Andrew Jones

David Wassmuth is a financial advisor at Central Point Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has served as a program manager in the United States Air Force since 2005. Central Point Wealth Management is a small independent firm offering financial planning, asset management, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored plans and ongoing monitoring, primarily managing client assets on a non-discretionary basis while also providing discretionary services where authorized.

Ronald Alban is a financial advisor at Alban Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Alban Investment Management since 2002. Alban Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, and small businesses. The firm employs a combination of fundamental, cyclical, and long-term trend analysis to manage diversified portfolios using low-cost ETFs and discount execution, with quarterly reviews and performance reporting.

Elizabeth Li is a CFP® with 23 years of industry experience and serves as the principal and managing member of EHMLI Investment Advisors LLC. She has been affiliated with Royal Alliance Associates, INC. since 2003. In addition to her advisory role, Li is an adjunct instructor in economics and finance at Northern Kentucky University and provides tax preparation, estate planning, and insurance services through related business activities. EHMLI Investment Advisors LLC offers fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with an affiliated CPA practice, emphasizing tax-efficient strategies and income needs while coordinating investment decisions with broader tax and estate planning considerations.

Bryon Spicer is a financial advisor with Truvestments Capital LLC and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Luminist Capital, LLC, and operating his own firms, Spicer Wealth Management and Spicer Financial Services, where he provides services such as tax preparation and insurance. Truvestments Capital LLC serves a diverse client base including individuals, trusts, private funds, and charitable organizations, offering asset management, financial planning, and sub-advisory services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and acts as investment manager to a private fund focused on long-term Bitcoin holdings.

Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.

Alisa Livesay is a CFP® credentialed financial advisor with 21 years of industry experience, currently operating at ALC Investment Advisory Services, LLC in Dayton, Ohio. She has been affiliated with the University of Dayton since 2005 and has owned ALC Financial Services since 1998. Outside of advising, she owns a business that produces and designs beaded jewelry and accessories. ALC Investment Advisory Services provides financial planning and portfolio management to individuals, trusts and estates, corporations, and pension and profit-sharing plans. The firm uses fundamental analysis to create individualized investment policies, generally favoring a longer-term approach while accommodating shorter-term strategies aligned with client goals.