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 two years of industry experience. She holds a Series 65 designation and previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is an owner and landlord of a rental property. Integrity Wealth Management, LLC manages approximately $111 million in discretionary assets and serves individuals, high-net-worth clients, trusts, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management using asset-allocation models and both fundamental and technical security analysis.

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.

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.

Peter Barrett is a financial advisor at Investment Analytics, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Wells Fargo Clearing and Somerset Residences LLC. He is also Vice President of Barrett Family Investments, LLC in Cincinnati, Ohio. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, utilizing a blend of cyclical and technical analysis, fundamental research, and modern portfolio theory. The firm employs equity-focused strategies alongside other asset classes and offers both discretionary management and discrete consulting services.

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 financial advisor at Brown Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance sectors since 2010. Outside of his advisory role, he is also engaged in insurance and tax services through Brown Insurance & Tax Advisors, LLC. Brown Financial Advisors provides fee-based financial planning and asset management primarily to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor arrangement for portfolio management, recommending third-party model portfolios and conducting both fundamental and technical analysis to support client objectives.

Braden Seymour is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, OH, holding a Series 66 license with two years of industry experience. Prior to joining Kleinfelder Capital, he held positions at several firms including AE Wealth Management, Arkadios Wealth Advisors, and Russell Total Wealth & Wellness. He is also an independent insurance agent. Kleinfelder Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamentally driven investment approach and sponsors its own wrap fee program that bundles transaction costs into an asset-based advisory fee.

John Dexter is a CFP® with 16 years of industry experience. He is currently with Infinity Wealth Counsel, LLC, where he has worked since 2026. Prior to that, he spent 17 years at Trinity Wealth Management LLC. Infinity Wealth Counsel serves individuals including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, using a diversified asset allocation approach with a tilt toward value-oriented securities.

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.

Luke Fleming is a CFP® professional with one year of industry experience, currently advising at ARG Private Wealth, LLC. His prior roles include positions at Lifetime Financial Growth and Trinity Wealth Management LLC. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional entities. The firm utilizes a range of investment strategies across conservative to aggressive risk profiles, including discretionary portfolio management and retirement plan consulting.

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.

Christian Matix is a financial advisor with Investment Analytics, LLC and holds a Series 65 designation. He has five years of industry experience, having worked at Investment Analytics since 2021. Prior to this, he held positions at Somerset Residences and Winsupply, Inc. outside the financial sector. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm utilizes a variety of investment strategies, including cyclical and technical analysis, fundamental research, and modern portfolio theory, with a portfolio focus on equities as well as other asset classes.

Robert Wassel Jr. is a financial advisor at Infinity Wealth Counsel, LLC in Loveland, OH, holding the PFS™ and Series 63 designations with 20 years of industry experience. He previously worked at Trinity Wealth Management LLC for 17 years, as well as OJM Group, LLC and Principal Financial Services. Infinity Wealth Counsel serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, discretionary investment management, and retirement plan advisory services using a diversified asset allocation approach with a value-oriented tilt.