Anjana Batra is a financial advisor at The Prosperity People with a Series 65 designation and no prior industry experience. She worked at Procter & Gamble for 19 years before becoming self-employed in 2024. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages approximately $127 million in discretionary assets using model portfolios with diverse asset allocation strategies and combines fundamental, technical, quantitative, and qualitative analysis in its approach.

Jereme Ransick is a CFP® with 22 years of experience in financial advising, currently practicing at Principled Wealth Advisors, LLC in Covington, KY. He has been with Principled Wealth Advisors and Commonwealth Financial Network since 2005. Outside of his advisory work, he is a co-owner of Hog Gap Hollow, LLC, a real estate management entity in Kentucky. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and third-party manager services, using a Modern Portfolio Theory-based approach with strategic asset allocation across various asset classes and model portfolios.

Anita Eisthen is a CFA® charterholder with 18 years of industry experience. She has been with Labrador Investments, LLC since 1998. Labrador Investments provides discretionary and non-discretionary investment management primarily to individuals, retirement accounts, and trusts, serving both retirees and growth-oriented clients. The firm integrates portfolio management with financial planning and offers estate-planning advice and tax preparation through an affiliated CPA practice.

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 with Dinergy in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Horter Investment Management, J.P. Morgan Securities, Chase Investment Services Corp., LPL Financial, and Citigroup Global Markets. He serves as a board member and treasurer for the Lakota Family YMCA. Dinergy is a registered investment adviser offering discretionary investment management, financial planning, and advisory services to individuals, high-net-worth families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk-and-volatility-focused investment approach aimed at capital preservation and appreciation, managing client assets through a variety of domestic and international securities and third-party managers.

Luke Merry is a CFP® with ten years of experience in the financial services industry. He is currently a co-owner and advisor at Principled Wealth Advisors, LLC, and previously worked at Commonwealth Financial Network and Fidelity Brokerage Services. Outside of his advisory role, he founded Little Liturgy, a business focused on 3D printing and selling toy figures. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing a Modern Portfolio Theory-based investment approach with access to third-party managers and model portfolios.

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.

Matthew Eltringham is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Benchmark Wealth Management and previously worked at Benchmark Investment Advisors, Wealthquest Corporation, and Fifth Third Securities. He serves as an officer for The Evan McPherson Foundation, a nonprofit organization, providing consultation on operations, events, and financial matters. Benchmark Wealth Management is a four-advisor team managing approximately $178 million in discretionary assets. The firm offers customized investment management and comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, incorporating quantitative strategies and tax-aware execution in their portfolios.

Patrick Lysaght is a financial advisor with Eukles Asset Management, LLC in Cincinnati, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Eukles since 2012 and has concurrent experience at LPL Financial since 2011, following two years at Morgan Keegan & Company, LLC. Outside of his advisory role, Lysaght is a business owner of PL47 Productions and is involved with the development of "Budget Even," a web and mobile application. Eukles Asset Management provides discretionary model portfolio management and advisory services to a range of clients, including individuals, trusts, charitable organizations, and institutional entities. The firm’s investment approach employs model asset allocation, fundamental analysis, and options strategies such as covered calls and spreads, focusing on maintaining suitability and tax considerations while not charging performance-based fees.

Marianne Woodburn is a financial advisor at Labrador Investments, LLC in Cincinnati, Ohio, with 10 years of industry experience. She holds a Series 65 designation and has worked at Labrador Investments since 2014, as well as Lifetime Financial Growth since 2010. Outside of investment advisory, she is involved as an insurance agent assisting clients with life insurance, disability, and long-term care needs, and also provides small business advisory services. Labrador Investments, LLC offers discretionary and non-discretionary investment management primarily to individuals, IRAs, and trusts, serving both retirees and growth-oriented clients. The firm emphasizes diversified, income-producing portfolios for retirees and tailored growth strategies for non-retirees, combining long-term investment approaches with fundamental and technical analysis, and integrates tax preparation services through an affiliated CPA practice.

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.

Matthew Bell is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at MVRK Financial Consultants, LLC with one year of experience at the firm. His prior roles include positions at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. He also worked as a tutor with Wyzant Tutoring for two years. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra‑high‑net‑worth clients, focusing on coordinated estate and tax oversight, philanthropic planning, and third‑party manager selection. The firm operates on a fee‑only consulting model, emphasizing strategic oversight and asset allocation guidance without trade execution or custody.

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.

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.

James Hartke II is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds a Series 66 credential and previously worked at Ross Sinclaire and Associates, LLC, Natcity Investments, Inc., and A. G. Edwards & Sons, Inc. His current role at CINCaP began in 2024, following six years with CINCaP Investment Group, LLC. CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm manages approximately $34.3 million in assets with a focus on long-term strategic asset allocation, broad diversification, and tax-aware investment techniques.

Jason Lipps is a financial advisor with Meritum Wealth Management LLC in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience, including 12 years at Coastal Advisory Group, LLC prior to joining Meritum Wealth Management in 2022. Meritum Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm integrates quantitative and qualitative investment methods and offers active strategies such as options trading, while also operating a tax preparation and insurance agency alongside its advisory services.

Phillip Westhoff is a financial advisor at Incline Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BB&T Retirement & Institutional Services and Fidelity Investment. Incline Wealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing tailored investment management, financial planning, employee benefit plan advisory, and tax preparation services. The firm uses a blend of fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary portfolio management.

Michael Curley is a financial advisor with Rockport Wealth Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Rockport in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2015 to 2022. Outside of advising, Curley owns an insurance brokerage focused on life, disability, and long-term care insurance. Rockport Wealth Advisors provides financial planning, investment management, and retirement-plan advisory services to individual and high-net-worth clients. The firm uses a combination of in-house portfolio management, third-party sub-advisory arrangements, and digital platforms, emphasizing individualized portfolios and tactical strategies that include shorter-term risk-on/risk-off trading.

Timothy Begley is a CFP® with 18 years of industry experience, currently serving at Formidable Asset Management, LLC. He has worked at Fidelity Investments since 2007. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm uses a combination of fundamental and quantitative analysis to manage portfolios, including proprietary ETFs and model portfolios, and offers both discretionary management and model licensing services.

Austin Stinson is a CFP® professional with 12 years of industry experience. He is affiliated with Altus Wealth Management, LLC, where he works as part of a five-advisor team. Prior to joining Altus, he held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Altus Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and charitable organizations. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on diversified portfolios with an emphasis on low-cost ETFs, mutual funds, and individual fixed-income securities.