Jonathan Ford is the sole advisor at JFJ Advisory Services LLC in Morrow, Ohio, holding a Series 65 credential with three years of industry experience. Prior to founding JFJ Advisory Services in 2022, he worked at Mathanasium and Microcenter. JFJ Advisory Services provides personalized financial planning and discretionary investment management to individuals and families, along with retirement plan consulting for employer plan sponsors. The firm employs long-term buy-and-hold strategies with tactical adjustments, managing portfolios that may include stocks, bonds, ETFs, options, and digital assets.

Danielle Seurkamp is a CFP® professional with 14 years of experience in financial planning. She is the founder and sole advisor at Well Spent Wealth Planning, where she has worked since 2019. Prior to that, she spent five years at The Asset Advisory Group, Inc. Well Spent Wealth Planning is an independent, fee-only registered investment adviser serving individuals and families with comprehensive financial planning and discretionary investment management. The firm employs a fundamental, long-term investment approach using low-cost mutual funds and ETFs, with a focus on charitable giving considerations and personalized portfolio oversight.

Won Lee is an investment advisor at TMT Investment Adviser with one year of industry experience. He holds a Series 65 credential and has worked at Procter & Gamble since 1990, where he serves as a Supply Chain Director. TMT Investment Adviser is a state-registered firm offering discretionary investment management and standalone financial planning services to high-net-worth individuals, family offices, and business clients. The firm employs tailored asset-allocation strategies using mutual funds and ETFs, with a virtual-first client engagement model and an institutional custody platform.

Peter Greene is a financial advisor at Greene Wealth Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Baynes Investment Counsel LLC and Western & Southern Life and Brokerage Services. Greene is also a licensed insurance agent, dedicating approximately 10% of his time to insurance-related activities. Greene Wealth Management LLC is an Ohio-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, typically constructing long-term, diversified portfolios using low-cost mutual funds and ETFs supplemented by individual securities.

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.

Roy McGuffin is a financial advisor at Kapstone Financial Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Inc., United Advisors Services, LLC, and National Asset Management. McGuffin is also a licensed insurance professional, dedicating less than 10% of his time to that activity. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services. The firm focuses on long-term, ETF and mutual fund investments, combining fundamental and technical analysis while accommodating shorter-term trading for portfolio needs.

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.

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.

Hunter Collier is a financial advisor at KLD Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Insurance Company of America. KLD Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm designs personalized asset allocation plans using a combination of passive and active strategies, including ETFs and mutual funds, and manages accounts on a discretionary basis with quarterly reviews.

Christopher Merz is a Series 65-licensed advisor at McBryar Advisory Services, Inc. with one year of industry experience. Prior to joining McBryar Advisory Services, he worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. He is based in Maineville, Ohio. McBryar Advisory Services provides personalized, fee-based investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory-based asset allocation and strategic portfolio construction, often partnering with third-party managers for discretionary portfolio management.

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.

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.

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.