Mark Schmerge is the president of Schmerge Executive Planning Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He has been with Fortune Financial Services, Inc. since 2012 and has led his own firm since 1989. Schmerge is also an independent insurance agent. Schmerge Executive Planning Services provides wealth management and financial planning for individuals, families, trusts, corporations, and company retirement plans. The firm employs model-driven investment strategies sourced from third-party research and manages portfolios on a discretionary basis with an emphasis on downside risk control.

James Dunphy is a CFP® professional with 22 years of industry experience. He has been with Dunphy Wealth Management, Inc. since 2005. In addition to his advisory role, he provides tax preparation services. Dunphy Wealth Management serves individuals, IRAs, revocable living trusts, and small businesses with fee-only portfolio management, financial planning, and tax consultation. The firm combines investment management with accounting and tax services, offering diversified portfolios built from no-load, no-transaction-fee mutual funds and ETFs, as well as automated rebalancing and tax-loss harvesting options.

Brock Muller is a financial advisor at E2 Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Cornerstone Retirement Advisors, and Raymond James Financial Services. In addition to his advisory role, he operates as a sole proprietor insurance agent. E2 Financial Services provides investment advice and ongoing portfolio management on a non-discretionary basis to individuals, high-net-worth clients, and business entities. The firm combines personalized investment planning with insurance product recommendations through an affiliated agency and emphasizes client approval for all trades.

Chad Lively is a CFP® and holds a Series 66 license with five years of experience in financial advising. He founded Lively Financial LLC, where he serves as the sole advisor, and has prior experience with firms including Bankers Life and Touchstone Securities. Outside of his advisory work, he is a tax expert at Intuit, a role unrelated to his investment activities. Lively Financial LLC serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning that includes tax planning and preparation. The firm emphasizes non-discretionary management and incorporates a range of investment analyses and strategies, while also offering educational resources such as a monthly newsletter and seminars.

Timothy Mandel is a Series 65-licensed financial advisor with seven years at Mandel Financial Services and prior experience at Mandel & Associates, Beam Suntory, Republic National Distribution Company, and Salerno Group. He is based in Cincinnati, OH, and has four years of industry experience. Mandel Financial Services is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with a focus on customized portfolio management and integrated financial planning. The firm employs a diverse range of analytic methods and investment strategies, managing approximately $28 million for a small client roster.

Adam Schmidt is a financial advisor with Strategic Wealth Partners LLC in Fort Thomas, KY, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Foundations Investment Advisors, UBS Financial Services, and Fidelity Brokerage Services. Outside of his advisory role, Schmidt serves as a ski patroller at Perfect North Slopes, where he promotes safe enjoyment of snow sports and provides emergency first aid when necessary. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm focuses on managing portfolios through third-party sub-advisers and turnkey asset management platforms while tailoring investments to client objectives and risk tolerance.

Tyler Henderson is a Certified Financial Planner® (CFP®) with 17 years of experience in the financial services industry. He is currently with Monterey Wealth, where he has worked since 2022. His prior experience includes roles at Oxford Financial Partners and MML Investors Services Inc, as well as MassMutual. Monterey Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on client objectives and risk tolerances, offering both discretionary and non-discretionary management with regular account reviews.

Matthew Yerkes is a financial advisor at Shea Financial Advisors in New Richmond, OH, holding a Series 65 designation with 25 years of industry experience. He has been with Shea Financial Advisors since 2015. Shea Financial Advisors provides fee-only financial planning and discretionary investment management primarily to individuals and families, emphasizing a long-term, buy-and-hold investment approach with strategic asset allocation across various equity classes and fixed income. The firm integrates tax planning and preparation into many engagements and manages accounts on a discretionary basis, occasionally delegating to independent managers while maintaining oversight.

Douglas Mcpeek is a financial advisor with Nottinghill Investment Advisers, Ltd in Cincinnati, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Nottinghill Investment Advisers since 1996. Nottinghill Investment Advisers serves both individual taxable and tax-exempt clients on a fully discretionary basis, offering portfolio management focused on equity and balanced strategies alongside a standalone investment-planning process. The firm employs a rules-based, quantitatively driven investment approach emphasizing large-cap, primarily value-oriented equities, and provides subscription and research services as well as specialized billing arrangements for external advisers.

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.

Jereme Ransick is a CFP® professional with over 21 years of experience in financial advising. He has been with Commonwealth Financial Network since 2005 and is also the owner of Principled Wealth Advisors, LLC, a state-registered investment adviser. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management. The firm offers multiple investment program structures and discretionary model portfolios, supporting advisors who deliver customized advice under Commonwealth’s supervision.

Luke Merry is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Principled Wealth Advisors, LLC and Commonwealth Financial Network, having worked at Fidelity Brokerage Services earlier in his career. Outside of his advisory roles, he is the founder of Little Liturgy, a business focused on 3D printing and selling toy figures. Principled Wealth Advisors is a state-registered investment adviser serving individuals, families, trusts, retirement plans, corporations, and foundations with a tiered service model that includes discretionary and non-discretionary investment management, financial planning, and consulting. The firm’s investment approach emphasizes asset allocation based on Modern Portfolio Theory and utilizes independent third-party managers, model portfolios, and a mix of asset classes tailored to client needs.

Jeffrey Mcpeek is a financial advisor at Nottinghill Investment Advisers, Ltd with 18 years of industry experience. He holds a Series 65 designation and has been with Nottinghill since 2007. The firm serves both individual taxable and tax-exempt clients on a fully discretionary basis, focusing on portfolio management across equity and balanced strategies using a rules-based, quantitatively driven investment process. Nottinghill also offers subscription and research services to other advisers and provides a standalone investment-planning tool available to clients and non-clients.

Christopher Entringer is a CFP® with 22 years of industry experience. He is currently with Ritter Daniher Financial Advisory LLC and has been with Hickory Asset Management since 2015. Outside of his advisory roles, he is a part owner and investor in a residential real estate LLC. Ritter Daniher Financial Advisory LLC provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, trusts, pension/profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, using a mix of active and passive funds, individual securities, and alternatives, with portfolios managed on a discretionary basis and overseen by an Investment Committee.

Anthony Weaver is a CFP® and Series 66-registered advisor with THOR Wealth Management Inc in Cincinnati, OH. He has seven years of industry experience, including seven years at Charles Schwab and five years in architecture and engineering before entering financial services. THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a total portfolio approach using active, diversified model portfolios and integrates fundamental and technical analysis with proprietary mean-reversion models in its investment process.

Michael Maisel is a financial advisor at Legacy Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Legacy Financial Advisors, he worked at Fidelity Investments and has experience in freelance media production through his sole proprietorship, MJM Productions. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary, goal-oriented planning process and emphasizes diversification and tax management, offering discretionary asset management and tailored planning services.

Jeffrey Daniher is a CFP® with 22 years of experience in financial advisory. He is currently with Ritter Daniher Financial Advisory LLC, where he has worked since 1999. The firm provides comprehensive wealth management and financial planning services primarily to individuals, families, high-net-worth clients, and trusts. Ritter Daniher Financial Advisory emphasizes long-term investment strategies based on Modern Portfolio Theory and manages approximately $606 million on a discretionary basis.

Pashence Barrera is a financial advisor at Journey Advisory Group, LLC with five years of industry experience. She holds the Series 65 designation and has worked at Journey Advisory Group since 2019. Prior to that, she was employed at TotalRetirements, LLC, McGregor's Kid Stop, and Taqueria Mexico Lindo. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.47 billion in assets with a long-term investment approach that incorporates strategic asset allocation and various analysis methods.

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Lars Meiman is a CFA® charterholder with six years of experience in the financial industry. He has worked at Legacy Financial Advisors since 2020 and previously held positions at Merrill Lynch, Fidelity Investments, and The Kroger Co. Outside of his advisory role, he assists with his family's small business, working approximately 10 hours per month in warehouse and order fulfillment activities related to flag and banner production. Legacy Financial Advisors, Inc. provides financial planning, portfolio management, estate planning, and risk-management advice to individuals, families, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, goal-oriented planning process that informs a diversified asset allocation framework and offers strategies including tactical, alternative, and independent manager investments.