Alexander Benson is a financial advisor at Birchcreek Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at The Reynolds and Reynolds Company. Birchcreek Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers customized wealth management and financial planning services, utilizing a fundamental analysis approach with both discretionary and non-discretionary investment management.

Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior roles include positions at Bank of America, Merrill, and T. Rowe Price Advisory Services. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management, LLC is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management and financial planning services, employing a fundamentally based, generally long-term investment approach with portfolios customized using mutual funds, ETFs, individual equities, and fixed income.

Jansen Davidson Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Birchcreek Wealth Management, LLC, where he has worked since 2026. Prior to this, he was with Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management, LLC is an SEC-registered adviser serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and retirement plan advisory services, employing a fundamental analysis approach with both discretionary and non-discretionary investment management.

John Payne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Birchcreek Wealth Management, LLC. His prior experience includes roles at Merrill and Dinsmore & Shohl, as well as practicing law as an of counsel attorney at Practice with Purpose LLC, where he provides clients with legal advice and representation in civil and criminal trials. Birchcreek Wealth Management is an SEC-registered advisory firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and collaborative consulting, employing a primarily long-term investment approach with custom portfolios built from mutual funds, ETFs, equities, and fixed income.

Jacob Bartel is a CFP® professional with 12 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2023. He previously worked at UBS Financial Services for 10 years. Bartel is a board member of Brighton Center, a charitable organization, where he participates on the marketing and program committees. Birchcreek Wealth Management, LLC is a five-advisor team managing approximately $300 million for about 191 clients, including individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, collaborative divorce-related consulting, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios.