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 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.

Christopher Oberholzer is a CFP® with 22 years of industry experience, currently serving as an advisor at Infinity Wealth Counsel, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Loveland, Ohio. Outside of advising, he is the managing member of Fallenoak Properties, LLC, a real estate entity owned by his IRA, which he oversees with minimal personal involvement. Infinity Wealth Counsel serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a diversified, value-oriented asset allocation strategy using a range of investment vehicles and offers fiduciary management tailored to retirement plans.

Douglas Mcpeek is a financial advisor with Nottinghill Investment Advisers, Ltd in Cincinnati, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Nottinghill Investment Advisers since 1996. Nottinghill Investment Advisers serves both individual taxable and tax-exempt clients on a fully discretionary basis, offering portfolio management focused on equity and balanced strategies alongside a standalone investment-planning process. The firm employs a rules-based, quantitatively driven investment approach emphasizing large-cap, primarily value-oriented equities, and provides subscription and research services as well as specialized billing arrangements for external advisers.

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.

Laura Gentzkow is a financial advisor at Integrity Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is an owner and landlord of a rental property. Integrity Wealth Management, LLC manages approximately $111 million in discretionary assets and serves individuals, high-net-worth clients, trusts, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management using asset-allocation models and both fundamental and technical security analysis.

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.

Arthur Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 20 years with his current firm. Jarvis Global Investments LLC provides discretionary investment management and non-investment consulting to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a bottom-up, core equity approach and invests primarily in ETFs, serving a diverse client base that includes both individual and institutional investors.

Matthew Mithoefer is a financial advisor at Faith Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth Inc. and Faith Financial Advisors since 2020. Outside of advising, he is a licensed insurance agent and a notary public. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading.

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.

Ryan Lauer is a financial advisor at Barnes Dennig Private Wealth Management, LLC with one year of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Barnes Dennig Private Wealth Management, he worked at Deloitte Tax LLP for seven years. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across 166 clients.

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.

Jason Pinson is a financial advisor with 20 years of industry experience, currently with 212 Wealth Management Group, LLC. He holds Series 63 and Series 66 licenses and has worked previously at Axecap Investments LLC, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory role, he is a fitness instructor and an independent travel agent. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individuals and non-discretionary advice to retirement plans. The firm’s investment approach combines fundamental, technical, and quantitative analysis with third-party research, focusing on long-term holdings tailored to client risk tolerance and objectives.

Alexander Brown is a financial advisor at Brown Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance sectors since 2010. Outside of his advisory role, he is also engaged in insurance and tax services through Brown Insurance & Tax Advisors, LLC. Brown Financial Advisors provides fee-based financial planning and asset management primarily to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor arrangement for portfolio management, recommending third-party model portfolios and conducting both fundamental and technical analysis to support client objectives.