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.

Ihechituru Kanu is a financial advisor with KANU Asset Management, LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Calton & Associates, Inc. Outside the advisory business, he is a managing director and 50% partner in two non-industry ventures, KANU Investments LLC and Arete Capital Partners, LLC. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individual and institutional clients. The firm employs a long-term global investment strategy combined with an active tactical overlay using a proprietary quantitative program called “Convixquant,” managing portfolios typically on a discretionary basis.

Timothy Guthrie is a CFP® with 19 years of industry experience, currently serving at Bullseye Investment Management, LLC since 2007. Based in Cincinnati, OH, he holds the Series 63 designation alongside his CFP® credential. Bullseye Investment Management provides discretionary and non-discretionary investment management for individuals, high-net-worth clients, corporations, retirement plans, and nonprofits, while also offering a strategic business consulting service related to bond transactions. The firm’s investment approach incorporates global macro, cyclical, and fundamental analysis, with portfolios typically including mutual funds, equities, bonds, ETFs, and closed-end funds.

Maxwell Rossi is a financial advisor at Argentarii, LLC with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Sanford C. Bernstein & Co., LLC. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles. The firm provides discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments, with a notable involvement in private placements and pooled investment vehicles.

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.

Joseph Gates is a financial advisor at Meyer Gates Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2016 to 2018. Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages approximately $168.7 million for about 177 clients, using a strategic core-and-satellite asset allocation with an emphasis on no-load mutual funds and exchange-traded funds, supplemented by customized securities.

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.

Jared Kline is a financial advisor with Kellett Wealth Advisors, LLC in Cincinnati, OH, holding a Series 65 designation and seven years of industry experience. Prior to joining Kellett Schaffner Wealth Advisors in 2019, he worked for Procter & Gamble for 24 years. Outside of his advisory role, he coaches the girls basketball team at Modeira City School. Kellett Wealth Advisors primarily serves individual and high-net-worth clients, trusts, retirement plans, and other business entities, managing approximately $344 million in client assets. The firm offers comprehensive portfolio management integrating financial planning, with an investment approach that includes fundamental and technical analysis, asset allocation, active monitoring, and the use of derivatives and options strategies.

Taylor Palmer is a financial advisor at Argentarii, LLC in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Argentarii in 2024, Taylor worked six years at Merrill. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm also manages private placements and operates a private capital arm that collaborates with third parties on alternative private opportunities.

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.

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.

Ray Isaacs is the sole advisor at Isaacs & Associates, LLC in Cincinnati, OH, with 39 years of industry experience. He holds a Series 63 designation and previously worked at Parkland Securities and Spc. Isaacs is also a licensed insurance agent, recommending insurance products alongside his advisory work. Isaacs & Associates provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses a combination of in-house and third-party model portfolios with an investment approach focused on asset allocation and regular rebalancing, primarily managing assets on a non-discretionary basis.

David Voss is a financial advisor at D C Voss & Company, LLC with 23 years of industry experience. He holds a Series 65 credential and has been with his current firm since 2002. D C Voss & Company provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, and foundations. The firm manages approximately $205 million in client assets, offering both discretionary portfolio management through a Dividend Growth Strategy and predominantly non-discretionary accounts focused on mutual funds, ETFs, and fixed-income securities.

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.

Ellen Scheeler is a financial advisor at Scheeler Financial Group with over 14 years of experience in the industry. She holds the Series 65 designation and has previously worked with Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Services. Outside of her advisory role, she is licensed to sell insurance products, which she offers separately from her investment services. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical techniques to guide investment decisions and typically manages accounts on a discretionary basis using diverse strategies including long- and short-term trading, margin, options, and actively managed approaches.

Matthew Oberholzer is a CFP® professional with five years of industry experience. He has worked at Infinity Wealth Counsel, LLC since 2021 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Oberholzer also served in the United States Army from 2015 to 2018. Infinity Wealth Counsel serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a diversified asset allocation strategy with a value-oriented focus and uses portfolio statistics and fundamental research to construct portfolios.