Ryan Paul Carpe

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® professional based in Dayton, Ohio, with 23 years of industry experience. She is the principal and managing member of EHMLI Investment Advisors LLC and has worked with Royal Alliance Associates, Inc. since 2003. Li also provides business and individual tax preparation and planning services through her accounting practice and serves as an adjunct instructor in economics and finance at Northern Kentucky University. EHMLI Investment Advisors specializes in investment advisory and financial planning services primarily for individual clients, managing approximately $31 million across 84 accounts. The firm integrates investment advice with tax and financial planning and is distinctive for its formal affiliation with an accounting practice and an insurance-licensed affiliate, offering a multi-disciplinary service model.

Premal Patel is a financial advisor at GreenRock Advisory LLC with 14 years of industry experience. He holds a Series 65 designation and has been with GreenRock Advisory since 2011. In addition to his advisory role, he works in a support capacity within a healthcare services business. GreenRock Advisory LLC offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach that integrates a macro “top-down” fundamental framework with technical, sentiment, and behavioral analysis, utilizing a broad range of investment instruments and strategies.

MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.

Gary Downie is the sole advisor at Wealth Pinnacle, Inc. in Centerville, Ohio, holding the CFA® designation and Series 66 license with 21 years of industry experience. He has led Wealth Pinnacle since 2007. Wealth Pinnacle provides investment supervisory services, financial planning, and consultations to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs an individualized approach to asset allocation and portfolio management, incorporating fundamental, economic, technical, credit, and yield-curve analysis, and serves a boutique client base including corporate and business clients.