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.

Jessica Marrinan is a financial advisor at McCarthy Wealth & Tax Advisors with two years of industry experience. She holds a Series 65 credential and has been involved with McCarthy Wealth & Tax Advisors since 2014 and McCarthy Tax Services since 2015. Outside of advisory work, she dedicates significant time to tax preparation and administrative services through McCarthy Tax Services. McCarthy Wealth & Tax Advisors provides 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, primarily through Fidelity’s Managed Account Xchange, and maintains an affiliation with an accounting practice to offer integrated tax and accounting services.

William Deshurko is a financial advisor at Buckeye Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ceros Financial Services, Inc. in addition to managing several private business ventures. Outside of his advisory role, he writes financial articles and serves on the board and finance committee of Homeful, Inc., a nonprofit that provides housing to the homeless. Buckeye Wealth Partners serves individuals, employer retirement plans, charitable organizations, and other institutional clients, offering wealth and investment management, financial planning, retirement plan consulting, and tax preparation services. The firm manages accounts primarily on a discretionary basis using a mix of active and passive strategies and accommodates socially responsible investing upon request.

Maria Fry is a financial advisor at Fry Investment Advisors, Inc. with five years of industry experience. She holds the Series 65 designation and previously worked at Totes Isotoner and Luxottica Retail. In addition to her advisory role, Fry is involved with Fry & Associates, CPAs, Inc., an accounting firm offering tax and financial planning services. Fry Investment Advisors provides investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, and other techniques, generally following a long-term trading approach and may engage third-party money managers as part of its process.

Timothy Brown is a financial advisor at Anderson Financial Strategies, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including United Planners Financial Services of America and Cutter And Company Brokerage, Inc. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines active management with fundamental and technical analysis, utilizing Modern Portfolio Theory to build diversified portfolios and offering both discretionary and non-discretionary management options.

Nicole Lanning is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with Anderson Financial Strategies, LLC, where she has worked since 2024. Prior to this, she was employed at Pentegra and Nationwide Investment Services Corporation. Outside of her advisory role, she serves as an office manager at Stratton Mortgage, a mortgage brokerage. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach using fundamental and technical analysis alongside modern portfolio theory and offers a range of fiduciary and retirement plan consulting services.

Nicholas Schubeler is a financial advisor at The Private Investment Group, Inc. in Kettering, Ohio, holding Series 65 and Series 66 licenses with seven years of industry experience. He has been with The Private Investment Group since 2013 and previously worked at First Financial Capital Advisors LLC. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, pension and profit-sharing plans, and charitable organizations, using a combination of top-down macro and sector allocation with bottom-up fundamental and technical analysis. The firm manages approximately $180 million for around 184 clients without minimum account sizes and offers both discretionary and non-discretionary portfolio supervision.

Brad Schueler is a CFP® professional with 15 years of industry experience. He currently serves as an advisor at Fiduciary Wealth Group, LLC and has previously worked at firms including Valeo Financial, Facet Wealth, and Fidelity Investments. 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 core-and-satellite investment approach combining passive index funds with selectively added actively managed funds, and it integrates investment management with tax services and retirement-plan education.

Buckeye Wealth Partners mission is to build lasting relationships with our clients by providing comprehensive financial planning that fosters peace of mind, enables wealth accumulation, and supports realizing our clients' financial goals. We strive to deliver objective advice and tailored strategies, guiding them towards a prosperous and fulfilling legacy. Buckeye Wealth Partners manages the finances for families and business owners. Our expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations (preparation and planning), insurance review, charitable giving, and Medicare resources. We prioritize meaningful personal relationships and provide objective, trustworthy advice. Jim attended Indiana Wesleyan University, earning his Bachelor’s in Personal Financial Planning. Jim is a retired Air Force Veteran with a passion for serving others. Clients deserve personalized solutions from professionals they know, like, and trust. Jim focuses on getting to know you and your family to understand your why. He provides a tailored approach to best meet your financial objectives. He and his team are dedicated to providing the latest technology and resources to their clients in an endeavor to create an ideal client experience.

Darren Harp is a financial advisor with Artifex Financial Group, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Artifex Financial Group from 2007 to 2026 and has been with Soltis Investment Advisors, LLC since 2026. Artifex Financial Group provides fee-only financial planning and investment management services to individual and institutional clients, integrating financial planning into their investment process and emphasizing strategic asset allocation and global diversification. The firm is known for its Private Direct Investments program and combines traditional advisory services with digital and sub-advised offerings.

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.

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.

Douglas Kinsey is a CFP® professional with 23 years of industry experience. He is currently with Artifex Financial Group, LLC, where he has worked since 2007, following prior roles at Soltis Investment Advisors, FIFTH THIRD SECURITIES, Inc., and Morgan Stanley. Artifex Financial Group provides fee-only financial planning and investment management services to individual and institutional clients, integrating financial planning with investment management through strategic asset allocation and diversified portfolios. The firm offers a range of services including retirement consulting, tax preparation, and operates a Private Direct Investments program for accredited clients.

Stevan Vaughan is a Series 66-credentialed financial advisor with 29 years of industry experience. He has been with Financial Counseling, Inc. since 1993 and previously worked at Broker Dealer Financial Services from 2013 to 2018. Outside of his advisory role, Vaughan serves as an elder and pastor of finance and stewardship at Clearcreek Chapel, a nonprofit organization. Financial Counseling, Inc. provides fee-based financial planning and investment advisory services to individual investors, businesses, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation with model-driven portfolio management, serving a diverse client base that includes both everyday investors and high-net-worth individuals.

Jay Grandfield is a financial advisor with Zenith Advisory Group, LLC, holding a Series 66 designation and 26 years of industry experience. He worked at Ameriprise Financial Services, Inc. for nine years prior to joining Zenith in 2017. Outside of his advisory role, he is involved in various real estate ownership and consulting activities in Ohio. Zenith Advisory Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, and small businesses. The firm offers access to private equity pools and uses tailored portfolios with mutual funds, ETFs, individual securities, and model portfolios, delivering both discretionary management and non-discretionary advice across multiple client types.

John Girvin is a CFP® professional with 23 years of industry experience. He has worked at Fiduciary Wealth Group, LLC since 2019 and previously spent eight years at Artifex Financial Group. In addition to his financial advisory roles, he has been affiliated with the University of Phoenix since 2003. 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 core-and-satellite investment approach, combining passive index funds and ETFs with selectively added active management, and integrates tax services and client education into its offerings.

Andrew Le is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at firms including Geneva Investment Management of Chicago, International Game Technology, and Investment Counsel Company of Nevada prior to joining Investable Wealth Management in 2024. Investable serves individual investors through a payroll-linked automated investing platform offered as an employee benefit. The firm combines passive and actively managed ETFs within model portfolios constructed using traditional asset allocation, managing client accounts discretionarily and employing an employer SaaS distribution model that often results in employer-paid advisory fees.