Katharine Morgan is a financial advisor at Kairos RIA, LLC in Cincinnati, OH, with one year of industry experience. She holds a Series 66 designation and has prior experience with LPL as well as operating her own advisory business, Katharine T. Morgan LLC. Kairos RIA, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a tailored approach that includes investment policy development, asset allocation, and ongoing monitoring, employing cyclical, fundamental, and technical analysis within a long-term trading framework.

Adam Schmidt is a financial advisor at Strategic Wealth Partners LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services Inc and Foundations Investment Advisors, LLC. Outside of his advisory role, he serves on the ski patrol at Perfect North Slopes, providing emergency first aid and promoting safety in snow sports. Strategic Wealth Partners LLC provides fiduciary investment advisory services primarily to high-net-worth individuals and retirement plans, offering portfolio management and financial planning through both direct management and third-party money managers. The firm focuses on manager selection and due diligence, aligning strategies with client risk tolerances and incorporating alternative investments for eligible clients.

Tyler Henderson is a Certified Financial Planner® with 17 years of industry experience. He is currently with Monterey Wealth, where he has worked since 2022, following previous roles at Oxford Financial Partners and MML Investors Services Inc. His credentials include the CFP® and Series 63 designations. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension and profit-sharing plans. The firm employs a range of strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and both short- and long-term purchase approaches.

Charles Marsh is a financial advisor at Marsh Financial Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nationwide Securities, Inc., Nationwide Life Insurance Co., and 1717 Capital Management. Marsh is also an insurance agent for various insurance product sponsors, which he conducts alongside his advisory activities. Marsh Financial Group is a state-registered investment adviser serving individuals, high-net-worth clients, personal trusts and estates, and small business retirement plan sponsors. The firm provides discretionary portfolio management and retirement-plan consulting, employing a primarily long-term investment approach with fundamental analysis complemented by technical analysis for trade timing.

Andrew Pulsfort is a CFP® with 21 years of industry experience, currently serving as an advisor at The Prosperity People in Bellevue, KY. He has been with The Wealth Advisory Team, LLC since 2005. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary portfolios using model asset-allocation strategies and combines multiple analytical approaches with active trading techniques, serving approximately 163 clients with around $130 million in assets under management.

Brian Lysaght is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He is currently with LPL and was previously with Eukles Asset Management, LLC for eight years. Lysaght operates within a team of five advisors based in Cincinnati, OH. Eukles Asset Management, LLC provides discretionary model portfolio management and advisory services to individuals, trusts, charitable organizations, pension plans, corporations, and other entities. The firm manages approximately $364.3 million in discretionary assets using model asset-allocation portfolios tailored to client goals and tax considerations, employing fundamental analysis, ETF selection, asset allocation, and options strategies where appropriate.

James Iverson is a CFA® charterholder with nine years of experience in financial advising. He has been with Clare Fazackerley CPA LLC dba 1TaxFinancial since 2016. Based in Fort Collins, CO, he works at a firm that combines financial planning and counseling with tax preparation and representation under separate engagements. 1TaxFinancial provides project-based financial planning and financial counseling to individuals, couples, families, and sole proprietors. The firm uses modern portfolio theory and fundamental analysis to guide investment recommendations, generally favoring passive solutions like mutual funds and ETFs, and offers tailored engagements typically structured as hourly or project work.

Jacob Rieger is a CFP® and holds a Series 66 license, currently with Vaultis Private Wealth Ltd. He has 12 years of industry experience, including a decade at UBS Financial Services before joining Vaultis in 2024. Vaultis Private Wealth serves individual investors, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm creates customized portfolios using a combination of economic and geopolitical analysis alongside quantitative, fundamental, and technical methods, managing roughly $75 million across fewer than 100 client relationships.

John Nunan II is a Series 65-licensed advisor with 14 years of industry experience. He is affiliated with The Prosperity People and has held roles at Amazon and Mackey Advisors. The Prosperity People is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management through model asset-allocation portfolios, financial planning, consulting, and participant account management using a third-party platform.

Steven Jung is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2011 and concurrently operates Eukles Asset Management, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Steven Manuel is a Series 65-licensed advisor with Outpost Advisors, LLC in Cincinnati, OH, where he has worked since 2018. He has six years of industry experience and is also the creative director and owner of Viva Bella Events, a corporate event planning business he has been involved with since 2009. Prior to his advisory role, he was associated with Crossroads Community Church for 12 years. Outpost Advisors serves individual clients and employer-sponsored retirement plans, offering a range of financial planning packages and discretionary portfolio management. The firm emphasizes passive, asset-allocation-based investment strategies complemented by fundamental analysis and model portfolios, alongside a planning process that includes educational seminars and a proprietary “Purpose Process.”

Matthew Yerkes is a financial advisor at Shea Financial Advisors in New Richmond, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Shea Financial Advisors since 2015. Shea Financial Advisors provides fee-only financial planning and discretionary investment management primarily to individuals and families, emphasizing a long-term, buy-and-hold investment approach with strategic asset allocation across various equity classes and fixed income. The firm integrates tax planning and preparation into many engagements and manages accounts on a discretionary basis, occasionally delegating to independent managers while maintaining oversight.

Darren Wurz is a CFP® with 11 years of industry experience and currently serves as an advisor at Wurz Financial Services, LLC. His prior experience includes roles at Schmerge Executive Planning Services, Prosperity Wealth Management, and Fortune Financial Services. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and maintains standardized processes to manage approximately $117 million for nearly 491 clients.

Douglas Mcpeek is a financial advisor with Nottinghill Investment Advisers, Ltd in Cincinnati, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Nottinghill Investment Advisers since 1996. Nottinghill Investment Advisers serves both individual taxable and tax-exempt clients on a fully discretionary basis, offering portfolio management focused on equity and balanced strategies alongside a standalone investment-planning process. The firm employs a rules-based, quantitatively driven investment approach emphasizing large-cap, primarily value-oriented equities, and provides subscription and research services as well as specialized billing arrangements for external advisers.

Ryan Hoskins is a financial advisor at Benchmark Wealth Management with 18 years of industry experience. Before joining Benchmark in 2025, he worked at Fifth Third Bank for 17 years and was self-employed for two years. Outside of his advisory role, he is involved as an owner of a restaurant group in Carmel, Indiana. Benchmark Wealth Management is a four-advisor firm that provides discretionary and non-discretionary investment management along with financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs customized model portfolios blending strategic allocations with quantitative strategies and applies tax-aware execution to manage client assets.

George Sparks Jr. is a financial advisor with Barnes Dennig Private Wealth Management, LLC in Cincinnati, OH. He holds the PFS™ and Series 63 designations and has seven years of industry experience. Prior to joining Barnes Dennig Private Wealth Management, he worked for Biechele Royce Advisors. Outside of his advisory role, he has a minority ownership interest in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services and retirement plan management to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial profiles and typically uses third-party sub-advisers to implement investment strategies, managing accounts on a discretionary basis with regular reviews.

Peter Barrett is a financial advisor at Investment Analytics, LLC in Cincinnati, Ohio, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Somerset Residences LLC and Wells Fargo Clearing. He is also Vice President of Barrett Family Investments, LLC. Investment Analytics, LLC provides portfolio management and investment consulting primarily for individual and high-net-worth clients. The firm combines cyclical and technical analysis, fundamental research, and modern portfolio theory in its investment approach, focusing mainly on equity portfolios while incorporating diverse asset classes.

Keith Kohout is a financial advisor at Vaultis Private Wealth Ltd with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he owns Hangar 26, LLC, which manages and operates aircraft, and serves as a board member of the Beech Heritage Museum. Vaultis Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets and typically tailors portfolios using mutual funds, ETFs, and individual equities, employing a range of analytical approaches and third-party custodians such as Fidelity/NFS and Charles Schwab.

Andrew Bertke is a PFS™ credentialed advisor with eight years of industry experience. He is a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Bertke has been with Barnes Dennig Private Wealth Management since 2024 and previously worked at Biechele Royce Advisors. Barnes Dennig Private Wealth Management offers personalized investment advisory, retirement plan management, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial situations, typically using third-party sub-advisers to implement investment strategies, and provides ongoing portfolio supervision and coordination with clients’ other advisors.

Mackey McNeill is a financial advisor with The Prosperity People in Bellevue, Kentucky, holding the PFS™ designation and a Series 65 license. He has 23 years of industry experience and has been managing an accounting practice as the managing partner of Mackey Advisors, CPAs since 2003. McNeill has worked with The Advisory Team, LLC for his entire advisory career. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages roughly $130 million in assets across discretionary and non-discretionary portfolios using model asset-allocation strategies that incorporate fundamental, technical, quantitative, and qualitative analysis.