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.

Andrew Woodard is a CFA® charterholder with five years of experience at THOR Wealth Management Inc in Cincinnati, OH. His prior work includes roles at UBS Financial Services and the University of Cincinnati. THOR Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach using active, diversified model portfolios guided by written investment policy statements and combines fundamental and technical analysis with proprietary models to adjust asset allocations.

James Hynd is a CFP® and ChFC® with 18 years of industry experience, currently serving as the sole advisor at W&S Advisory Services, LLC. He has been affiliated with W&S Brokerage Service since 2007 and Western Southern Life since 2006. Outside of his financial advisory work, he engages in personal development speaking engagements. W&S Advisory Services, LLC provides non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform, primarily serving custodians managing minor beneficiaries' assets. The firm employs model portfolios managed by an affiliated sub-adviser and operates as a wholly owned subsidiary of Western & Southern Financial Group.

James Owens is a CFP® with 21 years of industry experience, currently affiliated with Journey Advisory Group, LLC in Covington, KY. His work history includes roles at Purshe Kaplan Sterling Investments and Lang Advisors since 2015. Owens serves as Treasurer on the board of Covington Partners, a nonprofit providing wrap-around services. Journey Advisory Group serves individuals, trusts, 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 tailored to client objectives and offers services including tax-conscious portfolio management and co-fiduciary roles, managing approximately $1.65 billion in assets.

William Brown is a financial advisor at Formidable Asset Management, LLC in Cincinnati, OH, holding a Series 63 designation with 25 years of industry experience. He has been with Formidable Asset Management since 2015. 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 blend of fundamental and quantitative analysis, offering portfolio management through Formidable-branded ETFs and model portfolios, along with financial planning, outsourced CIO services, and retirement-plan advisory under ERISA.

Allisha Curtis is a Series 63 licensed advisor with 18 years of industry experience. She has been with THOR Investment Management, Inc. since 2005. 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 uses a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and employs a committee-governed process integrating fundamental and technical analysis alongside a proprietary mean-reversion model.

Richard Pettway is a CFA® charterholder with six years of industry experience, currently serving at Journey Advisory Group, LLC since 2020. Prior to joining Journey, he worked at PNC Bank, N.A. for eleven years. Pettway holds leadership roles outside his advisory work, including serving as President of the CFA Society of Cincinnati and chairing the Investment Committee for 4C for Children. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm follows a long-term, strategic asset allocation approach with tailored portfolio construction, incorporating tax-conscious techniques and managing approximately $1.65 billion in assets.

Gregory Luke is a financial advisor at THOR Wealth Management Inc with 22 years of industry experience. He holds a Series 65 designation and has been with Thor Investment Management, Inc. since 2002. Outside of his advisory role, he maintains a law practice. THOR Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $679 million in discretionary assets. The firm employs a total portfolio approach with active, diversified model portfolios, combining fundamental and technical analysis alongside a proprietary mean-reversion model to guide investment decisions.

Mitchell Lampert is a financial advisor at Legacy Financial Advisors, Inc. in Covington, KY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Triad Advisors. He also assists the director of investment in trading duties and supports advisors in paraplanning at Legacy Financial Advisors. Legacy Financial Advisors serves individuals, families, closely held businesses, retirement plans, estates, trusts, and charitable organizations, providing financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm manages approximately $1.5 billion in client assets through a multi-advisor team of 13 professionals.

Timothy Schwiebert is a financial advisor at Topsail Wealth Management LLC with 29 years of industry experience. He previously worked at L.M. Kohn & Company for 26 years before joining Topsail in 2024. Schwiebert holds Series 63 and Series 65 designations. Topsail Wealth Management advises high-net-worth and ultra-high-net-worth families, trusts, and related entities through comprehensive wealth management services including financial planning, investment advisory, tax and estate planning, and ancillary services such as bookkeeping and trustee services. The firm employs a customized, priorities-based investment process with a blend of passive and active strategies, managing over $1.3 billion in regulatory assets despite being a recently formed firm.

James Stechschulte is a CFA® charterholder with eight years of industry experience. He has worked at THOR Investment Management, Inc. since 2012. 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 with active, diversified model portfolios guided by written investment policy statements and a committee-driven investment process that combines fundamental and technical analysis alongside a proprietary mean-reversion model.

Andrew Hermes is a CFP® with 21 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from 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 employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, emphasizing low-cost ETFs and mutual funds, and distinguishes itself with a dedicated fixed-income Preservation model that uses individual bonds alongside strategic and tactical investment approaches.

Cory Sims is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving at Sims Investment Management LLC since 2013. He holds board and advisory roles in several organizations, including a non-profit foundation focused on supporting youth in Philadelphia and a faith-based community development group in Cincinnati. Additionally, he is involved in real estate investment and development activities through various business entities. Sims Investment Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals and business entities. The firm customizes investment programs using a combination of fundamental and technical analysis and offers a range of strategies including options and alternative investments, supported by a dedicated sub-advisory relationship for derivative-based implementations.

Live and Give Financial was started with a vision of increasing access to quality, unbiased advice for families who have not yet accumulated a lot of wealth. Our focus on flat-fee, advice-only planning puts the power back in your hands to learn money management strategies for your own situation. We will empower you to make decisions that will be meaningful for your family. We'll work together on a comprehensive financial plan over the course of 4-6 months. Utilizing research-backed tools we'll have in-depth conversations about your passions and dreams for the future to uncover the goals that are most meaningful to you. From there we'll visit all aspects of your financial picture to set you on the path to holistic wellbeing. Reach out to schedule a conversation about your goals. If I'm not the right fit for your pain points I'll help you find the service that is - which is my ultimate duty as a fiduciary advisor. I look forward to connecting!

Rodney Flannery is a financial advisor at Souders Financial Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Advantage Investment Management, LPL Financial, and Wedgewood Business Solutions. He serves on the board of the Ohio Masonic Home Foundation, a charitable organization supporting Ohio Masonic Home communities. 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 utilizing model portfolios, strategic asset allocation, and diversification, offering services on both discretionary and non-discretionary bases.

Henry Brightwell III is a financial advisor with Formidable Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 10 years with Formidable. Formidable Asset Management is an SEC-registered multi-advisor firm managing approximately $903 million across 16 advisors. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, employing a mix of top-down thematic research and bottom-up fundamental and quantitative analysis, with an emphasis on capital appreciation through actively managed ETFs and other strategies.

Rick Bell is a financial advisor with Crew Capital Management, Ltd. and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Ross, Sinclaire & Associates, LLC, and currently serves as Vice President of Intermediary Sales and Investment Adviser Representative at F/m Investments, LLC. Mr. Bell dedicates most of his time to working with financial professionals on SMA and UMA strategies and spends part of his time providing financial planning and asset allocation recommendations at Crew Capital. Crew Capital Management, Ltd. offers 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 includes assessing client goals and risk tolerance to manage diversified portfolios using a range of securities and third-party managers, while also providing specialized services such as Insurance Diligence Solutions and due diligence on alternative investments.