Edward Smith is the principal of Smith Capital Management, LLC in Loveland, Ohio, holding the ChFC® designation and Series 63 license with 20 years of industry experience. He has been with Smith Capital Management since 2009 and maintains long-term relationships with several life insurance companies. In addition to his advisory work, he is a licensed independent insurance agent selling fixed insurance products. Smith Capital Management primarily serves individual clients and small business retirement plan sponsors, providing financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis, uses option strategies and ETFs for portfolio management, and supports pension consulting and fiduciary services.

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.

Kurt Jacobsma is a financial advisor at Jacobsma Financial in West Chester, Ohio, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Range USA, RSM US, LLP, Deloitte & Touche, LLP, and The Woods. Jacobsma Financial is a fee-only, sole-proprietor investment adviser serving individuals, families, trusts, estates, and a broad range of institutional clients. The firm employs a strategic, long-term asset allocation approach based on fundamental, technical, and cyclical analysis, primarily using ETFs, mutual funds, and selected individual securities.

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.

Jeroen Van Leersum is a financial advisor at Wyoming Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2019. Outside of advising, he serves as president of Holland Residential Properties, LLC, a business involved in residential property holdings. Wyoming Wealth Management provides investment advisory and integrated financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement/pension plans. The firm uses a strategic asset allocation approach with a proprietary methodology, combining multiple analytical techniques to construct and monitor diversified portfolios.

David Leisring is a financial advisor with Capital Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services and GE Aerospace. Leisring is also licensed as an insurance agent for Capital Advisory Services. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, trusts, and small businesses. The firm combines discretionary and non-discretionary management with a strategic asset allocation approach and also offers in-house tax preparation, bookkeeping, and implementation support for insurance and annuity transactions.

William Haase is a financial advisor at 365 Wealth Management Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. Outside of advisory work, he owns a catering business in Cincinnati. 365 Wealth Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, and retirement plan sponsors. The firm employs a multi-factor approach to equity selection and offers services including discretionary portfolio management and operation of a turnkey asset management platform.

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His work history includes roles at National Asset Management, United Advisors Services, and Ameriprise Financial Services. He 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 with wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term and ETF/mutual-fund focused, using fundamental and technical analysis while accommodating shorter-term trading 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.

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.

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 Series 65-licensed advisor with 12 years of industry experience, currently serving at Hero Investors, LLC since 2014. He is also the owner of ROTH CPA & ASSOCIATES LLC, a tax preparation and accounting firm he has operated since 2006. Hero Investors, LLC serves individuals, pension and profit-sharing plans, and corporations by providing financial planning, pension plan education, and recommending third-party investment advisers. The firm does not manage client assets directly but acts in a co-advisor capacity, focusing on individualized asset-allocation analysis and ongoing monitoring of recommended advisers.

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 financial advisor at McBryar Advisory Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining McBryar Advisory Services, Merz worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. McBryar Advisory Services provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach and utilizes co-advisor arrangements where third-party managers handle discretionary trading while McBryar delivers relationship services and ongoing monitoring.

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 42 years of industry experience, currently affiliated with 365 Wealth Management Group. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory work, he organizes and performs as a trumpet player in a brass quintet that plays at churches and retirement homes. 365 Wealth Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plan sponsors, and private fund investors. The firm employs a multi-factor approach to equity selection and offers discretionary portfolio management, retirement plan advisory, and a turnkey asset management platform that supports sub-advisory relationships.