James Pommert is a financial advisor at Equitta Advisors LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Equitta Advisors in 2017, he worked at Kansas City Life Insurance Company and Krilogy Financial. Outside of advising, Mr. Pommert has minority ownership interests in a pet nutrition company and a HIPAA compliance firm. Equitta Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, physicians, and small businesses. The firm employs a model-based approach grounded in Modern Portfolio Theory, focusing on diversified, low-cost mutual funds and ETFs while allowing customized portfolio management to address tax or legacy considerations.

Angelo Mancini Jr. is a financial advisor at Fountain Square Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group Securities Inc. and Cetera Wealth Services, LLC. Mancini also provides life and annuity insurance products as part of his professional activities. Fountain Square Asset Management is an SEC-registered firm that offers tailored portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, employing a model portfolio approach with discretionary and non-discretionary options, emphasizing asset allocation, tax awareness, and client-imposed investment restrictions.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

Timothy Fitzharris is a financial advisor at Dinergy with 18 years of industry experience. He holds a Series 66 designation and has been with Dinergy and its affiliated entities since 2016. Prior to that, he worked at Horter Investment Management for two years. Fitzharris serves as a board member and treasurer of the Lakota Family YMCA and is involved in managing several local business ventures. Dinergy provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes tactical risk and volatility management through its Dinergy Tactical Risk & Investment Management Program and utilizes a due-diligence process when allocating to third-party money managers.

Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.

Lauren Morris is a financial advisor at Retirement Plan Advisors Ltd with 11 years of industry experience. She holds a Series 65 designation and has been with Retirement Plan Advisors LLC since 2014. In addition to her advisory role, she operates a registered business in Ohio providing part-time administrative support. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes retirement-plan consulting and fiduciary governance, utilizing fundamental analysis and a range of investment vehicles to manage client portfolios.

Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.

Neal Schear is a financial advisor at Schear Investment Advisers, LLC in Cincinnati, Ohio, with 18 years of industry experience. He holds a Series 65 designation and has been involved in investment management since 1980 through various entities, including Schear & Schear and Schear Capital Inc. Outside of his advisory role, he manages an investment partnership, Schear Investment Partners LP, dedicating significant time to its operations and investment decisions. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, concentrating portfolios in marketable securities such as equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

Kevin Barto is a CFP® professional with five years of experience at Coordinated Financial Planning Corp and a prior eight years in the restaurant industry. He is based in Cincinnati, OH. Coordinated Financial Planning Corporation is an SEC-registered adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm manages roughly $343 million and offers discretionary portfolio management using model and individualized approaches that incorporate fundamental and technical analysis, with an actively managed risk model adjusting equity exposure based on market conditions.

Matthew Bell is a CFA® charterholder and holds a Series 66 license. He is the principal of MVRK Financial Consultants, LLC in West Chester, Ohio, where he has worked since 2026. His prior experience includes roles at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. Outside of advising, he previously worked with Wyzant Tutoring. MVRK Financial Consultants, LLC offers comprehensive, customized advisory and family office consulting services primarily to high-net-worth individuals, families, and related entities. The firm provides strategic oversight and recommendations without discretionary trading authority, coordinating financial, estate, tax, legal, philanthropic, and operational matters on behalf of clients.

Douglas Ducker is a financial advisor with Omega Wealth Private Capital LLC in Fort Worth, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Fidelity, Corebridge Financial, Valic Financial Advisors, and Golden Reserve RIA. He is also registered as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach with both fundamental and technical analysis to manage accounts on a discretionary basis.

Jeffrey Schear is a financial advisor at Schear Investment Advisers, LLC with Series 65 credentials and one year of industry experience. Prior to his advisory role, he worked at Getty Images and has operated Jeff Schear Visuals, a commercial photography and video production business, since 2008. Schear Investment Advisers, LLC provides discretionary investment management and retirement plan consulting to individuals, business entities, trusts, pension and profit-sharing plans, and charitable organizations, managing approximately $269 million in assets. The firm uses a model-based investment approach combining quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and strategic asset allocation.

Derek Howell is a financial advisor at KANU Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has experience at KANU since 2021, as well as prior roles at Cincinnati Investment Advisors and Walmart. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals—including high-net-worth and accredited investors—and institutional clients. The firm employs a long-term global investment strategy combined with an active quantitative overlay and manages specialized practices such as WealthRX for medical professionals.

Cameron Parker is a financial advisor with Bullseye Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at U.S. Bank, NA since 2005, serving as a relationship manager and municipal credit analyst in the government banking division. Parker also provides consulting services to high net worth individuals. Bullseye Investment Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, business entities, retirement plans, and nonprofits. The firm employs a global macro, cyclical, and fundamental analysis approach, managing portfolios with a variety of liquid instruments aligned with client-specific Investment Policy Statements.

Austin Carr is an advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has experience working internationally in educational roles, including positions at Lanna International School Thailand and Nakornpayap International School. Stone Tower Wealth Advisors is a fee-only registered investment adviser providing wealth management, financial planning, and retirement plan consulting services. The firm employs a modern portfolio theory-based investment approach that includes diversified allocations, factor overlays, and the option for socially responsible strategies, along with public educational seminars and ERISA retirement plan services.

Michael Messmer is a financial advisor with Messmer Capital Advisors LLC, holding a Series 63 designation and 11 years of industry experience. He previously worked at Capital Preservation Group LLC, Golden Reserve, LLC, and Nationwide Investment Services Corporation. Messmer is also a licensed insurance agent. Messmer Capital Advisors serves individuals, pensions, profit-sharing plans, trusts, estates, small businesses, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, retirement plan advisory services, and standalone financial planning, employing a long-term investment approach that combines fundamental and technical analysis across various asset classes.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification and offers both discretionary and non-discretionary mandates.

Michael Mccormick is a financial advisor at eAdvisor LLC with 18 years of industry experience and holds a Series 63 designation. He is also the managing member of MJ McCormick, LLC, a public accounting firm, and serves as vice president of Financial Clarity Group, Inc., another CPA firm. Additionally, he is president of BackupCellar, Inc., a data backup services company. eAdvisor provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, typically directing client assets to third-party managers. The firm employs a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory and does not accept discretionary trading authority over client accounts.

Michael Hermes is a CFP® and CFA® with eight years of experience in financial advising. He joined HORAN Wealth, LLC in 2025 and previously worked at Horan Securities, Inc. and Fifth Third Bank. Outside of his advisory role, he serves on the board of The Dragonfly Foundation, a nonprofit organization based in Cincinnati. HORAN Wealth, LLC provides advisory and consulting services to individuals, high-net-worth households, trusts, corporations, retirement plans, and charitable organizations. The firm’s investment approach focuses on asset allocation, diversification, and periodic portfolio rebalancing, supported by an internal Investment Committee and access to third-party managers and technology platforms.

John Spencer IV is a financial advisor at Hackman Financial Group with 31 years of industry experience. He holds a Series 63 designation and has been with Hackman Financial Group since 2016. Outside of his advisory role, he serves as a rugby referee for the Ohio Rugby Referees Society. Hackman Financial Group is an SEC-registered advisory team serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, managing a diverse range of assets using a primarily long-term investment approach combined with fundamental, technical, and charting analysis.