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.

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 Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Argentarii, LLC, having previously been with Bank of America and Merrill for ten years. Outside of his advisory role, Hutchison serves as a business advisor on the board of Essential Provisions, LLC, a food manufacturing company. Argentarii serves individual and high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by providing discretionary portfolio management, family office services, and access to alternative investments and separately managed accounts. The firm is involved in managing private placements and operates a private capital arm that co-sponsors investment vehicles with third parties.

Vasilios Zois is a financial advisor at Meritum Wealth Management LLC in Cincinnati, OH, with eight years of industry experience. He holds a Series 65 credential and has been involved with multiple firms including Meritum Tax Advisors LLC, The Zois Group LLC, and IAMS Wealth Management, LLC. Zois is also the owner of The Zois Group LLC, an independent insurance agency that offers life, health, and annuity products. Meritum Wealth Management provides portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm uses a blend of quantitative and qualitative investment methods across long-term and short-term strategies, including options trading, and also operates a tax preparation and insurance business alongside its advisory services.

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 currently works at Argentarii, LLC and has previously been affiliated with ARG Private Wealth, LLC, Bank of America, N.A., and Merrill. 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 alternative investments and separately managed accounts, often implementing strategies through model portfolios and third-party managers.

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.

Lucas Lloyd is a financial advisor at Lloyd Financial Group LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners, Ltd. and Muskingham University. Lloyd is a licensed insurance agent but is not actively engaged in insurance sales. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing approximately $19.86 million in assets. The firm employs a long-term investment approach focused on fundamental analysis and uses low-cost mutual funds and ETFs, supplementing portfolios with individual securities as appropriate.

Casey Lysaght is a financial advisor with Eukles Asset Management, LLC, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Eukles Asset Management since 2017 and has been affiliated with LPL Financial since 2014. Eukles Asset Management provides discretionary model portfolio management and advisory services to a diverse client base, including individuals, trusts, charitable organizations, and institutional clients. The firm’s investment approach relies on model asset allocation and fundamental analysis, incorporating ETFs, individual securities, and options strategies to meet client objectives and tax considerations.

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.

Clare Fazackerley is a financial advisor at 1TaxFinancial with 10 years of industry experience. She holds the CFP® and Series 63 designations and has operated her own tax preparation and accounting business since 2007. 1TaxFinancial provides project-based financial planning and counseling to individuals, couples, families, and sole proprietors, offering services such as retirement planning, Social Security analysis, and estate plan reviews. The firm integrates advisory work with tax preparation, using a fee-only model without asset management or wrap-fee programs.

David Eltringham is a financial advisor at Benchmark Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthquest Corporation and Fifth Third Securities. Outside of his advisory role, Eltringham serves on the Board of Trustees for Stepping Stones, instructs lending to wealthy individual clients through the Risk Management Association, coordinates mission trips for Back2Back Ministries, and advises The Evan McPherson Foundation. Benchmark Wealth Management is a four-advisor team that provides discretionary and non-discretionary investment management, financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $178 million in discretionary assets and employs customized model portfolios that integrate long-term strategic allocations with quantitative and third-party strategies, along with ongoing tax-aware monitoring and risk management techniques.

Eva Gilkey Booher is the principal and sole advisor at Rookwood Wealth Management, LLC, located in Cincinnati, Ohio. She holds the CFA® designation and Series 63 license and has 13 years of industry experience. Booher has managed Rookwood Wealth Management since its founding in 2007. Rookwood Wealth Management provides wealth management, investment supervisory services, financial planning, and consulting to individuals, families, trusts, family businesses, and various institutional clients. The firm employs a strategic asset allocation approach combining mutual funds with selected equities, bonds, and ETFs, and offers discretionary portfolio management with ongoing monitoring and periodic reviews.

I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, retirees and company retirement plans. I graduated from Thomas More University and was a member of the men’s basketball team. I earned my certificate in financial planning from Xavier University. Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball. Certifications: - CERTIFIED FINANCIAL PLANNER Community Work: - Elder High School Board of Trustees - Chair of the Investment Committee - Western Economic Counsel: Board Member & Treasurer - Our Lady of Visitation Basketball Coordinator - Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member - Former: Thomas More Alumni Association: Board Member.

Robert Mc Kay is a financial advisor with Nautical Star Financial Group LLC and holds Series 65 and Series 63 licenses. He has three years of industry experience and has worked at Berthel, Fisher & Company Financial Services, Inc. and BFC PLANNING, Inc., among other roles. In addition to his advisory work, he sells life, long-term care, and disability insurance as a licensed agent. Nautical Star Financial Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, tailored portfolio construction using ETFs, mutual funds, individual equities, and fixed income, and integrates third-party managers and sub-advisors while serving as a fiduciary.

Michael Weber is a financial advisor with Research & Portfolio Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes six years at American Equity Investment Corp. He has been with Research & Portfolio Management since 2011. Research & Portfolio Management offers discretionary and non-discretionary portfolio management and pension consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a suitability-driven, equity-focused investment process that incorporates fundamental, technical, and cyclical analysis along with a blend of long- and short-term strategies.

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.