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.

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 and holds a Series 66 designation. His prior roles include positions at Fifth Third Securities, Wealthquest Corporation, and Benchmark Investment Advisors. He serves on the Board of Trustees for Stepping Stones and is involved in nonprofit and community activities including mission trip coordination and instructing at local organizations. Benchmark Wealth Management is a four-advisor team serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers customized model portfolios that integrate strategic allocations with quantitative strategies and focuses on tax-aware execution, while also providing ERISA non-fiduciary retirement-plan services that include participant education and fiduciary review.

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 CFP® with 39 years of industry experience, currently serving as an advisor at Capital Advisory Services, LLC since 2010. His prior experience includes roles at Berthel, Fisher & Company Financial Services, Inc. Powell serves on the board of Avion Energy, Inc. and is involved with the Rare Disease Family Foundation, which supports young adults and children with rare diseases. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm also offers in-house tax preparation, bookkeeping, and payroll services alongside implementation support for insurance and annuity transactions.

Matthew Oberholzer is a CFP® professional with six years of industry experience. He has worked at Infinity Wealth Counsel, LLC since 2021 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities. Oberholzer also served in the United States Army from 2016 to 2018. 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 orientation.

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 at Jarvis Global Investments LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Jarvis Global Investments in various capacities since 2013, including a role at Miami University from 2013 to 2019. Jarvis Global Investments LLC is a fee-only, independent registered investment adviser managing approximately $63.2 million in discretionary assets. The firm serves a diverse client base including individuals, families, corporations, pension plans, and charitable organizations, employing a bottom-up, core investment approach that balances growth and value with an emphasis on conservative valuation and dividend yield.

James Pommert is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Equitta Advisors LLC since 2017 and previously held roles at Kansas City Life Insurance Company, Krilogy Financial, and Securian Financial Services. Outside of advisory services, Mr. Pommert holds minority ownership stakes in a pet nutrition company and a healthcare compliance business, and he provides consulting services to independent companies. Equitta Advisors LLC offers discretionary investment management and financial planning to individuals, high-net-worth clients, physicians, and small businesses. The firm implements model portfolios based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with customization for tax and other 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.

Janet Zorko is a financial advisor at Integrity Wealth Management, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Integrity Wealth Management since 2004, as well as at Integrity Realty Management from 2005 to 2018. Integrity Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, including high-net-worth clients, and 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, managing approximately $105.4 million in discretionary assets.

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.