Carly Wayne is a Series 65-credentialed financial advisor at Wayne Financial LLC with one year of industry experience. Prior to joining Wayne Financial, she worked for six years at SocialCoaster Inc. d/b/a BVIRAL and three years at Jonathan's Grille. Wayne Financial LLC offers discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $16 million in assets using an investment approach that integrates equity and ETF allocations with multiple forms of analysis, maintaining client accounts primarily at Schwab Institutional.

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.

Zachary Holtmeier is a financial advisor at Union Strategic Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and MAI Capital Management. Union Strategic Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, estates, business entities, retirement plans, and donor-advised funds, along with business consulting services for small and medium-sized businesses. The firm uses fundamental analysis and a long-term investment approach, managing portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments, and sponsors its own wrap-fee program.

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.

Joseph Wilson is a financial advisor with Omega Wealth Private Capital LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms including AE Wealth Management and Global Financial Private Capital, and currently serves as a managing member and licensed agent at Wilson Private Capital, LLC, an insurance agency. Omega Wealth Private Capital LLC provides discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis to manage accounts on a discretionary basis.

Daniel Cuprill is a CFP® professional with 23 years of industry experience, currently serving at Money & Clarity. His prior roles include a position at MPM Wealth Advisors/CCO from 2014 to 2018. Outside of his advisory work, he is licensed as an independent insurance agent and founded Advisor Architect, LLC, a business coaching company for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles, focusing on asset-allocation recommendations and outsourcing implementation to third-party managers. The firm offers financial planning, educational seminars, and publishes practitioner-focused content, combining advisor-facing products with a role in selecting and referring third-party managers.

Matthew Alatorre serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. Matthew holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). With over 14 years of industry experience, Matthew has guided individuals, families, corporate executives, and business owners through a range of financial planning needs, including investments, retirement planning, college education planning, estate planning, lending, and insurance. He also holds the titles of Senior Portfolio Advisor and Senior Financial Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. Matthew earned a Bachelor's Degree from Miami University and is actively involved in his community. He serves on the Advisory Board at the Fairfield YMCA and the Investment Committee at the Greater Miami Valley YMCA. Additionally, he coaches youth sports such as basketball, baseball, and soccer. Matthew participates in organizations including Adopt-A-Class Cincinnati and the Boys & Girls Club of Greater Cincinnati. He is married with four children and values faith, family, finances, and fun.

Andrew Finlay is a Certified Financial Planner (CFP®) with one year of industry experience. He currently works at Kellett Wealth Advisors, LLC and previously held roles at Plante Moran Financial Advisors and UBS. Kellett Wealth Advisors serves individual and high-net-worth clients, trusts, retirement plans, and other business entities, managing approximately $344 million in client assets. The firm employs a tailored investment approach combining fundamental and technical analysis, asset allocation, and active monitoring, with portfolios that may include equities, fixed income, mutual funds, ETFs, options, and other securities.

Peter Schmitt is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is a principal at Schmitt Wealth Advisers, LLC, where he has worked since 2015. The firm provides financial planning, consulting, and investment management services primarily to individuals and families, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schmitt Wealth Advisers emphasizes risk management through proprietary model strategies that allocate across multiple asset classes and incorporates a secondary screening process to exclude investments in certain controversial sectors.

Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.

Michael Livingston is a CFP® with 28 years of experience in financial services. He is currently with Fountain Square Asset Management and previously worked at Cetera Wealth Services, Securities America, and Concourse Financial Group Securities. He serves on the advisory board for the School of Business at Gateway Technical and Community College, providing guidance on business programs and potentially speaking to classes about personal financial planning. Fountain Square Asset Management is an SEC-registered firm offering tailored portfolio management and financial planning to individuals, corporations, and institutions. The firm employs model portfolios with a focus on asset allocation and integrates various analytical approaches, serving approximately 330 client accounts with discretionary and non-discretionary management options.