Ryan Rospert

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.

Mark Redmond is a financial advisor at The Investment Engineer with 16 years of industry experience. He holds a Series 65 designation and has been the owner of Hendon & Redmond, Inc., an engineering and architectural firm, since 2000. The Investment Engineer provides investment supervisory services and portfolio management, focusing on asset allocation and long-term trading strategies primarily using ETFs. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, and manages portfolios with discretionary trading authority.

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.

Jeffrey Spitzmiller is a CFA® charterholder with 21 years of industry experience. He has led Queen City Capital Management, LLC since 2012. The firm provides fee-only investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other registered advisers. Queen City Capital Management applies a modified strategic asset allocation approach grounded in Modern Portfolio Theory, combining active mutual-fund allocations and ETF/ETN-based strategies, and offers services including asset management, consulting for workplace retirement programs, and institutional retirement plan support.

Jing Chen is a financial advisor at UIS Investment Management LLC in Mason, Ohio, holding a Series 65 designation with five years of industry experience. Chen has been with UIS since 2015 and previously retired from professional work between 2006 and 2020. UIS Investment Management LLC provides discretionary asset management services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, charting, and sentiment analysis to guide investment decisions. The firm operates as a solo practitioner entity focusing on tailored portfolio management without external compensation, proxy voting, or wrap fee programs.

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.