Ronald Stroop

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.

Joshua Deeter is a CFP® professional with 22 years of industry experience and has led Deeter Advisory Group, LLC since 2010. He serves on the board of the Gyro men's social club in Cincinnati. Deeter Advisory Group provides comprehensive financial planning, portfolio management, and estate and wealth planning primarily for individuals, trusts, and estates, as well as retirement plans and charitable organizations. The firm typically implements client investment plans on a discretionary basis, using a long-term investment approach complemented by various strategies and offers specialized services including charitable giving, estate techniques, and pension consulting.

Timothy Mandel is a Series 65-licensed financial advisor with seven years at Mandel Financial Services and prior experience at Mandel & Associates, Beam Suntory, Republic National Distribution Company, and Salerno Group. He is based in Cincinnati, OH, and has four years of industry experience. Mandel Financial Services is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with a focus on customized portfolio management and integrated financial planning. The firm employs a diverse range of analytic methods and investment strategies, managing approximately $28 million for a small client roster.

Matthew Yerkes is a financial advisor at Shea Financial Advisors in New Richmond, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Shea Financial Advisors since 2015. Shea Financial Advisors provides fee-only financial planning and discretionary investment management primarily to individuals and families, emphasizing a long-term, buy-and-hold investment approach with strategic asset allocation across various equity classes and fixed income. The firm integrates tax planning and preparation into many engagements and manages accounts on a discretionary basis, occasionally delegating to independent managers while maintaining oversight.

Christopher Donabedian is a financial advisor at Ardent Capital Management, Inc. with 23 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior work includes long-term roles at Active, Inc., Adviser Dealer Services, Inc., Winston Advisors Inc., and Winston Financial Inc. Ardent Capital Management, Inc. provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, and serves as Investment Manager to a private pooled vehicle, the ACM Opportunity Fund LLC. The firm employs fundamental research to select securities and uses a range of instruments including equities, bonds, options, and derivatives, with a distinctive focus on managing a private fund that utilizes a performance allocation structure and opportunistic trading strategies.

Matthew Mithoefer is a financial advisor at Faith Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth Inc. and Faith Financial Advisors since 2020. Outside of advising, he is a licensed insurance agent and a notary public. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading.