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 Jr. is a financial advisor at Infinity Wealth Counsel, LLC in Loveland, OH, holding the PFS™ and Series 63 designations with 20 years of industry experience. He previously worked at Trinity Wealth Management LLC for 17 years, as well as OJM Group, LLC and Principal Financial Services. Infinity Wealth Counsel serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, discretionary investment management, and retirement plan advisory services using a diversified asset allocation approach with a value-oriented tilt.

Timothy Davis is a financial advisor with Kleinfelder Capital, Inc. in Cincinnati, OH, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include work at Latitude Advisors, LLC, GWN Securities Inc., and J.P. Morgan Securities. Outside of finance, he is president of Fire Island Media, a photography and authorship business. Kleinfelder Capital provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, 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 advisory fee.

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.

Maxwell Rossi is a financial advisor at Argentarii, LLC in Cincinnati, OH, with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked 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, and charitable organizations, providing discretionary portfolio management, family office services, and access to alternative investments. The firm uses model portfolios, third-party SMA managers, and custodial platforms, and it is involved in managing private placements and pooled investment vehicles.

Brandon Hutchison is a financial advisor at Argentarii, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill from 2014 to 2024. 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. Argentarii serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, offering discretionary portfolio management, family office services, and access to alternative investments. The firm is involved in managing private placements and operates a private capital arm while utilizing model portfolios and third-party managers for client strategies.

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.

Joseph Gates is a financial advisor at Meyer Gates Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2016 to 2018. Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages approximately $168.7 million for about 177 clients, using a strategic core-and-satellite asset allocation with an emphasis on no-load mutual funds and exchange-traded funds, supplemented by customized securities.

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 with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for six years. Palmer has also held positions outside finance, including roles at Lululemon and Health Carousel. 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 through model portfolios, third-party SMA managers, and private placement offerings.

Ryan Murray is a CFP® professional with 12 years of industry experience. He is currently with Argentarii, LLC and ARG Private Wealth, LLC. His prior experience includes roles at Bank of America and Merrill. Argentarii serves individual and high-net-worth clients, 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 is involved in advising and managing private placements and often uses model portfolios, third-party SMA managers, and custodial platforms to implement client strategies.

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.

Ray Isaacs is the sole advisor at Isaacs & Associates, LLC in Cincinnati, OH, with 39 years of industry experience. He holds a Series 63 designation and previously worked at Parkland Securities and Spc. Isaacs is also a licensed insurance agent, recommending insurance products alongside his advisory work. Isaacs & Associates provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses a combination of in-house and third-party model portfolios with an investment approach focused on asset allocation and regular rebalancing, primarily managing assets on a non-discretionary basis.

David Voss is the principal of D C Voss & Company, LLC, holding a Series 65 designation with 24 years of industry experience. He has been with D C Voss & Company since its founding in 2002. D C Voss & Company provides financial planning and investment advisory services primarily to high-net-worth individuals, trusts, and foundations. The firm manages approximately $232.9 million in assets across about 57 client relationships, focusing on asset-allocation strategies that emphasize mutual funds, exchange-traded funds, and a fundamental analysis-based Dividend Growth Strategy.

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 at Eukles Asset Management, LLC in Cincinnati, OH, holding Series 66 and Series 63 licenses with 10 years of industry experience. He has worked at Eukles Asset Management since 2017 and concurrently at LPL Financial since 2014. Lysaght provides investment advisory services through his independent firm, Eukles Asset Management. Eukles Asset Management offers discretionary model portfolio management and advisory services to a diverse range of clients, including individuals, trusts, charitable organizations, and institutional entities. The firm’s investment approach focuses on model asset allocation, fundamental analysis, and the use of ETFs, individual securities, and options strategies to meet client objectives and tax considerations.

Stephen Zorko is a CFP® with 22 years of industry experience and has been with Integrity Wealth Management, LLC since 2003. He also provides consulting services for Carpenter Technology Corporation, supporting their Corporate Development function on acquisition-related projects. Integrity Wealth Management offers comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as select institutional clients such as Taft-Hartley plans and charitable institutions. The firm employs asset-allocation models tailored to client goals and uses a range of investment strategies, including option writing and exposure to various asset classes.

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.