James Pommert is a financial advisor at Equitta Advisors LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Equitta Advisors in 2017, he worked at Kansas City Life Insurance Company and Krilogy Financial. Outside of advising, Mr. Pommert has minority ownership interests in a pet nutrition company and a HIPAA compliance firm. Equitta Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, physicians, and small businesses. The firm employs a model-based approach grounded in Modern Portfolio Theory, focusing on diversified, low-cost mutual funds and ETFs while allowing customized portfolio management to address tax or legacy considerations.

Anjana Batra is a financial advisor at The Prosperity People with a Series 65 designation and no prior industry experience. She worked at Procter & Gamble for 19 years before becoming self-employed in 2024. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages approximately $127 million in discretionary assets using model portfolios with diverse asset allocation strategies and combines fundamental, technical, quantitative, and qualitative analysis in its approach.

Jereme Ransick is a CFP® with 22 years of experience in financial advising, currently practicing at Principled Wealth Advisors, LLC in Covington, KY. He has been with Principled Wealth Advisors and Commonwealth Financial Network since 2005. Outside of his advisory work, he is a co-owner of Hog Gap Hollow, LLC, a real estate management entity in Kentucky. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and third-party manager services, using a Modern Portfolio Theory-based approach with strategic asset allocation across various asset classes and model portfolios.

Janet Zorko is a financial advisor at Integrity Wealth Management, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Management since 2004, as well as at Integrity Realty Management from 2005 to 2018. Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies including option writing and exposure to various asset classes, managing approximately $105.4 million in discretionary assets.

Anita Eisthen is a CFA® charterholder with 18 years of industry experience. She has been with Labrador Investments, LLC since 1998. Labrador Investments provides discretionary and non-discretionary investment management primarily to individuals, retirement accounts, and trusts, serving both retirees and growth-oriented clients. The firm integrates portfolio management with financial planning and offers estate-planning advice and tax preparation through an affiliated CPA practice.

Angelo Mancini Jr. is a financial advisor at Fountain Square Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group Securities Inc. and Cetera Wealth Services, LLC. Mancini also provides life and annuity insurance products as part of his professional activities. Fountain Square Asset Management is an SEC-registered firm that offers tailored portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, employing a model portfolio approach with discretionary and non-discretionary options, emphasizing asset allocation, tax awareness, and client-imposed investment restrictions.

Timothy Fitzharris is a financial advisor at Dinergy with 18 years of industry experience. He holds a Series 66 designation and has been with Dinergy and its affiliated entities since 2016. Prior to that, he worked at Horter Investment Management for two years. Fitzharris serves as a board member and treasurer of the Lakota Family YMCA and is involved in managing several local business ventures. Dinergy provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes tactical risk and volatility management through its Dinergy Tactical Risk & Investment Management Program and utilizes a due-diligence process when allocating to third-party money managers.

Luke Merry is a CFP® with ten years of experience in the financial services industry. He is currently a co-owner and advisor at Principled Wealth Advisors, LLC, and previously worked at Commonwealth Financial Network and Fidelity Brokerage Services. Outside of his advisory role, he founded Little Liturgy, a business focused on 3D printing and selling toy figures. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing a Modern Portfolio Theory-based investment approach with access to third-party managers and model portfolios.

Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.

Matthew Eltringham is a financial advisor at Benchmark Wealth Management in Cincinnati, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthquest Corporation and Fifth Third Securities, Inc. Outside of advising, he serves as an officer for The Evan McPherson Foundation, a nonprofit organization. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs a strategic asset allocation approach combined with tax-aware rebalancing and tactical adjustments, utilizing a range of investment vehicles and option strategies to address income and downside protection goals.

Gregory Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, bringing 18 years of industry experience. He has been with Brown Financial Advisors since 2008 and also manages Brown Insurance & Tax Advisors, where he spends about 25% of his time on insurance sales and tax preparation. Brown Financial Advisors provides fee-based financial planning and asset management services to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor relationship with Gradient Investments to manage third-party model portfolios and combines fundamental and technical analysis in its planning and review processes.

Lauren Morris is a financial advisor at Retirement Plan Advisors Ltd with 11 years of industry experience. She holds a Series 65 designation and has been with Retirement Plan Advisors LLC since 2014. In addition to her advisory role, she operates a registered business in Ohio providing part-time administrative support. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes retirement-plan consulting and fiduciary governance, utilizing fundamental analysis and a range of investment vehicles to manage client portfolios.

Patrick Lysaght is a financial advisor with Eukles Asset Management, LLC in Cincinnati, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Eukles Asset Management since 2012 and is also associated with LPL Financial since 2011. Outside of his advisory role, he owns PL47 Productions and is involved in developing a web and mobile application called "Budget Even." Eukles Asset Management provides discretionary model portfolio management and advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm employs model asset-allocation portfolios tailored to client goals and tax considerations, using fundamental analysis, ETF selection, asset allocation, and options strategies, managing accounts on a discretionary basis with quarterly reviews.

Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.

Myron Borth II is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Brown Financial Advisors, LLC since 2012 and also serves as vice president, insurance agent, and tax preparer at Brown Insurance & Tax Advisors. Additionally, he works as a loan officer at Gradient Home Mortgage, LLC. Brown Financial Advisors serves individual and high-net-worth clients by providing portfolio management through third-party co-advisors, along with financial planning and consulting services. The firm manages approximately $299 million in discretionary assets and supports around 679 client relationships across five offices.

Marianne Woodburn is a financial advisor at Labrador Investments, LLC in Cincinnati, Ohio, with 10 years of industry experience. She holds a Series 65 designation and has worked at Labrador Investments since 2014, as well as Lifetime Financial Growth since 2010. Outside of investment advisory, she is involved as an insurance agent assisting clients with life insurance, disability, and long-term care needs, and also provides small business advisory services. Labrador Investments, LLC offers discretionary and non-discretionary investment management primarily to individuals, IRAs, and trusts, serving both retirees and growth-oriented clients. The firm emphasizes diversified, income-producing portfolios for retirees and tailored growth strategies for non-retirees, combining long-term investment approaches with fundamental and technical analysis, and integrates tax preparation services through an affiliated CPA practice.

Neal Schear is a financial advisor at Schear Investment Advisers, LLC in Cincinnati, Ohio, with 18 years of industry experience. He holds a Series 65 designation and has been involved in investment management since 1980 through various entities, including Schear & Schear and Schear Capital Inc. Outside of his advisory role, he manages an investment partnership, Schear Investment Partners LP, dedicating significant time to its operations and investment decisions. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, concentrating portfolios in marketable securities such as equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

Kevin Barto is a CFP® professional with five years of experience at Coordinated Financial Planning Corp and a prior eight years in the restaurant industry. He is based in Cincinnati, OH. Coordinated Financial Planning Corporation is an SEC-registered adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm manages roughly $343 million and offers discretionary portfolio management using model and individualized approaches that incorporate fundamental and technical analysis, with an actively managed risk model adjusting equity exposure based on market conditions.

Matthew Bell is a CFA® charterholder and holds a Series 66 license. He is the principal of MVRK Financial Consultants, LLC in West Chester, Ohio, where he has worked since 2026. His prior experience includes roles at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. Outside of advising, he previously worked with Wyzant Tutoring. MVRK Financial Consultants, LLC offers comprehensive, customized advisory and family office consulting services primarily to high-net-worth individuals, families, and related entities. The firm provides strategic oversight and recommendations without discretionary trading authority, coordinating financial, estate, tax, legal, philanthropic, and operational matters on behalf of clients.

Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Faith Financial Advisors since 2013 and is also associated with Osaic Wealth Inc. since 2004. Outside of her advisory work, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading when appropriate.