Thomas Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 23 years of industry experience. He has been with Mench Financial since 1994. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored and model portfolios aligned with clients’ investment goals.

Michael Moloney is a CFP® and Series 65-registered financial advisor with Meyer Gates Financial Advisors, Inc, based in West Chester, OH. He has 16 years of industry experience and also serves as the managing shareholder and an attorney at Sebaly Shillito & Dyer, a legal professional association. Moloney has been with Sebaly Shillito & Dyer since 1990 and with SS&D Financial, LLC since 2003. Meyer Gates Financial Advisors provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both fundamental and technical analysis, managing approximately $151 million for about 163 clients.

Zachary Holtmeier is a financial advisor at Union Strategic Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and MAI Capital Management. Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, estates, business entities, retirement plans, and donor-advised funds, along with business consulting services for small and medium-sized businesses. The firm uses fundamental analysis and a long-term investment approach, managing portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments, and sponsors its own wrap-fee program.

Douglas Meyer is a financial advisor with Meyer Gates Financial Advisors, Inc. He holds a Series 65 designation and has nine years of industry experience. He has worked at SS+D Financial, Inc. since 2014. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for about 163 clients.

Joseph Wilson III is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Lakota East High School, and GF Investment Services. Wilson is also the managing member and licensed agent at Wilson Private Capital, LLC, an insurance sales firm. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using a combination of model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing.

Daniel Cuprill is a CFP® professional with 23 years of industry experience, currently serving at Money & Clarity. His prior roles include a position at MPM Wealth Advisors/CCO from 2014 to 2018. Outside of his advisory work, he is licensed as an independent insurance agent and founded Advisor Architect, LLC, a business coaching company for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles, focusing on asset-allocation recommendations and outsourcing implementation to third-party managers. The firm offers financial planning, educational seminars, and publishes practitioner-focused content, combining advisor-facing products with a role in selecting and referring third-party managers.

Matthew Alatorre serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. Matthew holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). With over 14 years of industry experience, Matthew has guided individuals, families, corporate executives, and business owners through a range of financial planning needs, including investments, retirement planning, college education planning, estate planning, lending, and insurance. He also holds the titles of Senior Portfolio Advisor and Senior Financial Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. Matthew earned a Bachelor's Degree from Miami University and is actively involved in his community. He serves on the Advisory Board at the Fairfield YMCA and the Investment Committee at the Greater Miami Valley YMCA. Additionally, he coaches youth sports such as basketball, baseball, and soccer. Matthew participates in organizations including Adopt-A-Class Cincinnati and the Boys & Girls Club of Greater Cincinnati. He is married with four children and values faith, family, finances, and fun.

Andrew Finlay is a Certified Financial Planner (CFP®) with one year of industry experience. He currently works at Kellett Wealth Advisors, LLC and previously held roles at Plante Moran Financial Advisors and UBS. Kellett Wealth Advisors serves individual and high-net-worth clients, trusts, retirement plans, and other business entities, managing approximately $344 million in client assets. The firm employs a tailored investment approach combining fundamental and technical analysis, asset allocation, and active monitoring, with portfolios that may include equities, fixed income, mutual funds, ETFs, options, and other securities.

Peter Schmitt is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is a principal at Schmitt Wealth Advisers, LLC, where he has worked since 2015. The firm provides financial planning, consulting, and investment management services primarily to individuals and families, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schmitt Wealth Advisers emphasizes risk management through proprietary model strategies that allocate across multiple asset classes and incorporates a secondary screening process to exclude investments in certain controversial sectors.

Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. 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 combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.

Michael Livingston is a CFP® with 28 years of experience in financial services. He is currently with Fountain Square Asset Management and previously worked at Cetera Wealth Services, Securities America, and Concourse Financial Group Securities. He serves on the advisory board for the School of Business at Gateway Technical and Community College, providing guidance on business programs and potentially speaking to classes about personal financial planning. Fountain Square Asset Management is an SEC-registered firm offering tailored portfolio management and financial planning to individuals, corporations, and institutions. The firm employs model portfolios with a focus on asset allocation and integrates various analytical approaches, serving approximately 330 client accounts with discretionary and non-discretionary management options.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.

Allen Osgood is a CFP® professional with 22 years of experience, currently serving at Financial Freedom, LLC since 1993. He is based in Cincinnati, OH. Financial Freedom, LLC is a fee-only wealth management firm providing comprehensive financial planning and investment management to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, managing approximately $407.1 million in assets across about 115 client households, and emphasizes individualized investment strategies and fee-only arrangements.

Alex Holtmeier is a financial advisor at Union Strategic Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James and Associates for 16 years. Outside of his advisory role, he is a partner at Queen City Capital Advisors, LLC. Union Strategic Advisors provides investment management and financial planning services to individuals, families, trusts, business entities, and qualified retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, managing portfolios with a range of asset classes and also offers standalone business consulting services.

Brian Kellett is a CFP® with 21 years of industry experience, currently with Kellett Wealth Advisors, LLC in Cincinnati, OH. He has worked at Purshe Kaplan Sterling Investments and LPL Financial, among other roles. Outside of his advisory work, he serves as an assistant varsity basketball coach at St. Xavier High School. Kellett Wealth Advisors is a team investment adviser serving individuals, trusts, retirement plans, and business entities with customized portfolio management and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis, and utilizes options strategies, including covered calls, in client accounts.

Michael Kleinfelder is a CFP® with 25 years of industry experience, currently serving as an advisor at Kleinfelder Capital, Inc. since 2017. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Morgan Stanley. Outside of advisory work, he is an independent insurance agent and owns Graf Drive LLC, which holds an office building in Cincinnati. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm offers customized, primarily long-term portfolio management using fundamental analysis, with an investment approach that includes mutual funds, ETFs, equities, and fixed income, and manages approximately $307 million across a small advisory team.

Kerina Graves is a Series 65 licensed advisor with Schear Investment Advisors, LLC, where she has worked since 2008, totaling 18 years of industry experience. She also has over two decades of experience with Schear & Schear, CPAs. Outside of her advisory work, she is a general partner in WEGAS Investments, LP, a small investment partnership formed among friends and family. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.

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.

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.