Michael Bowling is a CFA® charterholder and Series 65 licensed advisor based in Cincinnati, Ohio, with 19 years of industry experience. He has led Beechwood Capital Management, Inc. since 2006 and concurrently serves as a mathematics instructor at Xavier University, a role he has held since 2005. Beechwood Capital Management provides discretionary portfolio management to individuals, retirement accounts, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach focusing on equity portfolios and closed-end funds, managing accounts on an individualized basis with consideration for client-specific factors.

Colby Gleckler is a Series 65 licensed advisor at Bear & Eagle Investments LLC with one year of industry experience. His prior work includes roles at Woodland Golf Course and Cintas, as well as ongoing employment at the University of Cincinnati. Bear & Eagle Investments LLC serves individuals and households, including high-net-worth clients, by providing discretionary portfolio management and financial planning services. The firm employs a fundamentally oriented, value-focused investment approach using financial-statement analysis and quantitative screens to construct diversified, client-tailored portfolios.

Donald Felty Sr. is a financial advisor with Donald Felty, LLC, holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. He has worked at Donald Felty LLC since 2001 and has been affiliated with Transamerica Life Services since 1986. Donald Felty LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored investment portfolios, managing stocks, bonds, mutual funds, ETFs, REITs, and options with ongoing supervision.

Bethany Huffman is a Certified Financial Planner™ with 16 years of industry experience. She is the sole advisor at Huffman Wealth Management, where she has worked since 2022. Prior to that, she was with Bohmer Kilcoyne Wealth Management LLC for nine years and LPL Financial Corporation for 15 years. She is also a licensed notary public in Ohio. Huffman Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm uses proprietary, model-based strategies focused on risk management and tailors allocations to client risk profiles, while also offering client-only tax preparation services and insurance product sales through licensed advisors.

Daniel Armstrong is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Solido Financial LLC, an independent firm based in Cincinnati, OH. Prior to establishing Solido Financial, he held roles at The Leaders Group Inc and has been managing Solido Insurance since 2012. He serves on the finance committee at Mt. St. Mary’s Seminary, where he volunteers to review financials and the endowment. Solido Financial LLC provides investment supervisory services and financial planning to individuals and corporate clients, including high-net-worth individuals. The firm manages approximately $19.3 million across a diverse range of investments, employing both fundamental and technical analysis and offering discretionary portfolio management with access to model portfolio technology and commissionable insurance products through its affiliated entities.

David Moerlein is a financial advisor at Belay Finance with one year of industry experience. He holds a Series 65 designation and previously worked at Google, Inc. for 15 years. Outside of advising, he owns Moerlein Publishing, LLC, a separate publishing and consulting business. Belay Finance provides financial planning and consulting services to individuals and high-net-worth clients, focusing on cash flow, retirement, tax reduction, risk management, and estate preservation. The firm offers educational seminars and delivers written plans and recommendations without managing client assets or offering discretionary portfolio management.

Debora Caley is the principal advisor at Richwood Investment Advisors, LLC in Cincinnati, OH, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has led Richwood Investment Advisors since 2010. Outside of her advisory work, she owns and manages several non-investment-related businesses, including a wholesale office furniture company. Richwood Investment Advisors provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized Investment Policy Statements and employs a combination of fundamental and technical analysis in its investment approach.

Victor Moy is the principal of Moy Investment Management, LLC in Cincinnati, OH, holding the CFA® designation and Series 63 license with 25 years of industry experience. He has led Moy Investment Management since 2009. Moy Investment Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and retirement plans. The firm offers tailored investment programs based on fundamental, quantitative, and modern portfolio theory methods, and is notable for its institutional and pension consulting services, including ERISA advisory roles and participant education.

Kevin Aug is a CFA® charterholder and principal of Anchor Wealth Advisor in Cincinnati, OH, with six years of industry experience. He previously worked at Constellation Wealth Advisors for five years and JP Morgan Asset Management for ten years. Anchor Wealth Advisor is an independent firm providing discretionary asset management and recommending third-party managers to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment approach with portfolio monitoring, rebalancing, and occasional use of alternative investments.

Matthew Richardson is a Series 65-licensed advisor with seven years of industry experience. He is currently with Calculated Wealth and has prior experience at Stillpoint Capital and Manley Deas Kochalski LLC. He is also the owner of Mandelbrot Research LLC, a firm that sells investment research to advisory firms. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by providing comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation with a tactical quantitative approach, implementing client-specific investment policies on a discretionary basis.

Todd Wenning is a CFA® charterholder with seven years of industry experience. He is the principal advisor at KNA Capital and previously worked at Ensemble Capital Management and Johnson Investment Counsel. He is also the principal and sole member of W8 Group LLC, a publishing and editing business for investment-related publications, and serves as a lecturer and director of the Hanley Center for ESG Investing at the University of Dayton. KNA Capital is an independent advisory firm providing discretionary investment management and wealth advisory services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a concentrated Core Equity Strategy focused on fundamental analysis to select companies with durable competitive advantages and experienced capital stewards.

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.

Chrysantha Clark is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal advisor at Chrys Financial Planning, LLC, an independent firm she has led since 2022. Prior to founding Chrys Financial Planning, she worked at Pillar Financial Advisors, LLC and Meridian Wealth Management, LLC. Chrys Financial Planning provides wealth management and project-based financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on modern portfolio theory, utilizing ETFs, mutual funds, and fixed income, alongside fundamental analysis for individual securities selection.

John Cioffi III is a financial advisor at Vertice Capital Partners, LLC in Cincinnati, OH, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Fidelity. Outside of advisory work, Cioffi serves as vice president of the Sutherland Community Home Owners Association and owns an LLC that holds interests in various restaurant franchises. Vertice Capital Partners provides portfolio management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and separately managed accounts. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis with long-term, short-term, and options strategies, managing accounts on a discretionary basis aligned with documented 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.

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.

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.

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.