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.

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.

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.

Matthew Antenucci is a CFA® charterholder with seven years of industry experience. He currently works at McCarley & Cook Financial Planners and previously spent ten years at HORAN Capital Advisors. McCarley & Cook Financial Planners provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm uses a modified Liability-Driven Investing framework that separates portfolios into cash-matched Dedicated Portfolios for Income and diversification-focused Dedicated Portfolios for Growth.

Christopher Cook is a CFP® with 16 years of industry experience, currently serving as a financial advisor at McCarley & Cook Financial Planners since 2017. Before joining the firm, he worked at Commonwealth Financial Network and Horan Securities, Inc. He is also a director of the By-The-Hand Foundation, where he advises on charitable giving. McCarley & Cook Financial Planners provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm employs a modified Liability-Driven Investing framework that separates portfolios into Dedicated Portfolios for Income and Growth, using diversified, low-cost institutional funds and a minimax orientation to manage risk.

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 financial advisor at Outpost Advisors, LLC in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. He has been with Outpost Advisors since 2020 and is also the creative director and owner of Viva Bella Events, where he develops content and staging for corporate events. Outpost Advisors provides discretionary investment management and financial planning services to individual clients and employer plan sponsors. The firm emphasizes passive, asset-class weighted portfolios using low-cost index funds and ETFs, complemented by fundamental analysis and selective third-party managers, and offers a range of planning options including comprehensive and project-based services.

Pamela Clark is a CFP® professional with 19 years of industry experience, currently serving at Generations Wealth, LLC since 2014. She acts as an outsourced CFO for New Vista Partners, LLC, an investment partnership focused on Romanian real estate, and serves on the board of Romania One, a nonprofit organization promoting democracy through education in Romania. Generations Wealth, LLC is a fee-only registered investment adviser providing discretionary investment management, financial planning, income tax services, and family office retainers to individuals, families, trusts, and institutions. The firm employs an asset-allocation approach grounded in Modern Portfolio Theory and the Efficient Markets framework, primarily using low-cost mutual funds and ETFs, and offers expanded family office services for multi-generational clients.

Ryoichi Tsuchiya is a financial advisor at Generations Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. outside of his current role. Tsuchiya is also involved in historical yachting education as a historical editor for the America3 Foundation and operates a business focused on yachting history through lectures and media. Generations Wealth, LLC is a fee-only registered investment adviser serving individuals, families, trusts, and institutions. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages portfolios primarily with low-cost mutual funds and ETFs, offering expanded family office services for high-net-worth clients.

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.

Brian Wade is a financial advisor at Ardent Capital Management, Inc. in Cincinnati, Ohio, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Winston Investment Management since 2017. Outside of finance, Wade co-founded Omega Natural Enterprises, a company that sells supplements for equine, pet, and human use, where he serves on the board of directors. Ardent Capital Management provides discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is based on fundamental research, and portfolios may include a variety of securities such as equities, fixed income, and derivatives.

Michael Weber is a financial advisor with Research & Portfolio Management in Crescent Springs, KY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at American Equity Investment Corp from 2013 to 2019 and has been with Research & Portfolio Management since 2011. Research & Portfolio Management provides discretionary and non-discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses a suitability-driven, equity-focused investment approach that incorporates fundamental, technical, and cyclical analysis alongside a mix of long- and short-term strategies.

Darren Wurz is a CFP® with 11 years of experience in financial advising. He is currently with Wurz Financial Services, LLC and has worked previously 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. The firm offers specialized business planning services for law firm owners and employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches within a structured investment process.

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.

Andrea Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 15 years of industry experience. She has been with her current firm since 2008. Mench Financial Inc provides discretionary portfolio management and model portfolio services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, cyclical, quantitative, and qualitative analyses to implement sector-enhanced model portfolios, regularly monitoring and rebalancing accounts while providing detailed quarterly performance reports.

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.

John Ashcroft is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds a Series 66 designation and previously worked at Girard Advisory Services and The Burney Company. Ashcroft is part of a four-advisor team based in Lititz, PA. Shepherd Wealth Management serves individual and high-net-worth clients by providing investment management, financial planning at no additional fee, and retirement plan consulting. The firm manages approximately $162 million in discretionary assets and employs a primarily passive investment approach grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis.

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

Ryan Hoskins is a financial advisor at Benchmark Wealth Management with 18 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Benchmark Wealth Management in 2025, he was employed at Fifth Third Bank for 17 years and operated as a self-employed advisor for two years. Outside of financial services, he is a restaurant group owner in Carmel, Indiana. Benchmark Wealth Management is a four-advisor team offering 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 integrating long-term strategic allocations with third-party and quantitative strategies and provides ongoing monitoring with tax-aware execution.

George Sparks is a financial advisor at Barnes Dennig Private Wealth Management, LLC with six years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Barnes Dennig Private Wealth Management since 2024. Outside of his advisory role, he has partial ownership in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to deliver tailored portfolio management and ongoing client reporting.