Broker Check

Meet Our Team of Advisors

Anders Juel

Financial Advisor


As an independent financial advisor, Anders focuses on assisting individuals, families, and small business owners pursue their personal and financial goals by offering sound advice and providing the highest level of service.

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Beth Hodges

Registered Principal, Office Manager


A native of Houston, Texas, Beth moved to the Greater Cincinnati area in 1998, and has been a part of Queen City Financial Advisors since its inception in 2009.

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Charles F. Hais, Jr, ChFC, CLU

Registered Principal, President


Chuck Hais began his financial services professional career with Metropolitan Life as a career agent in September, 1987 after receiving his Masters Degree in Finance from Xavier University in August, 1987.

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Chris Hais, CFP®

Registered Principal, Branch Development Principal


Chris serves a vital and multifaceted role within Queen City Financial Advisors. Chris is a Series 24 licensed Registered Principal, assisting the OSJ Chuck Hais and fellow Principal Beth Hodges with overseeing the supervisory and...

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Diana Gannon

Administrative Assistant

Diana is the newest member to the Queen City Financial Advisors team, joining us in February 2018. Diana has the distinct ability to multitask and prioritize. Given those skills Diana supports Team Wingo consisting of 2nd generation...

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Jeffrey Walkup, CFP®


Jeff Walkup is a fee-based financial advisor with over 20 years of experience assisting clients to grow, protect and preserve their wealth.

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Michael Popil, CFP®


Mike joined Queen City Financial Advisors and “Team Wingo” in 2009 to continue the third generation of Financial Planning.

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Neil Bourgeois, CFP®



Neil works with his clients to help build and protect their wealth through comprehensive financial planning, investment management, and risk management.

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Stacy Berkley

Registered Office Assistant


Stacy joined the Queen City Financial Advisors team in May 2012, although she has been a client since 2001.

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Thomas Wingo, CFP®


With over 31 years’ experience as a Financial Planner, Tom is the senior member at Queen City Financial Advisors, LLC.

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Wendy L. Hagen

Administrative Assistant


Wendy joined Queen City Financial Advisors in April 2014 as the assistant to Neil Bourgeois.

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