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® with 35 years of experience in the financial services industry. He is currently with Kellett Wealth Advisors, LLC and has held roles at his own firm, David Bodnar Advisors LLC, as well as at Triad Advisors, Inc. and Professional Planning Associates. Outside of his advisory work, he is president and owner of a company providing insurance products and services. Kellett Wealth Advisors is a team-based investment adviser serving individuals, trusts, retirement plans, and business entities. The firm offers customized portfolio management and comprehensive financial planning, utilizing fundamental, technical, and cyclical analysis, and employs options and derivatives strategies in client accounts.

Jason Pinson is a financial advisor at 212 Wealth Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors, Morgan Stanley, and Axecap Investments. Outside of finance, he works as a fitness instructor and independently books travel for acquaintances. 212 Wealth Management Group, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm employs a multi-factor equity model incorporating fundamental, technical, and quantitative analysis and customizes portfolios based on client goals and risk tolerances.

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 CFP® and Series 63 licensed financial advisor with 16 years of industry experience. He has been with Trinity Wealth Management LLC in Cincinnati, OH, since 2009. Trinity Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages approximately $356.9 million in assets across about 94 client relationships, offering tailored investment strategies based on formal risk assessments and Investment Policy Statements.

Scott Schwalich is a CFP® professional with five years of industry experience, currently serving at Blake Schutter Theil Wealth Advisors, LLC. His prior experience includes roles at Anderson Financial Strategies, LLC and RetireMEDiQ, LLC. Outside of advisory work, he has been the head coach for Flag Football Fanatics since 2023. Blake Schutter Theil Wealth Advisors serves a diverse client base including individuals, trusts, pension plans, and corporate entities, providing comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm emphasizes a detailed fact-finding process and uses strategic asset allocation across various investment vehicles, managing approximately $463 million in client assets.

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 is a financial advisor at Trinity Wealth Management LLC in Cincinnati, OH, with 20 years of industry experience. He holds the PFS™ designation and Series 63 license and has been with Trinity Wealth Management since 2009. Trinity Wealth Management provides discretionary portfolio management and financial planning for individuals, trusts, and employer-sponsored retirement plans, managing approximately $356.9 million in assets across about 94 client relationships. The firm emphasizes a formal risk assessment and investment policy statement process, offering diversified portfolios primarily through mutual funds and ETFs, with tailored strategies as appropriate.

Timothy Davis is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, OH, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Latitude Advisors, LLC, GWN Securities Inc., and Mass Mutual Life Insurance Company. Outside of his financial advisory role, he serves as president of Fire Island Media, where he is engaged in photography and writing. Kleinfelder Capital provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $377 million in client assets through a tailored investment process focused on fundamental analysis and a long-term outlook, complemented by tactical trading when appropriate.

Ihechituru Kanu is a financial advisor with KANU Asset Management, LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Calton & Associates, Inc. Outside the advisory business, he is a managing director and 50% partner in two non-industry ventures, KANU Investments LLC and Arete Capital Partners, LLC. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individual and institutional clients. The firm employs a long-term global investment strategy combined with an active tactical overlay using a proprietary quantitative program called “Convixquant,” managing portfolios typically on a discretionary basis.

Timothy Guthrie is a CFP® with 19 years of industry experience, currently serving at Bullseye Investment Management, LLC since 2007. Based in Cincinnati, OH, he holds the Series 63 designation alongside his CFP® credential. Bullseye Investment Management provides discretionary and non-discretionary investment management for individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, while also offering a strategic business consulting service related to bond transactions. The firm’s investment approach incorporates global macro, cyclical, and fundamental analysis, with portfolios typically including mutual funds, equities, bonds, ETFs, and closed-end funds.

Hi, I’m David Wiedmeyer, CFP®, founder of KLD Wealth Management. KLD Wealth Management is a fee-only, fiduciary financial planning firm built to help Gen X and Millennial families make confident decisions with their money. Many of the people I work with are doing a lot of things right. They are earning a good income, saving for the future, investing consistently, building wealth, and trying to create a better life for their family. But they still wonder: Am I on track? Am I paying more in taxes than I need to? Are my investments aligned with my goals? How do I balance today’s needs with tomorrow’s retirement? Where does real estate fit into my overall plan? That is where KLD Wealth Management comes in. My goal is to help you create a clear, actionable plan so you can stop second-guessing and move forward with confidence. Together, we focus on the areas that have the greatest impact on your financial life: cash flow, tax planning, retirement readiness, investment management, risk protection, estate considerations, real estate, and the big decisions that affect your family’s future. I believe real estate can be a powerful part of building long-term wealth. Whether you own rental properties, inherited property, are considering real estate as a side investment, want to make the most of your primary residence, or simply want to understand how property fits into your bigger financial picture, I can help you evaluate the opportunities, risks, tax implications, cash flow considerations, and trade-offs. Good financial planning is not about chasing trends or trying to beat the market. It is about understanding what matters most to you, building a plan around those priorities, and making smart decisions over time. At KLD Wealth Management, advice is not tied to commissions, product sales, or Wall Street incentives. As a fee-only fiduciary, I work for you. That means transparent fees, objective guidance, and recommendations designed around your goals. I work with clients virtually and locally in the Cincinnati, Dayton, and Southwest Ohio area. If you are looking for a financial partner who can help you bring clarity to your money, reduce financial stress, build wealth, and understand how real estate fits into your broader plan, I would be happy to talk.

Joseph Gates is a financial advisor at Meyer Gates Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2016 to 2018. Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages approximately $168.7 million for about 177 clients, using a strategic core-and-satellite asset allocation with an emphasis on no-load mutual funds and exchange-traded funds, supplemented by customized securities.

Jared Kline is a financial advisor with Kellett Wealth Advisors, LLC in Cincinnati, OH, holding a Series 65 designation and seven years of industry experience. Prior to joining Kellett Schaffner Wealth Advisors in 2019, he worked for Procter & Gamble for 24 years. Outside of his advisory role, he coaches the girls basketball team at Modeira City School. Kellett Wealth Advisors primarily serves individual and high-net-worth clients, trusts, retirement plans, and other business entities, managing approximately $344 million in client assets. The firm offers comprehensive portfolio management integrating financial planning, with an investment approach that includes fundamental and technical analysis, asset allocation, active monitoring, and the use of derivatives and options strategies.

David Kronour is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has worked with several firms, including Ameriprise Financial Services, Inc. and National Securities Corporation, before joining Kapstone Financial Advisors LLC in 2022. He is also a licensed insurance professional. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term, ETF and mutual fund–focused investment approach, combining fundamental and technical analysis while accommodating shorter-term trading needs.

Anthony Kippins is a financial advisor with Retirement Plan Advisors Ltd in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Retirement Plan Advisors Ltd since 2011 and co-owns Institutional Fiduciary Assurance LLC, where he serves as managing director. Outside of his advisory roles, he is president of Akippins Inc, an insurance services company. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis with a range of investment vehicles and has a focus on fiduciary governance and retirement-plan services.

David Voss is a financial advisor at D C Voss & Company, LLC with 23 years of industry experience. He holds a Series 65 credential and has been with his current firm since 2002. D C Voss & Company provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, and foundations. The firm manages approximately $205 million in client assets, offering both discretionary portfolio management through a Dividend Growth Strategy and predominantly non-discretionary accounts focused on mutual funds, ETFs, and fixed-income securities.

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.