John Dexter is a Certified Financial Planner™ with 16 years of industry experience. He has worked at Trinity Wealth Management LLC since 2009 and was previously with Infinity Wealth Counsel, LLC. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $425 million and offers portfolio management and financial planning using an investment process based on documented risk assessments and efficient-frontier allocations, primarily employing mutual funds and ETFs.

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.

Luann Driscoll is a financial advisor at Research & Portfolio Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Equity Investment Corp and Mcw Financial, Inc., the latter operating as Research & Portfolio Management. 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 employs a suitability-driven, equity-focused investment approach combining fundamental, technical, and cyclical analysis, and utilizes Raymond James Asset Management Services for separately managed accounts.

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.

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.

Robert Wassel Jr. is a financial advisor at Trinity Wealth Management LLC with 20 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior work includes positions at Infinity Wealth Counsel, LLC, OJM Group, LLC, and Principal Financial Services. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a documented risk assessment and Investment Policy Statement to guide portfolio allocations across equities and fixed income, employing mutual funds, ETFs, and other investment vehicles tailored to client needs.

Timothy Davis is a financial advisor at Kleinfelder Capital, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Latitude Advisors, GWN Securities, J.P. Morgan Securities, Merrill, Mass Mutual Life Insurance, and MML Investors Services. Outside of his advisory role, he is president of Fire Island Media, focusing on photography and authorship, and leads Avalon Consulting Group, which provides business consulting services. Kleinfelder Capital offers comprehensive wealth management and financial planning to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $377 million in client assets, employing a customized investment process that emphasizes fundamental analysis and a long-term approach, with portfolios that may include mutual funds, ETFs, individual equities, and fixed-income securities.

Maxwell Rossi is a financial advisor at Argentarii, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and Sanford C. Bernstein & Co., LLC prior to joining Argentarii. 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 separately managed accounts and alternative investments. The firm is involved in advising and managing private placements and operates a private capital arm, often co-sponsoring investment vehicles.

Brandon Hutchison is a financial advisor at Argentarii, LLC in Cincinnati, OH, holding a Series 66 credential with 12 years of industry experience. His prior experience includes a decade at Bank of America and Merrill. He serves as a business advisor on the Board of Advisors for Essential Provisions, LLC, a food manufacturing company. Argentarii serves individual and high-net-worth clients, 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 is involved in private placements and manages private capital vehicles, employing a mix of model portfolios, third-party managers, and custodial platforms.

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 with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for six years. Palmer has also held positions outside finance, including roles at Lululemon and Health Carousel. 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 through model portfolios, third-party SMA managers, and private placement offerings.

Ryan Murray is a CFP® professional with 12 years of experience in the financial industry. He currently works at Argentarii, LLC and ARG Private Wealth, with prior experience at Bank of America and Merrill. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, and various organizations, offering discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm is involved in private placements and pooled investment vehicles, with an emphasis on model portfolios and private capital partnerships.

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.

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.

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.

Casey Lysaght is a financial advisor at Eukles Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Eukles Asset Management since 2017 and 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 involves model asset allocation, fundamental analysis, and the use of ETFs, individual securities, and options strategies for hedging and income generation.