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.

Charles Dozois is a financial advisor at Allied Planning Partners with 25 years of industry experience. He has worked at Fidelity Investments in various capacities from 2001 to 2026, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His credentials include Series 63 and Series 66 licenses. Allied Planning Partners provides fee-only financial planning and educational seminars primarily for individuals and high-net-worth clients. The firm focuses on producing written financial plans and investment recommendations without managing or holding client assets, employing fundamental analysis and modern portfolio theory to tailor advice based on client-specific factors.

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 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.

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 in Cincinnati, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Stanford Group Company and UBS Financial Services before joining Silverleaf Capital Advisors in 2008. Silverleaf Investment Group is an independent advisory firm that manages approximately $34 million in assets, focusing primarily on income-oriented bond portfolios and private equity. The firm serves private and institutional clients, offering customized investment strategies centered on risk management and cash-flow objectives, and often acts as a sub-advisor to other wealth management firms.

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 founder and principal owner of Cullen Investment Group with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Cullen Cioffi Capital Management. Outside of his advisory work, he is involved with AchievePoint Academy and RENEW Employment Services. Cullen Investment Group is an independent registered investment adviser serving institutional-type and high-net-worth clients. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and quantitative analysis, with a focus on ETFs, options strategies, and portfolio management executed 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.

Timothy Mandel is a financial advisor with Mandel Financial Services in Cincinnati, OH. He holds a Series 65 designation and has seven years of industry experience, including roles at Mandel & Associates, Beam Suntory, and Republic National Distribution Company. Mandel Financial Services is an independent, solo-registered adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a range of analytical methods and investment strategies across various asset classes, including less common allocations such as venture capital and private placements.

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.

Fred Overbeck is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds the Series 63 designation and previously worked at Ross, Sinclaire & Associates for 16 years. Overbeck is also the COO of CINCaP Investment Group and Asset Management. CINCaP Asset Management offers wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm emphasizes long-term, strategic asset allocation with broad diversification, using mutual funds, ETFs, disciplined rebalancing, and tax-aware techniques.