Daniel Armstrong is a CFA® charterholder and Series 63 licensee with 14 years of experience in financial advising. He is the principal of Solido Financial LLC and has prior roles with The Leaders Group Inc. He serves on the finance committee of Mt. St. Mary’s Seminary, reviewing financials and the endowment. Armstrong also manages insurance-related business activities through Solido Insurance and other affiliated entities. Solido Financial LLC provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, and businesses. The firm uses a documented Investment Policy Statement process and employs a range of investment strategies including mutual funds, equities, fixed income, ETFs, and alternative investments, while also offering commissionable insurance and securities products through affiliated entities.

Brock Muller is a financial advisor at E2 Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Cornerstone Retirement Advisors, and Raymond James Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. E2 Financial Services provides investment advice and ongoing portfolio management on a non-discretionary basis to individuals, high-net-worth clients, and business entities. The firm combines personalized investment planning with insurance product recommendations through an affiliated agency and emphasizes client approval for all trades.

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.

Kevin Aug is a CFA® charterholder and the sole advisor at Anchor Wealth Advisor with five years of industry experience. His background includes a decade at JP Morgan Asset Management and six years at Constellation Wealth Advisors. Anchor Wealth Advisor provides discretionary asset management primarily through third-party managers and by managing pooled or institutional mandates. The firm’s investment approach emphasizes fundamental analysis and tailors strategies to client goals, utilizing both long- and short-term holdings with periodic rebalancing and tax-loss harvesting opportunities.

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 of KNA Capital and has previously worked at Ensemble Capital Management and Johnson Investment Counsel. Wenning is also the principal and sole member of W8 Group LLC, a publishing and writing business focused on investment-related content, and serves as a lecturer and director of the Hanley Center for ESG Investing at the University of Dayton. KNA Capital serves individuals, families, charitable organizations, trusts, estates, and business entities by providing discretionary investment management and comprehensive wealth advisory services. The firm employs a fundamental, value-oriented investment approach focused on companies with durable competitive advantages and integrates tax considerations into portfolio management.

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.

John Cioffi is a financial advisor at Vertice Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cullen Cioffi Capital Management and Vertice Capital Advisors, LLC. Outside of his advisory role, he serves as Vice President of the Sutherland Community Home Owners Association and owns an LLC with interests in various restaurant franchises. Vertice Capital Partners provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach that includes ETFs, options strategies, and quantitative methods, managing accounts generally on a discretionary basis aligned with client objectives and 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.

Jerome Knochelmann is a financial advisor at Kwma with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services before founding Knochelmann Wealth Management & Advisor (KWMA) LLC. He is also the owner and registered agent of Atriox Capital LLC, which is currently not operating. KWMA provides investment advice and planning to individuals, trusts, estates, charitable organizations, and business entities, offering services including ongoing wealth management, comprehensive financial and retirement plans, and hourly consulting. The firm employs a disciplined, active, and diversified investment approach using firm-created model portfolios and various analytical methods, with certain higher-risk strategies applied only with client consent.

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.

Brian Mann is a financial advisor with Fortress Financial Partners in Florence, Kentucky. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at The Palomino Group LLC and FTJ FundChoice, LLC. Outside of his advisory work, Mr. Mann serves as the Church Administrator for Florence Methodist Church, managing finance, administration, and operations. Fortress Financial Partners provides investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs qualitative and quantitative analysis in security selection, typically guiding clients toward long-term buy-and-hold strategies.

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 with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Silverleaf Capital Advisors, LLC since 2008. Silverleaf serves income-focused private and institutional clients by managing taxable and tax-exempt fixed-income portfolios, providing investment consulting, performance evaluation, and RFP evaluation. The firm operates as a single-advisor practice with a limited client base, offering discretionary management and institutional consulting services.

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 principal owner and Chief Executive Officer of Cullen Investment Group with six years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley and is currently involved with Cullen Cioffi Capital Management. Cullen Investment Group provides portfolio management and financial planning services to institutional and individual clients, employing a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and quantitative analysis. The firm emphasizes listed ETFs, index volatility products, and option strategies, managing accounts primarily on a discretionary basis 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.