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 Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Benchmark Wealth Management and previously worked at Benchmark Investment Advisors, Wealthquest Corporation, and Fifth Third Securities. He serves as an officer for The Evan McPherson Foundation, a nonprofit organization, providing consultation on operations, events, and financial matters. Benchmark Wealth Management is a four-advisor team managing approximately $178 million in discretionary assets. The firm offers customized investment management and comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, incorporating quantitative strategies and tax-aware execution in their portfolios.

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 Advisors, LLC with 18 years of industry experience. He holds a Series 65 credential and has been involved with Schear Investment Advisors since 2008. He is also a general partner in Schear Investment Partners LP, an investment partnership he manages with other investment managers. Schear Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, primarily focusing on long-term equity portfolios with some flexibility for short-term trades and option strategies.

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.

Matthew Bell is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at MVRK Financial Consultants, LLC with one year of experience at the firm. His prior roles include positions at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. He also worked as a tutor with Wyzant Tutoring for two years. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra‑high‑net‑worth clients, focusing on coordinated estate and tax oversight, philanthropic planning, and third‑party manager selection. The firm operates on a fee‑only consulting model, emphasizing strategic oversight and asset allocation guidance without trade execution or custody.

Douglas Ducker is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Valic Financial Advisors, Corebridge Financial, and Golden Reserve RIA. He is also licensed as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using model portfolios and managed accounts with a blend of fundamental and technical analysis supported by third-party sub-advisers and AI tools.

Jeffrey Schear is an adviser at Schear Investment Advisors, LLC in Cincinnati, OH, holding a Series 65 designation. He has been with the firm since 2025 and also operates Jeff Schear Visuals, a commercial photography and video production business. Schear Investment Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, business entities, and charitable organizations. The firm manages primarily long-term equity-focused portfolios using a combination of quantitative, fundamental, technical, and economic analysis.

Derek Howell is a financial advisor at KANU Asset Management, LLC in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has experience at KANU since 2021, as well as prior roles at Cincinnati Investment Advisors and Walmart. KANU Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals—including high-net-worth and accredited investors—and institutional clients. The firm employs a long-term global investment strategy combined with an active quantitative overlay and manages specialized practices such as WealthRX for medical professionals.

James Hartke II is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds a Series 66 credential and previously worked at Ross Sinclaire and Associates, LLC, Natcity Investments, Inc., and A. G. Edwards & Sons, Inc. His current role at CINCaP began in 2024, following six years with CINCaP Investment Group, LLC. CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm manages approximately $34.3 million in assets with a focus on long-term strategic asset allocation, broad diversification, and tax-aware investment techniques.

Austin Carr is a financial advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has one year of industry experience and a background that includes teaching positions at international schools in Thailand. Outside of advising, he holds a substantial teaching role overseas. Stone Tower Wealth Advisors offers wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach incorporates modern portfolio theory, blending global equities, domestic fixed income, and alternative investments with both passive and active strategies.

Jason Lipps is a financial advisor with Meritum Wealth Management LLC in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience, including 12 years at Coastal Advisory Group, LLC prior to joining Meritum Wealth Management in 2022. Meritum Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm integrates quantitative and qualitative investment methods and offers active strategies such as options trading, while also operating a tax preparation and insurance agency alongside its advisory services.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. 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 global diversification and offers both discretionary and non-discretionary mandates.