Michael Steffen

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.

Brian Rigby is a Wealth Management Advisor with the Murphy Wealth Management Group at Merrill Lynch Wealth Management in Cincinnati, Ohio. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute™ and has over 20 years of experience in the investment industry. Brian works with individuals and families to provide personalized guidance focused on investment management, retirement planning, college savings, retirement income, and wealth growth strategies. He also assists clients in developing net worth statements and provides expertise on maximizing Social Security benefits. In addition to serving personal clients, Brian and his team offer retirement plan consulting services to corporate clients, helping employers with fiduciary responsibilities through services such as Investment Policy Statement development, plan investment menu design, performance reviews, and employee education. His specialty areas include 401(k) and deferred compensation plans, executive stock option planning, and college savings analysis. Brian earned his bachelor’s degree from Westminster College and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in the community through organizations such as Junior Achievement and St. Columban Church. Brian resides in Loveland, Ohio, with his family.

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.

Joseph Fondacaro is a financial advisor at Seven Hills Capital Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Triad Advisors. He has been with Seven Hills Capital Advisors since 2015. Seven Hills Capital Advisors is an independent registered investment adviser serving individuals, families, trusts, and charitable organizations. The firm focuses on equity securities, exchange-traded funds, and mutual funds, emphasizing asset allocation and tailoring portfolios to clients’ goals and risk tolerances using both fundamental and technical analysis.

Michael Bowling is a CFA® charterholder and Series 65 licensed advisor based in Cincinnati, Ohio, with 19 years of industry experience. He has led Beechwood Capital Management, Inc. since 2006 and concurrently serves as a mathematics instructor at Xavier University, a role he has held since 2005. Beechwood Capital Management provides discretionary portfolio management to individuals, retirement accounts, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach focusing on equity portfolios and closed-end funds, managing accounts on an individualized basis with consideration for client-specific factors.