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.

Thomas Kleptz is a financial advisor at Turnstone Financial in Troy, OH, holding a Series 65 designation with 11 years of industry experience. He has been with OT Financial, LLC d/b/a Turnstone Financial since 2014. Turnstone Financial provides manager selection, supervision, and portfolio monitoring services for individuals, high-net-worth clients, and charitable organizations, often serving as corporate trustee through Turnstone Private Trust. The firm employs a long-term investment approach based on modern portfolio theory and conducts thorough due diligence on third-party subadvisers managing client assets.

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.

Max Heintz is a CFP® professional with 24 years of experience in financial advising. He is the principal of MFH Investments Inc. in Dayton, OH, and has operated M.F. Heintz CPA, Inc. since 2001. Heintz holds both CPA and CFP credentials and divides his time between financial advisory and accounting services. MFH Investments, Inc. serves individual, business, and trust clients with financial planning and discretionary asset management, employing a combination of active equity analysis and passive investment strategies tailored to client risk tolerance. The firm integrates its advisory services with a related accounting practice, providing tax compliance and planning to overlapping clients.

Brian Walker is a CFP® and PFS™ with 11 years of industry experience. He is the sole advisor at Monetary Solutions, Ltd., where he has worked since 2015. Walker is also affiliated with the certified public accounting firm GoldShot, Lamb & Hobbs. Monetary Solutions, Ltd. provides investment advisory and asset management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm emphasizes strategic asset allocation and global diversification, implementing valuation-oriented, dynamic allocations primarily through no-load mutual funds and ETFs, with accounts managed on a discretionary basis.

Michael Reichard is a Series 63-licensed financial advisor with Emmaus Investor Services Corp. in Dayton, OH, where he has worked since 2006. He has 21 years of industry experience, including time at Jubilee Investor Services, LLC. Outside of advising, he is also active as a stock trader. Emmaus Investor Services provides fee-only advisory services to individual investors, focusing on portfolio management and a separate portfolio review service. The firm employs a combination of fundamental, technical, and cyclical analysis supported by third-party research and offers both discretionary and non-discretionary advice tailored to clients' financial profiles and risk tolerances.

Adam Betzelberger is the principal of Ridge and Republic Financial in Dayton, OH, holding a Series 65 credential with one year of experience in investment advisory services. Prior to founding Ridge and Republic Financial, he operated Adam Scott Education, providing financial literacy and academic enrichment programs for teens through the Outschool platform. He also owns and operates RPGClub.net, an online platform organizing virtual tabletop roleplaying games for youth and adults. Ridge and Republic Financial offers discretionary portfolio management and financial planning services to individual clients, utilizing documented investment policy statements and regular portfolio monitoring. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, with a focus on long-term trading and a defined set of investment instruments.

James Nunez is a financial advisor at Agora Investments with 22 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., Global Financial Private Capital, LLC, and Redhawk Wealth Advisors, Inc. Outside of advisory work, he owns a Texas Beef and Cattle Company. Agora Investments provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm employs a range of analytical methods and incorporates both long-term and short-term trading strategies, including higher-risk tools such as margin, short sales, and options trading.

Since 2015, I have helped families in Dayton and Southwest Ohio harmonize their financial resources with their retirement dreams. Before founding Stage Ready Financial Planning, I served as a Financial Planner at a large firm, where I realized that retirees deserved a more personal partnership—one that orchestrates a plan to stay "in step" with their lives. With a background in music education and over a decade of experience in financial planning, I believe a confident retirement begins with understanding. I don’t just manage portfolios; I "handle the math" and teach the strategies behind it so you can make informed, great decisions about your future. My mission is to combine my love for teaching with a passion for financial freedom, ensuring your investments are tuned to support your lifestyle. In addition to my years of experience, I've earned degrees from Wright State University, and the University of Houston, along with an Executive Certificate in Financial Planning from Xavier University. As a CERTIFIED FINANCIAL PLANNER® professional and a member of the XY Planning Network and NAPFA, I am committed to the highest fiduciary standards. My wife Kristen and I live in Oakwood with our dachshund pups, Lily and Henry. When I’m not "at the podium" helping clients, you can find me enjoying music, fitness, the ocean, grilling with friends, and spending time with my family.

Joey Allen is the sole advisor at Reaching Upward Financial Solutions LLC in Dayton, OH, holding a Series 65 license with three years of industry experience. He is also President of Sunburst Resources Inc and North Fork Oil & Gas Corporation, roles he has held for over two decades. In addition, Allen holds an active Illinois Managing Real Estate Broker license, though he is not actively practicing as a broker. Reaching Upward Financial Solutions provides portfolio management, financial planning, tax preparation, and educational seminars to individuals, retirement plans, and charitable organizations. The firm customizes advice based on documented client objectives and risk tolerance, employing long-term trading strategies with a mix of mutual funds, equities, ETFs, fixed income, and private placements.

Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with two years of industry experience. He holds a Series 66 designation and has held prior roles at StoneX Securities Inc, STC Securities and Insurance Training, and several insurance-related positions. Outside of his advisory work, he is involved in aerial photography and videography through a separate contracting business. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and offers multiple proprietary investment models.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Roman Skurdal is a financial advisor at Ceva Advisors with two years of industry experience. He holds a Series 65 credential and has worked previously at Aberdeen Capital. Outside of finance, his work history includes roles at Amazon, Echo Falls Golf Club, and Emerald City Pizza. Ceva Advisors is a small, state-registered firm that provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and trusts and estates. The firm employs a Modern Portfolio Theory approach, constructing customized portfolios with ETFs, mutual funds, individual securities, private placements, and digital assets, while maintaining concentrated client relationships.

Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 40 years of industry experience and has been associated with StoneX Securities Inc since 2015. Moran is involved with the Kiwanis Club of Brookville, serving as a member and director in this local community service organization. Miami Valley Portfolio Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Lori Gross is a financial advisor at Wellness Investment Advisers LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wellness Investment Advisers since 2016 and Outlook Financial Center since 2015. Outside of her advisory role, Gross is also an insurance agent with Outlook Financial Center, dedicating approximately half of her time to this activity. Wellness Investment Advisers LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, along with services for pension and profit-sharing plans and business entities. The firm tailors investment programs to client goals using fundamental and technical analysis and incorporates third-party managers while maintaining oversight.

Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.

Cory Davenport is a CFP® professional with 20 years of experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, an insurance agency offering various insurance products. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis with a combination of long-term and short-term trading strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.