Michael Kleinfelder is a CFP® with 25 years of experience in the financial services industry. He is the principal at Kleinfelder Capital, Inc., where he has worked since 2017. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is an independent insurance agent and owns Graf Drive LLC, a company that owns an office building in Cincinnati. Kleinfelder Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and plan sponsors. The firm employs a primarily long-term, fundamentally driven investment approach and offers a wrap fee program that integrates transaction costs into the asset-based advisory fee.

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 Series 65 licensed advisor with Schear Investment Advisors, LLC, where she has worked since 2008, totaling 18 years of industry experience. She also has over two decades of experience with Schear & Schear, CPAs. Outside of her advisory work, she is a general partner in WEGAS Investments, LP, a small investment partnership formed among friends and family. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.

Benjamin Linser is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services LLC for 13 years before joining Family Wealth Advisory Group, LLC in 2017, where he is currently an advisor. 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 a global diversification strategy, managing approximately $335 million in assets and offering both discretionary and non-discretionary mandates.

Joseph Perin is a CFP® professional with three years of industry experience. He has been with Coordinated Financial Planning Corp since 2018, following two years at Great American and a five-year tenure at the University of Cincinnati. Coordinated Financial Planning Corporation is an SEC-registered investment adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm provides discretionary portfolio management through both model and customized accounts, combining charting, fundamental and technical analysis with a focus on low-fee mutual funds and ETFs.

Garrett Wayne is a financial advisor at Wayne Financial LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes equity and ETF allocations combined with multiple analytic methods and maintains a boutique practice model serving a concentrated client roster.

Ryan Hoskins is a financial advisor at Benchmark Wealth Management in Cincinnati, OH, with 18 years of industry experience. He previously worked at Fifth Third Bank for 17 years and was self-employed for two years. Outside of advising, he is involved in the ownership of a restaurant group in Carmel, IN. Benchmark Wealth Management is a four-advisor team that provides discretionary and non-discretionary investment management along with financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses customized model portfolios that integrate long-term strategic allocations with quantitative strategies and offers specialized risk management techniques, including option-based approaches.

George Sparks Jr. is a financial advisor with Barnes Dennig Private Wealth Management, LLC in Cincinnati, OH. He holds the PFS™ and Series 63 designations and has seven years of industry experience. Prior to joining Barnes Dennig Private Wealth Management, he worked for Biechele Royce Advisors. Outside of his advisory role, he has a minority ownership interest in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services and retirement plan management to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial profiles and typically uses third-party sub-advisers to implement investment strategies, managing accounts on a discretionary basis with regular reviews.

Peter Barrett is a financial advisor at Investment Analytics, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Wells Fargo Clearing and Somerset Residences LLC. He is also Vice President of Barrett Family Investments, LLC in Cincinnati, Ohio. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients, utilizing a blend of cyclical and technical analysis, fundamental research, and modern portfolio theory. The firm employs equity-focused strategies alongside other asset classes and offers both discretionary management and discrete consulting services.

Keith Kohout is a financial advisor at Vaultis Private Wealth Ltd with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he owns Hangar 26, LLC, which manages and operates aircraft, and serves as a board member of the Beech Heritage Museum. Vaultis Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets and typically tailors portfolios using mutual funds, ETFs, and individual equities, employing a range of analytical approaches and third-party custodians such as Fidelity/NFS and Charles Schwab.

David Bodnar is a CFP® professional with 36 years of experience in financial advisory services. He is currently a senior vice president at Kellett Wealth Advisors, LLC and previously operated his own advisory firm, David Bodnar Advisors LLC, for ten years. His background also includes long-term roles at Triad Advisors, Inc. and Professional Planning Associates. Kellett Wealth Advisors serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $344 million in assets. The firm’s investment approach combines fundamental and technical analysis, asset allocation, and active monitoring, with portfolios that may include equities, fixed income, mutual funds, ETFs, options, and other securities.

Braden Seymour is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, OH, holding a Series 66 license with two years of industry experience. Prior to joining Kleinfelder Capital, he held positions at several firms including AE Wealth Management, Arkadios Wealth Advisors, and Russell Total Wealth & Wellness. He is also an independent insurance agent. Kleinfelder Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamentally driven investment approach and sponsors its own wrap fee program that bundles transaction costs into an asset-based advisory fee.

Andrew Bertke is a PFS™ credentialed advisor with eight years of industry experience. He is a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Bertke has been with Barnes Dennig Private Wealth Management since 2024 and previously worked at Biechele Royce Advisors. Barnes Dennig Private Wealth Management offers personalized investment advisory, retirement plan management, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial situations, typically using third-party sub-advisers to implement investment strategies, and provides ongoing portfolio supervision and coordination with clients’ other advisors.

Scott Schwalich is a CFP® professional with five years of industry experience, currently advising at IronKoor Retirement, LLC in West Chester, OH. His prior experience includes roles at Anderson Financial Strategies, LLC, and RetireMEDiQ, LLC. Outside of financial advising, he serves as head coach for Flag Football Fanatics. IronKoor Retirement, LLC primarily provides comprehensive financial planning and investment management services, focusing on tailored asset allocation and retirement plan consulting for individuals and plan sponsors.

Luke Fleming is a CFP® professional with one year of industry experience, currently advising at ARG Private Wealth, LLC. His prior roles include positions at Lifetime Financial Growth and Trinity Wealth Management LLC. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, and institutional entities. The firm utilizes a range of investment strategies across conservative to aggressive risk profiles, including discretionary portfolio management and retirement plan consulting.

Andrew Schmitt is a financial advisor with Schmitt Wealth Advisers, LLC in Cincinnati, OH, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Schmitt Wealth Advisers since 2015. Schmitt Wealth Advisers, LLC provides financial planning, consulting, and investment and wealth management services primarily to individuals and families, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary model strategies that allocate across multiple asset classes and incorporates a secondary screening process to exclude investments based on specific social criteria.

Mackey McNeill is a financial advisor with The Prosperity People in Bellevue, Kentucky, holding the PFS™ designation and a Series 65 license. He has 23 years of industry experience and has been managing an accounting practice as the managing partner of Mackey Advisors, CPAs since 2003. McNeill has worked with The Advisory Team, LLC for his entire advisory career. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages roughly $130 million in assets across discretionary and non-discretionary portfolios using model asset-allocation strategies that incorporate fundamental, technical, quantitative, and qualitative analysis.

Christian Matix is a financial advisor with Investment Analytics, LLC and holds a Series 65 designation. He has five years of industry experience, having worked at Investment Analytics since 2021. Prior to this, he held positions at Somerset Residences and Winsupply, Inc. outside the financial sector. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm utilizes a variety of investment strategies, including cyclical and technical analysis, fundamental research, and modern portfolio theory, with a portfolio focus on equities as well as other asset classes.

Timothy Davis is a financial advisor with Kleinfelder Capital, Inc. in Cincinnati, OH, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include work at Latitude Advisors, LLC, GWN Securities Inc., and J.P. Morgan Securities. Outside of finance, he is president of Fire Island Media, a photography and authorship business. Kleinfelder Capital provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamentally driven investment approach and offers a wrap fee program that integrates transaction costs into the advisory fee.

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.