James E Albrecht Jr.

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.

Charles Dozois is a financial advisor at Allied Planning Partners with 25 years of industry experience. He has worked at Fidelity Investments in various capacities from 2001 to 2026, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His credentials include Series 63 and Series 66 licenses. Allied Planning Partners provides fee-only financial planning and educational seminars primarily for individuals and high-net-worth clients. The firm focuses on producing written financial plans and investment recommendations without managing or holding client assets, employing fundamental analysis and modern portfolio theory to tailor advice based on client-specific factors.

Timothy Mandel is a financial advisor with Mandel Financial Services in Cincinnati, OH. He holds a Series 65 designation and has seven years of industry experience, including roles at Mandel & Associates, Beam Suntory, and Republic National Distribution Company. Mandel Financial Services is an independent, solo-registered adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a range of analytical methods and investment strategies across various asset classes, including less common allocations such as venture capital and private placements.

Tyler Henderson is a Certified Financial Planner® with 17 years of industry experience. He is currently with Monterey Wealth, where he has worked since 2022, following previous roles at Oxford Financial Partners and MML Investors Services Inc. His credentials include the CFP® and Series 63 designations. Monterey Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporations and pension and profit-sharing plans. The firm employs a range of strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and both short- and long-term purchase approaches.

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.