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.

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.

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.

Christopher Donabedian is a CFA® charterholder with 23 years of industry experience and has been with Ardent Capital Management, Inc. since 1993. He holds Series 63 and Series 65 licenses and is based in Cincinnati, OH. Ardent Capital Management provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, and business entities, with portfolios constructed using fundamental research and a range of securities including equities, fixed income, and derivatives. The firm manages over $300 million with a compact team and offers rollover advice under fiduciary standards.

Allen Osgood is a CFP® professional with 22 years of experience, currently serving at Financial Freedom, LLC since 1993. He is based in Cincinnati, OH. Financial Freedom, LLC is a fee-only wealth management firm providing comprehensive financial planning and investment management to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm serves both high-net-worth and non-HNW clients, managing approximately $407.1 million in assets across about 115 client households, and emphasizes individualized investment strategies and fee-only arrangements.

Brian Wade is a financial advisor at Ardent Capital Management, Inc. in Cincinnati, Ohio, with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Winston Investment Management since 2017. Outside of finance, Wade co-founded Omega Natural Enterprises, a company that sells supplements for equine, pet, and human use, where he serves on the board of directors. Ardent Capital Management provides discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is based on fundamental research, and portfolios may include a variety of securities such as equities, fixed income, and derivatives.

Michael Weber is a financial advisor with Research & Portfolio Management in Crescent Springs, KY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at American Equity Investment Corp from 2013 to 2019 and has been with Research & Portfolio Management since 2011. Research & Portfolio Management provides discretionary and non-discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses a suitability-driven, equity-focused investment approach that incorporates fundamental, technical, and cyclical analysis alongside a mix of long- and short-term strategies.

Darren Wurz is a CFP® with 11 years of industry experience and currently serves as an advisor at Wurz Financial Services, LLC. His prior experience includes roles at Schmerge Executive Planning Services, Prosperity Wealth Management, and Fortune Financial Services. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches and maintains standardized processes to manage approximately $117 million for nearly 491 clients.

Alex Holtmeier is a financial advisor at Union Strategic Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James and Associates for 16 years. Outside of his advisory role, he is a partner at Queen City Capital Advisors, LLC. Union Strategic Advisors provides investment management and financial planning services to individuals, families, trusts, business entities, and qualified retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, managing portfolios with a range of asset classes and also offers standalone business consulting services.

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.

Kerina Graves is a Series 65 licensed advisor with Schear Investment Advisors, LLC, where she has worked since 2008, totaling 18 years of industry experience. She also has over two decades of experience with Schear & Schear, CPAs. Outside of her advisory work, she is a general partner in WEGAS Investments, LP, a small investment partnership formed among friends and family. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.

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.

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.

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. Before joining Benchmark in 2025, he worked at Fifth Third Bank for 17 years and was self-employed for two years. Outside of his advisory role, he is involved as an owner of a restaurant group in Carmel, Indiana. Benchmark Wealth Management is a four-advisor firm that provides 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 blending strategic allocations with quantitative strategies and applies tax-aware execution to manage client assets.

George Sparks Jr. is a financial advisor with Barnes Dennig Private Wealth Management, LLC in Cincinnati, OH. He holds the PFS™ and Series 63 designations and has seven years of industry experience. Prior to joining Barnes Dennig Private Wealth Management, he worked for Biechele Royce Advisors. Outside of his advisory role, he has a minority ownership interest in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services and retirement plan management to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial profiles and typically uses third-party sub-advisers to implement investment strategies, managing accounts on a discretionary basis with regular reviews.