Frederick Scheeler is a CFP® and ChFC® with 22 years of experience in financial services. He is the principal of Scheeler Financial Group in West Chester, OH, and has worked at Northwestern Mutual and Private Advisor Group, LLC. His career includes roles in wealth management and investment services spanning over two decades. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical approaches for asset allocation and security selection, managing accounts with strategies including long- and short-term trading, margin, options, ETFs, and fixed income.

John VanWeelden, MBA, CAP, AIF, and Principal at VanWeelden Wealth Management, LLC with 26 years of industry experience. He previously worked at SIGMA Financial Corporation and SPC for ten years each before founding his current firm in 2017. Outside of his advisory role, he is the owner of an educational book on retirement titled The Real Deal on Retirement. VanWeelden Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment strategy with tactical adjustments, using a three-pronged portfolio framework and may incorporate third-party defensive strategies as appropriate.

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.

Jing Chen is a financial advisor at UIS Investment Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at UIS Investment Management since 2015. Prior to her advisory career, she was retired from 2006 to 2020. UIS Investment Management LLC provides discretionary asset management services tailored to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and sentiment analysis to manage accounts without imposing a minimum balance requirement.

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.

Donald Felty Sr. is a financial advisor with Donald Felty, LLC, holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. He has worked at Donald Felty LLC since 2001 and has been affiliated 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 employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored investment portfolios, managing stocks, bonds, mutual funds, ETFs, REITs, and options with ongoing supervision.

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.

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.

Christopher Carbone is a financial advisor at Bellwether Investment Services LLC with 17 years of industry experience. He has held positions at LPL Financial LLC and National Wealth Management Group, LLC before joining Bellwether in 2020. Carbone holds a Series 63 designation. Bellwether Investment Services LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm focuses on equities, mutual funds, and ETFs, constructing portfolios that combine equity, fixed income, and alternative investments with an active management approach and risk management.

Theodore Kelly Sr. is a CFP® certificant with nine years of experience in financial planning. He is the sole advisor at Kelly Financial Planning, LLC, where he has worked since 2017. He also serves as an independent board member for Warsaw Federal Savings and Loan. Kelly has a background that includes founding Right Path Enterprises, LLC, and a brief affiliation with Rotary International. Kelly Financial Planning, LLC provides comprehensive financial planning primarily for high-net-worth individuals and small businesses. The firm emphasizes written or electronic plans covering various financial areas and favors passive investment strategies without managing client portfolios directly.

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.

Neil Gartner is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been the sole advisor at Gartner Financial Advisors, an independent firm based in Loveland, Ohio, since 2015. Gartner Financial Advisors provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm uses Modern Portfolio Theory to construct tailored asset allocations focused on value, safety, quality, and risk control, and offers both standalone financial plans and an integrated “Concierge” service combining ongoing planning with portfolio management.

Edward Smith is the principal of Smith Capital Management, LLC in Loveland, Ohio, holding the ChFC® designation and Series 63 license with 20 years of industry experience. He has been with Smith Capital Management since 2009 and maintains long-term relationships with several life insurance companies. In addition to his advisory work, he is a licensed independent insurance agent selling fixed insurance products. Smith Capital Management primarily serves individual clients and small business retirement plan sponsors, providing financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis, uses option strategies and ETFs for portfolio management, and supports pension consulting and fiduciary services.

Danielle Seurkamp is a CFP® professional with 14 years of experience in financial planning. She is the founder and sole advisor at Well Spent Wealth Planning, where she has worked since 2019. Prior to that, she spent five years at The Asset Advisory Group, Inc. Well Spent Wealth Planning is an independent, fee-only registered investment adviser serving individuals and families with comprehensive financial planning and discretionary investment management. The firm employs a fundamental, long-term investment approach using low-cost mutual funds and ETFs, with a focus on charitable giving considerations and personalized portfolio oversight.

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.

Won Lee is an investment advisor at TMT Investment Adviser with one year of industry experience. He holds a Series 65 credential and has worked at Procter & Gamble since 1990, where he serves as a Supply Chain Director. TMT Investment Adviser is a state-registered firm offering discretionary investment management and standalone financial planning services to high-net-worth individuals, family offices, and business clients. The firm employs tailored asset-allocation strategies using mutual funds and ETFs, with a virtual-first client engagement model and an institutional custody platform.

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.

David Leisring is a financial advisor with Capital Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at GE Aerospace and the University of Dayton. He is also licensed as an insurance agent, engaging in sales of insurance product offerings. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and small businesses. The firm combines discretionary and non-discretionary advisory services with a strategic investment approach that integrates passive and active funds, periodic rebalancing, and global diversification, while also offering tax preparation, bookkeeping, and payroll services.

William Haase is a financial advisor with 16 years of industry experience, currently affiliated with 365 Wealth Management Group. He holds a Series 66 designation and has worked at Axecap Investments LLC since 2021 and Wells Fargo Advisors Financial Network since 2015. Outside of his advisory role, he owns and manages a catering business named Noms Noms LLC. 365 Wealth Management Group is a small advisory team managing approximately $183 million for about 410 clients. The firm offers asset management, financial planning, and retirement plan services, utilizing a multi-factor equity model that incorporates fundamental, technical, and quantitative analysis across various investment vehicles.