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 credential and three years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services and GE Aerospace. Leisring is also licensed as an insurance agent for Capital Advisory Services. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, trusts, and small businesses. The firm combines discretionary and non-discretionary management with a strategic asset allocation approach and also offers in-house tax preparation, bookkeeping, and implementation support for insurance and annuity transactions.

William Haase is a financial advisor at 365 Wealth Management Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. Outside of advisory work, he owns a catering business in Cincinnati. 365 Wealth Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, and retirement plan sponsors. The firm employs a multi-factor approach to equity selection and offers services including discretionary portfolio management and operation of a turnkey asset management platform.

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His work history includes roles at National Asset Management, United Advisors Services, and Ameriprise Financial Services. He 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 with wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term and ETF/mutual-fund focused, using fundamental and technical analysis while accommodating shorter-term trading 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.

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.

Jeremiah Mccarthy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Wealth Advisors, LLC since 2005. In addition to his advisory role, he is a partner at McCarthy Tax Services, where he provides tax preparation services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities, primarily utilizing third-party manager programs and model portfolios. The firm operates with a fiduciary standard for retirement accounts and maintains an affiliation with an accounting practice for integrated tax and advisory services.

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.

Hunter Collier is a financial advisor at KLD Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Insurance Company of America. KLD Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm designs personalized asset allocation plans using a combination of passive and active strategies, including ETFs and mutual funds, and manages accounts on a discretionary basis with quarterly reviews.

Christopher Merz is a financial advisor at McBryar Advisory Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining McBryar Advisory Services, Merz worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. McBryar Advisory Services provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach and utilizes co-advisor arrangements where third-party managers handle discretionary trading while McBryar delivers relationship services and ongoing monitoring.

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.

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.

Joseph Wilson III is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Lakota East High School, and GF Investment Services. Wilson is also the managing member and licensed agent at Wilson Private Capital, LLC, an insurance sales firm. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using a combination of model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing.

Nathanial Parker is a financial advisor at Rik Saylor Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he serves as a notary public. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk-assessment tools, allocating across various asset classes including ETFs, equities, debt instruments, options, 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.

Christian Gilbert is a CFP® with 18 years of industry experience, currently serving at McCarthy Wealth & Tax Advisors in Springboro, OH. He has worked with Wealth Advisors, LLC and McCarthy Tax Services, LLC since 2006. In addition to his advisory role, he assists with tax preparation and administrative tasks at McCarthy Tax Services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities. The firm utilizes third-party manager programs and model portfolios, monitoring manager performance to maintain alignment with client objectives, and is affiliated with an accounting practice to provide integrated tax and financial services.

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.