Winfield Geiger is a financial advisor at Souders Financial Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bonaventura Wealth Advisors, Cornerstone Retirement Advisors, Raymond James Financial Services, and KeyBank. Souders Financial Advisors is a privately owned, multi-advisor firm providing wealth management, financial planning, and retirement services to individuals, trusts, pension plans, and foundations. The firm uses a financial plan-driven investment process emphasizing diversification, quality investments, and income generation, combining team perspectives with both long- and short-term trading strategies.

Danya Karram is a CFP® and holds a Series 65 license, with 12 years of industry experience. She is currently with Brilliant Advice, LLC in Cincinnati, Ohio, and has worked with Aspiring Ventures, LLC since 2016. Outside of her advisory role, she serves on the boards of the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the College of Education and Criminal Justice, and is president of a consulting firm, MADA Associates. Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to individuals, families, trusts and estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm utilizes a technology-driven, strategic asset-allocation approach with global diversification and cost minimization, managing portfolios that commonly include mutual funds, ETFs, and other investment vehicles.

Marc Henn is a CFP®-certified financial advisor with Harvest Financial Advisors, LLC in Cincinnati, OH, where he has worked since 2007. He has 23 years of industry experience, including prior work with Haberer Registered Investment Advisor, Inc. Since 2004, he has also served as an industry arbitrator with FINRA in Chicago. 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, financial planning, and consulting services, employing a mix of fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management approaches.

Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. 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 to implement both long- and short-term strategies.

Craig Pfeiffer is a financial advisor at RiskBridge Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and serves as President and CEO of the Money Management Institute, an industry association. Pfeiffer is also President and CEO of Hohting Group, LLC, a management consulting firm, and Advisors Ahead, LLC, which provides financial services training and education. Additionally, he is an operating partner at Corsair Capital and an independent board director for Westfield Insurance and Ohio Farmers Insurance Company. RiskBridge Advisors serves institutional clients and high-net-worth individuals through an OCIO platform and private wealth management. The firm employs a risk-first, factor-based investment approach with comprehensive offerings including discretionary and non-discretionary management, sub-advisory solutions, and family office services.

Muhammad Tiwana is a financial advisor at HORAN Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M Holdings Securities, Inc. and Horan Securities Inc. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with a range of 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 regularly reviews portfolios and makes tactical decisions.

Peter Baden is a CFA® charterholder with 22 years of industry experience. He currently serves as an advisor at Crew Capital Management, Ltd. and F/M Investments LLC, having previously worked at Ross, Sinclaire & Associates, Inc. for 15 years. Outside of finance, he is the founder of the Community Recovery Project and also works as a webmaster specializing in internet and website development. 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’s investment process is tailored to client goals and risk tolerance, utilizing a mix of individual securities, funds, ETFs, and third-party managers, and offers additional services including financial planning and due diligence on alternative investments.

Kevin Powers is a financial advisor with Charter Advisory Corporation in Mariemont, Ohio, holding a Series 63 license and 23 years of industry experience. He has worked at Charter Advisory Corporation and LPL Financial LLC since 2009 and also serves as president of Powers Benefits Corp, a third-party administrator for qualified retirement plans. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves retail and high-net-worth clients through a multi-advisor team, utilizing both fundamental and technical analysis alongside model portfolios and third-party managers.

Zachary Horn is a CFP® professional with 14 years of industry experience. He has been with Foster & Motley Inc in Cincinnati, OH since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that includes financial planning and investment management. The firm employs a bottom-up, core equity approach supported by proprietary quantitative screening alongside fundamental analysis, and it implements fixed income, international, and alternative exposures through a combination of funds and private investments.

Irene Ay Luen Tsai is a CFP®, CFA®, and ChFC® credentialed financial advisor with four years of industry experience. She currently works at Foster & Motley Inc, where she has been since 2026, and previously held roles at Touchstone Securities, Fort Washington Investment Advisors, and Johnson Investment Counsel. Outside of her advisory work, she is the founder of MemoRenes LLC, a custom music and art business, and serves on the investment committee for Life Enriching Communities, a senior living organization. Foster & Motley provides fee-only wealth management and financial planning services to individuals, families, and institutional clients including endowments and foundations. The firm employs a bottom-up, core equity investment approach combined with diversified fixed income and alternatives, managing over $2.88 billion in discretionary assets.

Terri Connelly is a financial advisor with Formidable Asset Management, LLC in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for five years before joining Formidable Asset Management in 2020. Outside of her advisory role, she is involved as a fitness professional with the Cincinnati Sports Club. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and registered investment advisers. The firm employs a combination of fundamental and quantitative analysis, managing portfolios through Formidable-branded ETFs and model portfolios, and offers services including discretionary portfolio management, financial planning, and retirement-plan advisory under ERISA.

Jake Butcher is a CFP® professional at HCM Wealth Advisors in Cincinnati, OH, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2011. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management centered on model-based asset allocation, financial planning, and third-party manager oversight. The firm integrates long-term core holdings with tactical positions and employs a range of analytical approaches, including options strategies and separately managed accounts, managing over $1.23 billion in assets with a nine-advisor team.

Ryan Bonaventura is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, Ohio, with 20 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial LLC and Advantage Investment Management, LLC. Bonaventura is also involved with Bonaventura Wealth Advisors, focusing on financial planning and advisory services. 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 with personalized portfolio management, strategic asset allocation, and diversification across asset classes, offering services on both discretionary and non-discretionary bases.

Mark Kleespies is a Series 65 licensed advisor at THOR Wealth Management Inc with 26 years of industry experience. He has been with the firm since 1997. THOR Wealth Management oversees approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements, combining fundamental and technical analysis alongside a proprietary mean-reversion model to determine asset-class and style weightings.

Bradley Soper is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Foster & Motley, Inc. since 2014. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management and separate institutional investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system alongside fundamental analysis.

Patrick Jones is a financial advisor at Sims Investment Management LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Sims, he worked at Franklin Wealth Management and WoJo Creative LLC, and has also been involved with Hixson Presbyterian Church and Western Home Communities. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals and business entities. The firm uses a combination of fundamental and technical analysis and offers customized investment programs that may include options strategies, short sales, and alternative investments.

Robert Kuhnhein is a CFA® charterholder with eight years of industry experience. He has been with Legacy Financial Advisors, Inc. since 2019, previously working at Truepoint Wealth Counsel, Randolph Co Inc, and Opus Capital Management. Outside of his financial advisory role, he serves as Treasurer for the Campbell County Red Devils Athletic Club, a nonprofit organization supporting youth football and cheerleading. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets across about 1,000 clients. The firm serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations, offering financial planning, estate planning, risk management, and discretionary portfolio management with an investment approach focused on diversification and asset allocation.

David Lohre II is a financial advisor with HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked with HORAN Securities, Inc. for 16 years before joining HORAN Wealth in 2025. 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 emphasizes asset allocation, diversification, and periodic rebalancing, with an internal Investment Committee that regularly reviews portfolios and employs a range of investment products tailored to client needs.

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. 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 strategic asset allocation and utilizes a variety of instruments and strategies, managing approximately $1.47 billion in assets.

Terence Horan is a financial advisor at HORAN Wealth, LLC with over 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has a long career history including leadership roles at Horan Securities, Inc. and Horan Associates Inc. He serves on the Investment Committee for the Dominican Sisters of Nashville and is a board member of the University of Cincinnati Economics Center, which promotes economic and financial literacy programs for K-12 students and teachers. HORAN Wealth, LLC 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 and adjusts model portfolios.