Keith Kohout is a financial advisor at Vaultis Private Wealth Ltd with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he owns Hangar 26, LLC, which manages and operates aircraft, and serves as a board member of the Beech Heritage Museum. Vaultis Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets and typically tailors portfolios using mutual funds, ETFs, and individual equities, employing a range of analytical approaches and third-party custodians such as Fidelity/NFS and Charles Schwab.

Andrew Bertke is a financial advisor at Barnes Dennig Private Wealth Management, LLC with eight years of industry experience. He holds the PFS™ designation and has worked at Barnes Dennig Private Wealth Management since 2024, with prior experience at Biechele Royce Advisors and Barnes Dennig & Co. Bertke is also a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Barnes Dennig Private Wealth Management, LLC provides personalized investment advisory services, retirement plan management, and consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a structured Discovery process and collaborates with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across about 166 clients.

Luann Driscoll is a financial advisor at Research & Portfolio Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Equity Investment Corp and Mcw Financial, Inc., the latter operating as Research & Portfolio Management. Research & Portfolio Management offers discretionary and non-discretionary portfolio management and pension consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a suitability-driven, equity-focused investment approach combining fundamental, technical, and cyclical analysis, and utilizes Raymond James Asset Management Services for separately managed accounts.

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.

Mackey McNeill is a financial advisor with The Prosperity People in Bellevue, Kentucky, holding the PFS™ designation and a Series 65 license. He has 23 years of industry experience and has been managing an accounting practice as the managing partner of Mackey Advisors, CPAs since 2003. McNeill has worked with The Advisory Team, LLC for his entire advisory career. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages roughly $130 million in assets across discretionary and non-discretionary portfolios using model asset-allocation strategies that incorporate fundamental, technical, quantitative, and qualitative analysis.

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.

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 20 years of industry experience. He has been with Bullseye Investment Management, LLC since 2007. The firm provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. Bullseye follows client Investment Policy Statements and employs global macro, cyclical, and fundamental analysis across diversified portfolios typically including mutual funds, equities, bonds, ETFs, publicly traded REITs, closed-end funds, and UITs.

Maxwell Rossi is a financial advisor at Argentarii, LLC with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Sanford C. Bernstein & Co., LLC. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm provides discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments, with a notable involvement in private placements and pooled investment vehicles.

Brandon Hutchison is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Argentarii, LLC, having previously been with Bank of America and Merrill for ten years. Outside of his advisory role, Hutchison serves as a business advisor on the board of Essential Provisions, LLC, a food manufacturing company. Argentarii serves individual and high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing discretionary portfolio management, family office services, and access to alternative investments and separately managed accounts. The firm is involved in managing private placements and operates a private capital arm that co-sponsors investment vehicles with third parties.

Vasilios Zois is a financial advisor at Meritum Wealth Management LLC in Cincinnati, OH, with eight years of industry experience. He holds a Series 65 credential and has been involved with multiple firms including Meritum Tax Advisors LLC, The Zois Group LLC, and IAMS Wealth Management, LLC. Zois is also the owner of The Zois Group LLC, an independent insurance agency that offers life, health, and annuity products. Meritum Wealth Management provides portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm uses a blend of quantitative and qualitative investment methods across long-term and short-term strategies, including options trading, and also operates a tax preparation and insurance business alongside its advisory services.

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.

Lee Bower is a financial advisor at Investment Analytics, LLC with three years of industry experience and holds a Series 65 designation. Prior to his advisory role, he worked at Planned Parenthood Southwest Ohio Region and Clinical Health Network for Transformation. He currently serves as CFO for Habitat for Humanity of Greater Cincinnati, where he oversees accounting and financial management. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including long-term investing, margin, and options, with portfolios that are primarily equity-focused but may also include mutual funds, ETFs, fixed income, and alternative investments.

Taylor Palmer is a financial advisor at Argentarii, LLC in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Argentarii in 2024, Taylor worked six years at Merrill. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm also manages private placements and operates a private capital arm that collaborates with third parties on alternative private opportunities.

Ryan Murray is a CFP® with 12 years of industry experience. He currently works at Argentarii, LLC and has previously been affiliated with ARG Private Wealth, LLC, Bank of America, N.A., and Merrill. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm provides discretionary portfolio management, family office services, and access to alternative investments and separately managed accounts, often implementing strategies through model portfolios and third-party managers.

Casey Lysaght is a financial advisor with Eukles Asset Management, LLC, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Eukles Asset Management since 2017 and has been affiliated with LPL Financial since 2014. Eukles Asset Management provides discretionary model portfolio management and advisory services to a diverse client base, including individuals, trusts, charitable organizations, and institutional clients. The firm’s investment approach relies on model asset allocation and fundamental analysis, incorporating ETFs, individual securities, and options strategies to meet client objectives and tax considerations.

Clare Fazackerley is a financial advisor at 1TaxFinancial with 10 years of industry experience. She holds the CFP® and Series 63 designations and has operated her own tax preparation and accounting business since 2007. 1TaxFinancial provides project-based financial planning and counseling to individuals, couples, families, and sole proprietors, offering services such as retirement planning, Social Security analysis, and estate plan reviews. The firm integrates advisory work with tax preparation, using a fee-only model without asset management or wrap-fee programs.

David Eltringham is a financial advisor at Benchmark Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthquest Corporation and Fifth Third Securities. Outside of his advisory role, Eltringham serves on the Board of Trustees for Stepping Stones, instructs lending to wealthy individual clients through the Risk Management Association, coordinates mission trips for Back2Back Ministries, and advises The Evan McPherson Foundation. Benchmark Wealth Management is a four-advisor team that provides discretionary and non-discretionary investment management, financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $178 million in discretionary assets and employs customized model portfolios that integrate long-term strategic allocations with quantitative and third-party strategies, along with ongoing tax-aware monitoring and risk management techniques.

Ellen Scheeler is a financial advisor at Scheeler Financial Group with over 14 years of experience in the industry. She holds the Series 65 designation and has previously worked with Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Services. Outside of her advisory role, she is licensed to sell insurance products, which she offers separately from her investment services. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical techniques to guide investment decisions and typically manages accounts on a discretionary basis using diverse strategies including long- and short-term trading, margin, options, and actively managed approaches.

Eva Gilkey Booher is the principal and sole advisor at Rookwood Wealth Management, LLC, located in Cincinnati, Ohio. She holds the CFA® designation and Series 63 license and has 13 years of industry experience. Booher has managed Rookwood Wealth Management since its founding in 2007. Rookwood Wealth Management provides wealth management, investment supervisory services, financial planning, and consulting to individuals, families, trusts, family businesses, and various institutional clients. The firm employs a strategic asset allocation approach combining mutual funds with selected equities, bonds, and ETFs, and offers discretionary portfolio management with ongoing monitoring and periodic reviews.