Richard Fein is a CFP® and Series 65-licensed financial advisor with 19 years of industry experience. He has led Fein Advisors since 2004, providing financial planning and investment consulting services from Cincinnati, OH. Fein Advisors delivers personalized financial planning and retirement plan reviews for individual clients, focusing on comprehensive recommendations without discretionary portfolio management. The firm emphasizes flat-fee or hourly engagements and does not take custody of client assets, allowing clients to maintain control over their investment execution.

Steven French is the sole advisor at Harvest Money | Invest Your Faith, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been affiliated with OBS Brokerage Services, Inc. since 2012 and has managed Member Map LLC since 2010. Outside of advisory work, French is the managing member of Harvest Financial Resources LLC, which provides accounting, bookkeeping, and tax services. Harvest Money serves individual clients, including high-net-worth individuals, offering discretionary investment management combined with financial planning. The firm employs a primarily passive investment strategy using index funds and ETFs, supplemented by active management techniques, and provides integrated accounting and tax services through its affiliated entity.

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.

John Cioffi is a financial advisor at Vertice Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cullen Cioffi Capital Management and Vertice Capital Advisors, LLC. Outside of his advisory role, he serves as Vice President of the Sutherland Community Home Owners Association and owns an LLC with interests in various restaurant franchises. Vertice Capital Partners provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach that includes ETFs, options strategies, and quantitative methods, managing accounts generally on a discretionary basis aligned with client objectives and risk tolerances.

Vincent Forte is a financial advisor at Shawnee Investments & Planning with 10 years of industry experience. He has worked at several firms including HD Vest Advisory Services and Concentric Wealth Management. He holds a Series 66 designation and maintains an insurance license for client advice and education, though he does not receive commissions or renewal payments for these services. Shawnee Investments & Planning is a small, independent advisory firm serving individual clients, retirement plan sponsors, foundations, charities, and small businesses. The firm offers comprehensive financial planning, portfolio management, and educational workshops, and applies a Modern Portfolio Theory-based investment approach with core-and-satellite construction and fundamental equity analysis. The firm is notable for its pension and retirement-plan consulting services and regular complimentary educational workshops.

Thomas Isgrig is the sole advisor at Isgrig Capital Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with 20 years of industry experience. He has led his independent advisory firm since 2005. Isgrig Capital Asset Management serves individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm provides modular financial planning, qualified plan consulting, and third-party investment adviser recommendations, typically outsourcing portfolio management while focusing on broadly diversified, tax-efficient indexed ETFs and mutual funds.

Michael Schelle is a CFP® with eight years of industry experience, currently serving as the sole advisor at Cloudsplitter Financial Planning, LLC in Cincinnati, OH. His prior experience includes positions at Clear Perspectives Financial Planning, LLC and The Mather Group, LLC. Cloudsplitter Financial Planning, LLC is a fee-only independent firm serving individuals and high-net-worth clients. The firm offers comprehensive financial planning and investment advisory services with a focus on tax-aware, diversified portfolios primarily constructed with low-cost passive ETFs and individual or municipal bonds.

Ralph Hodge is a financial advisor at Silverleaf Investment Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Silverleaf Capital Advisors, LLC since 2008. Silverleaf serves income-focused private and institutional clients by managing taxable and tax-exempt fixed-income portfolios, providing investment consulting, performance evaluation, and RFP evaluation. The firm operates as a single-advisor practice with a limited client base, offering discretionary management and institutional consulting services.

Chad Lively is a CFP® and holds a Series 66 license with five years of experience in financial advising. He founded Lively Financial LLC, where he serves as the sole advisor, and has prior experience with firms including Bankers Life and Touchstone Securities. Outside of his advisory work, he is a tax expert at Intuit, a role unrelated to his investment activities. Lively Financial LLC serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning that includes tax planning and preparation. The firm emphasizes non-discretionary management and incorporates a range of investment analyses and strategies, while also offering educational resources such as a monthly newsletter and seminars.

Ryan Cullen is the principal owner and Chief Executive Officer of Cullen Investment Group with six years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley and is currently involved with Cullen Cioffi Capital Management. Cullen Investment Group provides portfolio management and financial planning services to institutional and individual clients, employing a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and quantitative analysis. The firm emphasizes listed ETFs, index volatility products, and option strategies, managing accounts primarily on a discretionary basis through Interactive Brokers.

Nicole Slattery is a Series 65-licensed financial advisor based in Cincinnati, Ohio, and the sole advisor at Radiant Wealth Advisory, LLC. She has worked at several firms including The Hillman Group and Beyond Belief Barriers, with experience spanning over a decade. Outside of financial advising, she operates a separate spiritual consulting and educational services business. Radiant Wealth Advisory provides discretionary investment management and comprehensive financial planning, serving creatives, small business owners, couples, and individuals experiencing major life transitions. The firm uses a hybrid investment approach combining structured portfolio frameworks with personalized strategies and also offers educational workshops and optional insurance consulting.

Gerald Adams is a financial advisor with Adams and Co Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Pacific Life Insurance and Benefit Bank Distributors, as well as operating as a sole proprietor. Adams and Co Financial Services provides discretionary portfolio management, financial planning, and estate-planning facilitation primarily for individual and high-net-worth clients. The firm employs an integrated investment approach using fundamental analysis, technical timing, and macroeconomic regime analysis to guide equity and ETF allocations, often managing accounts on a discretionary basis with strategies that may include covered-call writing.

I’m focused on helping families have the confidence to make memories today knowing that they are making progress on financial independence. I am the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat Fee firm. Before launching Quiet Wealth Management, I was a Portfolio Manager and Advisor at UBS Financial Services and started my career at Merrill Lynch. My experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path. My specialties include: - Financial Planning - Investment Management - Tax Planning & Preparation - Asset Protection - Wealth Transfer & Legacy Planning - Retirement Planning Income & Distribution Planning - Charitable Giving

Robert Young is the sole advisor at Robert J Young, an independent firm based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including a tenure at J.P. Turner & Company. Outside of his advisory work, he serves as the treasurer for a local political campaign committee. Robert J Young provides asset management, financial consulting, and planning services to individual clients and families. The firm employs model asset-allocation strategies using no-load mutual funds, ETFs, and individual equities, tailoring portfolios based on client objectives and risk tolerance.

Daniel Bussone is a CFP® with 28 years of industry experience and has been the sole advisor at Dean Financial Advisory, LLC since 2010. He holds a Series 63 license and is based in Cincinnati, OH. In addition to his advisory role, he spends limited time selling and servicing insurance products. Dean Financial Advisory is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and comprehensive financial planning services. The firm manages approximately $36.9 million in assets, focusing on customized asset allocations informed by macroeconomic analysis and behavioral finance, and emphasizes cost control and risk management in its investment approach.

Matthew Bremer is a financial advisor at Queen City Wealth Partners LLC in Cincinnati, OH, holding a Series 65 designation. He has held various roles in the financial services industry since 2014, including positions at FTJ Fundchoice, Orion, Stifel Financial, Hightower Advisors, Worldpay, and Global Payments. Queen City Wealth Partners provides investment management and financial planning services to individuals and high-net-worth clients, employing a blend of Modern Portfolio Theory and fundamental analysis. The firm uses a combination of passive and active investment vehicles and routinely selects and monitors outside advisers and model portfolios as part of its service approach.

Robert Hertsenberg is a financial advisor at Marsh Financial Group in Cincinnati, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner and principal representative of Hertsenberg Financial Services, an insurance agency, since 1991. Marsh Financial Group provides discretionary portfolio management and retirement plan consulting for individuals, high-net-worth clients, personal trusts, and business plan sponsors. The firm employs a long-term, fundamental analysis approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Katharine Morgan is a financial advisor at Kairos RIA, LLC in Cincinnati, OH, with one year of industry experience. She holds a Series 66 designation and has prior experience with LPL as well as operating her own advisory business, Katharine T. Morgan LLC. Kairos RIA, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a tailored approach that includes investment policy development, asset allocation, and ongoing monitoring, employing cyclical, fundamental, and technical analysis within a long-term trading framework.

Charles Marsh is a financial advisor at Marsh Financial Group in Cincinnati, OH, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Marsh Financial Group since 2011. His prior roles include positions with Nationwide Securities, 1717 Capital Management, and Nationwide Life Insurance Company. Marsh is also active as an insurance agent for various product sponsors. Marsh Financial Group provides discretionary portfolio management and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, and small business retirement plan sponsors. The firm employs a primarily long-term investment approach using mutual funds, ETFs, stocks, bonds, and options, alongside tactical trading and custom asset allocation tailored to client objectives.

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.