Matthew Will is a CFP® professional with 18 years of experience in the financial services industry. He is currently the sole advisor at Wealth Accel, an independent registered investment adviser, and has previously worked at firms including Birchcreek Wealth Management, Financial Management Group Inc, and Fidelity. Wealth Accel serves individuals, including high-net-worth clients, and small businesses with integrated wealth management, combining investment management, financial planning, business consultation, and retirement-rollover guidance. The firm employs an evidence-based, rules-based investment framework and typically manages accounts on a discretionary basis.

Micah Mc Collum is a financial advisor at McCollum Investment Advisors in Dayton, OH, holding a Series 65 designation with six years of industry experience. He previously worked at Carnegie Investment Counsel from 2016 to 2020. McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals, non-profit organizations, trusts, estates, and business entities. The firm’s investment approach combines tactical growth driven by supply and demand analysis with strategic allocations for income accounts, using various methods including technical, fundamental, and cyclical analysis, and incorporates margin and options writing in select managed accounts.

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.

Trey Cochran is the principal of Cochran Wealth Management LLC, an independent firm based in Martinsville, Ohio. He holds a Series 65 designation and recently completed a finance degree in 2025. His prior experience includes roles in education and local government. Cochran Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, and small businesses. The firm constructs diversified portfolios using ETFs, mutual funds, and cash equivalents, applying fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments.

William Marker is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He has worked at Marker Financial LLC since 2024 and was previously associated with The Borland Group from 2010 to 2025. Borland Marker is a single-advisor independent registered investment adviser managing approximately $98 million for around 78 clients, serving individuals, trusts, estates, and business entities. The firm employs a client-specific, top-down investment approach blending fundamental and technical analysis, with a structured financial planning process that includes multi-decade projections and quarterly reviews.

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 the sole advisor at Rovia Tree Financial LLC in Lebanon, Ohio. He holds a Series 65 designation and has seven years of industry experience, including four years as a self-employed advisor prior to founding Rovia Tree Financial in 2019. Rovia Tree Financial is a fee-only, state-registered independent advisory firm serving individuals and families with financial planning and discretionary portfolio management. The firm employs diversified investment strategies incorporating stocks, bonds, ETFs, and option contracts, with an emphasis on active risk management and long-term value creation.

Roy Mcguffin is a financial advisor with Kapstone Financial Advisors LLC in Lebanon, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His work history includes roles at National Asset Management, United Advisors Services, and Ameriprise Financial Services. He is also a licensed insurance professional, dedicating less than 10% of his time to that activity. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans with wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term and ETF/mutual-fund focused, using fundamental and technical analysis while accommodating shorter-term trading needs.

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.

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.

Hunter Collier is a financial advisor at KLD Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Insurance Company of America. KLD Wealth Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm designs personalized asset allocation plans using a combination of passive and active strategies, including ETFs and mutual funds, and manages accounts on a discretionary basis with quarterly reviews.

Joseph Doogan is a financial advisor with Fiduciary Wealth Group, LLC in Centerville, OH. He holds the Series 65 designation and has one year of industry experience, including a prior role at Fidelity Investments. Outside of his advisory work, he has experience with a variety of organizations, including York Golf Club and the OSU Office of Student Life. Fiduciary Wealth Group, LLC 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 employs a strategic asset allocation approach using a core-and-satellite framework with both passive and actively managed funds, integrating investment management, tax services, and retirement-plan education.

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.

Christian Gilbert is a CFP® with 18 years of industry experience, currently serving at McCarthy Wealth & Tax Advisors in Springboro, OH. He has worked with Wealth Advisors, LLC and McCarthy Tax Services, LLC since 2006. In addition to his advisory role, he assists with tax preparation and administrative tasks at McCarthy Tax Services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities. The firm utilizes third-party manager programs and model portfolios, monitoring manager performance to maintain alignment with client objectives, and is affiliated with an accounting practice to provide integrated tax and financial services.

Douglas Moore is a financial advisor with Financial Counseling, Inc. in Springboro, Ohio. He holds 19 years of industry experience and has worked at Broker Dealer Financial Services since 2013 while being affiliated with Financial Counseling, Inc. since 2000. Moore dedicates significant time to portfolio research as part of his other business activities within the firm. Financial Counseling, Inc. serves primarily individual investors and a subset of high-net-worth clients, businesses, trusts, and charitable organizations. The firm provides fee-for-service financial planning and investment advisory services, utilizing both strategic long-term and tactical asset allocation approaches to manage approximately $100 million in client assets.

Parker Vaughan is a CFP® professional with Financial Counseling, Inc. in Springboro, OH. He has been with the firm for six years and has prior experience working at several Wright State University departments and Clark State College. Outside of his advisory role, he is involved with the Cincinnati United Soccer Club. Financial Counseling, Inc. serves mostly individual investors, including some high-net-worth clients, businesses, trusts, and charitable organizations. The firm offers fee-for-service financial planning and discretionary portfolio management, employing both strategic and tactical asset allocation strategies.

Robert Walker is a CFA® charterholder with 26 years of experience in the financial industry. He is the principal at Robert M. Walker & Associates, where he has worked since 1998. Outside of his advisory work, he also operates a tax preparation service called Your Tax Guy. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to construct portfolios, incorporating long-term holdings, short-term trading, options, and emerging asset classes such as digital assets and AI-related securities, tailored to client risk profiles.