Chrysantha Clark is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal advisor at Chrys Financial Planning, LLC, an independent firm she has led since 2022. Prior to founding Chrys Financial Planning, she worked at Pillar Financial Advisors, LLC and Meridian Wealth Management, LLC. Chrys Financial Planning provides wealth management and project-based financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on modern portfolio theory, utilizing ETFs, mutual funds, and fixed income, alongside fundamental analysis for individual securities selection.

John Cioffi is a financial advisor at Vertice Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cullen Cioffi Capital Management and Vertice Capital Advisors, LLC. Outside of his advisory role, he serves as Vice President of the Sutherland Community Home Owners Association and owns an LLC with interests in various restaurant franchises. Vertice Capital Partners provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach that includes ETFs, options strategies, and quantitative methods, managing accounts generally on a discretionary basis aligned with client objectives and risk tolerances.

Vincent Forte is a financial advisor at Shawnee Investments & Planning with 10 years of industry experience. He has worked at several firms including HD Vest Advisory Services and Concentric Wealth Management. He holds a Series 66 designation and maintains an insurance license for client advice and education, though he does not receive commissions or renewal payments for these services. Shawnee Investments & Planning is a small, independent advisory firm serving individual clients, retirement plan sponsors, foundations, charities, and small businesses. The firm offers comprehensive financial planning, portfolio management, and educational workshops, and applies a Modern Portfolio Theory-based investment approach with core-and-satellite construction and fundamental equity analysis. The firm is notable for its pension and retirement-plan consulting services and regular complimentary educational workshops.

Susan Pack is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. She has been the sole advisor at Pomeroy Financial Planning, LLC in Cincinnati, OH since 1996. Pomeroy Financial Planning is an independent, fee-only firm serving individuals, trusts, estates, and related small-business entities. The firm offers comprehensive and segmented financial planning and investment consulting through a consultative, non-discretionary approach that emphasizes strategic, long-term asset allocation primarily using low-cost index funds and ETFs.

As a client of F2 Wealth, you will enjoy a sense of freedom that comes with having the confidence that you are making the best financial decisions for you and your family. The clients we serve tend to be mid to late career professionals or small business owners. Oftentimes it's a blend of both where we have helped clients successfully navigate the transition from employee to entrepreneur. One area of focus that is shared with all of our clients is planning for a successful retirement. We incorporate both life planning and financial planning to help you navigate the transition from your working years to your retirement years so that you can live your best life. Our clients choose to work with us for our experience and the breadth and depth of the services we offer. Some services are reoccurring while others may only be needed during certain stages of life or life events. Whatever your needs, we follow a rigorous client service calendar that allows you to benefit from our range of services on a proactive basis. These services include, life planning, financial planning, tax planning, investment management, estate planning, insurance planning, and retirement planning. Within these areas there are certain areas of specialization that clients further benefit from including stock option planning, inheritance planning, education planning, retirement income planning, and business planning for the self-employed. Now that you’ve learned about the clients we serve and what we do, you may be interested in a more personal introduction. I’m Eric Ross, CFP®, Principal and Lead Advisor at F2 Wealth. I’ve served as a senior leader during my career as a management consultant and wealth advisor at global firms and boutique firms. Over the course of my career I’ve had the opportunity to serve hundreds of individuals and families seeking to be stewards of their financial lives. I’ve been a speaker at financial industry conferences and my expertise has appeared in national media outlets. I volunteer as a Certified Business Coach to help entrepreneurs successfully launch their businesses. I’m also highly engaged in the financial planning community having served in leadership roles at national organizations and participating in the financial planning student program at The Ohio State University where I also serve as a mentor in The Fisher College of Business. I’m excited to meet you and to help you lead a confident financial life.

Jerome Knochelmann is a financial advisor at Kwma with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services before founding Knochelmann Wealth Management & Advisor (KWMA) LLC. He is also the owner and registered agent of Atriox Capital LLC, which is currently not operating. KWMA provides investment advice and planning to individuals, trusts, estates, charitable organizations, and business entities, offering services including ongoing wealth management, comprehensive financial and retirement plans, and hourly consulting. The firm employs a disciplined, active, and diversified investment approach using firm-created model portfolios and various analytical methods, with certain higher-risk strategies applied only with client consent.

Thomas Isgrig is the sole advisor at Isgrig Capital Asset Management, LLC in Cincinnati, OH, holding a Series 65 designation with 20 years of industry experience. He has led his independent advisory firm since 2005. Isgrig Capital Asset Management serves individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm provides modular financial planning, qualified plan consulting, and third-party investment adviser recommendations, typically outsourcing portfolio management while focusing on broadly diversified, tax-efficient indexed ETFs and mutual funds.

Michael Masterson is a CFA® charterholder with 12 years of industry experience. He is the principal of Masterson Investment Counsel, an independent advisory firm he has led since 2019. Prior to founding his firm, he worked at 1919 Investment Counsel and Bank of America. Masterson Investment Counsel provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, and institutional clients, including pension and charitable organizations. The firm uses a value-oriented investment approach based on fundamental analysis and discounted cash flow estimates, managing portfolios within customized asset-allocation targets and incorporating ESG, faith-based, or values-based guidelines when requested.

Neil Gartner is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been the sole advisor at Gartner Financial Advisors, an independent firm based in Loveland, Ohio, since 2015. Gartner Financial Advisors provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm uses Modern Portfolio Theory to construct tailored asset allocations focused on value, safety, quality, and risk control, and offers both standalone financial plans and an integrated “Concierge” service combining ongoing planning with portfolio management.

Brian Mann is a financial advisor with Fortress Financial Partners in Florence, Kentucky. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at The Palomino Group LLC and FTJ FundChoice, LLC. Outside of his advisory work, Mr. Mann serves as the Church Administrator for Florence Methodist Church, managing finance, administration, and operations. Fortress Financial Partners provides investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs qualitative and quantitative analysis in security selection, typically guiding clients toward long-term buy-and-hold strategies.

Keshar Ghimire is a financial advisor at Devtara Financial with a Series 65 designation and no prior industry experience. He has worked at the University of Cincinnati since 2016, currently serving in an academic role. Outside of advising, he maintains full-time academic employment as an economics professor. Devtara Financial offers comprehensive financial planning and advisory services to individuals, families, and small business owners, focusing on passive investing and Modern Portfolio Theory. The firm provides advice-only financial plans without managing client assets, using an hourly fee model and emphasizing long-term, low-cost investment strategies.

Michael Schelle is a CFP® with eight years of industry experience, currently serving as the sole advisor at Cloudsplitter Financial Planning, LLC in Cincinnati, OH. His prior experience includes positions at Clear Perspectives Financial Planning, LLC and The Mather Group, LLC. Cloudsplitter Financial Planning, LLC is a fee-only independent firm serving individuals and high-net-worth clients. The firm offers comprehensive financial planning and investment advisory services with a focus on tax-aware, diversified portfolios primarily constructed with low-cost passive ETFs and individual or municipal bonds.

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.

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.

Ralph Hodge is a financial advisor at Silverleaf Investment Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Silverleaf Capital Advisors, LLC since 2008. Silverleaf serves income-focused private and institutional clients by managing taxable and tax-exempt fixed-income portfolios, providing investment consulting, performance evaluation, and RFP evaluation. The firm operates as a single-advisor practice with a limited client base, offering discretionary management and institutional consulting services.

Chad Lively is a CFP® and holds a Series 66 license with five years of experience in financial advising. He founded Lively Financial LLC, where he serves as the sole advisor, and has prior experience with firms including Bankers Life and Touchstone Securities. Outside of his advisory work, he is a tax expert at Intuit, a role unrelated to his investment activities. Lively Financial LLC serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning that includes tax planning and preparation. The firm emphasizes non-discretionary management and incorporates a range of investment analyses and strategies, while also offering educational resources such as a monthly newsletter and seminars.

Joshua Deeter is a CFP® professional with 22 years of industry experience and has led Deeter Advisory Group, LLC since 2010. He serves on the board of the Gyro men's social club in Cincinnati. Deeter Advisory Group provides comprehensive financial planning, portfolio management, and estate and wealth planning primarily for individuals, trusts, and estates, as well as retirement plans and charitable organizations. The firm typically implements client investment plans on a discretionary basis, using a long-term investment approach complemented by various strategies and offers specialized services including charitable giving, estate techniques, and pension consulting.

Ryan Cullen is the principal owner and Chief Executive Officer of Cullen Investment Group with six years of industry experience. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley and is currently involved with Cullen Cioffi Capital Management. Cullen Investment Group provides portfolio management and financial planning services to institutional and individual clients, employing a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and quantitative analysis. The firm emphasizes listed ETFs, index volatility products, and option strategies, managing accounts primarily on a discretionary basis through Interactive Brokers.

Kurt Jacobsma is the sole advisor at Jacobsma Financial, holding a Series 65 designation with one year 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-proprietorship investment advisory firm serving individuals, families, high-net-worth clients, business entities, trusts, and estates. The firm emphasizes strategic asset allocation and long-term, buy-and-hold investing, using a mix of ETFs, mutual funds, and selected individual securities tailored to each client’s risk tolerance and time horizon.

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.