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.

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 17 years of experience in financial planning and investment management. He has worked at McCarley & Cook Financial Planners since 2017 and previously spent a decade at Horan Securities, Inc. Cook serves as a director of the By-The-Hand Foundation, providing advisory support for 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 alongside diversified growth portfolios, managing client assets through independent custodians without accepting physical custody.

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 Series 65-licensed advisor with Outpost Advisors, LLC in Cincinnati, OH, where he has worked since 2018. He has six years of industry experience and is also the creative director and owner of Viva Bella Events, a corporate event planning business he has been involved with since 2009. Prior to his advisory role, he was associated with Crossroads Community Church for 12 years. Outpost Advisors serves individual clients and employer-sponsored retirement plans, offering a range of financial planning packages and discretionary portfolio management. The firm emphasizes passive, asset-allocation-based investment strategies complemented by fundamental analysis and model portfolios, alongside a planning process that includes educational seminars and a proprietary “Purpose Process.”

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.

Andrew Finlay is a CFP® with two years of industry experience, currently serving as an advisor at Kellett Wealth Advisors, LLC. His prior experience includes roles at Plante Moran Financial Advisors and UBS. Kellett Wealth Advisors primarily serves individual and high-net-worth clients, as well as trusts, retirement plans, and other business entities. The firm offers comprehensive portfolio management that integrates financial planning and retirement plan consulting, using a tailored investment approach that incorporates fundamental and technical analysis, asset allocation, and active rebalancing.

Christopher Donabedian is a CFA® charterholder with 23 years of industry experience and has been with Ardent Capital Management, Inc. since 1993. He holds Series 63 and Series 65 licenses and is based in Cincinnati, OH. Ardent Capital Management provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, with portfolios constructed using fundamental research and a range of securities including equities, fixed income, and derivatives. The firm manages over $300 million with a compact team and offers rollover advice under fiduciary standards.

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 Certified Financial Planner® with 11 years of industry experience. He currently works at Wurz Financial Services, LLC and has held roles 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 in managing accounts.

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 experience in the financial services industry. He is the principal at Kleinfelder Capital, Inc., where he has worked since 2017. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is an independent insurance agent and owns Graf Drive LLC, a company that owns an office building in Cincinnati. Kleinfelder Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and plan sponsors. The firm employs a primarily long-term, fundamentally driven investment approach and offers a wrap fee program that integrates transaction costs into the asset-based advisory fee.

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.