Randall Kronour is a financial advisor with Kapstone Financial Advisors LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., National Asset Management, and Fsic. Outside of his advisory work, he serves on the boards of Solutions CCRC, a mental health nonprofit, and Countryside YMCA, where he is chairman. Kapstone Financial Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, and manages approximately $271 million in assets for around 509 clients.

Joseph Perin is a CFP® professional with three years of industry experience. He has been with Coordinated Financial Planning Corp since 2018, following two years at Great American and a five-year tenure at the University of Cincinnati. Coordinated Financial Planning Corporation is an SEC-registered investment adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm provides discretionary portfolio management through both model and customized accounts, combining charting, fundamental and technical analysis with a focus on low-fee mutual funds and ETFs.

Laura Gentzkow is a financial advisor at Integrity Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is a landlord for a single rental property. Integrity Wealth Management, LLC manages approximately $111 million in discretionary assets, serving individuals, high-net-worth clients, trusts, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management, using asset-allocation models and investor policy statements tailored to each client’s goals and risk tolerance.

Keith Lewis is a financial advisor at Omega Wealth Private Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory roles, he spent nearly two decades involved with Wine Cellar Innovations. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in assets. The firm uses model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing, incorporating fundamental and technical analysis along with AI tools.

Ronald Gulaskey is a financial advisor with Retire Right Wealth Management in Mason, Ohio, holding a Series 63 license and 26 years of industry experience. His background includes roles at Securities America Advisors, Inc. and multiple affiliated businesses focused on insurance, tax preparation, and estate planning, where he holds ownership and managerial positions. Retire Right Wealth Management provides discretionary and non-discretionary asset management services to individual and high-net-worth clients, managing approximately $60 million across about 145 relationships. The firm offers tailored investment recommendations based on client objectives and risk tolerance, with regular portfolio reviews and a unique single-advisor practice model.

Bradley Johansen is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH, holding a Series 65 license and one year of industry experience. Prior to joining Omega Wealth, he worked at Wilson Private Capital, TAP Insurance, and Magellan Financial, and has a background in media with roles at NBC4, WRAL-TV, and WKRC-TV. Outside of advising, he operates Brad Johansen Media, specializing in speaking, public relations, and hosting. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients using model portfolios and managed accounts, combining fundamental and technical analysis with sub-advisory models and AI tools.

Tyler Ayres is a financial advisor at KLD Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Modern Woodmen Of America. Outside of his advisory role, he manages bookkeeping and accounting for a family farm operation. KLD Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm employs a blend of passive and active strategies and manages accounts on a discretionary basis with quarterly reviews.

Arthur Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 20 years with his current firm. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach and invests primarily in ETFs, serving a diverse client base that includes both individual and institutional investors.

Matthew Mithoefer is a financial advisor at Faith Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth Inc. and Faith Financial Advisors since 2020. Outside of advising, he is a licensed insurance agent and a notary public. 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.

David Frazier is a Certified Financial Planner® with 29 years of industry experience. He is currently with Kapstone Financial Advisors LLC and previously spent over two decades at Kovack Advisors, Inc. and Kovack Securities, Inc. Outside of his advisory work, he serves as president of American Access, Inc., a company involved in consulting and marketing. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans by providing discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on ETFs and mutual funds, incorporating both fundamental and technical analysis.

David Bodnar is a CFP® professional with 36 years of experience in financial advisory services. He is currently a senior vice president at Kellett Wealth Advisors, LLC and previously operated his own advisory firm, David Bodnar Advisors LLC, for ten years. His background also includes long-term roles at Triad Advisors, Inc. and Professional Planning Associates. Kellett Wealth Advisors serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $344 million in assets. The firm’s investment approach combines fundamental and technical analysis, asset allocation, and active monitoring, with portfolios that may include equities, fixed income, mutual funds, ETFs, options, and other securities.

Jason Pinson is a financial advisor with 20 years of industry experience, currently with 212 Wealth Management Group, LLC. He holds Series 63 and Series 66 licenses and has worked previously at Axecap Investments LLC, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory role, he is a fitness instructor and an independent travel agent. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individuals and non-discretionary advice to retirement plans. The firm’s investment approach combines fundamental, technical, and quantitative analysis with third-party research, focusing on long-term holdings tailored to client risk tolerance and objectives.

Alexander Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, where he has worked since 2016. He has seven years of industry experience and also operates Brown Insurance & Tax Advisors, LLC, providing insurance and tax services. Brown Financial Advisors serves individual and high-net-worth clients, managing approximately $299 million in discretionary assets across five offices. The firm primarily uses a co-advisor model with third-party portfolio managers, offering financial planning and consulting services tailored to client objectives.

Braden Seymour is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at AE Wealth Management, Arkadios Wealth Advisors, and Russell Total Wealth & Wellness. He is also an independent insurance agent. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamental analysis approach to portfolio construction and offers discretionary management alongside integrated financial planning and ERISA fiduciary services.

John Dexter is a Certified Financial Planner™ with 16 years of industry experience. He has worked at Trinity Wealth Management LLC since 2009 and was previously with Infinity Wealth Counsel, LLC. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $425 million and offers portfolio management and financial planning using an investment process based on documented risk assessments and efficient-frontier allocations, primarily employing mutual funds and ETFs.

Scott Schwalich is a CFP® professional with five years of industry experience, currently advising at IronKoor Retirement, LLC in West Chester, OH. His prior experience includes roles at Anderson Financial Strategies, LLC, and RetireMEDiQ, LLC. Outside of financial advising, he serves as head coach for Flag Football Fanatics. IronKoor Retirement, LLC primarily provides comprehensive financial planning and investment management services, focusing on tailored asset allocation and retirement plan consulting for individuals and plan sponsors.

Evan Glover is a financial advisor at Tetelestai Capital in Loveland, Ohio, holding a Series 65 designation with five years of industry experience. He has worked at U.S. Bank since 2018 in a financial analyst role focused on financial forecasting and capital expenditure analysis. Prior to that, he held positions at Newell Brands and PLK Communities. Tetelestai Capital is a single-advisor firm providing discretionary separately managed accounts, financial planning, and consulting for individual and institutional clients. The firm employs a fundamental macro research process with a long-term barbell investment strategy that includes the use of derivatives and seeks to outperform the MSCI ACWI over a three-year rolling period.

Andrew Schmitt is a financial advisor with Schmitt Wealth Advisers, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Schmitt Wealth Advisers since 2015. Schmitt Wealth Advisers, LLC provides financial planning, consulting, and investment and wealth management services primarily to individuals and families, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary model strategies that allocate across multiple asset classes and incorporates a secondary screening process to exclude investments based on specific social criteria.

Robert Wassel Jr. is a financial advisor at Trinity Wealth Management LLC with 20 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior work includes positions at Infinity Wealth Counsel, LLC, OJM Group, LLC, and Principal Financial Services. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a documented risk assessment and Investment Policy Statement to guide portfolio allocations across equities and fixed income, employing mutual funds, ETFs, and other investment vehicles tailored to client needs.

Timothy Davis is a financial advisor at Kleinfelder Capital, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Latitude Advisors, GWN Securities, J.P. Morgan Securities, Merrill, Mass Mutual Life Insurance, and MML Investors Services. Outside of his advisory role, he is president of Fire Island Media, focusing on photography and authorship, and leads Avalon Consulting Group, which provides business consulting services. Kleinfelder Capital offers comprehensive wealth management and financial planning to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $377 million in client assets, employing a customized investment process that emphasizes fundamental analysis and a long-term approach, with portfolios that may include mutual funds, ETFs, individual equities, and fixed-income securities.