Ray Isaacs is the sole advisor at Isaacs & Associates, LLC in Cincinnati, OH, with 39 years of industry experience. He holds a Series 63 designation and previously worked at Parkland Securities and Spc. Isaacs is also a licensed insurance agent, recommending insurance products alongside his advisory work. Isaacs & Associates provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses a combination of in-house and third-party model portfolios with an investment approach focused on asset allocation and regular rebalancing, primarily managing assets on a non-discretionary basis.

Timothy Recker is a financial advisor with Union Strategic Advisors in Blue Ash, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Raymond James & Associates for 21 years before joining Union Strategic Advisors in 2026. Outside of advising, he is a partner in Queen City Capital, LLC. Union Strategic Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, and business entities, along with business consulting for small and medium-sized businesses. The firm emphasizes fundamental analysis and long-term investment strategies across a diversified range of assets and sponsors its own wrap-fee program.

Stephen Perrin Jr. is a ChFC® with three years of industry experience, currently serving as an advisor at Coordinated Financial Planning Corp in Cincinnati, OH. He has been with Coordinated Financial Planning Corp since 1991. Coordinated Financial Planning Corporation is an SEC-registered investment adviser managing approximately $343 million for about 367 clients. The firm serves individuals, pension and profit sharing plans, and charitable organizations, providing discretionary portfolio management through model and customized accounts, along with written financial planning and related non-securities advice.

Philip Seibert is a CFP® professional with 35 years of industry experience, currently operating at Julius Arthur Seibert & Company, LLC since 2007. The firm provides discretionary and non-discretionary investment advisory services, occasionally offering consulting to individuals, high-net-worth clients, trusts, and estates. Outside of advisory work, he manages rental properties in Ohio. Julius Arthur Seibert & Company, LLC manages approximately $65.5 million in client assets and constructs portfolios focused on low-cost, diversified mutual funds and ETFs, incorporating fundamental and technical analysis alongside tailored strategies.

Nicolette Goedde is a financial advisor at 212 Wealth Management Group, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked 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 registered investment adviser that offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a multi-factor equity model combining fundamental, technical, and quantitative analysis, and manages portfolios based on client time horizons, risk tolerances, and objectives.

James Pommert is a financial advisor at Equitta Advisors LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Equitta Advisors in 2017, he worked at Kansas City Life Insurance Company and Krilogy Financial. Outside of advising, Mr. Pommert has minority ownership interests in a pet nutrition company and a HIPAA compliance firm. Equitta Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, physicians, and small businesses. The firm employs a model-based approach grounded in Modern Portfolio Theory, focusing on diversified, low-cost mutual funds and ETFs while allowing customized portfolio management to address tax or legacy considerations.

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.

Gregory Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, bringing 18 years of industry experience. He has been with Brown Financial Advisors since 2008 and also manages Brown Insurance & Tax Advisors, where he spends about 25% of his time on insurance sales and tax preparation. Brown Financial Advisors provides fee-based financial planning and asset management services to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor relationship with Gradient Investments to manage third-party model portfolios and combines fundamental and technical analysis in its planning and review processes.

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 served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.

Myron Borth II is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Brown Financial Advisors, LLC since 2012 and also serves as vice president, insurance agent, and tax preparer at Brown Insurance & Tax Advisors. Additionally, he works as a loan officer at Gradient Home Mortgage, LLC. Brown Financial Advisors serves individual and high-net-worth clients by providing portfolio management through third-party co-advisors, along with financial planning and consulting services. The firm manages approximately $299 million in discretionary assets and supports around 679 client relationships across five offices.

Neal Schear is a financial advisor at Schear Investment Advisers, LLC in Cincinnati, Ohio, with 18 years of industry experience. He holds a Series 65 designation and has been involved in investment management since 1980 through various entities, including Schear & Schear and Schear Capital Inc. Outside of his advisory role, he manages an investment partnership, Schear Investment Partners LP, dedicating significant time to its operations and investment decisions. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, concentrating portfolios in marketable securities such as equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

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.

Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Faith Financial Advisors since 2013 and is also associated with Osaic Wealth Inc. since 2004. Outside of her advisory work, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading when appropriate.

Jeffrey Schear is a financial advisor at Schear Investment Advisers, LLC with Series 65 credentials and one year of industry experience. Prior to his advisory role, he worked at Getty Images and has operated Jeff Schear Visuals, a commercial photography and video production business, since 2008. Schear Investment Advisers, LLC provides discretionary investment management and retirement plan consulting to individuals, business entities, trusts, pension and profit-sharing plans, and charitable organizations, managing approximately $269 million in assets. The firm uses a model-based investment approach combining quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and strategic asset allocation.

James Hartke II is a financial advisor with CINCaP Asset Management, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ross Sinclaire and Associates, LLC for 12 years before joining CINCaP Investment Group and later CINCaP Asset Management. Outside of his advisory role, he is an investor in a local capital holdings entity and participates as an advisory group member in the Municipal Securities Rulemaking Board. CINCaP Asset Management provides 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, tax-aware techniques, and may employ third-party managers and alternative investment strategies.

Austin Carr is an advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has experience working internationally in educational roles, including positions at Lanna International School Thailand and Nakornpayap International School. Stone Tower Wealth Advisors is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting services. The firm employs a modern portfolio theory-based investment approach that includes diversified allocations, factor overlays, and the option for socially responsible strategies, along with public educational seminars and ERISA retirement plan services.

Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Jeffrey Mcpeek is a financial advisor at Nottinghill Investment Advisers, Ltd with 18 years of industry experience. He holds a Series 65 designation and has been with Nottinghill since 2007. The firm serves both individual taxable and tax-exempt clients on a fully discretionary basis, focusing on portfolio management across equity and balanced strategies using a rules-based, quantitatively driven investment process. Nottinghill also offers subscription and research services to other advisers and provides a standalone investment-planning tool available to clients and non-clients.

Michael Mccormick is a financial advisor at eAdvisor LLC with 18 years of industry experience and holds a Series 63 designation. He is also the managing member of MJ McCormick, LLC, a 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 provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, typically directing client assets to third-party managers. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory and does not accept discretionary trading authority over client accounts.