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.

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.

Tyler Henderson is a Certified Financial Planner® (CFP®) with 17 years of experience in the financial services industry. He is currently with Monterey Wealth, where he has worked since 2022. His prior experience includes roles at Oxford Financial Partners and MML Investors Services Inc, as well as MassMutual. Monterey Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on client objectives and risk tolerances, offering both discretionary and non-discretionary management with regular account reviews.

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.

Douglas Mcpeek is a financial advisor with Nottinghill Investment Advisers, Ltd in Cincinnati, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Nottinghill Investment Advisers since 1996. Nottinghill Investment Advisers serves both individual taxable and tax-exempt clients on a fully discretionary basis, offering portfolio management focused on equity and balanced strategies alongside a standalone investment-planning process. The firm employs a rules-based, quantitatively driven investment approach emphasizing large-cap, primarily value-oriented equities, and provides subscription and research services as well as specialized billing arrangements for external advisers.

Ray Isaacs is the sole advisor at Isaacs & Associates, LLC in Cincinnati, OH, with 39 years of industry experience. He holds a Series 63 designation and previously worked at Parkland Securities and Spc. Isaacs is also a licensed insurance agent, recommending insurance products alongside his advisory work. Isaacs & Associates provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses a combination of in-house and third-party model portfolios with an investment approach focused on asset allocation and regular rebalancing, primarily managing assets on a non-discretionary basis.

Jeffrey Mcpeek is a financial advisor at Nottinghill Investment Advisers, Ltd with 18 years of industry experience. He holds a Series 65 designation and has been with Nottinghill since 2007. The firm serves both individual taxable and tax-exempt clients on a fully discretionary basis, focusing on portfolio management across equity and balanced strategies using a rules-based, quantitatively driven investment process. Nottinghill also offers subscription and research services to other advisers and provides a standalone investment-planning tool available to clients and non-clients.

Christopher Entringer is a CFP® with 22 years of industry experience. He is currently with Ritter Daniher Financial Advisory LLC and has been with Hickory Asset Management since 2015. Outside of his advisory roles, he is a part owner and investor in a residential real estate LLC. Ritter Daniher Financial Advisory LLC provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, using a mix of active and passive funds, individual securities, and alternatives, with portfolios managed on a discretionary basis and overseen by an Investment Committee.

Anthony Weaver is a CFP® and Series 66-registered advisor with THOR Wealth Management Inc in Cincinnati, OH. He has seven years of industry experience, including seven years at Charles Schwab and five years in architecture and engineering before entering financial services. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios and integrates fundamental and technical analysis with proprietary mean-reversion models in its investment process.

Jeffrey Daniher is a CFP® with 22 years of experience in financial advisory. He is currently with Ritter Daniher Financial Advisory LLC, where he has worked since 1999. The firm provides comprehensive wealth management and financial planning services primarily to individuals, families, high-net-worth clients, and trusts. Ritter Daniher Financial Advisory emphasizes long-term investment strategies based on Modern Portfolio Theory and manages approximately $606 million on a discretionary basis.

Mark Kleespies is a Series 65 licensed advisor at THOR Wealth Management Inc with 26 years of industry experience. He has been with the firm since 1997. THOR Wealth Management oversees approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios guided by written investment policy statements, combining fundamental and technical analysis alongside a proprietary mean-reversion model to determine asset-class and style weightings.

Lora Anstaett is a CFP® professional at Ritter Daniher Financial Advisory LLC in Cincinnati, OH. She has been with the firm since 2013 and has one year of industry experience under her current role. Ritter Daniher Financial Advisory LLC provides comprehensive wealth management and financial planning services primarily to individuals, families, high-net-worth clients, and trusts, as well as pension plans and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and manages portfolios using a mix of active and passive funds, individual securities, and alternatives where appropriate.

John Ritter is a Certified Financial Planner® with 22 years of industry experience. He is currently with Ritter Daniher Financial Advisory LLC, where he has worked since 1999. The firm provides comprehensive wealth management and financial planning services primarily to individuals, families, high-net-worth clients, and trusts. Ritter Daniher Financial Advisory LLC manages approximately $606 million in discretionary assets and employs a long-term investment approach based on Modern Portfolio Theory, utilizing a mix of active and passive funds alongside individual securities and alternatives.

Michele Daniher is a CFP® professional with 10 years of industry experience, currently serving at Ritter Daniher Financial Advisory LLC since 2012. She is based in Cincinnati, OH, and is part of a team of 10 advisors at the firm. Ritter Daniher Financial Advisory LLC provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, combining active and passive strategies and managing approximately $606 million on a discretionary basis.

John Ritter is a financial advisor at Ritter Daniher Financial Advisory LLC in Cincinnati, OH. He holds a Series 65 designation and has recently transitioned from Westpoint Financial Group. Prior to his advisory roles, he attended Butler University from 2021 to 2025. Ritter Daniher Financial Advisory LLC provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, managing portfolios with a mix of active and passive funds, individual securities, and alternatives.

Allisha Curtis is a Series 63 licensed advisor with 18 years of industry experience. She has been with THOR Investment Management, Inc. since 2005. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and employs a committee-governed process integrating fundamental and technical analysis alongside a proprietary mean-reversion model.

Gregory Luke is a financial advisor at THOR Wealth Management Inc with 22 years of industry experience. He holds a Series 65 designation and has been with Thor Investment Management, Inc. since 2002. Outside of his advisory role, he maintains a law practice. THOR Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $679 million in discretionary assets. The firm employs a total portfolio approach with active, diversified model portfolios, combining fundamental and technical analysis alongside a proprietary mean-reversion model to guide investment decisions.

James Stechschulte is a CFA® charterholder with eight years of industry experience. He has worked at THOR Investment Management, Inc. since 2012. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach with active, diversified model portfolios guided by written investment policy statements and a committee-driven investment process that combines fundamental and technical analysis alongside a proprietary mean-reversion model.

James Gore is a Series 65-licensed financial advisor with THOR Wealth Management Inc in Cincinnati, Ohio, where he has worked since 1992. He has 30 years of industry experience. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total portfolio approach with active, diversified model portfolios guided by written investment policy statements and employs fundamental and technical analysis along with a proprietary mean-reversion model to determine asset-class and style allocations.

Daniel Lescoezec is a financial advisor at Ritter Daniher Financial Advisory LLC in Concord, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including a long tenure at Hickory Asset Management since 2008. Ritter Daniher Financial Advisory LLC provides comprehensive wealth management and financial planning services primarily to individuals, families, high-net-worth clients, and trusts. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing a mix of active and passive funds, and manages approximately $606 million on a discretionary basis.