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.

Shawn Hannegan is a CFP® professional with six years of experience as a financial advisor at Hannegan Wealth Management, LLC. He also owns and operates an accounting firm, Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates, which he has managed since 2013. Prior to his advisory role, he worked at First Financial Bancorp for three years. Hannegan Wealth Management is an independent, single-advisor firm serving individuals, high-net-worth clients, corporations, and business clients. The firm employs a primarily passive investment approach focused on low turnover and tax efficiency, combining fundamental analysis with modern portfolio theory and utilizing third-party sub-advisors for 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 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.

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.

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.

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.