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.

Elizabeth Li is a CFP® with 23 years of industry experience and serves as the principal and managing member of EHMLI Investment Advisors LLC. She has been affiliated with Royal Alliance Associates, INC. since 2003. In addition to her advisory role, Li is an adjunct instructor in economics and finance at Northern Kentucky University and provides tax preparation, estate planning, and insurance services through related business activities. EHMLI Investment Advisors LLC offers fee-based financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with an affiliated CPA practice, emphasizing tax-efficient strategies and income needs while coordinating investment decisions with broader tax and estate planning considerations.

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.

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.

Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based in Dublin, Ohio. I specialize in tax-smart planning for new retirees who want to make the most of the first 10 years of retirement, without compromising the rest. The first years of retirement are often your healthiest and most active, but they’re also when the biggest financial decisions happen: Social Security timing, Medicare enrollment, withdrawal strategies, Roth conversions, and more. The choices you make now will shape the rest of your retirement. With over 15 years of experience as a financial advisor, I’ve dedicated my career to helping new retirees make confident, tax-smart decisions during this pivotal window. Here’s what working together looks like: *Reduce lifetime taxes with proactive Roth conversions and withdrawal planning. *Create an income you can’t outlive. *Navigate Social Security and Medicare with clarity and confidence. *Keep your plan updated as life and tax laws change. I intentionally serve a limited number of families so every client receives high-touch, personal guidance directly from me. My flat annual fee means no commissions, no hidden costs, and no percentage-of-assets charges. You’ll always know exactly what you’re paying and exactly what you’re getting. I’ve seen too many retirees look back with regret, wishing they had enjoyed their healthiest years more fully. My mission is to make sure that doesn’t happen to you. When I’m not helping clients plan their retirement, I’m likely with my wife and our three kids, cheering at gymnastics, biking, playing pickleball, or schooling my kids in a game of four square.

William Marker is a financial advisor at Borland Marker with 8 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has worked at Marker Financial LLC since 2024 and The Borland Group since 2010. Borland Marker serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment management. The firm uses a mostly top-down approach combining fundamental and technical analysis to allocate portfolios across various asset classes and offers both project-based plans and ongoing wealth management.

Steven Crane is a ChFC® credentialed financial advisor with Financial Legacy Builders in Fairborn, OH. He has a diverse background including strategic consulting, founding a medical services company for veterans, authoring and public speaking, and leading a nonprofit focused on veteran mentorship. His other activities include coaching and facilitating professional networks for veterans. Financial Legacy Builders is a fee-only registered investment adviser serving individuals and high-net-worth clients with comprehensive financial planning and investment management through third-party advisers. The firm emphasizes asset allocation aligned with Modern Portfolio Theory, blending passive and active strategies, and maintains a focus on military and veteran clients through specialized affiliations and services.

Michelle Ruddy is a CFP®-certified financial advisor with 27 years of industry experience. She is the principal of VWR Financial Advisory Services, an independent firm based in Alpha, Ohio. Her career includes long tenures at Securities Service Network, Inc. and Silver Oak Securities, Inc. VWR Financial Advisory Services provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an active and tactical investment approach, utilizing charting, technical and fundamental analysis, quantitative tools, and trading technology across various asset classes, with regular account reviews and a focus on mutual fund–based asset allocation.

Mark Demma is a financial advisor with Demma-Novak Wealth Management in Dayton, Ohio. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Demma Wealth Management since 2014. Demma-Novak Wealth Management provides wealth management and financial planning services primarily to individual clients, as well as trusts, estates, and business entities. The firm employs a globally diversified, low-cost asset allocation strategy focused on index funds and ETFs, with tailored portfolio construction and ongoing client coaching.

Joseph Doogan is a financial advisor at Fiduciary Wealth Group, LLC with one year of experience. He holds a Series 65 credential. Prior to joining Fiduciary Wealth Group, he worked at Fidelity Investments and has diverse experience including roles at York Golf Club and Total Quality Logistics. Fiduciary Wealth Group provides discretionary wealth management, financial planning, retirement plan consulting, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a core-and-satellite investment approach combining passive index funds and ETFs with selective active management, and offers ongoing tax services and retirement plan education alongside portfolio management.

Christopher Demma is an investment advisor representative with Demma-Novak Wealth Management in Dayton, Ohio, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Demma Wealth Management since 2014. Outside of his advisory role, he works part-time as a restaurant waiter and bartender. Demma-Novak Wealth Management provides wealth management and financial planning services primarily to individual clients, as well as trusts, estates, and business entities. The firm emphasizes globally diversified asset allocation using low-cost index funds and ETFs, periodic rebalancing, and tailored strategies that may include third-party model portfolios and tactical adjustments.

Nicholas Schubeler is a financial advisor at The Private Investment Group, Inc. in Centerville, OH, holding Series 65 and Series 66 licenses with six years of industry experience. He has been with The Private Investment Group, Inc. since 2013. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156.1 million on a discretionary basis.

Brad Schueler is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Fiduciary Wealth Group, LLC and has previously worked at Valeo Financial, Facet Wealth, Fidelity Investments, Cassady Schiller, and CSA Financial Advisors. Fiduciary Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a strategic asset-allocation approach using a core-and-satellite structure and provides investment-related educational seminars and participant enrollment meetings for retirement plans.

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.

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.

Randolph Gantt is a CFP® professional with 15 years of industry experience, currently serving at Fiduciary Wealth Group, LLC since 2018. He previously worked at Artifex Financial Group from 2011 to 2018 and has served in the United States Air Force Reserve since 1996, where he is a Squadron Commander. Fiduciary Wealth Group provides wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a strategic asset-allocation approach using core index and ETF positions complemented by active satellite managers, and it offers investment-related educational seminars and participant enrollment meetings for retirement plans.

Timothy Adams is a financial advisor at Inception Financial Services with four years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisor and Imagine 320 Inc, where he provides accounting and tax services alongside offering insurance products. Outside of his advisory role, he offers life, health, and annuity insurance as an independent contractor and provides accounting and bookkeeping services through Imagine 320 Inc. Inception Financial Services offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a combination of strategic and tactical asset allocation, utilizing various analytical approaches and managing accounts primarily on a discretionary basis.

John Girvin is a CFP® professional with 23 years of experience in the financial industry. He has worked at Fiduciary Wealth Group, LLC since 2019 and previously spent eight years at Artifex Financial Group. He has also been affiliated with the University of Phoenix since 2003. Fiduciary Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wealth management, discretionary portfolio management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a strategic asset-allocation approach with a core-and-satellite structure and offers investment-related educational seminars and participant enrollment meetings for retirement plans.