Michael Lavatori

Jessica Tucker is a financial advisor with InnerWorks Wealth Management LLC in Cincinnati, Ohio. She holds a Series 65 designation and has experience spanning over a decade, including roles at Bullseye Investment Management, Keller Williams Advisors, and the Department of Defense. In addition to her advisory work, she is a licensed Realtor affiliated with Keller Williams. InnerWorks Wealth Management is a fee-only investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, combining passive and active strategies across various asset classes, and it utilizes a selection-of-other-advisers model for investment management.

James Dunphy is a CFP® professional with 22 years of industry experience. He has been with Dunphy Wealth Management, Inc. since 2005. In addition to his advisory role, he provides tax preparation services. Dunphy Wealth Management serves individuals, IRAs, revocable living trusts, and small businesses with fee-only portfolio management, financial planning, and tax consultation. The firm combines investment management with accounting and tax services, offering diversified portfolios built from no-load, no-transaction-fee mutual funds and ETFs, as well as automated rebalancing and tax-loss harvesting options.

Benjamen Jacobs is the principal advisor at Jacobs Wealth Management, LLC in Milford, OH, with 12 years of industry experience. He holds the Series 66 designation and previously worked at WaterStone Investment Counsel, LLC and Edward Jones. Jacobs is also a licensed insurance agent and may recommend insurance products to clients. Jacobs Wealth Management provides discretionary portfolio management, financial planning, and non-discretionary pension and employee benefit plan consulting to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of investment methods and offers both an automated portfolio program and hands-on advisory services, including specialized pension consulting uncommon among similar-sized firms.

Brock Muller is a financial advisor at E2 Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Cornerstone Retirement Advisors, and Raymond James Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. E2 Financial Services provides investment advice and ongoing portfolio management on a non-discretionary basis to individuals, high-net-worth clients, and business entities. The firm combines personalized investment planning with insurance product recommendations through an affiliated agency and emphasizes client approval for all trades.

Debora Caley is the principal advisor at Richwood Investment Advisors, LLC in Cincinnati, OH, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has led Richwood Investment Advisors since 2010. Outside of her advisory work, she owns and manages several non-investment-related businesses, including a wholesale office furniture company. Richwood Investment Advisors provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized Investment Policy Statements and employs a combination of fundamental and technical analysis in its investment approach.

Ronald Mahorney is a CFP® professional with 38 years of experience in financial advising. He is the principal and sole advisor at Cincinnati Wealth Management, Inc., where he has worked since 2017. Prior to that, he operated Mahorney Retirement Specialist, Inc. for 18 years and spent over two decades at LPL Financial. Cincinnati Wealth Management, Inc. is a boutique independent advisory firm serving individuals, families, trusts, and business entities. The firm focuses on discretionary portfolio management, financial planning, and hourly consulting, utilizing mutual funds and ETFs with an emphasis on tax-aware planning and treating cash as an asset class.