William Motley is a CFA® charterholder with 25 years of industry experience. He has been with Foster & Motley, Inc. since 1997. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management as well as separate institutional investment management and access to private investment funds. The firm employs a bottom-up, core equity approach supported by a proprietary quantitative system alongside fundamental analysis, and its fixed income strategy emphasizes intermediate maturities and credit research.

Kevin Schmitt is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Foster & Motley Inc. Prior to joining Foster & Motley, he worked at Summer Hill, Inc. and Deloitte. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management to endowments, foundations, charities, and corporations. The firm applies a bottom-up, core equity investment approach supported by a proprietary quantitative system and manages over $2.88 billion in discretionary assets.

Andrew Swinney is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His background includes roles at M Holdings Securities, Inc., HORAN Wealth, and positions outside finance such as with University of Cincinnati Athletics and Chick-Fil-A. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of asset management and financial planning services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee.

Mark Bennett is a CFA® charterholder with 16 years of industry experience. He has been with HORAN Wealth, LLC since 2025, following a 15-year tenure at Horan Capital Advisors, LLC. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning and consulting, separately managed account programs, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that regularly reviews model portfolios.

Jeffrey English is a CFP® and CFA® affiliated with Foster & Motley Inc, where he has worked for 10 years. Based in Cincinnati, OH, he has a decade of industry experience. Foster & Motley Inc is a fee-only wealth management firm serving individuals, families, and institutional clients including endowments and foundations. The firm uses a bottom-up core equity investment approach supported by a proprietary quantitative system, managing over $2.88 billion in discretionary assets as of December 2025.

Daniel Schneider is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent four years at Crew Capital Management LTD. His background also includes roles at UBS Financial Services Inc. and UBS Wealth Management, as well as five years at the University of Cincinnati. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and security selection, with portfolios tailored through ongoing reviews and access to third-party managers and technology platforms.

Connie Grosser is a financial advisor at HORAN Wealth, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Ameritas Investment Corp., Ameritas Advisory Services, and HORAN Securities, among others. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and tactical decisions.

Lindsey Keith is a financial advisor with Foster & Motley Inc in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Horan Securities, Inc. since 2017 and previously at Transamerica from 2015 to 2017. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, using a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis. The firm offers bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

Jeffrey Thompson is a CFP® with 12 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors in Cincinnati, OH. He previously worked at Raymond James & Associates for six years before joining Heritage Wealth Management in 2021. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts with comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates institutional practices, tax-aware placement, and model portfolios to align investments with clients’ risk tolerance and life stage.

Olivia Thomason is a financial advisor at Gearhart & Associates with one year of industry experience. She holds a Series 65 designation and previously worked at Embark and Deloitte LLP. Outside of her advisory role, she is an instructor at Totality Sculpt. Gearhart & Associates provides personalized discretionary and non-discretionary investment management and financial planning services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a fundamental, long-term investment approach using a range of securities and offers specialized strategies including structured notes and securities-based lending.

Rachel Rasmussen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Foster & Motley, Inc. since 2013. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening and fundamental analysis, offering bundled wealth management, separate institutional investment management, and access to private investment funds for qualified clients.

Michael Napier is a CFP® professional with 19 years of industry experience, currently serving at HORAN Wealth, LLC. He previously worked at Horan Securities, Inc. for 15 years. Outside of his advisory role, he operates a tax preparation business. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations through a range of asset management and advisory services. The firm’s investment approach focuses on asset allocation, diversification, and regular portfolio review, employing various investment products and tailored client programs.

Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. 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 employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Andrew Seni is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. His prior work includes 17 years at Axa Advisors, LLC before joining Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. in 2020. He is also active as an insurance agent through Octavia Risk Management LLC. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, institutions, and state or municipal entities. The firm utilizes customized portfolios with proprietary models emphasizing low-cost ETFs, mutual funds, and individual securities, alongside alternative investments and structured products, and offers specialized services such as ERISA plan oversight and trust administration.

David Schlabach is a financial advisor with ON Investment Management Co. based in Cincinnati, OH, holding a Series 66 credential and possessing 38 years of industry experience. He has worked with The O.N. Investment Management Co. since 2006 and Hummel Wealth Management, LLC since 2007. Outside of his advisory work, Schlabach owns a retail business selling folk art and crafts and serves on the board of a community bank, providing guidance on loan risk evaluation. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a mix of comprehensive and modular financial plans, access to third-party investment programs, and operates under a dual-registration model involving both advisory and broker-dealer activities.

Alexandra Ollinger is a CFP® professional with nine years of experience in the financial advisory industry. She is affiliated with Truepoint, Inc., where she has worked since 2004. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm follows an evidence-based, long-term investment approach with a focus on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Clayton Reynolds is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at 9258 Wealth Management, Raymond James & Associates, Modern Woodmen of America, and MWA Financial Services. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of planning tools and multi-family office services.

John Peters II is a financial advisor with Global View Capital Management LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at multiple firms, including a decade at Horter Financial Strategies and Horter Investment Management, and currently maintains a marketing and lead generation role with Tactical Income Architects, LLC. Outside of his advisory work, he volunteers at Cincinnati Children's Hospital Medical Center. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses an algorithmic research platform focused on technical and quantitative methods to manage investment strategies aligned with client risk profiles and objectives.

Leah Schulte is a CFP® with 14 years of industry experience, currently serving at Waverly Advisors, LLC. Her prior work includes roles at LPL Financial, LNCO LLC, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corporation. She is also the owner of The Next Adventurous Child LLC, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office support.