Joseph Ryan Bates

Frederick Scheeler is a CFP® and ChFC® with 22 years of experience in financial services. He is the principal of Scheeler Financial Group in West Chester, OH, and has worked at Northwestern Mutual and Private Advisor Group, LLC. His career includes roles in wealth management and investment services spanning over two decades. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical approaches for asset allocation and security selection, managing accounts with strategies including long- and short-term trading, margin, options, ETFs, and fixed income.

John VanWeelden, MBA, CAP, AIF, and Principal at VanWeelden Wealth Management, LLC with 26 years of industry experience. He previously worked at SIGMA Financial Corporation and SPC for ten years each before founding his current firm in 2017. Outside of his advisory role, he is the owner of an educational book on retirement titled The Real Deal on Retirement. VanWeelden Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment strategy with tactical adjustments, using a three-pronged portfolio framework and may incorporate third-party defensive strategies as appropriate.

I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, retirees and company retirement plans. I graduated from Thomas More University and was a member of the men’s basketball team. I earned my certificate in financial planning from Xavier University. Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball. Certifications: - CERTIFIED FINANCIAL PLANNER Community Work: - Elder High School Board of Trustees - Chair of the Investment Committee - Western Economic Counsel: Board Member & Treasurer - Our Lady of Visitation Basketball Coordinator - Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member - Former: Thomas More Alumni Association: Board Member.

Jessica Tucker is the principal advisor at Innerworks Wealth Management in Cincinnati, OH, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Bullseye Investment Management and Keller Williams Advisors, along with a 14-year tenure at the Department of Defense. Outside of her advisory work, she is also a licensed real estate agent. Innerworks Wealth Management provides wealth management and financial planning services to individuals and high-net-worth clients, offering discretionary investment management and project-based planning. The firm’s investment approach combines fundamental, technical, cyclical, and charting analyses, using both passive and active strategies, and incorporates third-party managers under ongoing oversight.

Mark Redmond is a financial advisor at The Investment Engineer with 17 years of industry experience and holds a Series 65 designation. He has been the owner of Hendon & Redmond, Inc., an engineering and architecture firm, since 2000. The Investment Engineer provides ongoing investment supervisory services and portfolio management, focusing on asset allocation and long-term trading strategies primarily using ETFs. The firm serves a broad range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations.

Jing Chen is a financial advisor at UIS Investment Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at UIS Investment Management since 2015. Prior to her advisory career, she was retired from 2006 to 2020. UIS Investment Management LLC provides discretionary asset management services tailored to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and sentiment analysis to manage accounts without imposing a minimum balance requirement.