Matthew Beamer is a CFP® professional at Coordinated Financial Planning Corp with three years of industry experience. He has been with Coordinated Financial Planning, Inc. since 1996. Coordinated Financial Planning serves individual and high-net-worth clients, as well as pension plans and charitable organizations, providing discretionary portfolio management and written financial plans. The firm combines model-based investment supervisory services with individualized portfolio management, employing an active risk framework that adjusts equity and fixed-income exposures based on market valuations, investor psychology, and monetary conditions.

Thomas Eisenzimmer is a financial advisor at Fountain Square Asset Management with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services, Concourse Financial Group Securities, and has operated Eisenzimmer Financial Services since 1991. He also owns and operates an independent registered investment advisory firm. Fountain Square Asset Management is an SEC-registered advisory firm serving individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, using model portfolios and a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tax awareness.

Thomas Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 23 years of industry experience. He has been with Mench Financial since 1994. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored and model portfolios aligned with clients’ investment goals.

Matthew Antenucci is a CFA® charterholder with seven years of industry experience. He currently works at McCarley & Cook Financial Planners and previously spent ten years at HORAN Capital Advisors. McCarley & Cook Financial Planners provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm uses a modified Liability-Driven Investing framework that separates portfolios into cash-matched Dedicated Portfolios for Income and diversification-focused Dedicated Portfolios for Growth.

Zachary Holtmeier is a financial advisor at Union Strategic Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and MAI Capital Management. Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, estates, business entities, retirement plans, and donor-advised funds, along with business consulting services for small and medium-sized businesses. The firm uses fundamental analysis and a long-term investment approach, managing portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments, and sponsors its own wrap-fee program.

Christopher Cook is a CFP® with 17 years of experience in financial planning and investment management. He has worked at McCarley & Cook Financial Planners since 2017 and previously spent a decade at Horan Securities, Inc. Cook serves as a director of the By-The-Hand Foundation, providing advisory support for charitable giving. McCarley & Cook Financial Planners provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm employs a modified liability-driven investing framework alongside diversified growth portfolios, managing client assets through independent custodians without accepting physical custody.

Pamela Clark is a CFP® professional with 19 years of industry experience, currently serving at Generations Wealth, LLC since 2014. She acts as an outsourced CFO for New Vista Partners, LLC, an investment partnership focused on Romanian real estate, and serves on the board of Romania One, a nonprofit organization promoting democracy through education in Romania. Generations Wealth, LLC is a fee-only registered investment adviser providing discretionary investment management, financial planning, income tax services, and family office retainers to individuals, families, trusts, and institutions. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory and the Efficient Markets framework, primarily using low-cost mutual funds and ETFs, and offers expanded family office services for multi-generational clients.

Ryoichi Tsuchiya is a financial advisor at Generations Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. outside of his current role. Tsuchiya is also involved in historical yachting education as a historical editor for the America3 Foundation and operates a business focused on yachting history through lectures and media. Generations Wealth, LLC is a fee-only registered investment adviser serving individuals, families, trusts, and institutions. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages portfolios primarily with low-cost mutual funds and ETFs, offering expanded family office services for high-net-worth clients.

Matthew Alatorre serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. Matthew holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). With over 14 years of industry experience, Matthew has guided individuals, families, corporate executives, and business owners through a range of financial planning needs, including investments, retirement planning, college education planning, estate planning, lending, and insurance. He also holds the titles of Senior Portfolio Advisor and Senior Financial Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. Matthew earned a Bachelor's Degree from Miami University and is actively involved in his community. He serves on the Advisory Board at the Fairfield YMCA and the Investment Committee at the Greater Miami Valley YMCA. Additionally, he coaches youth sports such as basketball, baseball, and soccer. Matthew participates in organizations including Adopt-A-Class Cincinnati and the Boys & Girls Club of Greater Cincinnati. He is married with four children and values faith, family, finances, and fun.

Andrew Finlay is a CFP® with two years of industry experience, currently serving as an advisor at Kellett Wealth Advisors, LLC. His prior experience includes roles at Plante Moran Financial Advisors and UBS. Kellett Wealth Advisors primarily serves individual and high-net-worth clients, as well as trusts, retirement plans, and other business entities. The firm offers comprehensive portfolio management that integrates financial planning and retirement plan consulting, using a tailored investment approach that incorporates fundamental and technical analysis, asset allocation, and active rebalancing.

Peter Schmitt is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is a principal at Schmitt Wealth Advisers, LLC, where he has worked since 2015. The firm provides financial planning, consulting, and investment management services primarily to individuals and families, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schmitt Wealth Advisers emphasizes risk management through proprietary model strategies that allocate across multiple asset classes and incorporates a secondary screening process to exclude investments in certain controversial sectors.

Matthew Yerkes is a financial advisor at Shea Financial Advisors in New Richmond, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Shea Financial Advisors since 2015. Shea Financial Advisors provides fee-only financial planning and discretionary investment management primarily to individuals and families, emphasizing a long-term, buy-and-hold investment approach with strategic asset allocation across various equity classes and fixed income. The firm integrates tax planning and preparation into many engagements and manages accounts on a discretionary basis, occasionally delegating to independent managers while maintaining oversight.

Michael Livingston is a CFP® with 28 years of experience in financial services. He is currently with Fountain Square Asset Management and previously worked at Cetera Wealth Services, Securities America, and Concourse Financial Group Securities. He serves on the advisory board for the School of Business at Gateway Technical and Community College, providing guidance on business programs and potentially speaking to classes about personal financial planning. Fountain Square Asset Management is an SEC-registered firm offering tailored portfolio management and financial planning to individuals, corporations, and institutions. The firm employs model portfolios with a focus on asset allocation and integrates various analytical approaches, serving approximately 330 client accounts with discretionary and non-discretionary management options.

Christopher Donabedian is a CFA® charterholder with 23 years of industry experience and has been with Ardent Capital Management, Inc. since 1993. He holds Series 63 and Series 65 licenses and is based in Cincinnati, OH. Ardent Capital Management provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, with portfolios constructed using fundamental research and a range of securities including equities, fixed income, and derivatives. The firm manages over $300 million with a compact team and offers rollover advice under fiduciary standards.

Allen Osgood is a CFP® professional with 22 years of experience, currently serving at Financial Freedom, LLC since 1993. He is based in Cincinnati, OH. Financial Freedom, LLC is a fee-only wealth management firm providing comprehensive financial planning and investment management to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, managing approximately $407.1 million in assets across about 115 client households, and emphasizes individualized investment strategies and fee-only arrangements.

Brian Wade is a financial advisor at Ardent Capital Management, Inc. in Cincinnati, Ohio, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Winston Investment Management since 2017. Outside of finance, Wade co-founded Omega Natural Enterprises, a company that sells supplements for equine, pet, and human use, where he serves on the board of directors. Ardent Capital Management provides discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is based on fundamental research, and portfolios may include a variety of securities such as equities, fixed income, and derivatives.

Alex Holtmeier is a financial advisor at Union Strategic Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James and Associates for 16 years. Outside of his advisory role, he is a partner at Queen City Capital Advisors, LLC. Union Strategic Advisors provides investment management and financial planning services to individuals, families, trusts, business entities, and qualified retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, managing portfolios with a range of asset classes and also offers standalone business consulting services.

Brian Kellett is a CFP® with 21 years of industry experience, currently with Kellett Wealth Advisors, LLC in Cincinnati, OH. He has worked at Purshe Kaplan Sterling Investments and LPL Financial, among other roles. Outside of his advisory work, he serves as an assistant varsity basketball coach at St. Xavier High School. Kellett Wealth Advisors is a team investment adviser serving individuals, trusts, retirement plans, and business entities with customized portfolio management and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis, and utilizes options strategies, including covered calls, in client accounts.

Michael Kleinfelder is a CFP® with 25 years of experience in the financial services industry. He is the principal at Kleinfelder Capital, Inc., where he has worked since 2017. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is an independent insurance agent and owns Graf Drive LLC, a company that owns an office building in Cincinnati. Kleinfelder Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and plan sponsors. The firm employs a primarily long-term, fundamentally driven investment approach and offers a wrap fee program that integrates transaction costs into the asset-based advisory fee.

Andrea Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 15 years of industry experience. She has been with her current firm since 2008. Mench Financial Inc provides discretionary portfolio management and model portfolio services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, cyclical, quantitative, and qualitative analyses to implement sector-enhanced model portfolios, regularly monitoring and rebalancing accounts while providing detailed quarterly performance reports.