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 one year of industry experience. She holds the Series 65 designation and previously worked at Fifth Third Bank, Munich Re, and PricewaterhouseCoopers. Outside of her advisory role, she is a landlord for a single rental property. Integrity Wealth Management, LLC manages approximately $111 million in discretionary assets, serving individuals, high-net-worth clients, trusts, and small businesses. The firm offers comprehensive financial planning and discretionary portfolio management, using asset-allocation models and investor policy statements tailored to each client’s goals and risk tolerance.

Keith Lewis is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Omega Wealth, he worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he has a long business background with Wine Cellar Innovations. Omega Wealth Private Capital LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm uses tailored asset-allocation strategies, primarily managing accounts through model portfolios and third-party sub-advisors, with a notable affiliation to Foundations Investment Advisors LLC.

Ronald Gulaskey is a financial advisor with Retire Right Wealth Management in Mason, Ohio, holding a Series 63 designation and 25 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities America Inc. In addition to advising, he manages outside businesses providing insurance, tax preparation, and estate-planning services. Retire Right Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary asset management, focusing on investment selection, asset allocation, and ongoing portfolio monitoring. The firm offers complementary insurance, tax, and estate-planning services through affiliated businesses and employs a mix of fundamental, technical, and charting analysis in tailoring client strategies.

John Ashcroft is a financial advisor at Shepherd Wealth Management with 20 years of industry experience. He holds a Series 66 designation and previously worked at Girard Advisory Services and The Burney Company. Ashcroft is part of a four-advisor team based in Lititz, PA. Shepherd Wealth Management serves individual and high-net-worth clients by providing investment management, financial planning at no additional fee, and retirement plan consulting. The firm manages approximately $162 million in discretionary assets and employs a primarily passive investment approach grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis.

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

Bradley Johansen is a financial advisor at Omega Wealth Private Capital LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he was involved in media and broadcasting, including positions at NBC4, WRAL-TV, and WKRC-TV, and he operates Brad Johansen Media, a media specialist business focusing on speaking, public relations, and hosting. He is also associated with Wilson Private Capital, where he engages in insurance sales, and with Magellan Financial, where he participates in TV hosting, writing, and production. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis with long- and short-term strategies, while maintaining responsibility for client interaction, supervision, rebalancing, and billing.

Ryan Hoskins is a financial advisor at Benchmark Wealth Management with 18 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Benchmark Wealth Management in 2025, he was employed at Fifth Third Bank for 17 years and operated as a self-employed advisor for two years. Outside of financial services, he is a restaurant group owner in Carmel, Indiana. Benchmark Wealth Management is a four-advisor team offering 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 employs customized model portfolios integrating long-term strategic allocations with third-party and quantitative strategies and provides ongoing monitoring with tax-aware execution.

Robert Stone is a financial advisor at Bullseye Investment Management, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Kentucky One Health for 21 years. Outside of his advisory role, Stone works part time as a staff pharmacist at Costco. Bullseye Investment Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. The firm employs a client-focused investment approach using global macro, cyclical, and fundamental analysis while managing diversified portfolios typically consisting of mutual funds, equities, bonds, ETFs, publicly traded REITs, closed-end funds, and UITs.

George Sparks is a financial advisor at Barnes Dennig Private Wealth Management, LLC with six years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Barnes Dennig Private Wealth Management since 2024. Outside of his advisory role, he has partial ownership in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to deliver tailored portfolio management and ongoing client reporting.

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.