Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.

Michael Masterson is a CFA® charterholder with 13 years of industry experience. He is the sole advisor at Masterson Investment Counsel, an independent firm he has led since 2019. His prior experience includes roles at Bank of America and 1919 Investment Counsel, LLC. Masterson Investment Counsel provides discretionary portfolio management and retirement-plan advisory services to individual and institutional clients, incorporating customized Investment Policy Statements that may include ESG, faith-based, or values-based guidelines. The firm uses a value-oriented, fundamental research approach with multi-year investment horizons and manages a diversified client base that includes pension and profit-sharing plans, charitable organizations, and sovereign wealth-type mandates.

My goal is to help bring order to your financial life and help you make smarter financial decisions. I do this by focusing on what you care about the most – your spending ability. Together, we will figure out how much you can safely spend each year and how much you need to save. We will look for ways to safely increase your standard of living. My clients seek advice on a wide variety of issues. But they all share one thing in common… they want professional guidance and support to help them navigate the complexities of their financial life. We will work collaboratively because it is important that you be a part of the financial planning process. We will have real discussions about money and the things you want to accomplish in life. We will figure out how to put you back in charge of your finances and on the path to financial freedom. I grew up in Lexington, Massachusetts and then attended college in Tampa, Florida where I earned an undergraduate degree in finance from the University of South Florida. After graduating from college, I moved to San Diego, California where I lived for about 15 years working mostly in finance and accounting. In 1986, I obtained my California CPA license. In 1992, I became a Certified Financial Planner. In 1996, I returned to Massachusetts to become a partner in a local CPA firm and also obtained my Massachusetts CPA license. And then in 2004, I founded Spillane Financial Planning, Inc. to better serve the financial planning and investment needs of my clients. In 2023, after more than 25 years in Massachusetts, my wife and I decided to relocate to the historic town of Lebanon, Ohio. Over the years, I have gained valuable knowledge, experience, and insight that will benefit my clients. I look forward to hearing from you.

Benjamin De Bord is the sole advisor at Rovia Tree Financial LLC in Lebanon, Ohio. He holds a Series 65 designation and has seven years of industry experience, including four years as a self-employed advisor prior to founding Rovia Tree Financial in 2019. Rovia Tree Financial is a fee-only, state-registered independent advisory firm serving individuals and families with financial planning and discretionary portfolio management. The firm employs diversified investment strategies incorporating stocks, bonds, ETFs, and option contracts, with an emphasis on active risk management and long-term value creation.

Jonathan Ford Jr. is the sole advisor at JFJ Advisory Services LLC, a state-registered independent investment advisory firm based in Morrow, Ohio. He holds a Series 65 designation and has four years of industry experience. Outside of his advisory role, he has been involved with Mathnasium since 2018. JFJ Advisory Services provides discretionary investment management and a range of planning services to individuals, families, and retirement plan sponsors. The firm focuses on client-specific investment policy statements, employing long-term buy-and-hold strategies with tactical adjustments across diverse asset classes, including stocks, bonds, ETFs, mutual funds, options, and digital assets.

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His work history includes roles at National Asset Management, United Advisors Services, and Ameriprise Financial Services. He is also a licensed insurance professional, dedicating less than 10% of his time to that activity. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans with wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term and ETF/mutual-fund focused, using fundamental and technical analysis while accommodating shorter-term trading needs.

Hunter Collier is a financial advisor at KLD Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Insurance Company of America. KLD Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm designs personalized asset allocation plans using a combination of passive and active strategies, including ETFs and mutual funds, and manages accounts on a discretionary basis with quarterly reviews.

Christopher Merz is a financial advisor at McBryar Advisory Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining McBryar Advisory Services, Merz worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. McBryar Advisory Services provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, Modern Portfolio Theory–based approach and utilizes co-advisor arrangements where third-party managers handle discretionary trading while McBryar delivers relationship services and ongoing monitoring.

Robert Walker is a CFA® charterholder with 26 years of experience in the financial industry. He is the principal at Robert M. Walker & Associates, where he has worked since 1998. Outside of his advisory work, he also operates a tax preparation service called Your Tax Guy. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to construct portfolios, incorporating long-term holdings, short-term trading, options, and emerging asset classes such as digital assets and AI-related securities, tailored to client risk profiles.

Christopher Oberholzer is a CFP® with 22 years of industry experience, currently serving as an advisor at Infinity Wealth Counsel, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Loveland, Ohio. Outside of advising, he is the managing member of Fallenoak Properties, LLC, a real estate entity owned by his IRA, which he oversees with minimal personal involvement. 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, value-oriented asset allocation strategy using a range of investment vehicles and offers fiduciary management tailored to retirement plans.

Randall Kronour is a financial advisor with Kapstone Financial Advisors LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., National Asset Management, and Fsic. Outside of his advisory work, he serves on the boards of Solutions CCRC, a mental health nonprofit, and Countryside YMCA, where he is chairman. Kapstone Financial Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, and manages approximately $271 million in assets for around 509 clients.

Tyler Ayres is a financial advisor at KLD Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Modern Woodmen Of America. Outside of his advisory role, he manages bookkeeping and accounting for a family farm operation. KLD Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm employs a blend of passive and active strategies and manages accounts on a discretionary basis with quarterly reviews.

David Frazier is a Certified Financial Planner® with 29 years of industry experience. He is currently with Kapstone Financial Advisors LLC and previously spent over two decades at Kovack Advisors, Inc. and Kovack Securities, Inc. Outside of his advisory work, he serves as president of American Access, Inc., a company involved in consulting and marketing. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans by providing discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on ETFs and mutual funds, incorporating both fundamental and technical analysis.

Alexander Brown is a financial advisor at Brown Financial Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance sectors since 2010. Outside of his advisory role, he is also engaged in insurance and tax services through Brown Insurance & Tax Advisors, LLC. Brown Financial Advisors provides fee-based financial planning and asset management primarily to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor arrangement for portfolio management, recommending third-party model portfolios and conducting both fundamental and technical analysis to support client objectives.

John Dexter is a CFP® with 16 years of industry experience. He is currently with Infinity Wealth Counsel, LLC, where he has worked since 2026. Prior to that, he spent 17 years at Trinity Wealth Management LLC. Infinity Wealth Counsel serves individuals including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, using a diversified asset allocation approach with a tilt toward value-oriented securities.

Robert Wassel Jr. is a financial advisor at Infinity Wealth Counsel, LLC in Loveland, OH, holding the PFS™ and Series 63 designations with 20 years of industry experience. He previously worked at Trinity Wealth Management LLC for 17 years, as well as OJM Group, LLC and Principal Financial Services. 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-oriented tilt.

Hi, I’m David Wiedmeyer, CFP®, founder of KLD Wealth Management. KLD Wealth Management is a fee-only, fiduciary financial planning firm built to help Gen X and Millennial families make confident decisions with their money. Many of the people I work with are doing a lot of things right. They are earning a good income, saving for the future, investing consistently, building wealth, and trying to create a better life for their family. But they still wonder: Am I on track? Am I paying more in taxes than I need to? Are my investments aligned with my goals? How do I balance today’s needs with tomorrow’s retirement? Where does real estate fit into my overall plan? That is where KLD Wealth Management comes in. My goal is to help you create a clear, actionable plan so you can stop second-guessing and move forward with confidence. Together, we focus on the areas that have the greatest impact on your financial life: cash flow, tax planning, retirement readiness, investment management, risk protection, estate considerations, real estate, and the big decisions that affect your family’s future. I believe real estate can be a powerful part of building long-term wealth. Whether you own rental properties, inherited property, are considering real estate as a side investment, want to make the most of your primary residence, or simply want to understand how property fits into your bigger financial picture, I can help you evaluate the opportunities, risks, tax implications, cash flow considerations, and trade-offs. Good financial planning is not about chasing trends or trying to beat the market. It is about understanding what matters most to you, building a plan around those priorities, and making smart decisions over time. At KLD Wealth Management, advice is not tied to commissions, product sales, or Wall Street incentives. As a fee-only fiduciary, I work for you. That means transparent fees, objective guidance, and recommendations designed around your goals. I work with clients virtually and locally in the Cincinnati, Dayton, and Southwest Ohio area. If you are looking for a financial partner who can help you bring clarity to your money, reduce financial stress, build wealth, and understand how real estate fits into your broader plan, I would be happy to talk.

David Kronour is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has worked with several firms, including Ameriprise Financial Services, Inc. and National Securities Corporation, before joining Kapstone Financial Advisors LLC in 2022. He is also a licensed insurance professional. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term, ETF and mutual fund–focused investment approach, combining fundamental and technical analysis while accommodating shorter-term trading needs.

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.

Gregory Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, bringing 18 years of industry experience. He has been with Brown Financial Advisors since 2008 and also manages Brown Insurance & Tax Advisors, where he spends about 25% of his time on insurance sales and tax preparation. Brown Financial Advisors provides fee-based financial planning and asset management services to individuals, including high-net-worth clients and trusts. The firm employs a co-advisor relationship with Gradient Investments to manage third-party model portfolios and combines fundamental and technical analysis in its planning and review processes.