I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, retirees and company retirement plans. I graduated from Thomas More University and was a member of the men’s basketball team. I earned my certificate in financial planning from Xavier University. Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball. Certifications: - CERTIFIED FINANCIAL PLANNER Community Work: - Elder High School Board of Trustees - Chair of the Investment Committee - Western Economic Counsel: Board Member & Treasurer - Our Lady of Visitation Basketball Coordinator - Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member - Former: Thomas More Alumni Association: Board Member.

Robert Mc Kay is a financial advisor at Nautical Star Financial Group LLC with Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at BFC Planning, Berthel, Fisher & Company Financial Services, Atlantis Global, and he has been self-employed since 2019. Outside of advisory services, he is also a licensed agent selling life, long-term care, and disability insurance. Nautical Star Financial Group provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, tailored investment approach integrating both fundamental and technical analysis and utilizes third-party managers and technology platforms to oversee client accounts.

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.

Michael Weber is a financial advisor with Research & Portfolio Management, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes six years at American Equity Investment Corp. He has been with Research & Portfolio Management since 2011. 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 uses a suitability-driven, equity-focused investment process that incorporates fundamental, technical, and cyclical analysis along with a blend of long- and short-term strategies.

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.

Anita Eisthen is a CFA® charterholder with 18 years of industry experience. She has been with Labrador Investments, LLC since 1998. Labrador Investments provides discretionary and non-discretionary investment management primarily to individuals, retirement accounts, and trusts, serving both retirees and growth-oriented clients. The firm integrates portfolio management with financial planning and offers estate-planning advice and tax preparation through an affiliated CPA practice.

Angelo Mancini Jr. is a financial advisor at Fountain Square Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group Securities Inc. and Cetera Wealth Services, LLC. Mancini also provides life and annuity insurance products as part of his professional activities. Fountain Square Asset Management is an SEC-registered firm that offers tailored portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, employing a model portfolio approach with discretionary and non-discretionary options, emphasizing asset allocation, tax awareness, and client-imposed investment restrictions.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

Timothy Fitzharris is a financial advisor at Dinergy with 18 years of industry experience. He holds a Series 66 designation and has been with Dinergy and its affiliated entities since 2016. Prior to that, he worked at Horter Investment Management for two years. Fitzharris serves as a board member and treasurer of the Lakota Family YMCA and is involved in managing several local business ventures. Dinergy provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes tactical risk and volatility management through its Dinergy Tactical Risk & Investment Management Program and utilizes a due-diligence process when allocating to third-party money managers.

Luke Merry is a CFP® with ten years of experience in the financial services industry. He is currently a co-owner and advisor at Principled Wealth Advisors, LLC, and previously worked at Commonwealth Financial Network and Fidelity Brokerage Services. Outside of his advisory role, he founded Little Liturgy, a business focused on 3D printing and selling toy figures. 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, and consulting services, employing a Modern Portfolio Theory-based investment approach with access to third-party managers and model portfolios.

Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.

Matthew Eltringham is a financial advisor at Benchmark Wealth Management in Cincinnati, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthquest Corporation and Fifth Third Securities, Inc. Outside of advising, he serves as an officer for The Evan McPherson Foundation, a nonprofit organization. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs a strategic asset allocation approach combined with tax-aware rebalancing and tactical adjustments, utilizing a range of investment vehicles and option strategies to address income and downside protection goals.

Lauren Morris is a financial advisor at Retirement Plan Advisors Ltd with 11 years of industry experience. She holds a Series 65 designation and has been with Retirement Plan Advisors LLC since 2014. In addition to her advisory role, she operates a registered business in Ohio providing part-time administrative support. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes retirement-plan consulting and fiduciary governance, utilizing fundamental analysis and a range of investment vehicles to manage client portfolios.

Patrick Lysaght is a financial advisor with Eukles Asset Management, LLC in Cincinnati, OH, holding a Series 66 designation and 16 years of industry experience. He has worked at Eukles Asset Management since 2012 and is also associated with LPL Financial since 2011. Outside of his advisory role, he owns PL47 Productions and is involved in developing a web and mobile application called "Budget Even." Eukles Asset Management provides discretionary model portfolio management and advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm employs model asset-allocation portfolios tailored to client goals and tax considerations, using fundamental analysis, ETF selection, asset allocation, and options strategies, managing accounts on a discretionary basis with quarterly reviews.

Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.

Marianne Woodburn is a financial advisor at Labrador Investments, LLC in Cincinnati, Ohio, with 10 years of industry experience. She holds a Series 65 designation and has worked at Labrador Investments since 2014, as well as Lifetime Financial Growth since 2010. Outside of investment advisory, she is involved as an insurance agent assisting clients with life insurance, disability, and long-term care needs, and also provides small business advisory services. Labrador Investments, LLC offers discretionary and non-discretionary investment management primarily to individuals, IRAs, and trusts, serving both retirees and growth-oriented clients. The firm emphasizes diversified, income-producing portfolios for retirees and tailored growth strategies for non-retirees, combining long-term investment approaches with fundamental and technical analysis, and integrates tax preparation services through an affiliated CPA practice.

Neal Schear is a financial advisor at Schear Investment Advisers, LLC in Cincinnati, Ohio, with 18 years of industry experience. He holds a Series 65 designation and has been involved in investment management since 1980 through various entities, including Schear & Schear and Schear Capital Inc. Outside of his advisory role, he manages an investment partnership, Schear Investment Partners LP, dedicating significant time to its operations and investment decisions. Schear Investment Advisers, LLC provides discretionary investment management and securities advice to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm focuses on long-term growth through fundamental and technical analysis, concentrating portfolios in marketable securities such as equities, bonds, mutual funds, and ETFs, with occasional use of options and margin.

Kevin Barto is a CFP® professional with five years of experience at Coordinated Financial Planning Corp and a prior eight years in the restaurant industry. He is based in Cincinnati, OH. Coordinated Financial Planning Corporation is an SEC-registered adviser serving individuals, pension and profit sharing plans, and charitable organizations. The firm manages roughly $343 million and offers discretionary portfolio management using model and individualized approaches that incorporate fundamental and technical analysis, with an actively managed risk model adjusting equity exposure based on market conditions.