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.

James Connell II is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Retirement Planning Group, LLC and previously worked at VanWeelden Wealth Management, LLC and WKRC-TV. Connell is also a licensed insurance agent involved in the sale of various insurance products. Retirement Planning Group, LLC provides discretionary investment management and financial planning services to individual, high-net-worth, pooled, and institutional clients. The firm employs diversified asset-allocation strategies tailored to clients’ time horizons and risk tolerances and often delegates portfolio management to third-party sub-advisors under its supervision.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.

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.

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Bethany Huffman is a Certified Financial Planner™ with 16 years of industry experience. She is the sole advisor at Huffman Wealth Management, where she has worked since 2022. Prior to that, she was with Bohmer Kilcoyne Wealth Management LLC for nine years and LPL Financial Corporation for 15 years. She is also a licensed notary public in Ohio. Huffman Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm uses proprietary, model-based strategies focused on risk management and tailors allocations to client risk profiles, while also offering client-only tax preparation services and insurance product sales through licensed advisors.

David Moerlein is the sole advisor at Belay Finance, holding a Series 65 designation and based in Montgomery, OH. He has no prior experience in the financial industry but previously worked at Google, Inc. for 15 years. Outside of advising, he owns Moerlein Publishing, LLC, a separate publishing and consulting business. Belay Finance offers financial planning and consulting services to individuals and high-net-worth clients, focusing on written plans and consultations rather than managing client assets. The firm provides educational seminars and workshops at no charge and charges fees on an hourly or fixed basis instead of asset-based fees.

Bradley Olson is a financial advisor with O2 Investments LLC in West Chester, OH, holding the PFS™ designation and Series 63 and 65 licenses. He has 18 years of industry experience, including roles at Foundations Investment Advisors, Olson & Wilson Private Capital, AE Wealth Management, and other firms. Outside of investment advisory, he is also an insurance agent involved in the sale of fixed insurance products. O2 Investments LLC is an SEC-registered investment adviser providing discretionary portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and a co-advisor to support research, trading, and administrative functions while focusing on client supervision and portfolio management.

Victor Moy is the principal of Moy Investment Management, LLC in Cincinnati, OH, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has led Moy Investment Management since 2009. Moy Investment Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans. The firm offers tailored investment programs based on fundamental, quantitative, and modern portfolio theory methods, and is notable for its institutional and pension consulting services, including ERISA advisory roles and participant education.

Theodore Kelly is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Kelly Financial Planning, LLC in Cincinnati, OH. Prior to founding his firm in 2017, he worked for Macy's Inc. for ten years and has been involved with Right Path Enterprises, LLC since 2016. He serves as an independent board member for Warsaw Federal Savings and Loan. Kelly Financial Planning, LLC provides comprehensive financial planning services primarily to high-net-worth individuals and small businesses. The firm focuses on written and electronic plans addressing various financial areas, favors passive investing strategies, and operates on hourly or flat-fee engagements without managing client portfolios directly.

Chrysantha Clark is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal advisor at Chrys Financial Planning, LLC, an independent firm she has led since 2022. Prior to founding Chrys Financial Planning, she worked at Pillar Financial Advisors, LLC and Meridian Wealth Management, LLC. Chrys Financial Planning provides wealth management and project-based financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on modern portfolio theory, utilizing ETFs, mutual funds, and fixed income, alongside fundamental analysis for individual securities selection.

As a client of F2 Wealth, you will enjoy a sense of freedom that comes with having the confidence that you are making the best financial decisions for you and your family. The clients we serve tend to be mid to late career professionals or small business owners. Oftentimes it's a blend of both where we have helped clients successfully navigate the transition from employee to entrepreneur. One area of focus that is shared with all of our clients is planning for a successful retirement. We incorporate both life planning and financial planning to help you navigate the transition from your working years to your retirement years so that you can live your best life. Our clients choose to work with us for our experience and the breadth and depth of the services we offer. Some services are reoccurring while others may only be needed during certain stages of life or life events. Whatever your needs, we follow a rigorous client service calendar that allows you to benefit from our range of services on a proactive basis. These services include, life planning, financial planning, tax planning, investment management, estate planning, insurance planning, and retirement planning. Within these areas there are certain areas of specialization that clients further benefit from including stock option planning, inheritance planning, education planning, retirement income planning, and business planning for the self-employed. Now that you’ve learned about the clients we serve and what we do, you may be interested in a more personal introduction. I’m Eric Ross, CFP®, Principal and Lead Advisor at F2 Wealth. I’ve served as a senior leader during my career as a management consultant and wealth advisor at global firms and boutique firms. Over the course of my career I’ve had the opportunity to serve hundreds of individuals and families seeking to be stewards of their financial lives. I’ve been a speaker at financial industry conferences and my expertise has appeared in national media outlets. I volunteer as a Certified Business Coach to help entrepreneurs successfully launch their businesses. I’m also highly engaged in the financial planning community having served in leadership roles at national organizations and participating in the financial planning student program at The Ohio State University where I also serve as a mentor in The Fisher College of Business. I’m excited to meet you and to help you lead a confident financial life.

Keshar Ghimire is a financial advisor at Devtara Financial with a Series 65 designation and no prior industry experience. He has held academic positions at the University of Cincinnati since 2016 and at Temple University from 2011 to 2016. Outside of advising, he maintains a full-time role as an economics professor. Devtara Financial offers comprehensive financial planning and advisory services to individuals, families, and small business owners without managing client assets. The firm emphasizes passive investing and Modern Portfolio Theory, providing educational investment guidance through hourly, fee-only consultations.

Kurt Jacobsma is the sole advisor at Jacobsma Financial, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Range USA, RSM US, LLP, Deloitte & Touche, LLP, and The Woods. Jacobsma Financial is a fee-only, sole-proprietorship investment advisory firm serving individuals, families, high-net-worth clients, business entities, trusts, and estates. The firm emphasizes strategic asset allocation and long-term, buy-and-hold investing, using a mix of ETFs, mutual funds, and selected individual securities tailored to each client’s risk tolerance and time horizon.

Peter Greene is a financial advisor at Greene Wealth Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Baynes Investment Counsel LLC and Western & Southern Life and Brokerage Services. Greene is also a licensed insurance agent, dedicating approximately 10% of his time to insurance-related activities. Greene Wealth Management LLC is an Ohio-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, typically constructing long-term, diversified portfolios using low-cost mutual funds and ETFs supplemented by individual securities.

Jeroen Van Leersum is a financial advisor at Wyoming Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2019. Outside of his advisory role, he is president of Holland Residential Properties, LLC, a business involved in residential property ownership. Wyoming Wealth Management provides investment advisory and integrated financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement/pension plans. The firm uses a strategic asset allocation approach with a mix of analytical techniques to construct diversified portfolios and offers specialized retirement/pension consulting, including fiduciary services.

David Leisring is a financial advisor at Capital Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Berthel, Fisher & Company Financial Services, Inc. since 2023. Prior to his financial services career, he was employed at GE Aerospace and the University of Dayton. Leisring is also licensed as an insurance agent, involved in the sales of insurance products. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to individuals and institutional clients, including pension plans, trusts, and small businesses. The firm combines strategic asset allocation with a range of securities and insurance products and operates an affiliated tax preparation, bookkeeping, and payroll business.

Wesley Cuprill is a financial advisor at Money & Clarity with four years of industry experience. He holds a Series 65 designation and has previously worked at Advisor Architect and Baxter International. Outside of his advisory role, Cuprill serves as Director of Sales and Marketing for Advisor Architect, a consulting and content marketing firm for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles. The firm emphasizes asset-allocation solutions implemented through third-party money managers and offers educational seminars, subscription periodicals, and coaching programs for financial professionals.