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 with Investment Analytics, LLC in Cincinnati, Ohio. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to joining Investment Analytics in 2021, he was involved with Somerset Residences LLC for ten years. Outside of advising, Barrett serves as Vice President of Barrett Family Investments, LLC. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm uses a blend of cyclical and technical analysis, fundamental research, and modern portfolio theory to manage primarily equity-focused portfolios, offering both discretionary and non-discretionary 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® with 35 years of experience in the financial services industry. He is currently with Kellett Wealth Advisors, LLC and has held roles at his own firm, David Bodnar Advisors LLC, as well as at Triad Advisors, Inc. and Professional Planning Associates. Outside of his advisory work, he is president and owner of a company providing insurance products and services. Kellett Wealth Advisors is a team-based investment adviser serving individuals, trusts, retirement plans, and business entities. The firm offers customized portfolio management and comprehensive financial planning, utilizing fundamental, technical, and cyclical analysis, and employs options and derivatives strategies in client accounts.

Jason Pinson is a financial advisor at 212 Wealth Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors, Morgan Stanley, and Axecap Investments. Outside of finance, he works as a fitness instructor and independently books travel for acquaintances. 212 Wealth Management Group, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm employs a multi-factor equity model incorporating fundamental, technical, and quantitative analysis and customizes portfolios based on client goals and risk tolerances.

Alexander Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, where he has worked since 2016. He has seven years of industry experience and also operates Brown Insurance & Tax Advisors, LLC, providing insurance and tax services. Brown Financial Advisors serves individual and high-net-worth clients, managing approximately $299 million in discretionary assets across five offices. The firm primarily uses a co-advisor model with third-party portfolio managers, offering financial planning and consulting services tailored to client objectives.

Braden Seymour is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at AE Wealth Management, Arkadios Wealth Advisors, and Russell Total Wealth & Wellness. He is also an independent insurance agent. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamental analysis approach to portfolio construction and offers discretionary management alongside integrated financial planning and ERISA fiduciary services.

John Dexter is a CFP® and Series 63 licensed financial advisor with 16 years of industry experience. He has been with Trinity Wealth Management LLC in Cincinnati, OH, since 2009. Trinity Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm manages approximately $356.9 million in assets across about 94 client relationships, offering tailored investment strategies based on formal risk assessments and Investment Policy Statements.

Andrew Bertke is a financial advisor at Barnes Dennig Private Wealth Management, LLC with eight years of industry experience. He holds the PFS™ designation and has worked at Barnes Dennig Private Wealth Management since 2024, with prior experience at Biechele Royce Advisors and Barnes Dennig & Co. Bertke is also a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Barnes Dennig Private Wealth Management, LLC provides personalized investment advisory services, retirement plan management, and consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a structured Discovery process and collaborates with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across about 166 clients.

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.

Evan Glover is a financial advisor at Tetelestai Capital in Loveland, Ohio, holding a Series 65 designation with five years of industry experience. He has worked at U.S. Bank since 2018 in a financial analyst role focused on financial forecasting and capital expenditure analysis. Prior to that, he held positions at Newell Brands and PLK Communities. Tetelestai Capital is a single-advisor firm providing discretionary separately managed accounts, financial planning, and consulting for individual and institutional clients. The firm employs a fundamental macro research process with a long-term barbell investment strategy that includes the use of derivatives and seeks to outperform the MSCI ACWI over a three-year rolling period.

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.

Robert Wassel is a financial advisor at Trinity Wealth Management LLC in Cincinnati, OH, with 20 years of industry experience. He holds the PFS™ designation and Series 63 license and has been with Trinity Wealth Management since 2009. Trinity Wealth Management provides discretionary portfolio management and financial planning for individuals, trusts, and employer-sponsored retirement plans, managing approximately $356.9 million in assets across about 94 client relationships. The firm emphasizes a formal risk assessment and investment policy statement process, offering diversified portfolios primarily through mutual funds and ETFs, with tailored strategies as appropriate.

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.

Brandon Hutchison is a financial advisor at ARG Private Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America and Merrill for a decade. Outside of his advisory role, he serves as a business advisor and member of the board of advisors for Essential Provisions, LLC, a food manufacturing company. ARG Private Wealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, foundations, endowments, and retirement plans. The firm typically manages accounts on a discretionary basis using model portfolios that range from conservative to aggressive risk profiles and employs a variety of investment methods including modern portfolio theory and option strategies.