Kevin Mullendore is a financial advisor at Bullseye Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2021. Outside of his advisory role, he works as a Ramsey Preferred Financial Coach, assisting individuals and couples with money management, goal setting, budgeting, and preparing for investing and retirement. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, using a client Investment Policy Statement and a combination of global macro, cyclical, and fundamental analysis to guide investment decisions.

Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Monica Dwyer is a CFP® with 21 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2018. Prior to this, she worked for 14 years at Fidelity Brokerage Services LLC. Outside of financial advising, she is an independent marketing representative for Melaleuca Inc., involved in direct sales and hosting product introduction events. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of investment analyses and strategies, with regular client communications and educational offerings.

Benjamin Dyer is a financial advisor at Bullseye Investment Management, LLC in Cincinnati, OH. He holds a Series 65 designation and has one year of industry experience. Prior to joining Bullseye Investment Management, he operated the Dyer Insurance Agency, LLC for 17 years. Bullseye Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, as well as strategic business consulting services related to bond issuer agreements and recordkeeping. The firm uses a client Investment Policy Statement to guide investment decisions, employing various asset types while generally avoiding non-traded or private securities.

Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.

Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

Michael Bain Jr. is a CFP® with 18 years of industry experience, currently serving at MBIA Capital Advisors since 2011. His prior experience includes roles at ON Investment Management Co., Equity Analysts Inc., Sicor Securities Inc., Waddell & Reed, and Ernst & Young Investment Advisers LLP. He is also the owner of a tax planning and compliance business, TAX AND WEALTH PLANNING STRATEGIES, LLC, which includes insurance sales. MBIA Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, retirement accounts, and business entities. The firm employs fundamental analysis with an emphasis on dividend growth and corporate bonds, blending large-cap value with multi-cap growth and momentum strategies, and distinguishes itself through its affiliation with certified public accounting practices and related insurance services.

Benjamin Dobler is a CFP® with seven years of industry experience, currently advising at Financial Rounds in Cincinnati, OH. He has worked at Personal Choice Financial Advisors, LLC, Ameriprise Financial Services, Inc., and Intuit. Dobler is also the founder and sole owner of Stewardship Financial Counsel, a firm offering tax preparation and financial coaching services. Financial Rounds serves individuals and plan sponsors, including high-net-worth households, providing investment management, comprehensive financial planning, and employee benefit plan consulting. The firm employs a mix of passive and active strategies tailored to clients’ objectives and supports held-away accounts through a tax-efficient order-management platform.

Dale Dobnicker is a financial advisor at RDA Financial Network with 12 years of industry experience. He holds the Series 66 designation and has worked with United Planners Financial Services as well as multiple roles within RDA Financial Network and associated entities since 2014. Outside of advisory work, he owns Dad's Home Maintenance, a non-investment-related business. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches.

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Lisa Gerardi is a financial advisor at National Wealth Management Group, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2016. Prior to that, she worked at LPL Financial beginning in 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as to retirement plans. The firm’s investment approach is long-term and tailored to client objectives, utilizing a range of strategies and multiple program platforms.

James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Matthew Savoti is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Harvest in 2023. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, estates, and other entities. The firm offers portfolio management and financial planning using fundamental, technical, and cyclical analysis, and provides ongoing client communications including newsletters and educational seminars.

Michael Brannen is a financial advisor at RDA Financial Network with 30 years of industry experience. He holds the Series 63 designation and has worked at RDA Financial Network since 2008, including in his current role since 2020. Outside of advising, he is an insurance agent and owner of a related business in West Chester, Ohio. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Benjamin Jones is a financial advisor with National Wealth Management Group, LLC in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and PNC Wealth Management. He is also co-host of The Money Alchemist Podcast, an investment-related podcast started in 2024. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and a multi-office team structure.

Robert Scroggins is a financial advisor with Legacy Financial Advisors, Inc. in Cincinnati, OH, holding a Series 66 credential and bringing 20 years of industry experience. He previously worked at Triad Advisors for 10 years and has been involved with Scroggins Grear, Inc., a consulting and CPA firm he owns, since 1997. Legacy Financial Advisors serves individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations with financial planning, estate planning, risk management, and discretionary portfolio management across traditional and alternative investments. The firm emphasizes diversification and asset allocation while managing roughly $1.5 billion in client assets.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Brent Gargano is a CFP® professional at National Wealth Management Group, LLC with 12 years of experience in the financial services industry. He has held positions at UBS Financial Services and Fidelity, including Fidelity Brokerage Services, before joining National Wealth Management Group in 2022. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and to retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers a variety of portfolio management and consulting services through multiple program platforms and custodians.