Michael Muth is a financial advisor at QCFO, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Osborne Williams and Formidable Asset Management. Outside of finance, he serves as COO of Seven Hills Foods, an organic food company where he oversees sales, production, logistics, and inventory. QCFO, LLC is a fee-only investment adviser offering discretionary portfolio management and wealth management services to individuals, high-net-worth clients, trusts, charitable foundations, and qualified plans. The firm employs a disciplined, scientifically engineered investment approach focused on global diversification and risk control, integrating tax management and wealth-transfer planning into its services.

Bruce Russo is the principal of Russo Investment Management in Cincinnati, OH, with 19 years of experience in financial advising. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Russo has a long tenure at The Kroger Co., where he has worked since 1995. Russo Investment Management serves individual and high-net-worth clients by providing asset management, financial planning, and integrated tax preparation services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing long-term asset allocation using primarily no-load and index mutual funds, and operates as a CPA practice that combines tax planning directly with its advisory services.

Justin Wolterman is a financial advisor at J1 Capital LLC in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. He previously worked for American Mortgage Service Company from 2008 to 2020 before founding J1 Capital LLC in 2020. J1 Capital LLC provides discretionary investment management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a macro-oriented, asset-allocation strategy that incorporates fundamental and technical analysis, routinely using options and other derivatives for income generation and hedging tailored to each client’s objectives and risk tolerance.

Brendan Koors is a financial advisor at Athyra Financial Partners based in Cincinnati, OH. He holds a Series 65 designation and has over four years of professional experience, including roles at Saint-Gobain and International Paper. He was a full-time student from 2015 to 2020. Athyra Financial Partners, LLC is a fee-only investment adviser offering investment management and comprehensive financial planning primarily to individuals and families, with occasional services for business owners. The firm follows a strategy centered on simplicity, cost efficiency, diversification, and a buy-and-hold approach using low-cost ETFs and mutual funds, with an emphasis on tax-aware portfolio management.

Robert Maher is a CFA® charterholder and financial advisor at Virgil Wealth Advisory with seven years of industry experience. He has previously worked at J.P. Morgan and First Data. Outside of his advisory role, he serves as Head of Ventures at National Veterinary Associates, where he focuses on developing innovative partnerships. Virgil Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers tailored portfolio management along with comprehensive financial planning and estate-planning assistance.

Jessica Tucker is a financial advisor with InnerWorks Wealth Management LLC in Cincinnati, Ohio. She holds a Series 65 designation and has experience spanning over a decade, including roles at Bullseye Investment Management, Keller Williams Advisors, and the Department of Defense. In addition to her advisory work, she is a licensed Realtor affiliated with Keller Williams. InnerWorks Wealth Management is a fee-only investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, combining passive and active strategies across various asset classes, and it utilizes a selection-of-other-advisers model for investment management.

Mark Redmond is a financial advisor at The Investment Engineer with 16 years of industry experience. He holds a Series 65 designation and has been the owner of Hendon & Redmond, Inc., an engineering and architectural firm, since 2000. The Investment Engineer provides investment supervisory services and portfolio management, focusing on asset allocation and long-term trading strategies primarily using ETFs. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, and manages portfolios with discretionary trading authority.

Jing Chen is a financial advisor at UIS Investment Management LLC in Mason, Ohio, holding a Series 65 designation with five years of industry experience. Chen has been with UIS since 2015 and previously retired from professional work between 2006 and 2020. UIS Investment Management LLC provides discretionary asset management services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, charting, and sentiment analysis to guide investment decisions. The firm operates as a solo practitioner entity focusing on tailored portfolio management without external compensation, proxy voting, or wrap fee programs.

Brian Rigby is a Wealth Management Advisor with the Murphy Wealth Management Group at Merrill Lynch Wealth Management in Cincinnati, Ohio. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments and Wealth Institute™ and has over 20 years of experience in the investment industry. Brian works with individuals and families to provide personalized guidance focused on investment management, retirement planning, college savings, retirement income, and wealth growth strategies. He also assists clients in developing net worth statements and provides expertise on maximizing Social Security benefits. In addition to serving personal clients, Brian and his team offer retirement plan consulting services to corporate clients, helping employers with fiduciary responsibilities through services such as Investment Policy Statement development, plan investment menu design, performance reviews, and employee education. His specialty areas include 401(k) and deferred compensation plans, executive stock option planning, and college savings analysis. Brian earned his bachelor’s degree from Westminster College and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in the community through organizations such as Junior Achievement and St. Columban Church. Brian resides in Loveland, Ohio, with his family.

John Smith is a CFA® charterholder with 10 years of industry experience. He is the sole advisor at Ten Talents Asset Management, where he has worked since 2021. Prior to this, he was employed at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021. Outside of his advisory role, he works as a real estate analyst for Cushman & Wakefield. Ten Talents Asset Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and institutional clients. The firm employs a range of investment techniques and instruments, including derivatives and margin, and may utilize third-party managers to implement client mandates.

Timothy Koester is a CFP® with 12 years of experience in the financial services industry. He is the principal advisor at Phase Line Financial, having previously worked at firms including Journey Advisory Group, Ameriprise Financial Services, and U.S. Bancorp Investments. Koester serves as Treasurer on the Board of Directors for Cincinnati Therapeutic Riding and Horsemanship. Phase Line Financial provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering both discretionary and non-discretionary portfolio management through a wrap fee program.

Kristine O'Brien is a financial advisor based in Cincinnati, OH, with 18 years of industry experience. She is the sole advisor at Wealth Transitions, LLC, an independent firm she has been with since 2015. Kristine holds a Series 63 designation. Wealth Transitions, LLC provides advisory services to individual and high-net-worth clients, including ongoing portfolio management, financial planning, and qualified plan consulting. The firm manages client assets in-house, typically on a discretionary, long-term basis using modern portfolio theory, and offers educational seminars upon request.

Benjamen Jacobs is the principal advisor at Jacobs Wealth Management, LLC in Milford, OH, with 12 years of industry experience. He holds the Series 66 designation and previously worked at WaterStone Investment Counsel, LLC and Edward Jones. Jacobs is also a licensed insurance agent and may recommend insurance products to clients. Jacobs Wealth Management provides discretionary portfolio management, financial planning, and non-discretionary pension and employee benefit plan consulting to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of investment methods and offers both an automated portfolio program and hands-on advisory services, including specialized pension consulting uncommon among similar-sized firms.

James Connell II is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Retirement Planning Group, LLC and previously worked at VanWeelden Wealth Management, LLC and WKRC-TV. Connell is also a licensed insurance agent involved in the sale of various insurance products. Retirement Planning Group, LLC provides discretionary investment management and financial planning services to individual, high-net-worth, pooled, and institutional clients. The firm employs diversified asset-allocation strategies tailored to clients’ time horizons and risk tolerances and often delegates portfolio management to third-party sub-advisors under its supervision.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.

Michael Oconnell is a financial advisor at Linden Ash Capital with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linden Ash Capital since 2006 and at Investacorp, Inc. since 1995. Oconnell is also involved with Retirement Capital Management in Cincinnati, providing financial advisory services. Linden Ash Capital offers discretionary investment management and financial planning services to individuals, trusts, and qualified retirement plans. The firm combines fundamental and technical analysis with a typical holding horizon of 12 to 18 months, serving a small client base to allow for individualized oversight.

Joseph Fondacaro is a financial advisor at Seven Hills Capital Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Triad Advisors. He has been with Seven Hills Capital Advisors since 2015. Seven Hills Capital Advisors is an independent registered investment adviser serving individuals, families, trusts, and charitable organizations. The firm focuses on equity securities, exchange-traded funds, and mutual funds, emphasizing asset allocation and tailoring portfolios to clients’ goals and risk tolerances using both fundamental and technical analysis.

Hello! I’m Andrew, the Founder of AJD Wealth Management. I have been in the financial services industry for over a decade and earned my CERTIFIED FINANCIAL PLANNER™ Designation in 2017. Since 2017, I have worked exclusively as a fee-only financial planner. Throughout my career, I have been fortunate to work with a wide variety of clients including retirees, pre-retirees, busy families, corporate retirement plans, etc. Prior to starting AJD Wealth Management, I was with a large fee-only firm in Cincinnati; and prior to that, a giant insurance company selling financial products. With AJD Wealth, I get to focus on what I enjoy most - building relationships with my clients, delivering great financial plans, and managing money. I am on the board of the Financial Planning Association (FPA) Southwest Ohio chapter and I am a member of the XY Planning Network. AJD Wealth is a fee-only advisory firm for busy families and retirees who are tired of only meeting with their advisor once a year and who don't want to be just another number at a large firm. Our clients are looking for a partner who can help them grow & preserve their wealth. Finances are personal; and a good, collaborative relationship is the bedrock of a solid financial plan. The goal of AJD Wealth is to consistently deliver a boutique-level of service to our clients.

Michael Bowling is a CFA® charterholder and Series 65 licensed advisor based in Cincinnati, Ohio, with 19 years of industry experience. He has led Beechwood Capital Management, Inc. since 2006 and concurrently serves as a mathematics instructor at Xavier University, a role he has held since 2005. Beechwood Capital Management provides discretionary portfolio management to individuals, retirement accounts, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach focusing on equity portfolios and closed-end funds, managing accounts on an individualized basis with consideration for client-specific factors.

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.