Benjamin De Bord is a financial advisor at Rovia Tree Financial LLC in Lebanon, Ohio, holding a Series 65 designation with six years of industry experience. He has been with Rovia Tree Financial since 2019 and was self-employed from 2015 to 2019. Rovia Tree Financial provides fee-only financial planning services to individuals and families, focusing on a holistic assessment of clients’ financial situations. The firm’s investment guidance is based on Modern Portfolio Theory and emphasizes diversified portfolios using mutual funds and ETFs, combining passive, strategic, and tactical asset-allocation strategies without discretionary trading or custody of client funds.

Keshar Ghimire is a financial advisor at Devtara Financial with a Series 65 designation and no prior industry experience. He has worked at the University of Cincinnati since 2016, currently serving in an academic role. Outside of advising, he maintains full-time academic employment as an economics professor. Devtara Financial offers comprehensive financial planning and advisory services to individuals, families, and small business owners, focusing on passive investing and Modern Portfolio Theory. The firm provides advice-only financial plans without managing client assets, using an hourly fee model and emphasizing long-term, low-cost investment strategies.

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.

Jonathan Ford is the sole advisor at JFJ Advisory Services LLC in Morrow, Ohio, holding a Series 65 credential with three years of industry experience. Prior to founding JFJ Advisory Services in 2022, he worked at Mathanasium and Microcenter. JFJ Advisory Services provides personalized financial planning and discretionary investment management to individuals and families, along with retirement plan consulting for employer plan sponsors. The firm employs long-term buy-and-hold strategies with tactical adjustments, managing portfolios that may include stocks, bonds, ETFs, options, and digital assets.

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.

Joshua Deeter is a CFP® professional with 22 years of industry experience. He is the principal advisor at Deeter Advisory Group, LLC, an independent firm he founded in 2010. Prior to that, he worked at David Bodnar Advisors LLC and Advantage Capital Corporation. 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, while also serving retirement plans and charitable organizations. The firm develops tailored financial profiles and investment plans, typically managing portfolios on a discretionary basis with a long-term investment orientation, and offers specialized services including pension consulting and charitable giving strategies.

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.

Christopher Ward is a CFP®-certified financial advisor with 20 years of industry experience, currently leading Entrypoint Wealth Management in Cincinnati, OH. Prior to founding Entrypoint in 2020, he worked at Charles Schwab and Charles Schwab Bank for eight years. Outside of financial advising, he serves as CFO for CTBW LLC, overseeing accounting operations for a regional coffee shop. Entrypoint Wealth Management serves individual and high-net-worth investors, as well as organizational clients including nonprofits and trusts. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting for special situations, employing a diversified and tactical investment approach with an emphasis on tax efficiency and alternative investments.

Jeroen Van Leersum is a financial advisor at Wyoming Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2019. Outside of advising, he serves as president of Holland Residential Properties, LLC, a business involved in residential property holdings. Wyoming Wealth Management provides investment advisory and integrated financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement/pension plans. The firm uses a strategic asset allocation approach with a proprietary methodology, combining multiple analytical techniques to construct and monitor diversified portfolios.

Charles Kuhn Jr. is a financial advisor with ARG Private Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. He previously worked at Trinity Wealth Management, LLC for 16 years and has maintained Charles N Kuhn & Associates since 2006. Outside of advisory work, he is a partner and owner in KO Properties Ltd., which manages various residential real estate properties. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, foundations, endowments, and retirement plans. The firm manages accounts primarily on a discretionary basis using diverse investment strategies and offers pension and retirement plan consulting along with selection-of-advisers services.

David Leisring is a financial advisor at Capital Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Berthel, Fisher & Company Financial Services, Inc. and GE Aerospace. In addition to his advisory role, he is also involved in insurance sales as an agent through Capital Advisory Services. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm employs a strategic asset allocation combining passive and active investment funds and offers additional services such as tax preparation, bookkeeping, and payroll.

William Haase is a financial advisor at 365 Wealth Management Group with 17 years of industry experience. He holds a Series 66 credential and has worked previously at Edward Jones and Wells Fargo Advisors. Outside of his advisory work, he owns and operates a catering business in Cincinnati. 365 Wealth Management Group provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and private fund investors. The firm employs a multi-factor approach combining fundamental, technical, and quantitative analysis to manage portfolios tailored to client objectives and risk tolerances.

Roy McGuffin is a financial advisor at Kapstone Financial Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Inc., United Advisors Services, LLC, and National Asset Management. McGuffin is also a licensed insurance professional, dedicating less than 10% of his time to that activity. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services. The firm focuses on long-term, ETF and mutual fund investments, combining fundamental and technical analysis while accommodating shorter-term trading for portfolio needs.

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.

Kevin Mullendore is a financial advisor at Bullseye Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2021. Outside of his advisory role, Mullendore works as a Ramsey Preferred Financial Coach, assisting individuals and couples with communication, money behavior, goal setting, budgeting, debt reduction, and retirement preparation. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm uses global macro, cyclical, and fundamental analysis to implement portfolios through mutual funds, ETFs, equities, fixed income, and other liquid instruments tailored to each client’s Investment Policy Statement.

Mark Casella is a financial advisor with Argentarii, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Prior to joining Argentarii in 2024, he worked for Coppertree Ltd. for 19 years. Outside of advising, he is involved in several non-investment ventures, including serving as owner and board member of FC Industries, president of the SaaS platform company Clariata, LLC, and chair of a local TIGER 21 group. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, and charitable organizations, providing discretionary portfolio management, family office services, and access to alternative investments and private placement opportunities. The firm employs model portfolios and third-party SMA managers and is involved directly in pooled and private investment vehicles.

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.