Anthony Kippins is a financial advisor with Retirement Plan Advisors Ltd in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Retirement Plan Advisors Ltd since 2011 and co-owns Institutional Fiduciary Assurance LLC, where he serves as managing director. Outside of his advisory roles, he is president of Akippins Inc, an insurance services company. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis with a range of investment vehicles and has a focus on fiduciary governance and retirement-plan services.

David Voss is the principal of D C Voss & Company, LLC, holding a Series 65 designation with 24 years of industry experience. He has been with D C Voss & Company since its founding in 2002. D C Voss & Company provides financial planning and investment advisory services primarily to high-net-worth individuals, trusts, and foundations. The firm manages approximately $232.9 million in assets across about 57 client relationships, focusing on asset-allocation strategies that emphasize mutual funds, exchange-traded funds, and a fundamental analysis-based Dividend Growth Strategy.

Timothy Recker is a financial advisor with Union Strategic Advisors in Blue Ash, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Raymond James & Associates for 21 years before joining Union Strategic Advisors in 2026. Outside of advising, he is a partner in Queen City Capital, LLC. Union Strategic Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, and business entities, along with business consulting for small and medium-sized businesses. The firm emphasizes fundamental analysis and long-term investment strategies across a diversified range of assets and sponsors its own wrap-fee program.

Stephen Zorko is a CFP® with 22 years of industry experience and has been with Integrity Wealth Management, LLC since 2003. He also provides consulting services for Carpenter Technology Corporation, supporting their Corporate Development function on acquisition-related projects. Integrity Wealth Management offers comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies, including option writing and exposure to various asset classes.

John Heinze Jr. is a financial advisor at Hero Investors, LLC in Cincinnati, OH, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hero Investors since 2014. Outside of his advisory role, Heinze is licensed to sell long-term care, life, and health insurance and operates a marketing services business under the sole proprietorship Zuna Resources. Hero Investors serves individuals, pension and profit-sharing plans, and corporations by providing financial planning, pension-plan education, and enrollment support. The firm does not directly manage assets but offers a diagnostic "Portfolio MRI" and arranges co-adviser relationships with external managers who handle portfolio management.

Stephen Perrin Jr. is a ChFC® with three years of industry experience, currently serving as an advisor at Coordinated Financial Planning Corp in Cincinnati, OH. He has been with Coordinated Financial Planning Corp since 1991. Coordinated Financial Planning Corporation is an SEC-registered investment adviser managing approximately $343 million for about 367 clients. The firm serves individuals, pension and profit sharing plans, and charitable organizations, providing discretionary portfolio management through model and customized accounts, along with written financial planning and related non-securities advice.

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.

Matthew Oberholzer is a CFP® professional with six years of industry experience. He has worked at Infinity Wealth Counsel, LLC since 2021 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Oberholzer also served in the United States Army from 2016 to 2018. Infinity Wealth Counsel serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, discretionary investment management, and retirement plan advisory services using a diversified asset allocation approach with a value orientation.

Nicolette Goedde is a financial advisor with 7 years of industry experience, currently with 212 Wealth Management Group, LLC. She holds the Series 66 designation and has held prior roles at firms including Vertice Capital Partners, Cullen Cioffi Capital Management, UBS Financial Services, Bank of America, Merrill, and Wells Fargo Advisors. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individual clients and non-discretionary investment advice to retirement plans. The firm combines fundamental, technical, and quantitative analysis for equity selection, focusing on long-term holdings tailored to client risk tolerance, and offers a broad range of financial planning and consulting services including retirement, estate, and tax planning.

Austin Jarvis is a financial advisor at Jarvis Global Investments LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Jarvis Global Investments in various capacities since 2013, including a role at Miami University from 2013 to 2019. Jarvis Global Investments LLC is a fee-only, independent registered investment adviser managing approximately $63.2 million in discretionary assets. The firm serves a diverse client base including individuals, families, corporations, pension plans, and charitable organizations, employing a bottom-up, core investment approach that balances growth and value with an emphasis on conservative valuation and dividend yield.

Janet Zorko is a financial advisor at Integrity Wealth Management, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Management since 2004, as well as at Integrity Realty Management from 2005 to 2018. Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies including option writing and exposure to various asset classes, managing approximately $105.4 million in discretionary assets.

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.

Gregory Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, bringing 18 years of industry experience. He has been with Brown Financial Advisors since 2008 and also manages Brown Insurance & Tax Advisors, where he spends about 25% of his time on insurance sales and tax preparation. Brown Financial Advisors provides fee-based financial planning and asset management services to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor relationship with Gradient Investments to manage third-party model portfolios and combines fundamental and technical analysis in its planning and review processes.

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 worked at eAdvisor LLC since 2014 and is also the owner of Na & Associates CPA LLC, an accounting firm. In addition, she serves as president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and acts primarily as a referral and selection adviser, directing clients to third-party investment managers while preparing plans covering investment, retirement, tax, insurance, and credit topics. The firm serves individuals, high-net-worth clients, trusts, retirement accounts, and charitable organizations.

Myron Borth II is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Brown Financial Advisors, LLC since 2012 and also serves as vice president, insurance agent, and tax preparer at Brown Insurance & Tax Advisors. Additionally, he works as a loan officer at Gradient Home Mortgage, LLC. Brown Financial Advisors serves individual and high-net-worth clients by providing portfolio management through third-party co-advisors, along with financial planning and consulting services. The firm manages approximately $299 million in discretionary assets and supports around 679 client relationships across five offices.

Neal Schear is a financial advisor at Schear Investment Advisors, LLC with 18 years of industry experience. He holds a Series 65 credential and has been involved with Schear Investment Advisors since 2008. He is also a general partner in Schear Investment Partners LP, an investment partnership he manages with other investment managers. Schear Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, primarily focusing on long-term equity portfolios with some flexibility for short-term trades and option strategies.

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.

Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Faith Financial Advisors since 2013 and has also worked with Osaic Wealth Inc. since 2004. Outside of her advisory role, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $97.2 million with a two-advisor team. The firm offers discretionary asset management, modular financial planning, retirement plan consulting, and educational seminars, implementing portfolios through institutional strategists on the AssetMark platform with a long-term investment orientation.

Jeffrey Schear is an adviser at Schear Investment Advisors, LLC in Cincinnati, OH, holding a Series 65 designation. He has been with the firm since 2025 and also operates Jeff Schear Visuals, a commercial photography and video production business. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, business entities, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.