Paul Burgdorf is a financial advisor at Harvest Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Harvest Financial Advisors since 2009. 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, with strategies implemented on both discretionary and non-discretionary bases.

Brian Munoz is a financial advisor at Financial Rounds with a Series 65 credential and four years of industry experience. He has held positions at multiple firms including Corient, CI Doyle Private Wealth, and Reilly, Fisher & Solomon. Outside of his advisory work, Munoz owns and manages Munoz Advisors, a bookkeeping and tax preparation firm. 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 mix of passive and active strategies tailored to clients’ asset allocations, time horizons, and tax considerations.

Thomas Cooney is a CFP® professional with six years of industry experience currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, Ohio. Prior to joining Wealth Dimensions, he worked at MCM CPAs and Advisors LLP for three years. He is a board member of Wesley Community Services, a nonprofit organization that provides meals and support services to senior citizens. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a value tilt and utilizes both quantitative and fundamental analysis across discretionary and non-discretionary mandates.

Christopher Hansen is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Financial Rounds, operating through Personal Choice Financial Advisors, LLC, and has worked in tax preparation as CEO of Personal Choice Tax, LLC since 2021. Hansen also has a background in property management through his role at CRMD Properties, LLC. 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 both passive and active investment strategies tailored to client needs and supports held-away accounts to optimize tax efficiency and portfolio rebalancing.

Sean Mclaughlin is a financial advisor at Horter Investment Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western & Southern Life and W&S Brokerage Services. Outside of his advisory role, he is also involved in insurance sales through Horter Financial Services. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers model and multi-manager portfolios, third-party money manager access, and alternative investments as part of ongoing investment supervision.

Donald Bateman is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with National Wealth Management Group since 2016 and has also worked at LPL Financial since 2013. Outside of finance, Bateman performs as a musician with the Donnie Bateman Band. National Wealth Management Group (NWMG) provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach with a variety of implementations and offers services through a network of adviser representatives and multiple program platforms, supported by a multi-office presence and a formal accounting firm affiliation.

Sean Paddock is a financial advisor at Wealth Dimensions Group, Ltd. in Cincinnati, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Fifth Third Securities for 11 years before joining Wealth Dimensions Group in 2020. Paddock is licensed to sell insurance in Ohio to provide insurance products to clients as a convenience. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing 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 uses both quantitative and fundamental analysis to implement discretionary and non-discretionary strategies.

Robert Hansen is a CFP® professional with four years of experience in the financial advisory industry. He is affiliated with Financial Rounds and has held roles at Personal Choice Financial Advisors, LLC since 2017 and Personal Choice Tax, LLC since 2021, where he serves as president of the tax preparation business. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm uses a blend of passive and active investment strategies focused on low internal costs and tax-efficient portfolio construction, and offers integrated tax planning through its wholly owned subsidiary.

Sara Mahoney is a financial advisor with Eubel Brady & Suttman, holding Series 63 and Series 65 designations and two years of industry experience. She has been with the firm since 2025. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm is notable for its active role as adviser to proprietary mutual funds and manager of private pooled LLCs, offering specialized investment structures available exclusively to its clients.

Megan Hammann is a CFP® with 12 years of industry experience and is currently with Wealthquest Corporation. She has previously worked at Cassady Schiller Wealth Management, PNC Wealth Management, TIAA-CREF, and TD Ameritrade. Outside of her advisory work, she assists her husband in managing an ecommerce business that sells active wear and outdoor equipment. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs combining portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients through a multi-advisor team and employs an Investment Committee to develop asset-allocation models implemented across multiple custodians.

Ellen Weed is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. She is also a co-owner of Financial Security Solutions, LLC, an insurance agency focused primarily on long-term care insurance. Summit Financial Advisors, Inc. provides customized investment management mainly to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm employs a fundamental analysis approach through an internal Investment Committee and offers portfolios tailored to growth, balanced, or conservative strategies.

Wade Daniel is a CFP® with 27 years of industry experience, currently serving at Wealthquest Corporation since 2006. He previously worked at Wealth Planning Corp from 1999 to 2010. Wealthquest Corporation advises individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and employs a structured investment process overseen by an Investment Committee.

Jon Ewing is a financial advisor with National Wealth Management Group, LLC and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He currently operates within a team of 17 advisors at National Wealth Management Group. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a range of portfolio management and consulting services through multiple program platforms and custodians.

Vincent Dipietro is a financial advisor with Invest Capital Partners in Springboro, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His work history includes roles at L.M. Kohn & Company, Morgan Stanley Dw Inc., and OSAIC. He is also the president and owner of Private Wealth and Retirement Services, a separate business he has led since 2005. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a range of investment strategies and integrates portfolio management with broader financial planning to tailor advice to clients’ objectives.

Courtney Stephenson is a financial advisor at Eubel Brady & Suttman with three years of industry experience. She holds the Series 65 designation and has been with Eubel Brady & Suttman Asset Management Inc. since 2016. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm also manages institutional clients, utilizing fundamental research and long-term strategies alongside proprietary mutual funds and external managers.

Chelsea Vitale is a Series 65-credentialed advisor at Shoker Investments with two years of industry experience. Prior to joining Shoker Investments in 2024, she worked at Covermymeds and Randstad Technologies, totaling ten years of professional experience outside of financial advising. Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a long-term investment approach using individual stocks, low-cost index funds, and bonds, alongside comprehensive client communications and specialized services such as leverage and equity options for qualified clients.

Ryan Motsinger is a financial advisor at Harvest Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and MML Investors Services, LLC. Outside of advisory work, he has served as a Financial Aid Support Specialist at Regent University. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $583 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis to implement various investment strategies.

Thomas Schiller Jr. is a CFP®-certified financial advisor with seven years of industry experience, currently with Wealth Dimensions Group, Ltd. in Cincinnati, Ohio, where he has worked since 2020. Prior to this, he was with Plante Moran and Plante Moran Financial Advisors from 2009 to 2019. Outside of his advisory role, Schiller serves as treasurer for a local political campaign and is a board member of the Beacon for Youth Foundation, a nonprofit organization supporting youth and families. Wealth Dimensions Group, Ltd. advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. The firm employs a diversified, asset-allocation approach with a value tilt and primarily uses Dimensional Fund Advisors funds, supplemented by other vehicles, while offering both discretionary and non-discretionary mandates.

Nicholas Stebner is a CFP® professional with 15 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2005 to 2020. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Mark Bates is a CFP® professional with 21 years of experience in the financial industry. He has been with Wealthquest Corporation in Cincinnati, OH since 2010, serving as part of a multi-advisor team. Wealthquest Corporation advises individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages over $2 billion using asset-allocation models implemented by an Investment Committee and offers both discretionary and non-discretionary services.