Parker Vaughan is a CFP® professional with Financial Counseling, Inc. in Springboro, OH. He has been with the firm for six years and has prior experience working at several Wright State University departments and Clark State College. Outside of his advisory role, he is involved with the Cincinnati United Soccer Club. Financial Counseling, Inc. serves mostly individual investors, including some high-net-worth clients, businesses, trusts, and charitable organizations. The firm offers fee-for-service financial planning and discretionary portfolio management, employing both strategic and tactical asset allocation strategies.

Robert Walker is a CFA® charterholder with 26 years of experience in the financial industry. He is the principal at Robert M. Walker & Associates, where he has worked since 1998. Outside of his advisory work, he also operates a tax preparation service called Your Tax Guy. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to construct portfolios, incorporating long-term holdings, short-term trading, options, and emerging asset classes such as digital assets and AI-related securities, tailored to client risk profiles.

Jessica Marrinan is a financial advisor at McCarthy Wealth & Tax Advisors with two years of industry experience. She holds a Series 65 credential and has been involved with McCarthy Wealth & Tax Advisors since 2014 and McCarthy Tax Services since 2015. Outside of advisory work, she dedicates significant time to tax preparation and administrative services through McCarthy Tax Services. McCarthy Wealth & Tax Advisors provides discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities. The firm utilizes third-party manager programs and model portfolios, primarily through Fidelity’s Managed Account Xchange, and maintains an affiliation with an accounting practice to offer integrated tax and accounting services.

Benjamin Linser is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services LLC for 13 years before joining Family Wealth Advisory Group, LLC in 2017, where he is currently an advisor. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with a global diversification strategy, managing approximately $335 million in assets and offering both discretionary and non-discretionary mandates.

Christopher Oberholzer is a CFP® with 22 years of industry experience, currently serving as an advisor at Infinity Wealth Counsel, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Loveland, Ohio. Outside of advising, he is the managing member of Fallenoak Properties, LLC, a real estate entity owned by his IRA, which he oversees with minimal personal involvement. Infinity Wealth Counsel serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a diversified, value-oriented asset allocation strategy using a range of investment vehicles and offers fiduciary management tailored to retirement plans.

Randall Kronour is a financial advisor with Kapstone Financial Advisors LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., National Asset Management, and Fsic. Outside of his advisory work, he serves on the boards of Solutions CCRC, a mental health nonprofit, and Countryside YMCA, where he is chairman. Kapstone Financial Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, and manages approximately $271 million in assets for around 509 clients.

Laura Gentzkow is a financial advisor at Integrity Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is a landlord for a single rental property. Integrity Wealth Management, LLC manages approximately $111 million in discretionary assets, serving individuals, high-net-worth clients, trusts, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management, using asset-allocation models and investor policy statements tailored to each client’s goals and risk tolerance.

Keith Lewis is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Omega Wealth, he worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he has a long business background with Wine Cellar Innovations. Omega Wealth Private Capital LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm uses tailored asset-allocation strategies, primarily managing accounts through model portfolios and third-party sub-advisors, with a notable affiliation to Foundations Investment Advisors LLC.

Ronald Gulaskey is a financial advisor with Retire Right Wealth Management in Mason, Ohio, holding a Series 63 designation and 25 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities America Inc. In addition to advising, he manages outside businesses providing insurance, tax preparation, and estate-planning services. Retire Right Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary asset management, focusing on investment selection, asset allocation, and ongoing portfolio monitoring. The firm offers complementary insurance, tax, and estate-planning services through affiliated businesses and employs a mix of fundamental, technical, and charting analysis in tailoring client strategies.

Bradley Johansen is a financial advisor at Omega Wealth Private Capital LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he was involved in media and broadcasting, including positions at NBC4, WRAL-TV, and WKRC-TV, and he operates Brad Johansen Media, a media specialist business focusing on speaking, public relations, and hosting. He is also associated with Wilson Private Capital, where he engages in insurance sales, and with Magellan Financial, where he participates in TV hosting, writing, and production. Omega Wealth Private Capital LLC provides discretionary portfolio management and 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 with long- and short-term strategies, while maintaining responsibility for client interaction, supervision, rebalancing, and billing.

Tyler Ayres is a financial advisor at KLD Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Modern Woodmen Of America. Outside of his advisory role, he manages bookkeeping and accounting for a family farm operation. 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 employs a blend of passive and active strategies and manages accounts on a discretionary basis with quarterly reviews.

Robert Stone is a financial advisor at Bullseye Investment Management, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Kentucky One Health for 21 years. Outside of his advisory role, Stone works part time as a staff pharmacist at Costco. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm employs a client-focused investment approach using global macro, cyclical, and fundamental analysis while managing diversified portfolios typically consisting of mutual funds, equities, bonds, ETFs, publicly traded REITs, closed-end funds, and UITs.

Arthur Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 20 years with his current firm. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach and invests primarily in ETFs, serving a diverse client base that includes both individual and institutional investors.

David Frazier is a Certified Financial Planner® with 29 years of industry experience. He is currently with Kapstone Financial Advisors LLC and previously spent over two decades at Kovack Advisors, Inc. and Kovack Securities, Inc. Outside of his advisory work, he serves as president of American Access, Inc., a company involved in consulting and marketing. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans by providing discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on ETFs and mutual funds, incorporating both fundamental and technical analysis.

Scott Schwalich is a CFP® professional with five years of industry experience, currently serving at Blake Schutter Theil Wealth Advisors, LLC. His prior experience includes roles at Anderson Financial Strategies, LLC and RetireMEDiQ, LLC. Outside of advisory work, he has been the head coach for Flag Football Fanatics since 2023. Blake Schutter Theil Wealth Advisors serves a diverse client base including individuals, trusts, pension plans, and corporate entities, providing comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm emphasizes a detailed fact-finding process and uses strategic asset allocation across various investment vehicles, managing approximately $463 million in client assets.

Evan Glover is a financial advisor at Tetelestai Capital in Loveland, Ohio, holding a Series 65 designation with five years of industry experience. He has worked at U.S. Bank since 2018 in a financial analyst role focused on financial forecasting and capital expenditure analysis. Prior to that, he held positions at Newell Brands and PLK Communities. Tetelestai Capital is a single-advisor firm providing discretionary separately managed accounts, financial planning, and consulting for individual and institutional clients. The firm employs a fundamental macro research process with a long-term barbell investment strategy that includes the use of derivatives and seeks to outperform the MSCI ACWI over a three-year rolling period.

Ihechituru Kanu is a financial advisor with KANU Asset Management, LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Calton & Associates, Inc. Outside the advisory business, he is a managing director and 50% partner in two non-industry ventures, KANU Investments LLC and Arete Capital Partners, LLC. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individual and institutional clients. The firm employs a long-term global investment strategy combined with an active tactical overlay using a proprietary quantitative program called “Convixquant,” managing portfolios typically on a discretionary basis.

Timothy Guthrie is a CFP® with 19 years of industry experience, currently serving at Bullseye Investment Management, LLC since 2007. Based in Cincinnati, OH, he holds the Series 63 designation alongside his CFP® credential. Bullseye Investment Management provides discretionary and non-discretionary investment management for individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, while also offering a strategic business consulting service related to bond transactions. The firm’s investment approach incorporates global macro, cyclical, and fundamental analysis, with portfolios typically including mutual funds, equities, bonds, ETFs, and closed-end funds.

Hi, I’m David Wiedmeyer, CFP®, founder of KLD Wealth Management. KLD Wealth Management is a fee-only, fiduciary financial planning firm built to help Gen X and Millennial families make confident decisions with their money. Many of the people I work with are doing a lot of things right. They are earning a good income, saving for the future, investing consistently, building wealth, and trying to create a better life for their family. But they still wonder: Am I on track? Am I paying more in taxes than I need to? Are my investments aligned with my goals? How do I balance today’s needs with tomorrow’s retirement? Where does real estate fit into my overall plan? That is where KLD Wealth Management comes in. My goal is to help you create a clear, actionable plan so you can stop second-guessing and move forward with confidence. Together, we focus on the areas that have the greatest impact on your financial life: cash flow, tax planning, retirement readiness, investment management, risk protection, estate considerations, real estate, and the big decisions that affect your family’s future. I believe real estate can be a powerful part of building long-term wealth. Whether you own rental properties, inherited property, are considering real estate as a side investment, want to make the most of your primary residence, or simply want to understand how property fits into your bigger financial picture, I can help you evaluate the opportunities, risks, tax implications, cash flow considerations, and trade-offs. Good financial planning is not about chasing trends or trying to beat the market. It is about understanding what matters most to you, building a plan around those priorities, and making smart decisions over time. At KLD Wealth Management, advice is not tied to commissions, product sales, or Wall Street incentives. As a fee-only fiduciary, I work for you. That means transparent fees, objective guidance, and recommendations designed around your goals. I work with clients virtually and locally in the Cincinnati, Dayton, and Southwest Ohio area. If you are looking for a financial partner who can help you bring clarity to your money, reduce financial stress, build wealth, and understand how real estate fits into your broader plan, I would be happy to talk.

Joseph Gates is a financial advisor at Meyer Gates Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2016 to 2018. Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages approximately $168.7 million for about 177 clients, using a strategic core-and-satellite asset allocation with an emphasis on no-load mutual funds and exchange-traded funds, supplemented by customized securities.