Timothy Guthrie is a CFP® with 20 years of industry experience. He has been with Bullseye Investment Management, LLC since 2007. The firm provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. Bullseye follows client Investment Policy Statements and employs global macro, cyclical, and fundamental analysis across diversified portfolios typically including mutual funds, equities, bonds, ETFs, publicly traded REITs, closed-end funds, and UITs.

Erik Smith is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Wealth Dimensions Group, Ltd. since 2016. The firm advises individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations on financial planning, portfolio management, and consulting. Wealth Dimensions Group employs a diversified, asset-allocation approach with a focus on value investing and uses both quantitative and fundamental analysis to manage client portfolios.

Eric Loftus is a CFP® professional with 9 years of experience, currently serving at Wealth Dimensions Group, Ltd. in Cincinnati, OH, where he has worked since 2009. He is licensed to sell insurance in Ohio to offer insurance products as a convenience to clients with such needs. 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 a combination of quantitative and fundamental analysis to manage client portfolios.

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 36 years of industry experience. His career includes roles at firms such as Kiplinger Investment Advisors LLC, Securities America, Inc., and LPL Financial. Outside of advising, he works as an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and sponsors advisory services for employer-sponsored retirement plans. The firm offers customized financial planning and asset management, using strategic and tactical asset allocation and providing both fiduciary and non-fiduciary retirement plan services.

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 licenses and has been with the firm since 2012. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled vehicles alongside separately managed accounts, employing fundamental analysis and long-term strategies across multiple investment styles.

Derek Tinnin is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Altiora Financial Group, LLC, where he has worked since 2018. His prior experience includes roles at Generations Wealth, LLC, Altiora Group, LLC, and Purpose Wealth. Altiora Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, and associated trusts and estates. The firm employs an evidence-based, passive-oriented investment approach focused on index ETFs, asset allocation, cost control, and periodic rebalancing, with portfolios reviewed quarterly and managed to align with client objectives and tax considerations.

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 (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® 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, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at L.M. Kohn & Company, OSAIC, and Morgan Stanley DW Inc. He is also the president and owner of Private Wealth and Retirement Services Inc. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, using methods such as modern portfolio theory, fundamental and technical analysis, and a range of trading strategies tailored to client objectives.

Peter Miller is a CFP® professional with 23 years of experience in the financial industry. He has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related trusts, estates, pension and profit-sharing plans, and other legal entities. The firm uses a fundamental analysis approach for investment management, offering growth, balanced, or conservative portfolio strategies typically implemented through mutual funds and exchange-traded funds.

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.