Nicolette Goedde is a financial advisor with 7 years of industry experience, currently with 212 Wealth Management Group, LLC. She holds the Series 66 designation and has held prior roles at firms including Vertice Capital Partners, Cullen Cioffi Capital Management, UBS Financial Services, Bank of America, Merrill, and Wells Fargo Advisors. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individual clients and non-discretionary investment advice to retirement plans. The firm combines fundamental, technical, and quantitative analysis for equity selection, focusing on long-term holdings tailored to client risk tolerance, and offers a broad range of financial planning and consulting services including retirement, estate, and tax planning.

Angelo Mancini Jr. is a financial advisor at Fountain Square Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group Securities Inc. and Cetera Wealth Services, LLC. Mancini also provides life and annuity insurance products as part of his professional activities. Fountain Square Asset Management is an SEC-registered firm that offers tailored portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, employing a model portfolio approach with discretionary and non-discretionary options, emphasizing asset allocation, tax awareness, and client-imposed investment restrictions.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

Timothy Fitzharris is a financial advisor with Dinergy in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Horter Investment Management, J.P. Morgan Securities, Chase Investment Services Corp., LPL Financial, and Citigroup Global Markets. He serves as a board member and treasurer for the Lakota Family YMCA. Dinergy is a registered investment adviser offering discretionary investment management, financial planning, and advisory services to individuals, high-net-worth families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk-and-volatility-focused investment approach aimed at capital preservation and appreciation, managing client assets through a variety of domestic and international securities and third-party managers.

Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.

Lauren Morris is a financial advisor at Retirement Plan Advisors Ltd with 11 years of industry experience. She holds a Series 65 designation and has been with Retirement Plan Advisors LLC since 2014. In addition to her advisory role, she operates a registered business in Ohio providing part-time administrative support. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes retirement-plan consulting and fiduciary governance, utilizing fundamental analysis and a range of investment vehicles to manage client portfolios.

Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has worked at eAdvisor LLC since 2014 and is also the owner of Na & Associates CPA LLC, an accounting firm. In addition, she serves as president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and acts primarily as a referral and selection adviser, directing clients to third-party investment managers while preparing plans covering investment, retirement, tax, insurance, and credit topics. The firm serves individuals, high-net-worth clients, trusts, retirement accounts, and charitable organizations.

Neal Schear is a financial advisor at Schear Investment Advisors, LLC with 18 years of industry experience. He holds a Series 65 credential and has been involved with Schear Investment Advisors since 2008. He is also a general partner in Schear Investment Partners LP, an investment partnership he manages with other investment managers. Schear Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, primarily focusing on long-term equity portfolios with some flexibility for short-term trades and option strategies.

Kevin Barto is a CFP® professional with five years of experience at Coordinated Financial Planning Corp and a prior eight years in the restaurant industry. He is based in Cincinnati, OH. Coordinated Financial Planning Corporation is an SEC-registered adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm manages roughly $343 million and offers discretionary portfolio management using model and individualized approaches that incorporate fundamental and technical analysis, with an actively managed risk model adjusting equity exposure based on market conditions.

Matthew Bell is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at MVRK Financial Consultants, LLC with one year of experience at the firm. His prior roles include positions at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. He also worked as a tutor with Wyzant Tutoring for two years. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra‑high‑net‑worth clients, focusing on coordinated estate and tax oversight, philanthropic planning, and third‑party manager selection. The firm operates on a fee‑only consulting model, emphasizing strategic oversight and asset allocation guidance without trade execution or custody.

Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Faith Financial Advisors since 2013 and has also worked with Osaic Wealth Inc. since 2004. Outside of her advisory role, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $97.2 million with a two-advisor team. The firm offers discretionary asset management, modular financial planning, retirement plan consulting, and educational seminars, implementing portfolios through institutional strategists on the AssetMark platform with a long-term investment orientation.

Jeffrey Schear is an adviser at Schear Investment Advisors, LLC in Cincinnati, OH, holding a Series 65 designation. He has been with the firm since 2025 and also operates Jeff Schear Visuals, a commercial photography and video production business. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, business entities, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.

Derek Howell is a financial advisor at KANU Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has experience at KANU since 2021, as well as prior roles at Cincinnati Investment Advisors and Walmart. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals—including high-net-worth and accredited investors—and institutional clients. The firm employs a long-term global investment strategy combined with an active quantitative overlay and manages specialized practices such as WealthRX for medical professionals.

Austin Carr is a financial advisor at Stone Tower Wealth Advisors in Cincinnati, OH. He holds Series 65 and Series 66 licenses and has been with the firm since 2026. Prior to his advisory role, he spent several years teaching at international schools in Thailand. Stone Tower Wealth Advisors provides wealth management, investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a diversified investment approach rooted in modern portfolio theory, combining global equities, domestic fixed income, alternative investments, and quantitative factor overlays, and offers both passive and active investment options.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. 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 global diversification and offers both discretionary and non-discretionary mandates.

Michael McCormick is a financial advisor at eAdvisor LLC with 19 years of industry experience. He holds a Series 63 designation and has worked at eAdvisor since 2017. McCormick is also the managing member of MJ McCormick, LLC, a CPA and public accounting firm, and serves as vice president of Financial Clarity Group, Inc., another CPA firm. Additionally, he is president of Backupcellar, Inc., a data backup services company. eAdvisor LLC provides financial planning and acts primarily as a referral and selection adviser, directing clients to third-party investment managers while preparing comprehensive financial plans addressing investment, retirement, tax, insurance, and debt topics. The firm serves individuals, high-net-worth clients, trusts, retirement accounts, and charitable organizations, conducting due diligence on recommended advisers and applying a range of investment analysis techniques without taking discretionary control over client portfolios.

John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.

Stephen King is a CFP® with 26 years of industry experience, currently serving at Wealthquest Corporation since 2007. Prior to that, he worked at Equity Services from 2000 to 2007. He also teaches the CFP curriculum as an instructor for Kaplan. Wealthquest Corporation serves individuals, families, retirement plans, nonprofits, and other entities through tiered advisory programs that combine portfolio management, financial planning, estate-planning, and tax return preparation. The firm employs a multi-advisor team approach and uses a variety of investment strategies implemented by an Investment Committee.

Daniel Larson is a CFP® professional with 3 years of industry experience. He has been with Wealthquest Corporation since 2011. Wealthquest Corporation provides advisory services to individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered programs that include portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for over 1,500 clients using a multi-advisor team and employs a structured investment approach with ongoing monitoring and rebalancing.

Jason Schmitt is a CFP® professional with 21 years of experience in the financial industry. He has been with Jacobson & Schmitt Advisors, LLC since 2005. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity approach combined with bond allocations for stability and offers retirement-plan advisory services and estate-planning facilitation through a third-party partner.