Susan Pack is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. She has been the sole advisor at Pomeroy Financial Planning, LLC in Cincinnati, OH since 1996. Pomeroy Financial Planning is an independent, fee-only firm serving individuals, trusts, estates, and related small-business entities. The firm offers comprehensive and segmented financial planning and investment consulting through a consultative, non-discretionary approach that emphasizes strategic, long-term asset allocation primarily using low-cost index funds and ETFs.

As a client of F2 Wealth, you will enjoy a sense of freedom that comes with having the confidence that you are making the best financial decisions for you and your family. The clients we serve tend to be mid to late career professionals or small business owners. Oftentimes it's a blend of both where we have helped clients successfully navigate the transition from employee to entrepreneur. One area of focus that is shared with all of our clients is planning for a successful retirement. We incorporate both life planning and financial planning to help you navigate the transition from your working years to your retirement years so that you can live your best life. Our clients choose to work with us for our experience and the breadth and depth of the services we offer. Some services are reoccurring while others may only be needed during certain stages of life or life events. Whatever your needs, we follow a rigorous client service calendar that allows you to benefit from our range of services on a proactive basis. These services include, life planning, financial planning, tax planning, investment management, estate planning, insurance planning, and retirement planning. Within these areas there are certain areas of specialization that clients further benefit from including stock option planning, inheritance planning, education planning, retirement income planning, and business planning for the self-employed. Now that you’ve learned about the clients we serve and what we do, you may be interested in a more personal introduction. I’m Eric Ross, CFP®, Principal and Lead Advisor at F2 Wealth. I’ve served as a senior leader during my career as a management consultant and wealth advisor at global firms and boutique firms. Over the course of my career I’ve had the opportunity to serve hundreds of individuals and families seeking to be stewards of their financial lives. I’ve been a speaker at financial industry conferences and my expertise has appeared in national media outlets. I volunteer as a Certified Business Coach to help entrepreneurs successfully launch their businesses. I’m also highly engaged in the financial planning community having served in leadership roles at national organizations and participating in the financial planning student program at The Ohio State University where I also serve as a mentor in The Fisher College of Business. I’m excited to meet you and to help you lead a confident financial life.

Michael Masterson is a CFA® charterholder with 12 years of industry experience. He is the principal of Masterson Investment Counsel, an independent advisory firm he has led since 2019. Prior to founding his firm, he worked at 1919 Investment Counsel and Bank of America. Masterson Investment Counsel provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, and institutional clients, including pension and charitable organizations. The firm uses a value-oriented investment approach based on fundamental analysis and discounted cash flow estimates, managing portfolios within customized asset-allocation targets and incorporating ESG, faith-based, or values-based guidelines when requested.

Neil Gartner is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been the sole advisor at Gartner Financial Advisors, an independent firm based in Loveland, Ohio, since 2015. Gartner Financial Advisors provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm uses Modern Portfolio Theory to construct tailored asset allocations focused on value, safety, quality, and risk control, and offers both standalone financial plans and an integrated “Concierge” service combining ongoing planning with portfolio management.

My goal is to help bring order to your financial life and help you make smarter financial decisions. I do this by focusing on what you care about the most – your spending ability. Together, we will figure out how much you can safely spend each year and how much you need to save. We will look for ways to safely increase your standard of living. My clients seek advice on a wide variety of issues. But they all share one thing in common… they want professional guidance and support to help them navigate the complexities of their financial life. We will work collaboratively because it is important that you be a part of the financial planning process. We will have real discussions about money and the things you want to accomplish in life. We will figure out how to put you back in charge of your finances and on the path to financial freedom. I grew up in Lexington, Massachusetts and then attended college in Tampa, Florida where I earned an undergraduate degree in finance from the University of South Florida. After graduating from college, I moved to San Diego, California where I lived for about 15 years working mostly in finance and accounting. In 1986, I obtained my California CPA license. In 1992, I became a Certified Financial Planner. In 1996, I returned to Massachusetts to become a partner in a local CPA firm and also obtained my Massachusetts CPA license. And then in 2004, I founded Spillane Financial Planning, Inc. to better serve the financial planning and investment needs of my clients. In 2023, after more than 25 years in Massachusetts, my wife and I decided to relocate to the historic town of Lebanon, Ohio. Over the years, I have gained valuable knowledge, experience, and insight that will benefit my clients. I look forward to hearing from you.

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.

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 and has led Deeter Advisory Group, LLC since 2010. 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, as well as retirement plans and charitable organizations. The firm typically implements client investment plans on a discretionary basis, using a long-term investment approach complemented by various strategies and offers specialized services including charitable giving, estate techniques, and pension consulting.

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 with Capital Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at GE Aerospace and the University of Dayton. He is also licensed as an insurance agent, engaging in sales of insurance product offerings. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and small businesses. The firm combines discretionary and non-discretionary advisory services with a strategic investment approach that integrates passive and active funds, periodic rebalancing, and global diversification, while also offering tax preparation, bookkeeping, and payroll services.

William Haase is a financial advisor with 16 years of industry experience, currently affiliated with 365 Wealth Management Group. He holds a Series 66 designation and has worked at Axecap Investments LLC since 2021 and Wells Fargo Advisors Financial Network since 2015. Outside of his advisory role, he owns and manages a catering business named Noms Noms LLC. 365 Wealth Management Group is a small advisory team managing approximately $183 million for about 410 clients. The firm offers asset management, financial planning, and retirement plan services, utilizing a multi-factor equity model that incorporates fundamental, technical, and quantitative analysis across various investment vehicles.

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.