Jacob Courtney is a CFP® with five years of industry experience, currently serving as a financial advisor at SLP Wealth. He previously worked at Ameriprise Financial Services and Strategy & Resources, LLC. In addition to his advisory role, he provides student loan consulting through Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm offers diversified, risk-based portfolio management primarily using no-load mutual funds and ETFs, and provides tax preparation and 401(k) services without a minimum account size.

Douglas Koogler is a financial advisor with Kiplinger Wealth Advisors in Springboro, OH, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at firms including Securities America, Wealth Management Group Inc., and LPL Financial before joining Kiplinger Investment Advisors LLC in 2017. In addition to his advisory role, he is an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individuals, high-net-worth clients, and pension and retirement plan sponsors, offering financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and constructs customized portfolios using strategic and tactical asset-allocation approaches.

Aaron Merten is a financial advisor at Invest Capital Partners with a Series 65 credential and no prior industry experience. His background includes roles at Merten Capital, Microsoft, Apptio, and Seattle Public Schools. Outside of finance, he was a self-employed poker player for three years. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management alongside stand-alone financial planning. The firm combines portfolio management with broader financial planning and employs analysis methods such as modern portfolio theory, fundamental and technical analysis.

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.

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.

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.

Sara Mahoney is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds Series 63 and Series 65 designations and has been with Eubel Brady & Suttman since 2025, following a prior tenure with the firm from 2012 to 2025. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles using a team-based advisory model. The firm also serves institutional clients and actively manages proprietary mutual funds and private pooled LLCs with structures subject to annual PCAOB-audited financials.

Derek Tinnin is a CFP® professional with 17 years of experience in financial advising. He currently leads Altiora Financial Group, LLC and previously worked at Generations Wealth, LLC. Altiora Financial Group serves individual and high-net-worth clients, as well as associated trusts and estates, offering both discretionary and non-discretionary portfolio management alongside financial planning services. The firm employs an evidence-based investment approach focused on passive and index funds, managing portfolios to client-specific Investment Policy Statements with attention to tax efficiency and cost control. Notably, the firm is operated by a single advisor while managing nearly a billion dollars in assets and uses a fixed retainer fee model rather than a percentage-of-AUM structure.

Megan Hammann is a CFP® with 11 years of industry experience, currently serving as an advisor at Wealthquest Corporation. Her prior experience includes roles at Cassady Schiller Wealth Management and PNC Wealth Management. Outside of her advisory work, she assists in managing an e-commerce business focused on reselling activewear and outdoor equipment. Wealthquest Corporation advises individuals, families, retirement plans, and charitable organizations through tiered advisory programs that integrate portfolio management, financial planning, estate planning, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients using a multi-advisor team and employs a range of investment strategies implemented via asset-allocation models and ongoing monitoring.

Ellen Weed is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007. Outside of her advisory role, she is a co-owner of a long-term care insurance agency, Financial Security Solutions, LLC, in Middletown, Ohio. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs a fundamental analysis approach overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

Wade Daniel is a CFP® professional with 26 years of experience, currently serving at Wealthquest Corporation since 2006. He is based in Cincinnati, OH, and works within a team of 15 advisors. Wealthquest Corporation provides advisory services to 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 about 1,583 clients using a multi-advisor team approach and employs a range of investment strategies implemented 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, Ohio, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with L.M. Kohn & Company and Private Wealth & Retirement Services since 2011. He is also the president and owner of Private Wealth and Retirement Services Inc., a separate business entity. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines portfolio management with comprehensive financial planning, utilizing methods such as modern portfolio theory, fundamental and technical analysis, and various investment strategies.

Peter Miller is a CFP® with 22 years of experience in the financial industry. He has been with Summit Financial Advisors, Inc. since 2007. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing 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 using mutual funds and ETFs.

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.

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 14 years of experience in financial advising. He has worked at McKinley Carter Wealth Services since 2020 and previously spent 15 years with Lifeplan Financial Group, Inc. McKinley Carter Wealth Services offers investment management, wealth management, financial planning, and retirement plan consulting to a broad range of clients including individuals, families, institutions, and non-profit organizations. The firm employs both fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing monitoring and quarterly reviews.