Connor Diem is a financial advisor with Sims Investment Management LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Sims Investment Management in 2026, he worked at Alliance Group of Western NY for six years and has experience outside finance with a role at Sir Ice Rink. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis along with various investment strategies to create customized portfolios tailored to client objectives and risk tolerance.

Daniel Larson is a CFP® professional with 3 years of industry experience. He has been with Wealthquest Corporation since 2011. Wealthquest Corporation provides advisory services to individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered programs that include portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients using a multi-advisor team and employs a structured investment approach with ongoing monitoring and rebalancing.

Jason Schmitt is a CFP® professional with 21 years of experience in the financial industry. He has been with Jacobson & Schmitt Advisors, LLC since 2005. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity approach combined with bond allocations for stability and offers retirement-plan advisory services and estate-planning facilitation through a third-party partner.

Philip Scott is a financial advisor at Souders Financial Advisors, LLC with 34 years of industry experience. He has previously worked at Advantage Investment Management LLC and LPL Financial LLC. Outside of his advisory role, he owns and operates B3 Academy LLC, a sports training and coaching academy for select baseball and basketball athletes. Souders Financial Advisors provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification across asset classes.

Luke Leong is a CFA® charterholder with Wealthquest Corporation in Cincinnati, OH. He has one year of experience at Wealthquest and previously worked at Fifth Third Bank for eight years in various roles. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that combine portfolio management, financial planning, estate planning, and tax preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team and employs diversified investment strategies with ongoing monitoring and rebalancing.

Keith Burkhardt is a financial advisor with Center For Wealth Management Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Center For Wealth Management since 2014. In addition to his advisory role, he is a licensed insurance agent. Center For Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management. The firm employs strategic and tactical asset-allocation models and provides both wrap and non-wrap managed-account options tailored to client goals and risk tolerance.

Daniel Rinck is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and several independent advisory practices prior to joining HCM Wealth Advisors in 2017. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and third-party manager selection. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis along with options strategies and separately managed accounts, managing over $1.23 billion in client assets.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Matthew Heitman is a CFP®, CFA®, and ChFC® credentialed advisor with seven years of industry experience. He is currently with National Wealth Management Group, LLC and has previously worked at Fi3 Advisors, Key Private Bank, and Fidelity, among others. 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, offering a range of portfolio management and consulting services through multiple program platforms.

Emily Diaz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster & Motley Inc since 2017. Prior to joining Foster & Motley, she worked at Plante Moran for three years. 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 a proprietary quantitative system, combining financial planning with ongoing investment management and access to private investment funds for qualified clients.

Robert Jung is a CFA® charterholder with 19 years of industry experience, currently serving at Crew Capital Management, LTD. in Cincinnati, OH. He has worked with Crew Capital since 2003 and with F/M Investments LLC since 2020. Outside of his advisory role, he is a 50% partner in PURE ICE, LLC. Crew Capital Management, LTD. provides fee-only investment counsel and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and other institutions. The firm offers financial planning and asset allocation services, actively managing portfolios through individual securities, funds, ETFs, and third-party managers.

Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.

James Oliger is a CFP® with 26 years of experience in the financial services industry. He has been with Wealthquest Corporation in Cincinnati, OH, since 2006. Wealthquest Corporation advises individuals, families, ERISA 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 for roughly 1,583 clients using a multi-advisor team and employs an Investment Committee to develop asset-allocation models implemented across multiple custodians.

Roger Miller is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2007 and also maintains a long-term association with The Lincoln National Life Insurance Company dating back to 1982. Outside of his advisory role, Miller is co-owner of a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related entities, managing approximately $199 million. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers diversified portfolio strategies including growth, balanced, and conservative options.

Stephen Hackman is a financial advisor at Hackman Financial Group in Cincinnati, OH, with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP from 2016 to 2022. Hackman Financial Group is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The team of five advisors manages approximately $426.7 million and offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing a long-term, diversified investment approach that incorporates fundamental and technical analysis.

Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Monica Dwyer is a CFP® professional with 20 years of industry experience. She has worked with Harvest Financial Advisors, LLC since 2018 and previously spent 14 years at Fidelity Brokerage Services LLC. Outside of her advisory role, she is an independent marketing representative for Melaleuca Inc., hosting events to introduce household product lines. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management and financial planning using fundamental, technical, and cyclical analysis, with a focus on both long- and short-term strategies and regular client communication.

Steven Nguyen is a financial advisor with Hackman Financial Group in Cincinnati, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Hackman Financial Group since 2016 and also maintains a long-term association with LPL Financial LLC. Outside of his advisory work, Nguyen serves as an assistant varsity men's golf coach for Lakota Local Schools and participates as a high school baseball umpire with the Butler County Umpires Association. Hackman Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, portfolio-driven investment approach, utilizing diversified allocations and various analytical methods to guide security selection and account monitoring.

Samuel Martinez is a financial advisor at Wealthquest Corporation in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Wealthquest Corporation serves individuals, families, businesses, trusts, estates, and charitable organizations through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages over $2 billion for more than 1,500 clients using a multi-advisor team and employs a disciplined investment process guided by an Investment Committee.

Michael Treft is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding a Series 65 credential with six years of industry experience. He has worked at Souders Financial Group since 2019, following roles at TPC Rivers Bend, Great American Insurance Company, and Which Wich. Souders Financial Advisors is a multi-advisor firm managing approximately $1.41 billion, providing wealth management, financial planning, and portfolio management services to individuals, trusts, pension and ERISA plans, and foundations. The firm emphasizes a financial plan-based investment approach that integrates diversified portfolios with tailored asset allocation and both long- and short-term trading strategies.