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 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.

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.

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.

David Eltringham is a financial advisor at Benchmark Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthquest Corporation and Fifth Third Securities. Outside of his advisory role, Eltringham serves on the Board of Trustees for Stepping Stones, instructs lending to wealthy individual clients through the Risk Management Association, coordinates mission trips for Back2Back Ministries, and advises The Evan McPherson Foundation. Benchmark Wealth Management is a four-advisor team that provides discretionary and non-discretionary investment management, financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $178 million in discretionary assets and employs customized model portfolios that integrate long-term strategic allocations with quantitative and third-party strategies, along with ongoing tax-aware monitoring and risk management techniques.

Ellen Scheeler is a financial advisor at Scheeler Financial Group with over 14 years of experience in the industry. She holds the Series 65 designation and has previously worked with Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Services. Outside of her advisory role, she is licensed to sell insurance products, which she offers separately from her investment services. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical techniques to guide investment decisions and typically manages accounts on a discretionary basis using diverse strategies including long- and short-term trading, margin, options, and actively managed approaches.

Eva Gilkey Booher is the principal and sole advisor at Rookwood Wealth Management, LLC, located in Cincinnati, Ohio. She holds the CFA® designation and Series 63 license and has 13 years of industry experience. Booher has managed Rookwood Wealth Management since its founding in 2007. Rookwood Wealth Management provides wealth management, investment supervisory services, financial planning, and consulting to individuals, families, trusts, family businesses, and various institutional clients. The firm employs a strategic asset allocation approach combining mutual funds with selected equities, bonds, and ETFs, and offers discretionary portfolio management with ongoing monitoring and periodic reviews.

Jamie Powell is a financial advisor with Capital Advisory Services, LLC in West Chester, OH, holding CFP® certification and Securities Series 63 and 65 licenses. He has 38 years of industry experience and has been with Capital Advisory Services since 1988. Powell is a board member of Avion Energy, Inc. and serves as director and secretary of the Rare Disease Family Foundation, an organization assisting children and young adults with rare diseases. Capital Advisory Services, LLC provides investment portfolio management and financial planning to a diverse clientele, including individuals, trusts, charitable organizations, and various institutional clients. The firm employs a strategic asset allocation approach blending passive and active funds, offers discretionary and non-discretionary management, and supports additional services such as tax preparation and bookkeeping.

Matthew Oberholzer is a CFP® professional with five years of industry experience. He has worked at Infinity Wealth Counsel, LLC since 2021 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Oberholzer also served in the United States Army from 2015 to 2018. 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 asset allocation strategy with a value-oriented focus and uses portfolio statistics and fundamental research to construct portfolios.

Nicolette Goedde is a financial advisor with 7 years of industry experience, currently with 212 Wealth Management Group, LLC. She holds the Series 66 designation and has held prior roles at firms including Vertice Capital Partners, Cullen Cioffi Capital Management, UBS Financial Services, Bank of America, Merrill, and Wells Fargo Advisors. 212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individual clients and non-discretionary investment advice to retirement plans. The firm combines fundamental, technical, and quantitative analysis for equity selection, focusing on long-term holdings tailored to client risk tolerance, and offers a broad range of financial planning and consulting services including retirement, estate, and tax planning.

Austin Jarvis is a financial advisor with Jarvis Global Investments LLC in Loveland, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to his current role, he worked at Miami University from 2013 to 2019. 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 with an emphasis on conservative valuation, dividend yield, growth prospects, and quality, managing approximately $46.8 million in discretionary assets as of December 31, 2024.

James Pommert is a financial advisor at Equitta Advisors LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Equitta Advisors in 2017, he worked at Kansas City Life Insurance Company and Krilogy Financial. Outside of advising, Mr. Pommert has minority ownership interests in a pet nutrition company and a HIPAA compliance firm. Equitta Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, physicians, and small businesses. The firm employs a model-based approach grounded in Modern Portfolio Theory, focusing on diversified, low-cost mutual funds and ETFs while allowing customized portfolio management to address tax or legacy considerations.

Anjana Batra is a financial advisor at The Prosperity People with a Series 65 designation and no prior industry experience. She worked at Procter & Gamble for 19 years before becoming self-employed in 2024. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages approximately $127 million in discretionary assets using model portfolios with diverse asset allocation strategies and combines fundamental, technical, quantitative, and qualitative analysis in its approach.

Jereme Ransick is a CFP® with 22 years of experience in financial advising, currently practicing at Principled Wealth Advisors, LLC in Covington, KY. He has been with Principled Wealth Advisors and Commonwealth Financial Network since 2005. Outside of his advisory work, he is a co-owner of Hog Gap Hollow, LLC, a real estate management entity in Kentucky. Principled Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and third-party manager services, using a Modern Portfolio Theory-based approach with strategic asset allocation across various asset classes and model portfolios.