Brian Kellett is a CFP® with 21 years of industry experience, currently with Kellett Wealth Advisors, LLC in Cincinnati, OH. He has worked at Purshe Kaplan Sterling Investments and LPL Financial, among other roles. Outside of his advisory work, he serves as an assistant varsity basketball coach at St. Xavier High School. Kellett Wealth Advisors is a team investment adviser serving individuals, trusts, retirement plans, and business entities with customized portfolio management and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis, and utilizes options strategies, including covered calls, in client accounts.

Michael Kleinfelder is a CFP® with 25 years of industry experience, currently serving as an advisor at Kleinfelder Capital, Inc. since 2017. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Morgan Stanley. Outside of advisory work, he is an independent insurance agent and owns Graf Drive LLC, which holds an office building in Cincinnati. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm offers customized, primarily long-term portfolio management using fundamental analysis, with an investment approach that includes mutual funds, ETFs, equities, and fixed income, and manages approximately $307 million across a small advisory team.

Andrea Mench is a financial advisor at Mench Financial Inc in Cincinnati, OH, holding a Series 65 designation with 15 years of industry experience. She has been with her current firm since 2008. Mench Financial Inc provides discretionary portfolio management and model portfolio services to a range of clients including individuals, pension plans, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, cyclical, quantitative, and qualitative analyses to implement sector-enhanced model portfolios, regularly monitoring and rebalancing accounts while providing detailed quarterly performance reports.

Douglas Mcpeek is a financial advisor with Nottinghill Investment Advisers, Ltd in Cincinnati, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Nottinghill Investment Advisers since 1996. Nottinghill Investment Advisers serves both individual taxable and tax-exempt clients on a fully discretionary basis, offering portfolio management focused on equity and balanced strategies alongside a standalone investment-planning process. The firm employs a rules-based, quantitatively driven investment approach emphasizing large-cap, primarily value-oriented equities, and provides subscription and research services as well as specialized billing arrangements for external advisers.

John Ashcroft is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds a Series 66 designation and previously worked at Girard Advisory Services and The Burney Company. Ashcroft is part of a four-advisor team based in Lititz, PA. Shepherd Wealth Management serves individual and high-net-worth clients by providing investment management, financial planning at no additional fee, and retirement plan consulting. The firm manages approximately $162 million in discretionary assets and employs a primarily passive investment approach grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis.

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

Ryan Hoskins is a financial advisor at Benchmark Wealth Management with 18 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Benchmark Wealth Management in 2025, he was employed at Fifth Third Bank for 17 years and operated as a self-employed advisor for two years. Outside of financial services, he is a restaurant group owner in Carmel, Indiana. Benchmark Wealth Management is a four-advisor team offering discretionary and non-discretionary investment management along with financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs customized model portfolios integrating long-term strategic allocations with third-party and quantitative strategies and provides ongoing monitoring with tax-aware execution.

George Sparks is a financial advisor at Barnes Dennig Private Wealth Management, LLC with six years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Barnes Dennig Private Wealth Management since 2024. Outside of his advisory role, he has partial ownership in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to deliver tailored portfolio management and ongoing client reporting.

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.

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.

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.