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.

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.

Brock Muller is a financial advisor at E2 Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Cornerstone Retirement Advisors, and Raymond James Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. E2 Financial Services provides investment advice and ongoing portfolio management on a non-discretionary basis to individuals, high-net-worth clients, and business entities. The firm combines personalized investment planning with insurance product recommendations through an affiliated agency and emphasizes client approval for all trades.

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.

Ronald Mahorney is a CFP® professional with 38 years of experience in financial advising. He is the principal and sole advisor at Cincinnati Wealth Management, Inc., where he has worked since 2017. Prior to that, he operated Mahorney Retirement Specialist, Inc. for 18 years and spent over two decades at LPL Financial. Cincinnati Wealth Management, Inc. is a boutique independent advisory firm serving individuals, families, trusts, and business entities. The firm focuses on discretionary portfolio management, financial planning, and hourly consulting, utilizing mutual funds and ETFs with an emphasis on tax-aware planning and treating cash as an asset class.

Susan Pack is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. She has been the sole advisor at Pomeroy Financial Planning, LLC in Cincinnati, OH since 1996. Pomeroy Financial Planning is an independent, fee-only firm serving individuals, trusts, estates, and related small-business entities. The firm offers comprehensive and segmented financial planning and investment consulting through a consultative, non-discretionary approach that emphasizes strategic, long-term asset allocation primarily using low-cost index funds and ETFs.

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.

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.

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.

Andrew Pulsfort is a CFP® with 21 years of industry experience, currently serving as an advisor at The Prosperity People in Bellevue, KY. He has been with The Wealth Advisory Team, LLC since 2005. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary portfolios using model asset-allocation strategies and combines multiple analytical approaches with active trading techniques, serving approximately 163 clients with around $130 million in assets under management.

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.

Danya Karram is a CFP® and holds a Series 65 license with 11 years of industry experience. She is currently with Brilliant Advice, LLC and has been involved with Aspiring Ventures, LLC since 2016. Outside of her advisory role, Karram serves on the boards of the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the University of Cincinnati College of Education and Criminal Justice, and she is president of MADA Associates, a consulting business. Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, globally diversified strategic asset allocation, disciplined rebalancing, and tax-aware investment practices delivered through a technology-driven model.

Thomas Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 23 years of industry experience. He has been with Mench Financial since 1994. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored and model portfolios aligned with clients’ investment goals.

John Nunan is a financial advisor at The Prosperity People with 13 years of industry experience. He holds a Series 65 designation and has worked at Amazon since 2018 and Mackey Advisors since 2011. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages roughly $127 million in discretionary assets across model portfolios that range from conservative to aggressive allocations, employing a mix of fundamental, technical, quantitative, and qualitative analysis.