Douglas Meyer is a financial advisor with Meyer Gates Financial Advisors, Inc. He holds a Series 65 designation and has nine years of industry experience. He has worked at SS+D Financial, Inc. since 2014. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for about 163 clients.

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.

Joseph Wilson is a financial advisor with Omega Wealth Private Capital LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms including AE Wealth Management and Global Financial Private Capital, and currently serves as a managing member and licensed agent at Wilson Private Capital, LLC, an insurance agency. Omega Wealth Private Capital LLC provides discretionary portfolio management and related 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, combining fundamental and technical analysis to manage accounts on a discretionary basis.

Daniel Cuprill is a CFP® professional with 23 years of industry experience, currently serving at Money & Clarity. His prior roles include a position at MPM Wealth Advisors/CCO from 2014 to 2018. Outside of his advisory work, he is licensed as an independent insurance agent and founded Advisor Architect, LLC, a business coaching company for financial advisors. Money & Clarity provides advisory and consulting services primarily to other advisers, institutions, and pooled vehicles, focusing on asset-allocation recommendations and outsourcing implementation to third-party managers. The firm offers financial planning, educational seminars, and publishes practitioner-focused content, combining advisor-facing products with a role in selecting and referring third-party managers.

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.

Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. 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 combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.

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.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.

Christopher Donabedian is a CFA® credentialed financial advisor with 23 years of industry experience. He is affiliated with Ardent Capital Management, Inc., a firm based in Milford, OH. His prior work history includes long-term roles with Active, Inc., Adviser Dealer Services, Inc., Winston Advisors Inc., and Winston Financial Inc. Ardent Capital Management provides discretionary investment management primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, and business entities, focusing on fundamental research and a diversified portfolio approach that includes equities, fixed income, mutual funds, options, and derivatives.

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 experience in financial advising. He is currently with Wurz Financial Services, LLC and has worked previously 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. The firm offers specialized business planning services for law firm owners and employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches within a structured investment process.

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 financial advisor at Schear Investment Advisers, LLC with 18 years of industry experience. She holds the Series 65 designation and has worked at Schear Investment Advisers since 2008 and at Schear & Schear, CPAs since 2003. She is a general partner in a small investment partnership involving friends and family. Schear Investment Advisers provides discretionary investment management and securities advice to individual and institutional clients, focusing on long-term growth through fundamental and technical analysis. The firm manages portfolios concentrated in marketable securities and occasionally uses options and margin, serving clients with regular reviews and reporting.