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.

Ihechituru Kanu is a financial advisor with KANU Asset Management, LLC in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Capital City Securities, LLC and Calton & Associates, Inc. Outside the advisory business, he is a managing director and 50% partner in two non-industry ventures, KANU Investments LLC and Arete Capital Partners, LLC. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individual and institutional clients. The firm employs a long-term global investment strategy combined with an active tactical overlay using a proprietary quantitative program called “Convixquant,” managing portfolios typically on a discretionary basis.

Timothy Guthrie is a CFP® with 20 years of industry experience. He has been with Bullseye Investment Management, LLC since 2007. The firm provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, corporations, retirement plans, and nonprofits. Bullseye follows client Investment Policy Statements and employs global macro, cyclical, and fundamental analysis across diversified portfolios typically including mutual funds, equities, bonds, ETFs, publicly traded REITs, closed-end funds, and UITs.

Maxwell Rossi is a financial advisor at Argentarii, LLC with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Sanford C. Bernstein & Co., LLC. 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 separately managed accounts and alternative investments, with a notable involvement in private placements and pooled investment vehicles.

Brandon Hutchison is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Argentarii, LLC, having previously been with Bank of America and Merrill for ten years. Outside of his advisory role, Hutchison serves as a business advisor on the board of Essential Provisions, LLC, a food manufacturing company. 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 alternative investments and separately managed accounts. The firm is involved in managing private placements and operates a private capital arm that co-sponsors investment vehicles with third parties.

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 in Cincinnati, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Argentarii in 2024, Taylor worked six years at Merrill. Argentarii serves individual and high-net-worth clients, as well as 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 also manages private placements and operates a private capital arm that collaborates with third parties on alternative private opportunities.

Ryan Murray is a CFP® with 12 years of industry experience. He currently works at Argentarii, LLC and has previously been affiliated with ARG Private Wealth, LLC, Bank of America, N.A., and Merrill. 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 and separately managed accounts, often implementing strategies through model portfolios and third-party managers.

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.

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 with Eukles Asset Management, LLC, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Eukles Asset Management since 2017 and has been affiliated with 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 relies on model asset allocation and fundamental analysis, incorporating ETFs, individual securities, and options strategies to meet client objectives and tax considerations.

John Heinze Jr. is a financial advisor at Hero Investors, LLC in Cincinnati, OH, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hero Investors since 2014. Outside of his advisory role, Heinze is licensed to sell long-term care, life, and health insurance and operates a marketing services business under the sole proprietorship Zuna Resources. Hero Investors serves individuals, pension and profit-sharing plans, and corporations by providing financial planning, pension-plan education, and enrollment support. The firm does not directly manage assets but offers a diagnostic "Portfolio MRI" and arranges co-adviser relationships with external managers who handle portfolio management.

Stephen Perrin Jr. is a ChFC® with three years of industry experience, currently serving as an advisor at Coordinated Financial Planning Corp in Cincinnati, OH. He has been with Coordinated Financial Planning Corp since 1991. Coordinated Financial Planning Corporation is an SEC-registered investment adviser managing approximately $343 million for about 367 clients. The firm serves individuals, pension and profit sharing plans, and charitable organizations, providing discretionary portfolio management through model and customized accounts, along with written financial planning and related non-securities advice.

Philip Seibert is a CFP® professional with 35 years of industry experience, currently operating at Julius Arthur Seibert & Company, LLC since 2007. The firm provides discretionary and non-discretionary investment advisory services, occasionally offering consulting to individuals, high-net-worth clients, trusts, and estates. Outside of advisory work, he manages rental properties in Ohio. Julius Arthur Seibert & Company, LLC manages approximately $65.5 million in client assets and constructs portfolios focused on low-cost, diversified mutual funds and ETFs, incorporating fundamental and technical analysis alongside tailored strategies.

Clare Fazackerley is a financial advisor at 1TaxFinancial with 10 years of industry experience. She holds the CFP® and Series 63 designations and has operated her own tax preparation and accounting business since 2007. 1TaxFinancial provides project-based financial planning and counseling to individuals, couples, families, and sole proprietors, offering services such as retirement planning, Social Security analysis, and estate plan reviews. The firm integrates advisory work with tax preparation, using a fee-only model without asset management or wrap-fee programs.