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.

Steven O’Connor is a CFP® with 23 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds the Series 63 and Series 65 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, focusing on low-cost ETFs and mutual funds, and offers a dedicated Preservation fixed-income model that uses individual bonds alongside strategic long-term and tactical investment approaches.

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.

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 20 years of industry experience and is a member of the seven-advisor team at Crew Capital Management, LTD. He has worked at Crew Capital since 2003 and previously spent three years at F/M Investments LLC. Outside of his advisory role, he is a 50% partner in PURE ICE, LLC. Crew Capital Management, LTD. provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and other institutions. The firm employs an asset-allocation process tailored to client goals and risk tolerance, managing accounts through a combination of individual securities, mutual funds, ETFs, and third-party managers, and offers a specialized Insurance Diligence Solutions service.

Mary O’Toole is a CFA® charterholder and financial advisor with 26 years of industry experience. She has been with Diastole Wealth Management since 2009 and previously worked at Interocean Wealth Management LLC, Column Capital Advisors, LLC, and Ernst & Young Investment Advisers LLP. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm provides portfolio management, financial planning, and consulting, employing both fundamental and technical analysis alongside long- and short-term strategies, and also manages private funds and pooled investment vehicles.

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.

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.

Christopher Wright is a financial advisor with LPL Financial in Milford, Ohio, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with LPL Financial since 2008 and also provides investment advisory services through Center for Wealth Management, an independent registered investment advisor he started in 2014. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Kathleen Laverde is a financial advisor at HORAN Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and other financial firms. 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 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 makes tactical decisions.

Elizabeth Green is a CFA® charterholder with 23 years of experience in the financial industry, all of which she has spent at Foster & Motley, Inc. in Cincinnati, OH. She has been with the firm since 2003. 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 offering access to private investment funds for qualified clients.

Jason Feist is a financial advisor at Center for Wealth Management Advisory with 19 years of industry experience. He holds a Series 63 designation and has worked at Center for Wealth Management since 2014, previously spending seven years with LPL Financial. Outside of his advisory role, he is a CFO and partner at Live Your Best Life LLC, a lifestyle marketing company. Center for Wealth Management provides investment advisory and planning services to individuals, including high-net-worth clients, retirement accounts, and institutional plan sponsors. The firm employs a combination of model and customized portfolio strategies, offering discretionary and non-discretionary management through both wrap and non-wrap programs.

Allison Koenig is a CFP® professional with two years of industry experience, currently serving at Foster & Motley Inc. Prior to joining Foster & Motley, she worked at PNC and has experience in education through roles at The Children's House, University of Cincinnati, and McAuley High School. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning with investment management. The firm employs a bottom-up, core equity investment approach combined with proprietary quantitative screening and fundamental analysis.

Ryan Atkins is a financial advisor at Sims Investment Management LLC in Cincinnati, OH, holding a Series 65 license with five years of industry experience. Prior to joining Sims Investment Management in 2021, he worked in retail center management for over a decade. He is also an author who receives royalties from online book retailers and occasionally speaks publicly, earning commissions as an Amazon Affiliate through his author website. Sims Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, corporations, and other entities. The firm creates customized investment programs using a combination of fundamental and technical analysis and offers a range of strategies including options and alternative investments, supported by third-party research and a sub-advisory relationship for derivative-based implementations.

Nathaniel Green is a CFP® with Foster & Motley Inc in Cincinnati, OH, and has one year of industry experience. His prior work includes roles at KPMG and Lowe’s, as well as academic experience at the University of Cincinnati. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, combining financial planning with investment management. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system and emphasizes tax-sensitive strategies and formal client communications.

Brian Giesting is a financial advisor at Souders Financial Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and previously worked at Private Client Services, LPL Financial, and Advantage Investment Management, LLC. Outside of his advisory role, he is involved in insurance sales. Souders Financial Advisors is a multi-advisor firm that serves individuals, trusts, pension and ERISA plans, and foundations with wealth management, financial planning, retirement income, insurance, education, and estate services. The firm emphasizes a financial-plan-driven investment approach incorporating diversification, quality investments, and income generation, and uses both longer- and shorter-term trading strategies.

Lars Meiman is a CFA® charterholder with six years of experience at Legacy Financial Advisors, Inc., following prior roles at Merrill Lynch, Fidelity Investments, and The Kroger Co. Based in Covington, KY, he also assists in his family's small business, working approximately 10 hours per month as an office assistant in a flag and banner production distributorship. Legacy Financial Advisors is a multi-advisor team managing about $1.5 billion in client assets for individuals, families, businesses, and various entities. The firm emphasizes diversified, asset-allocation-driven investment strategies combining capital preservation and growth, and offers financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments.

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth 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 range of instruments and strategies, managing approximately $1.47 billion in assets.

Winfield Geiger is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Bonaventura Wealth Advisors, Cornerstone Retirement Advisors, Raymond James Financial Services, KeyBank, and Deutsche Bank Securities. Souders Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and foundations with wealth management, financial planning, and retirement income services. The firm uses a financial plan-driven investment process that emphasizes diversification, quality investments, and income generation, combining team-based perspectives with both long- and short-term trading strategies.