Joseph Wilson III is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Lakota East High School, and GF Investment Services. Wilson is also the managing member and licensed agent at Wilson Private Capital, LLC, an insurance sales firm. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using a combination of model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing.

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® professional with 10 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors since 2021. She previously worked at Raymond James & Associates and Wells Fargo Clearing. Outside of her advisory role, she volunteers to offer basic financial education courses through her local church. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts, providing comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates tax-aware strategies, relying on institutional practices and research to guide asset allocation.

Tyler Almeida is a financial advisor with Crew Capital Management, LTD. He holds the Series 66 designation and has 17 years of industry experience. His career includes roles at Ardor Private Wealth Management, Compass Securities Corporation, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Crew Capital Management provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and other institutions. The firm employs an asset-allocation process tailored to clients' goals and risk tolerance, actively managing portfolios with a mix of securities, mutual funds, ETFs, and third-party managers.

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.

Matthew Savoti is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Harvest in 2023. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, estates, and other entities. The firm offers portfolio management and financial planning using fundamental, technical, and cyclical analysis, and provides ongoing client communications including newsletters and educational seminars.

Daniel Souders is a CFP® with 37 years of experience in financial advising. He is the founder and president of Souders Financial Advisors, LLC in Cincinnati, OH, where he has worked since 2018. His prior experience includes roles at LPL Financial, Advantage Investment Management, National Planning Corporation, and Walnut Street Advisers. He also serves as president of Souders Financial Group Inc., a fixed insurance products company, and is a trustee of the Souders Financial Group 401(k) Plan. Souders Financial Advisors serves individuals, trusts, pension and ERISA plans, and foundations with wealth management, financial planning, and retirement income planning services. The firm uses a financial planning-driven investment process emphasizing diversification and income generation, supported by team-based portfolio management and accounts typically held at Charles Schwab.

Michael Brannen is a financial advisor at RDA Financial Network with 30 years of industry experience. He holds the Series 63 designation and has worked at RDA Financial Network since 2008, including in his current role since 2020. Outside of advising, he is an insurance agent and owner of a related business in West Chester, Ohio. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Matthew Swendiman is a financial advisor at Crew Capital Management, Ltd., holding the CFA® and ChFC® designations with 23 years of industry experience. He has worked at multiple firms, including Key Bridge Compliance and F/M Investments, and currently serves in various board and committee roles in charitable organizations and educational institutions such as Trinity Episcopal Church and Xavier University’s Williams College of Business. Crew Capital Management, Ltd. provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and institutions. The firm utilizes a client-focused asset allocation process and actively manages portfolios through a combination of securities, mutual funds, ETFs, and third-party managers, and offers specialized insurance diligence services uncommon among similarly sized advisors.

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.

Keith Prince is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC since 2025. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services. HORAN Wealth advises individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and security selection, with portfolios managed through ongoing reviews and access to third-party managers and technology platforms.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and PNC Wealth Management. He is also co-host of The Money Alchemist Podcast, an investment-related podcast started in 2024. 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 services through multiple program platforms and a multi-office team structure.

Robert Scroggins is a financial advisor with Legacy Financial Advisors, Inc. in Cincinnati, OH, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at Triad Advisors for 10 years and has been involved with Scroggins Grear, Inc., a consulting and CPA firm he owns, since 1997. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm emphasizes diversification and asset allocation while managing roughly $1.5 billion in client assets.

David Foster is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Foster & Motley since 1997. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies.

Kenton Gearhart is a CFP® professional with 31 years of industry experience, currently serving at Gearhart & Associates since 2022. Prior to this, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he owns No Woke Zone Fishing Charters. Gearhart & Associates provides personalized investment management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach across a range of asset types and manages approximately $724 million for about 1,670 clients with a four-advisor team.

Anthony Frambes is a financial advisor at Horter Investment Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AlphaMark Advisors, LLC, Northwestern Mutual Investment Services, and AWF Investments LLC. Outside of financial advising, he is the owner of AWF Management Services LLC, a holding company for medical therapy silent investment projects. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and other institutional clients. The firm uses an Investment Committee-driven multi-manager approach, offering discretionary and non-discretionary portfolio management, proprietary model blends, and access to alternative investments and affiliated mutual funds.

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.

William Hardigg III is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC. His prior experience includes eight years at ARGI Investment Services and five years at Horan Wealth Management. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm offers asset management, financial planning, and retirement plan advisory services with an investment approach focused on asset allocation, diversification, security selection, and periodic rebalancing.