocation and trading strategies.