Wesley Cuprill is a financial advisor with Money & Clarity in Cincinnati, OH, holding a Series 65 license and having four years of industry experience. He previously worked at Advisor Architect, where he served as Director of Sales & Marketing for consulting and content marketing services targeting financial advisors. Mr. Cuprill is also separately licensed as an independent insurance agent. Money & Clarity serves institutional and pooled investment clients, focusing on third-party money manager selection, advisory support for self-directed brokerage accounts within retirement plans, and financial planning with educational programming. The firm emphasizes model-driven managers and platform monitoring, while also offering coaching and business systems to other financial advisors.

Arthur Owens is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at VanWeelden Wealth Management, LLC and has previously worked at Edward Jones and Concourse Financial Group Securities, Inc. Owens is also a licensed insurance agent involved in insurance sales and implementation. 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 long-term investment approach with tactical adjustments, using a three-pronged portfolio framework and incorporating third-party defensive strategies when appropriate.

Dennis Marinich II is a financial advisor with Future Financial Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and Wells Fargo Advisors Financial Network from 2016 to 2018. Marinich is also licensed as a fixed life insurance agent. Future Financial Wealth Management Group provides discretionary investment management and comprehensive financial planning to individuals, small businesses, and retirement plans. The firm employs both passive and active investment strategies and offers personalized portfolio construction along with planning services including estate, tax, cash-flow, business, and insurance reviews.

Edward Kolanko is a financial advisor with Baynes Investment Counsel LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Baynes in 2024, he was associated with Allstate Insurance Company and operated his own practice, Kolanko Capital. Outside of his financial career, he serves as a councilman for the Village of Walbridge, Ohio, and has officiated basketball for the Ohio High School Athletic Association since 2008. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, offering services that include tailored investment policy statements, educational workshops, and access to private investment opportunities for accredited investors.

Matthew Beamer is a CFP® professional at Coordinated Financial Planning Corp with three years of industry experience. He has been with Coordinated Financial Planning, Inc. since 1996. Coordinated Financial Planning serves individual and high-net-worth clients, as well as pension plans and charitable organizations, providing discretionary portfolio management and written financial plans. The firm combines model-based investment supervisory services with individualized portfolio management, employing an active risk framework that adjusts equity and fixed-income exposures based on market valuations, investor psychology, and monetary conditions.

Eric Roth is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Hero Investors, LLC since 2014. He is also the owner of ROTH CPA & ASSOCIATES LLC, a tax preparation and accounting firm he has operated since 2006. Hero Investors, LLC serves individuals, pension and profit-sharing plans, and corporations by providing financial planning, pension plan education, and recommending third-party investment advisers. The firm does not manage client assets directly but acts in a co-advisor capacity, focusing on individualized asset-allocation analysis and ongoing monitoring of recommended advisers.

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.

Eric Hamberg is a CFP® professional with 19 years of industry experience, currently serving at Rik Saylor Financial, Inc. He has held roles at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Hamberg serves as a board member and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting unprivileged babies. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset classes and third-party technology platforms to support account management and reporting.

William Haase is a financial advisor with 42 years of industry experience, currently affiliated with 365 Wealth Management Group. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory work, he organizes and performs as a trumpet player in a brass quintet that plays at churches and retirement homes. 365 Wealth Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plan sponsors, and private fund investors. The firm employs a multi-factor approach to equity selection and offers discretionary portfolio management, retirement plan advisory, and a turnkey asset management platform that supports sub-advisory relationships.

Michael Moloney is a CFP® and Series 65-registered financial advisor with Meyer Gates Financial Advisors, Inc, based in West Chester, OH. He has 16 years of industry experience and also serves as the managing shareholder and an attorney at Sebaly Shillito & Dyer, a legal professional association. Moloney has been with Sebaly Shillito & Dyer since 1990 and with SS&D Financial, LLC since 2003. Meyer Gates Financial Advisors provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both fundamental and technical analysis, managing approximately $151 million for about 163 clients.

Zachary Holtmeier is a financial advisor at Union Strategic Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and MAI Capital Management. Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, estates, business entities, retirement plans, and donor-advised funds, along with business consulting services for small and medium-sized businesses. The firm uses fundamental analysis and a long-term investment approach, managing portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments, and sponsors its own wrap-fee program.

Douglas Meyer is a financial advisor with Meyer Gates Financial Advisors, Inc. He holds a Series 65 designation and has nine years of industry experience. He has worked at SS+D Financial, Inc. since 2014. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for about 163 clients.

Nathanial Parker is a financial advisor at Rik Saylor Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Outside of his advisory role, he is a notary public. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and consulting services to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and third-party risk assessments, offering a range of investment options including ETFs, equities, debt instruments, derivatives, and alternative investments.

Daniel Cuprill is a CFP® professional with 23 years of industry experience, currently serving at Money & Clarity. His prior roles include a position at MPM Wealth Advisors/CCO from 2014 to 2018. Outside of his advisory work, he is licensed as an independent insurance agent and founded Advisor Architect, LLC, a business coaching company for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles, focusing on asset-allocation recommendations and outsourcing implementation to third-party managers. The firm offers financial planning, educational seminars, and publishes practitioner-focused content, combining advisor-facing products with a role in selecting and referring third-party managers.

Matthew Alatorre serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. Matthew holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). With over 14 years of industry experience, Matthew has guided individuals, families, corporate executives, and business owners through a range of financial planning needs, including investments, retirement planning, college education planning, estate planning, lending, and insurance. He also holds the titles of Senior Portfolio Advisor and Senior Financial Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. Matthew earned a Bachelor's Degree from Miami University and is actively involved in his community. He serves on the Advisory Board at the Fairfield YMCA and the Investment Committee at the Greater Miami Valley YMCA. Additionally, he coaches youth sports such as basketball, baseball, and soccer. Matthew participates in organizations including Adopt-A-Class Cincinnati and the Boys & Girls Club of Greater Cincinnati. He is married with four children and values faith, family, finances, and fun.

Andrew Finlay is a CFP® with two years of industry experience, currently serving as an advisor at Kellett Wealth Advisors, LLC. His prior experience includes roles at Plante Moran Financial Advisors and UBS. Kellett Wealth Advisors primarily serves individual and high-net-worth clients, as well as trusts, retirement plans, and other business entities. The firm offers comprehensive portfolio management that integrates financial planning and retirement plan consulting, using a tailored investment approach that incorporates fundamental and technical analysis, asset allocation, and active rebalancing.

Peter Schmitt is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is a principal at Schmitt Wealth Advisers, LLC, where he has worked since 2015. The firm provides financial planning, consulting, and investment management services primarily to individuals and families, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schmitt Wealth Advisers emphasizes risk management through proprietary model strategies that allocate across multiple asset classes and incorporates a secondary screening process to exclude investments in certain controversial sectors.

Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.

Michael Livingston is a CFP® with 28 years of experience in financial services. He is currently with Fountain Square Asset Management and previously worked at Cetera Wealth Services, Securities America, and Concourse Financial Group Securities. He serves on the advisory board for the School of Business at Gateway Technical and Community College, providing guidance on business programs and potentially speaking to classes about personal financial planning. Fountain Square Asset Management is an SEC-registered firm offering tailored portfolio management and financial planning to individuals, corporations, and institutions. The firm employs model portfolios with a focus on asset allocation and integrates various analytical approaches, serving approximately 330 client accounts with discretionary and non-discretionary management options.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.