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.

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.

Arthur Owens is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at VanWeelden Wealth Management, LLC and has previously worked at Edward Jones and Concourse Financial Group Securities, Inc. Owens is also a licensed insurance agent involved in insurance sales and implementation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment approach with tactical adjustments, using a three-pronged portfolio framework and incorporating third-party defensive strategies when appropriate.

Kevin Mullendore is a financial advisor at Bullseye Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2021. Outside of his advisory role, Mullendore works as a Ramsey Preferred Financial Coach, assisting individuals and couples with communication, money behavior, goal setting, budgeting, debt reduction, and retirement preparation. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm uses global macro, cyclical, and fundamental analysis to implement portfolios through mutual funds, ETFs, equities, fixed income, and other liquid instruments tailored to each client’s Investment Policy Statement.

Dennis Marinich II is a financial advisor with Future Financial Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and Wells Fargo Advisors Financial Network from 2016 to 2018. Marinich is also licensed as a fixed life insurance agent. Future Financial Wealth Management Group provides discretionary investment management and comprehensive financial planning to individuals, small businesses, and retirement plans. The firm employs both passive and active investment strategies and offers personalized portfolio construction along with planning services including estate, tax, cash-flow, business, and insurance reviews.

Edward Kolanko is a financial advisor with Baynes Investment Counsel LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Baynes in 2024, he was associated with Allstate Insurance Company and operated his own practice, Kolanko Capital. Outside of his financial career, he serves as a councilman for the Village of Walbridge, Ohio, and has officiated basketball for the Ohio High School Athletic Association since 2008. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, offering services that include tailored investment policy statements, educational workshops, and access to private investment opportunities for accredited investors.

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.

Eric Roth is a financial advisor at Hero Investors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Hero Investors since 2014. In addition to his advisory role, he owns and operates ROTH CPA & ASSOCIATES LLC, providing tax preparation and accounting services. Hero Investors serves individuals, pension and profit-sharing plans, and corporations by offering financial planning, pension-plan education, and enrollment support. The firm recommends third-party investment advisers and focuses on individualized asset-allocation analysis and ongoing monitoring without directly managing client assets.

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.

Eric Hamberg is a CFP® professional with 19 years of industry experience, currently serving at Rik Saylor Financial, Inc. He has held roles at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Hamberg serves as a board member and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting unprivileged babies. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset classes and third-party technology platforms to support account management and reporting.

William Haase is a financial advisor with 25 years of industry experience, currently affiliated with 365 Wealth Management Group. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2009 and Axecap Investments LLC since 2021. Outside of his advisory work, Haase is a leader and trumpet player in a brass quintet that performs at churches and retirement homes. 365 Wealth Management Group is a small advisory team managing approximately $183 million for about 410 clients, providing asset management, retirement plan services, financial planning, and consulting. The firm uses a multi-factor equity model combining fundamental, technical, and quantitative analysis, offering tailored portfolios with both discretionary and non-discretionary management.

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.

Michael Moloney is a CFP® and Series 65-registered financial advisor with Meyer Gates Financial Advisors, Inc, based in West Chester, OH. He has 16 years of industry experience and also serves as the managing shareholder and an attorney at Sebaly Shillito & Dyer, a legal professional association. Moloney has been with Sebaly Shillito & Dyer since 1990 and with SS&D Financial, LLC since 2003. Meyer Gates Financial Advisors provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both fundamental and technical analysis, managing approximately $151 million for about 163 clients.

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 16 years of industry experience, currently serving as a financial advisor at McCarley & Cook Financial Planners since 2017. Before joining the firm, he worked at Commonwealth Financial Network and Horan Securities, Inc. He is also a director of the By-The-Hand Foundation, where he advises on 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 that separates portfolios into Dedicated Portfolios for Income and Growth, using diversified, low-cost institutional funds and a minimax orientation to manage risk.

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.

Douglas Meyer is a financial advisor with Meyer Gates Financial Advisors, Inc. He holds a Series 65 designation and has nine years of industry experience. He has worked at SS+D Financial, Inc. since 2014. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for about 163 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.

Joseph Wilson is a financial advisor with Omega Wealth Private Capital LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms including AE Wealth Management and Global Financial Private Capital, and currently serves as a managing member and licensed agent at Wilson Private Capital, LLC, an insurance agency. Omega Wealth Private Capital LLC provides discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis to manage accounts on a discretionary basis.