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.

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.

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.

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.

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.

Christopher Ward is a CFP® with 20 years of experience in the financial services industry. He is the principal advisor at Entrypoint Wealth Management, an independent firm he has led since 2020. Prior to founding Entrypoint, he worked at Charles Schwab and serves as CFO for CTBW LLC, a coffee shop business. Entrypoint Wealth Management provides discretionary asset management and comprehensive financial planning to individuals, trusts, organizations, and institutional clients, including non-profits and corporate entities. The firm employs a diversified, tactical investment approach informed by proprietary capital markets analysis and requires clients to engage in financial planning before asset management services.

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.

Charles Kuhn is a financial advisor at Trinity Wealth Management LLC in Cincinnati, OH, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Wealth Management since 2010, as well as operating Charles N Kuhn & Associates since 2006. Outside of his advisory work, he is a partner and owner of KO Properties Ltd, involved with various residential real estate properties. Trinity Wealth Management provides discretionary portfolio management and financial planning for individuals, trusts, and employer-sponsored retirement plans. The firm manages approximately $357 million in assets across about 94 client relationships, offering services through a tiered structure that includes comprehensive Wealth Management and Consultative options.

Fred Overbeck is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds the Series 63 designation and previously worked at Ross, Sinclaire & Associates for 16 years. Overbeck is also the COO of CINCaP Investment Group and Asset Management. CINCaP Asset Management offers wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm emphasizes long-term, strategic asset allocation with broad diversification, using mutual funds, ETFs, disciplined rebalancing, and tax-aware techniques.

Adam Schmidt is a financial advisor with Strategic Wealth Partners LLC in Fort Thomas, KY, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Foundations Investment Advisors, UBS Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, Schmidt serves as a ski patroller at Perfect North Slopes, where he promotes safe enjoyment of snow sports and provides emergency first aid when necessary. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm focuses on managing portfolios through third-party sub-advisers and turnkey asset management platforms while tailoring investments to client objectives and risk tolerance.

Dennis Marinich is a financial advisor with Future Financial Wealth Management Group, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 28 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors Financial Network and WELLS FARGO ADVISORS LLC. He is also licensed as a fixed life insurance agent. Future Financial Wealth Management Group serves individual and high-net-worth clients, small businesses, and retirement plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a combination of active and passive investment techniques and manages assets within a firm-sponsored wrap fee program.

Tonia Hahn is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with six years of industry experience. She has been with Mench Financial since 2018. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses, employing a combination of fundamental, technical, quantitative, and qualitative analyses to tailor portfolios based on client objectives and risk tolerance.

Matthew Beamer is a CFP® professional with three years of industry experience, currently with Coordinated Financial Planning Corp in Cincinnati, OH. He has been with Coordinated Financial Planning, Inc. since 1996 in various capacities. Coordinated Financial Planning Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million using discretionary portfolio management with both model and individually tailored accounts, employing a blend of charting, fundamental and technical analysis, and focuses on low-cost mutual funds and ETFs.

Thomas Eisenzimmer is a financial advisor at Fountain Square Asset Management with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services, Concourse Financial Group Securities, and has operated Eisenzimmer Financial Services since 1991. He also owns and operates an independent registered investment advisory firm. Fountain Square Asset Management is an SEC-registered advisory firm serving individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, using model portfolios and a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tax awareness.

Joshua Garland is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Shepherd Wealth Management since 2021. His prior experience includes roles at Kasasa and TD Ameritrade. Outside of his advisory work, he owns and manages JN Garland Properties LLC, a business focused on providing clean and affordable housing for families. Shepherd Wealth Management is a four-advisor team that offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients. The firm manages approximately $162 million in discretionary assets, employing a primarily passive investment approach based on Modern Portfolio Theory, while also integrating fundamental and technical analysis as needed.