David Leisring is a financial advisor with Capital Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services and GE Aerospace. Leisring is also licensed as an insurance agent for Capital Advisory Services. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, trusts, and small businesses. The firm combines discretionary and non-discretionary management with a strategic asset allocation approach and also offers in-house tax preparation, bookkeeping, and implementation support for insurance and annuity transactions.

William Haase is a financial advisor at 365 Wealth Management Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Edward Jones. Outside of advisory work, he owns a catering business in Cincinnati. 365 Wealth Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, and retirement plan sponsors. The firm employs a multi-factor approach to equity selection and offers services including discretionary portfolio management and operation of a turnkey asset management platform.

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.

Arthur Owens is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at VanWeelden Wealth Management, LLC and has previously worked at Edward Jones and Concourse Financial Group Securities, Inc. Owens is also a licensed insurance agent involved in insurance sales and implementation. 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 long-term investment approach with tactical adjustments, using a three-pronged portfolio framework and incorporating third-party defensive strategies when appropriate.

Mark Casella is a financial advisor with Argentarii, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Prior to joining Argentarii in 2024, he worked for Coppertree Ltd. for 19 years. Outside of advising, he is involved in several non-investment ventures, including serving as owner and board member of FC Industries, president of the SaaS platform company Clariata, LLC, and chair of a local TIGER 21 group. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, and charitable organizations, providing discretionary portfolio management, family office services, and access to alternative investments and private placement opportunities. The firm employs model portfolios and third-party SMA managers and is involved directly in pooled and private investment vehicles.

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.

Edward Kolanko is a financial advisor with Baynes Investment Counsel LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Baynes in 2024, he was associated with Allstate Insurance Company and operated his own practice, Kolanko Capital. Outside of his financial career, he serves as a councilman for the Village of Walbridge, Ohio, and has officiated basketball for the Ohio High School Athletic Association since 2008. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, offering services that include tailored investment policy statements, educational workshops, and access to private investment opportunities for accredited investors.

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.

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 Series 65-licensed advisor with 12 years of industry experience, currently serving at Hero Investors, LLC since 2014. He is also the owner of ROTH CPA & ASSOCIATES LLC, a tax preparation and accounting firm he has operated since 2006. Hero Investors, LLC serves individuals, pension and profit-sharing plans, and corporations by providing financial planning, pension plan education, and recommending third-party investment advisers. The firm does not manage client assets directly but acts in a co-advisor capacity, focusing on individualized asset-allocation analysis and ongoing monitoring of recommended advisers.

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.

Eric Hamberg is a CFP® professional with 19 years of industry experience, currently serving at Rik Saylor Financial, Inc. He has held roles at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Hamberg serves as a board member and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting unprivileged babies. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset classes and third-party technology platforms to support account management and reporting.

Carly Wayne is a Series 65-credentialed financial advisor at Wayne Financial LLC with one year of industry experience. Prior to joining Wayne Financial, she worked for six years at SocialCoaster Inc. d/b/a BVIRAL and three years at Jonathan's Grille. Wayne Financial LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $16 million in assets using an investment approach that integrates equity and ETF allocations with multiple forms of analysis, maintaining client accounts primarily at Schwab Institutional.

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.