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 experience in the financial industry. He currently works at Argentarii, LLC and ARG Private Wealth, with prior experience at Bank of America and Merrill. Argentarii serves individual and high-net-worth clients, as well as trusts, estates, and various organizations, offering discretionary portfolio management, family office services, and access to separately managed accounts and alternative investments. The firm is involved in private placements and pooled investment vehicles, with an emphasis on model portfolios and private capital partnerships.

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 with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Eukles Asset Management since 2017 and 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 involves model asset allocation, fundamental analysis, and the use of ETFs, individual securities, and options strategies for hedging and income generation.

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 Certified Financial Planner® with 38 years of industry experience. He has been with Capital Advisory Services, LLC since 2010 and has a longstanding career that 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, helping children and young adults with rare diseases. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, pensions, trusts, and small businesses. The firm combines strategic asset allocation across passive and active investments with an in-house tax preparation and bookkeeping service, supporting over 200 tax returns annually.

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.

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.