Cory Davenport is a CFP® with 21 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, offering insurance products alongside his advisory services. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and client education for individuals, high-net-worth clients, and ERISA plan participants. The firm uses both fundamental and technical analysis with a mix of long- and short-term strategies while working with third-party custodians and advisers to manage client assets.

Timothy Adams is a Series 65-licensed advisor with five years of industry experience, currently with Inception Financial Services since 2024. He also provides accounting and bookkeeping services through Imagine 320 Inc., which he founded in 2006, and offers life, health, and annuity insurance products as an independent contractor. Prior to joining Inception Financial Services, he worked at Wealth Watch Advisor. Inception Financial Services offers portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of strategies including long-term trading, tactical and strategic asset allocation, and use of mutual funds, ETFs, and options, with assets custodied through specified providers.

Dustin Beam is a CFP® professional with 26 years of experience in the financial services industry. He has been with Pathways Wealth Management, Inc. since 2010 and previously worked at L.M. Kohn & Company for 10 years. Beam holds Series 63 and Series 65 licenses and serves as president and 100% stockholder of Pathways Wealth Management. Pathways Wealth Management serves individuals and entities, including trusts, estates, business entities, and qualified retirement plans, by providing discretionary and non-discretionary investment management and personalized financial planning. The firm focuses on client-specific financial planning and employs a mix of exchange-traded and registered funds, individual equities, and fixed income with ongoing portfolio monitoring.

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.

Scott Behnken is a financial advisor at Miami Valley Portfolio Management Inc with 46 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors Inc and StoneX Securities Inc. Behnken is a board member of the Dayton Foundation’s development committee. Miami Valley Portfolio Management provides discretionary asset management to individuals, including high net worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical indicators to manage portfolios across mutual funds, ETFs, stocks, and bonds.

Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 16 years of industry experience. She has worked at Pathways Wealth Management since 2010, with a period at LM Kohn & Company from 2015 to 2025. In addition to her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management serves individuals and entities, including trusts, estates, business entities, and qualified retirement plans, offering discretionary and non-discretionary investment management alongside personalized financial planning. The firm employs a client-specific financial planning process with a focus on asset allocation, blending a mix of exchange-traded and registered funds, equities, and fixed income within a generally long-term strategy.

Daniel Gudorf is a financial advisor at Gudorf Financial Group, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and CSSC Investment Advisory Services, Inc. In addition to his advisory role, he is Chief Strategy Officer at Gudorf Law Group, a law firm, and has involvement in insurance sales and real estate development. Gudorf Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across around 100 client relationships, focusing on larger accounts and employing a long-term, diversified investment approach grounded in Modern Portfolio Theory.

Kent Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has over 40 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc. Outside of advising, he is involved in several business ventures including a background check company, a children’s book investor role, and participation in an art gallery and entertainment business. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy utilizing technical indicators to manage portfolios across various asset classes.

Shon Anderson is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He has been with Anderson Financial Strategies, LLC since 2012 and previously worked at United Planners Financial Services of America and Kier Educational Resources. Anderson serves as president of the CFA Society Dayton and has been an adjunct professor at Wright State University since 2009. 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 combining fundamental and technical analysis with modern portfolio theory, managing approximately $348 million in assets across a five-advisor team.

Allison Szkody is a CFP® professional at Gudorf Financial Group, LLC with five years of industry experience. Prior to joining Gudorf Financial Group in 2026, she worked at Cambridge Investment Research Advisors for five years and at Fifth Third Bank for six years. She also consults on financial matters for a law firm and is a licensed insurance agent involved in insurance sales and implementation. Gudorf Financial Group provides discretionary investment management and comprehensive wealth planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across about 100 client relationships, focusing on larger accounts and utilizing a disciplined investment process based on Modern Portfolio Theory.

Vidalia Cornwall is a CFP® and ChFC® professional with five years of experience in financial advising. She currently works at Tessara Wealth in Dayton, OH, and previously held roles at Ballast Point Financial Planning and Northwestern Mutual. Tessara Wealth serves individual and high-net-worth clients, focusing on comprehensive financial planning and portfolio management with services that include tax planning and preparation. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, often managing accounts non-discretionarily through Betterment, and offers educational seminars and a focus on serving high-achieving women.

Andrew Kerr is a financial advisor at Kerr Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles in several businesses, including Kerr Insurance Brokers, Inc. and Kerr Retirement Services, LLC. Outside of financial services, he is also involved in viticulture and winemaking as an owner of Dorval Estate Winery. Kerr Wealth Management provides investment management and financial planning to individual clients, business owners, corporations, and charitable organizations, including retirement plan services. The firm manages discretionary accounts using a combination of passive and active strategies and offers consulting for employer-sponsored pension and benefit plans.

Diane Rose is a financial advisor at James Investment Research Inc with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at James Investment Research since 1994, alongside a concurrent role at ALPS Distributors, Inc. since 2011. James Investment Research serves a diverse client base, including individual investors, retirement plans, charitable organizations, and investment companies. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and acts as adviser to an affiliated family of mutual funds while managing model portfolios for wrap and unified managed account programs.

Brian Shepardson is a CFA® and CIC credentialed financial advisor with 25 years of industry experience. He has worked at James Investment Research, Inc. since 2014 and previously was with Alps Distributors, Inc. for 11 years. James Investment Research, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee while offering specialized strategies such as direct indexing and model portfolio management.

Lesley Ott is a financial advisor with James Investment Research Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, ALPS Distributors, and James Capital Alliance. She serves as a board member and investment committee member for the Dayton Children’s Hospital Foundation. James Investment Research, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages affiliated mutual funds as well as model portfolios for wrap fee programs.

David Mc Gowan is a financial advisor at James Investment Research Inc with nine years of industry experience. He holds a Series 65 designation and has worked at James Investment Research since 2022 and ALPS Distributors since 2017. James Investment Research serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through discretionary and non-discretionary services, model portfolios, and specialized strategies such as direct indexing.

Michael Griesmeyer is a CFP® with 41 years of industry experience and has been with Wealth Management Group, Inc. since 1991. He is based in Tipp City, Ohio, and holds the Series 63 license. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Ryan Post is a Series 65-licensed financial advisor at James Investment Research Inc with 14 years of industry experience. He worked for 15 years at James Capital Alliance, Inc. before joining his current firm. James Investment Research, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and fiduciary services. The firm employs a multifaceted investment process overseen by a committee and manages its own mutual fund family alongside other advisory and tax-related services.

Richard Culpepper is a financial advisor with James Investment Research, Inc. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at James Investment Research since 1995 and has been associated with ALPS Distributors, Inc. since 2011. James Investment Research, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee, also acting as adviser to an affiliated family of mutual funds.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. since 2024. She previously worked at Your Story Financial, LLC and Your Story Financial Academy, LLC, where she owns and operates a financial empowerment and education business offering workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, employing a market-efficient and strategic asset allocation approach tailored to client-specific investment policies.