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.

Ronald Gulaskey is a financial advisor with Retire Right Wealth Management in Mason, Ohio, holding a Series 63 license and 26 years of industry experience. His background includes roles at Securities America Advisors, Inc. and multiple affiliated businesses focused on insurance, tax preparation, and estate planning, where he holds ownership and managerial positions. Retire Right Wealth Management provides discretionary and non-discretionary asset management services to individual and high-net-worth clients, managing approximately $60 million across about 145 relationships. The firm offers tailored investment recommendations based on client objectives and risk tolerance, with regular portfolio reviews and a unique single-advisor practice model.

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.

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.

John Dexter is a CFP® with 16 years of industry experience. He is currently with Infinity Wealth Counsel, LLC, where he has worked since 2026. Prior to that, he spent 17 years at Trinity Wealth Management LLC. Infinity Wealth Counsel serves individuals including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, using a diversified asset allocation approach with a tilt toward value-oriented securities.

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.

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.