Peter Barrett is a financial advisor with Investment Analytics, LLC in Cincinnati, Ohio. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to joining Investment Analytics in 2021, he was involved with Somerset Residences LLC for ten years. Outside of advising, Barrett serves as Vice President of Barrett Family Investments, LLC. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm uses a blend of cyclical and technical analysis, fundamental research, and modern portfolio theory to manage primarily equity-focused portfolios, offering both discretionary and non-discretionary services.

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.

Ryan Lauer is a financial advisor at Barnes Dennig Private Wealth Management, LLC with one year of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Barnes Dennig Private Wealth Management, he worked at Deloitte Tax LLP for seven years. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across 166 clients.

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.

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.

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.

Brandon Hutchison is a financial advisor at ARG Private Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America and Merrill for a decade. Outside of his advisory role, he serves as a business advisor and member of the board of advisors for Essential Provisions, LLC, a food manufacturing company. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, foundations, endowments, and retirement plans. The firm typically manages accounts on a discretionary basis using model portfolios that range from conservative to aggressive risk profiles and employs a variety of investment methods including modern portfolio theory and option strategies.

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.

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.

Ryan Murray is a CFP® with 12 years of industry experience. He is currently with ARG Private Wealth, LLC and has prior experience at Bank of America and Merrill. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, foundations, endowments, and retirement plans. The firm generally manages client accounts on a discretionary basis using model portfolios and a variety of investment methods, including modern portfolio theory, fundamental and technical analysis, and option strategies.

Lucas Lloyd is a financial advisor at Lloyd Financial Group LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, Ltd. and Muskingham University. Lloyd is a licensed insurance agent but is not actively engaged in insurance sales. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $19.86 million in assets. The firm employs a long-term investment approach focused on fundamental analysis and uses low-cost mutual funds and ETFs, supplementing portfolios with individual securities as appropriate.

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.

Philip Seibert is a CFP® professional with 35 years of industry experience, currently operating at Julius Arthur Seibert & Company, LLC since 2007. The firm provides discretionary and non-discretionary investment advisory services, occasionally offering consulting to individuals, high-net-worth clients, trusts, and estates. Outside of advisory work, he manages rental properties in Ohio. Julius Arthur Seibert & Company, LLC manages approximately $65.5 million in client assets and constructs portfolios focused on low-cost, diversified mutual funds and ETFs, incorporating fundamental and technical analysis alongside tailored strategies.

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.