Christopher Ward is a CFP®-certified financial advisor with 20 years of industry experience, currently leading Entrypoint Wealth Management in Cincinnati, OH. Prior to founding Entrypoint in 2020, he worked at Charles Schwab and Charles Schwab Bank for eight years. Outside of financial advising, he serves as CFO for CTBW LLC, overseeing accounting operations for a regional coffee shop. Entrypoint Wealth Management serves individual and high-net-worth investors, as well as organizational clients including nonprofits and trusts. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting for special situations, employing a diversified and tactical investment approach with an emphasis on tax efficiency and alternative investments.

Jeroen Van Leersum is a financial advisor at Wyoming Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2019. Outside of advising, he serves as president of Holland Residential Properties, LLC, a business involved in residential property holdings. Wyoming Wealth Management provides investment advisory and integrated financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement/pension plans. The firm uses a strategic asset allocation approach with a proprietary methodology, combining multiple analytical techniques to construct and monitor diversified portfolios.

Daniel Bussone is a CFP® with 28 years of industry experience and has been the sole advisor at Dean Financial Advisory, LLC since 2010. He holds a Series 63 license and is based in Cincinnati, OH. In addition to his advisory role, he spends limited time selling and servicing insurance products. Dean Financial Advisory is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and comprehensive financial planning services. The firm manages approximately $36.9 million in assets, focusing on customized asset allocations informed by macroeconomic analysis and behavioral finance, and emphasizes cost control and risk management in its investment approach.

Matthew Bremer is a financial advisor at Queen City Wealth Partners LLC in Cincinnati, OH, holding a Series 65 designation. He has held various roles in the financial services industry since 2014, including positions at FTJ Fundchoice, Orion, Stifel Financial, Hightower Advisors, Worldpay, and Global Payments. Queen City Wealth Partners provides investment management and financial planning services to individuals and high-net-worth clients, employing a blend of Modern Portfolio Theory and fundamental analysis. The firm uses a combination of passive and active investment vehicles and routinely selects and monitors outside advisers and model portfolios as part of its service approach.

Timothy Mandel is a financial advisor with Mandel Financial Services in Cincinnati, OH. He holds a Series 65 designation and has seven years of industry experience, including roles at Mandel & Associates, Beam Suntory, and Republic National Distribution Company. Mandel Financial Services is an independent, solo-registered adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a range of analytical methods and investment strategies across various asset classes, including less common allocations such as venture capital and private placements.

Robert Hertsenberg is a financial advisor at Marsh Financial Group in Cincinnati, Ohio, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner and principal representative of Hertsenberg Financial Services, an insurance agency, since 1991. Marsh Financial Group provides discretionary portfolio management and retirement plan consulting for individuals, high-net-worth clients, personal trusts, and business plan sponsors. The firm employs a long-term, fundamental analysis approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Charles Kuhn Jr. is a financial advisor with ARG Private Wealth, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. He previously worked at Trinity Wealth Management, LLC for 16 years and has maintained Charles N Kuhn & Associates since 2006. Outside of advisory work, he is a partner and owner in KO Properties Ltd., which manages various residential real estate properties. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, foundations, endowments, and retirement plans. The firm manages accounts primarily on a discretionary basis using diverse investment strategies and offers pension and retirement plan consulting along with selection-of-advisers services.

Wesley Cuprill is a financial advisor with Money & Clarity in Cincinnati, OH, holding a Series 65 license and having four years of industry experience. He previously worked at Advisor Architect, where he served as Director of Sales & Marketing for consulting and content marketing services targeting financial advisors. Mr. Cuprill is also separately licensed as an independent insurance agent. Money & Clarity serves institutional and pooled investment clients, focusing on third-party money manager selection, advisory support for self-directed brokerage accounts within retirement plans, and financial planning with educational programming. The firm emphasizes model-driven managers and platform monitoring, while also offering coaching and business systems to other financial advisors.

Fred Overbeck is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds the Series 63 designation and previously worked at Ross, Sinclaire & Associates for 16 years. Overbeck is also the COO of CINCaP Investment Group and Asset Management. CINCaP Asset Management offers wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm emphasizes long-term, strategic asset allocation with broad diversification, using mutual funds, ETFs, disciplined rebalancing, and tax-aware techniques.

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.

Kevin Mullendore is a financial advisor at Bullseye Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Bullseye since 2021. Outside of his advisory role, Mullendore works as a Ramsey Preferred Financial Coach, assisting individuals and couples with communication, money behavior, goal setting, budgeting, debt reduction, and retirement preparation. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm uses global macro, cyclical, and fundamental analysis to implement portfolios through mutual funds, ETFs, equities, fixed income, and other liquid instruments tailored to each client’s Investment Policy Statement.

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.

Dennis Marinich II is a financial advisor with Future Financial Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and Wells Fargo Advisors Financial Network from 2016 to 2018. Marinich is also licensed as a fixed life insurance agent. Future Financial Wealth Management Group provides discretionary investment management and comprehensive financial planning to individuals, small businesses, and retirement plans. The firm employs both passive and active investment strategies and offers personalized portfolio construction along with planning services including estate, tax, cash-flow, business, and insurance reviews.

Charles Marsh is a financial advisor at Marsh Financial Group in Cincinnati, OH, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Marsh Financial Group since 2011. His prior roles include positions with Nationwide Securities, 1717 Capital Management, and Nationwide Life Insurance Company. Marsh is also active as an insurance agent for various product sponsors. Marsh Financial Group provides discretionary portfolio management and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, and small business retirement plan sponsors. The firm employs a primarily long-term investment approach using mutual funds, ETFs, stocks, bonds, and options, alongside tactical trading and custom asset allocation tailored to client objectives.

Tonia Hahn is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with six years of industry experience. She has been with Mench Financial since 2018. Mench Financial provides discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, and businesses, employing a combination of fundamental, technical, quantitative, and qualitative analyses to tailor portfolios based on client objectives and risk tolerance.

Matthew Beamer is a CFP® professional at Coordinated Financial Planning Corp with three years of industry experience. He has been with Coordinated Financial Planning, Inc. since 1996. Coordinated Financial Planning serves individual and high-net-worth clients, as well as pension plans and charitable organizations, providing discretionary portfolio management and written financial plans. The firm combines model-based investment supervisory services with individualized portfolio management, employing an active risk framework that adjusts equity and fixed-income exposures based on market valuations, investor psychology, and monetary conditions.

Eric Roth is a financial advisor at Hero Investors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Hero Investors since 2014. In addition to his advisory role, he owns and operates ROTH CPA & ASSOCIATES LLC, providing tax preparation and accounting services. Hero Investors serves individuals, pension and profit-sharing plans, and corporations by offering financial planning, pension-plan education, and enrollment support. The firm recommends third-party investment advisers and focuses on individualized asset-allocation analysis and ongoing monitoring without directly managing client assets.

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.

Thomas Eisenzimmer is a financial advisor at Fountain Square Asset Management with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services, Concourse Financial Group Securities, and has operated Eisenzimmer Financial Services since 1991. He also owns and operates an independent registered investment advisory firm. Fountain Square Asset Management is an SEC-registered advisory firm serving individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, using model portfolios and a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tax awareness.

Joshua Garland is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Shepherd Wealth Management since 2021. His prior experience includes roles at Kasasa and TD Ameritrade. Outside of his advisory work, he owns and manages JN Garland Properties LLC, a business focused on providing clean and affordable housing for families. Shepherd Wealth Management is a four-advisor team that offers investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients. The firm manages approximately $162 million in discretionary assets, employing a primarily passive investment approach based on Modern Portfolio Theory, while also integrating fundamental and technical analysis as needed.