Christopher Hansen is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Financial Rounds, operating through Personal Choice Financial Advisors, LLC, and has worked in tax preparation as CEO of Personal Choice Tax, LLC since 2021. Hansen also has a background in property management through his role at CRMD Properties, LLC. Financial Rounds provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high-net-worth households. The firm employs both passive and active investment strategies tailored to client needs and supports held-away accounts to optimize tax efficiency and portfolio rebalancing.

Todd Poellein is a financial advisor at HORAN Wealth, LLC with seven years of industry experience. He holds the CFA® designation and Series 63 license. Poellein worked for HORAN Capital Advisors for ten 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 consulting services. The firm’s investment approach focuses on asset allocation, diversification, security selection, and periodic rebalancing, with tailored client programs supported by an internal Investment Committee and access to third-party managers and technology platforms.

David Nienaber is a CFP® professional with 17 years of industry experience, currently serving at Foster & Motley Inc since 2010. Based in Cincinnati, OH, he holds a Series 65 license and has spent the majority of his career with Foster & Motley. 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 supplemented by quantitative screening and fundamental analysis, offering bundled wealth management and access to private investment funds for qualified clients.

David Templeton is a CFA® charterholder with 16 years of industry experience. He has worked at HORAN Wealth, LLC since 2025 and previously spent 15 years 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 services. The firm’s investment approach includes asset allocation, diversification, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews model portfolios and makes tactical decisions.

Chia Hui Ou Yang is a financial advisor at Foster & Motley Inc with a Series 66 designation and one year of industry experience. Prior to joining Foster & Motley, Ou Yang held roles at Money Concepts Capital Corp, JQ Financial Group, and worked in various positions including human resources and education. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that integrates financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis and offers access to private investments for qualified clients.

Robert Hansen is a CFP® professional with four years of experience in the financial advisory industry. He is affiliated with Financial Rounds and has held roles at Personal Choice Financial Advisors, LLC since 2017 and Personal Choice Tax, LLC since 2021, where he serves as president of the tax preparation business. Financial Rounds serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate sponsors by providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm uses a blend of passive and active investment strategies focused on low internal costs and tax-efficient portfolio construction, and offers integrated tax planning through its wholly owned subsidiary.

Lucas Hail is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Foster & Motley Inc since 2002. Based in Cincinnati, OH, he holds a Series 63 designation and has spent his entire advisory career with the firm. Foster & Motley provides advisory services to individuals, families, high-net-worth clients, and institutional accounts, offering bundled wealth management that combines financial planning and investment management. The firm employs a bottom-up, core equity investment approach supported by proprietary quantitative screening alongside fundamental analysis, and emphasizes fixed income, international, and alternative investments through a mix of mutual funds, ETFs, and private offerings for eligible clients.

Andrew Molnar is a CFA® charterholder with seven years of industry experience. He has been with THOR Investment Management Inc since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and serves 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 and combines fundamental and technical analysis with a proprietary mean-reversion model to determine asset-class and style weightings.

Nicole Roland is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with nine years of industry experience. She has been with Foster & Motley since 2017 and also works as a marketing representative for Allied Integrated Marketing, where she attends movie screenings to ensure events run smoothly. Foster & Motley provides fee-only wealth management and financial planning to individuals and families, as well as institutional investment management for endowments, foundations, charities, and corporations. The firm employs a bottom-up, core equity approach combined with diversification strategies and manages over $2.88 billion in discretionary assets.

Joseph Patterson is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Foster & Motley Inc in Cincinnati, OH. He has been with Foster & Motley since 2015. 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 investment approach supported by a proprietary quantitative system alongside fundamental analysis, with a focus on fixed income intermediate maturities and tax-sensitive strategies for eligible investors.

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, with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining HORAN Wealth, Andrew worked at M Holdings Securities and has experience outside finance including roles at Chick-Fil-A and University of Cincinnati Athletics. 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, employing a mix of ETFs, mutual funds, and fixed income products tailored to clients through ongoing reviews and access to third-party managers.

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. Her career includes seven years at Horan Securities, Inc., two years at TransAmerica, and two years at Fifth Third Securities, Inc. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients. The firm manages over $2.88 billion in discretionary assets and employs a bottom-up, core equity approach that incorporates proprietary quantitative screening alongside tax-sensitive, long-term portfolio management.

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.