Keith Prince is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC since 2025. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services. HORAN Wealth advises individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations, offering asset management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on asset allocation, diversification, and security selection, with portfolios managed through ongoing reviews and access to third-party managers and technology platforms.

David Foster is a financial advisor at Foster & Motley Inc in Cincinnati, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Foster & Motley since 1997. 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 supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies.

Kenton Gearhart is a CFP® professional with 31 years of industry experience, currently serving at Gearhart & Associates since 2022. Prior to this, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he owns No Woke Zone Fishing Charters. Gearhart & Associates provides personalized investment management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a fundamental, long-term investment approach across a range of asset types and manages approximately $724 million for about 1,670 clients with a four-advisor team.

Anthony Frambes is a financial advisor with Horter Investment Management, LLC in Cincinnati, OH, holding Series 65 and Series 63 credentials with five years of industry experience. Prior to joining Horter, he worked at AlphaMark Advisors, LLC, Northwestern Mutual, AWF Investments LLC, and Conformis Inc. Outside of advisory work, he owns AWF Management Services LLC, a holding company involved in medical therapy silent investment projects. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach, offering a range of portfolio management options, proprietary model blends, and access to alternative investments and affiliated mutual funds.

William Hardigg III is a CFP® with 15 years of industry experience, currently serving as an advisor at HORAN Wealth, LLC. His prior experience includes eight years at ARGI Investment Services and five years at Horan Wealth Management. HORAN Wealth serves a diverse client base including individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm offers asset management, financial planning, and retirement plan advisory services with an investment approach focused on asset allocation, diversification, security selection, and periodic rebalancing.

Samantha Florio is a CFP® professional at Gearhart & Associates with three years of industry experience. She previously worked at W&S Brokerage and Western Southern Life. Gearhart & Associates serves individuals, families, trusts, estates, and private foundations with discretionary and non-discretionary investment management, offering customized portfolios that primarily use fundamental analysis with a long-term orientation while allowing shorter-term trades when appropriate.

Luke Nordman is a CFP® professional at Wealthquest Corporation in Cincinnati, OH, with three years of industry experience. Prior to joining Wealthquest, he worked in various roles including positions at Profile Products, Taylor University, and Clarke Environmental. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax preparation. The firm uses a committee-driven investment approach and offers both discretionary and non-discretionary services across multiple custodians.

Thomas Ebner is a financial advisor at Southland Equity Partners, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining Osaic Wealth, Inc. and Southland Equity Partners. In addition to his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and oversees third-party portfolio managers with regular reviews.

Jenny Burns is a CFP® with three years of industry experience, currently serving as an advisor at Wealthquest Corporation in Cincinnati, OH. She has been with Wealthquest Corporation since 2006, contributing to a multi-advisor team. 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 across 1,583 clients, utilizing an Investment Committee to guide decisions and employing various asset classes and technology platforms to support client needs.

Amina Addington is a financial advisor at Foster & Motley Inc. with a Series 65 credential and one year of industry experience. Prior to joining Foster & Motley, she held various roles including positions at the University of Kentucky and Hamilton County. 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 combined with diversification through fixed income, mutual funds, and ETFs, managing over $2.88 billion in discretionary assets as of December 31, 2025.

Christine Stine is a financial advisor at HORAN Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 26 years of industry experience. Her prior roles include positions at Fifth Third Securities and Horan Securities, Inc. 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, security selection, and periodic rebalancing, supported by an internal Investment Committee that reviews portfolios and makes tactical decisions.

Elizabeth Dayter is a financial advisor at Journey Advisory Group, LLC in Cincinnati, Ohio, with eight years of industry experience. She holds a Series 65 designation and has been with Journey Advisory Group since 2020. Prior to that, she worked at Torch Wealth Management LLC beginning in 2013. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm follows a long-term investment strategy with a focus on strategic asset allocation and employs a variety of analytical methods and investment instruments.

Anthony Luckhardt is a CFP® professional with 27 years of industry experience and has been with Foster & Motley, Inc. in Cincinnati, OH since 2007. He holds Series 63 and Series 66 licenses and has spent the majority of his career at the same firm. 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. The firm employs a bottom-up, core equity investment approach supported by a proprietary quantitative system, and utilizes a mix of fixed income, international, and alternative investments tailored to client qualifications.

Thomas Reitzes is a financial advisor at HORAN Wealth, LLC with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining HORAN Wealth, he worked at Ameriprise Financial Services from 2016 to 2023. Outside of his advisory role, Reitzes serves on the finance committees of St. Joseph Crescent Springs Catholic Church and the Julie Learning Center, where he assists with budgeting and financial review. 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, and periodic rebalancing, supported by an internal Investment Committee and tailored client solutions.

Todd Hibner is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at HORAN Wealth, LLC. Prior to joining HORAN Wealth, he held roles at Neyer Properties and Wellington Management Company LLP. HORAN Wealth serves individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations with asset management, financial planning, consulting, and retirement plan advisory services. The firm’s investment approach emphasizes asset allocation, diversification, security selection, and rebalancing, supported by an internal Investment Committee and tailored client programs.

Andrew Montanus is a financial advisor at Foster & Motley Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Columbus Radio Group and Ohio State University. Foster & Motley provides fee-only wealth management and financial planning to individuals, families, and institutional clients such as endowments and foundations. The firm manages discretionary assets using a bottom-up, core equity approach combined with diversification across fixed income, mutual funds, ETFs, alternatives, and private investments.

Brandon Hendricks is a financial advisor at Horter Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mariner, Ameriprise Financial Services, Edward Jones, and Fifth Third Securities. Outside of his advisory role, he is involved with ACX by Audible in a non-investment-related capacity. Horter Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee-driven multi-manager approach that includes tactical and passive model portfolios, custom portfolios, and third-party money managers.

Sarah Browne is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She has worked at Foster & Motley, Inc. since 2021 and previously held roles at F/M Acceleration, LLC, F/M Investments, LLC, Ross, Sinclaire & Associates, and Clear Arc Capital, Inc. 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 approach supported by a proprietary quantitative system, alongside fixed income and alternative investment strategies primarily implemented through no-load mutual funds, ETFs, and private investments for eligible clients.

Michael Loewe is a financial advisor with Wealthquest Corporation in Cincinnati, OH, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Wealthquest since 2014 and works within a team of 15 advisors. Wealthquest Corporation serves individuals, families, 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 over 1,500 clients using a collaborative investment process and offers both discretionary and non-discretionary services.

Nathan Lorenz is a Series 65-licensed advisor at Foster & Motley Inc in Cincinnati, OH, with four years of industry experience. His prior work includes roles at Anthem Insurance and the University of Cincinnati. 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 as well as separate institutional investment management and access to private investment funds for qualified clients.