Micah Mc Collum is the sole advisor at McCollum Investment Advisors in Dayton, OH, holding a Series 65 designation with six years in the industry. His prior experience includes four years at Carnegie Investment Counsel. McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals, trusts, estates, nonprofits, and business entities. The firm employs a predominantly tactical investment approach combining technical, fundamental, and cyclical analysis, with an emphasis on mitigating tail risks and using strategies such as margin and options consistent with client risk tolerance.

Jing Chen is a financial advisor at UIS Investment Management LLC in Mason, Ohio, holding a Series 65 designation with five years of industry experience. Chen has been with UIS since 2015 and previously retired from professional work between 2006 and 2020. UIS Investment Management LLC provides discretionary asset management services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, charting, and sentiment analysis to guide investment decisions. The firm operates as a solo practitioner entity focusing on tailored portfolio management without external compensation, proxy voting, or wrap fee programs.

James Connell II is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Retirement Planning Group, LLC and previously worked at VanWeelden Wealth Management, LLC and WKRC-TV. Connell is also a licensed insurance agent involved in the sale of various insurance products. Retirement Planning Group, LLC provides discretionary investment management and financial planning services to individual, high-net-worth, pooled, and institutional clients. The firm employs diversified asset-allocation strategies tailored to clients’ time horizons and risk tolerances and often delegates portfolio management to third-party sub-advisors under its supervision.

Ryan Tishy is a CFP® and Series 63-licensed financial advisor with eight years of industry experience. He is the principal of Tishy Financial LLC, an independent firm he has led since 2023. His prior experience includes roles at U.S. Bancorp Investments, Inc., U.S. Bank, Advisory Services Network, LLC, and Calton & Associates, Inc. Tishy Financial provides fee-only investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm emphasizes asset allocation and Modern Portfolio Theory with a focus on passive investment strategies and serves as an ERISA fiduciary for retirement plan sponsors, offering services such as investment review and participant education.

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Bradley Olson is a financial advisor with O2 Investments LLC in West Chester, OH, holding the PFS™ designation and Series 63 and 65 licenses. He has 18 years of industry experience, including roles at Foundations Investment Advisors, Olson & Wilson Private Capital, AE Wealth Management, and other firms. Outside of investment advisory, he is also an insurance agent involved in the sale of fixed insurance products. O2 Investments LLC is an SEC-registered investment adviser providing discretionary portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses model portfolios and a co-advisor to support research, trading, and administrative functions while focusing on client supervision and portfolio management.

Michael Masterson is a CFA® charterholder with 12 years of industry experience. He is the principal of Masterson Investment Counsel, an independent advisory firm he has led since 2019. Prior to founding his firm, he worked at 1919 Investment Counsel and Bank of America. Masterson Investment Counsel provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, and institutional clients, including pension and charitable organizations. The firm uses a value-oriented investment approach based on fundamental analysis and discounted cash flow estimates, managing portfolios within customized asset-allocation targets and incorporating ESG, faith-based, or values-based guidelines when requested.

My goal is to help bring order to your financial life and help you make smarter financial decisions. I do this by focusing on what you care about the most – your spending ability. Together, we will figure out how much you can safely spend each year and how much you need to save. We will look for ways to safely increase your standard of living. My clients seek advice on a wide variety of issues. But they all share one thing in common… they want professional guidance and support to help them navigate the complexities of their financial life. We will work collaboratively because it is important that you be a part of the financial planning process. We will have real discussions about money and the things you want to accomplish in life. We will figure out how to put you back in charge of your finances and on the path to financial freedom. I grew up in Lexington, Massachusetts and then attended college in Tampa, Florida where I earned an undergraduate degree in finance from the University of South Florida. After graduating from college, I moved to San Diego, California where I lived for about 15 years working mostly in finance and accounting. In 1986, I obtained my California CPA license. In 1992, I became a Certified Financial Planner. In 1996, I returned to Massachusetts to become a partner in a local CPA firm and also obtained my Massachusetts CPA license. And then in 2004, I founded Spillane Financial Planning, Inc. to better serve the financial planning and investment needs of my clients. In 2023, after more than 25 years in Massachusetts, my wife and I decided to relocate to the historic town of Lebanon, Ohio. Over the years, I have gained valuable knowledge, experience, and insight that will benefit my clients. I look forward to hearing from you.

Benjamin De Bord is a financial advisor at Rovia Tree Financial LLC in Lebanon, Ohio, holding a Series 65 designation with six years of industry experience. He has been with Rovia Tree Financial since 2019 and was self-employed from 2015 to 2019. Rovia Tree Financial provides fee-only financial planning services to individuals and families, focusing on a holistic assessment of clients’ financial situations. The firm’s investment guidance is based on Modern Portfolio Theory and emphasizes diversified portfolios using mutual funds and ETFs, combining passive, strategic, and tactical asset-allocation strategies without discretionary trading or custody of client funds.

Kurt Jacobsma is the sole advisor at Jacobsma Financial, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Range USA, RSM US, LLP, Deloitte & Touche, LLP, and The Woods. Jacobsma Financial is a fee-only, sole-proprietorship investment advisory firm serving individuals, families, high-net-worth clients, business entities, trusts, and estates. The firm emphasizes strategic asset allocation and long-term, buy-and-hold investing, using a mix of ETFs, mutual funds, and selected individual securities tailored to each client’s risk tolerance and time horizon.

Peter Greene is a financial advisor at Greene Wealth Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Baynes Investment Counsel LLC and Western & Southern Life and Brokerage Services. Greene is also a licensed insurance agent, dedicating approximately 10% of his time to insurance-related activities. Greene Wealth Management LLC is an Ohio-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, typically constructing long-term, diversified portfolios using low-cost mutual funds and ETFs supplemented by individual securities.

David Leisring is a financial advisor at Capital Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at Berthel, Fisher & Company Financial Services, Inc. since 2023. Prior to his financial services career, he was employed at GE Aerospace and the University of Dayton. Leisring is also licensed as an insurance agent, involved in the sales of insurance products. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to individuals and institutional clients, including pension plans, trusts, and small businesses. The firm combines strategic asset allocation with a range of securities and insurance products and operates an affiliated tax preparation, bookkeeping, and payroll business.

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at National Asset Management, United Advisors Services, Financial Services International Corp, and Ameriprise Financial Services. Mcguffin is also a licensed insurance professional, dedicating less than 10% of his time to insurance activities unrelated to investment advisory. Kapstone Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting services. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, with active portfolio adjustments for rebalancing, tax-loss harvesting, and market conditions.

Arthur Owens is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at VanWeelden Wealth Management, LLC and has previously worked at Edward Jones and Concourse Financial Group Securities, Inc. Owens is also a licensed insurance agent involved in insurance sales and implementation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment approach with tactical adjustments, using a three-pronged portfolio framework and incorporating third-party defensive strategies when appropriate.

Roger Miller is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2007 and also maintains a long-term association with The Lincoln National Life Insurance Company dating back to 1982. Outside of his advisory role, Miller is co-owner of a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related entities, managing approximately $199 million. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers diversified portfolio strategies including growth, balanced, and conservative options.

Jeremiah Mccarthy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Wealth Advisors, LLC since 2005. In addition to his advisory role, he is a partner at McCarthy Tax Services, where he provides tax preparation services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities, primarily utilizing third-party manager programs and model portfolios. The firm operates with a fiduciary standard for retirement accounts and maintains an affiliation with an accounting practice for integrated tax and advisory services.

Christopher Merz is a Series 65-licensed advisor at McBryar Advisory Services, Inc. with one year of industry experience. Prior to joining McBryar Advisory Services, he worked at Siemens Digital Industries Software Inc. and Ally PLM Solutions, Inc. He is based in Maineville, Ohio. McBryar Advisory Services provides personalized, fee-based investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm emphasizes long-term, Modern Portfolio Theory-based asset allocation and strategic portfolio construction, often partnering with third-party managers for discretionary portfolio management.

Melvin Brazie is a financial advisor at Tudor Financial, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at Westminster Financial Securities, Inc. since 2016. In addition to his advisory role, he owns B & B Tax and Bookkeeping Service, Inc., providing bookkeeping and income tax services. Tudor Financial serves individuals, families, trusts, and employer-sponsored retirement plans with a research-driven, model-based investment approach that includes a range of mutual funds, ETFs, and individual-stock strategies. The firm also manages pooled pension accounts and offers a specialized 401(k) management service, emphasizing risk management and public educational outreach.

Eric Hamberg is a CFP® with 18 years of experience in financial advising. He is associated with Rik Saylor Financial, Inc., where he has worked since 2012, and previously worked at Triad Advisors and LPL Financial LLC. Outside of his advisory work, Hamberg serves as board chair and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting underprivileged babies. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients, offering tailored portfolio management and financial planning. The firm employs a diversified investment approach that includes ETFs, equities, debt instruments, options, and alternative investments, supported by third-party risk assessment and tax-planning tools.

Michael Moloney is a CFP® and Series 65-registered financial advisor with Meyer Gates Financial Advisors, Inc, based in West Chester, OH. He has 16 years of industry experience and also serves as the managing shareholder and an attorney at Sebaly Shillito & Dyer, a legal professional association. Moloney has been with Sebaly Shillito & Dyer since 1990 and with SS&D Financial, LLC since 2003. Meyer Gates Financial Advisors provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both fundamental and technical analysis, managing approximately $151 million for about 163 clients.