Matthew Peck is a CFP® with six years of industry experience and currently serves as an advisor at Anderson Financial Strategies, LLC. Before joining Anderson Financial Strategies, he held roles at Alternativ Wealth, Carillon Advisors, and Carnegie Investment Counsel, among others. Outside of his advisory work, he manages social media for the Ottawa-Glandorf football Booster Club. Anderson Financial Strategies provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. The firm employs an investment process that combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to build diversified portfolios, offering various model portfolios and fiduciary services.

Elizabeth Bibeau Salinas is a financial advisor at Artifex Financial Group, LLC with a Series 65 license and two years of industry experience. She has worked at Artifex Financial Group since 2021 and has previously been employed at Soltis Investment Advisors and several other companies. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients, integrating financial planning into its investment process and emphasizing strategic asset allocation and global diversification. The firm operates a Private Direct Investments program and offers a combination of traditional advisory services with digital and sub-advised solutions.

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.

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 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.

Alexander Browning is a financial advisor at Artifex Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Soltis Investment Advisors, Perry proTech, Cox Media Group, and Vivial, LLC. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients, integrating comprehensive financial planning with investment processes that emphasize strategic asset allocation and global diversification. The firm offers a range of services including retirement consulting, tax preparation, and a Private Direct Investments program requiring accredited client standards.

Jacob Adams is a financial advisor at Monetary Solutions, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Monetary Solutions, he worked with Goldshot, Lamb & Hobbs, Inc. and Northwestern Mutual, and he played collegiate summer baseball while attending Ohio Dominican University. Monetary Solutions, Ltd. provides investment advisory and portfolio management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm focuses on strategic asset allocation, global diversification, and valuation-based investments primarily using no-load mutual funds and ETFs, managing accounts on a discretionary basis.

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.

Beau Bryant is a CFP® with 14 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2026. He previously worked at Resolute Wealth Advisor, Inc. and J.P. Morgan Securities, among other firms. Beyond his advisory role, he owns BBTP, LLC, providing data and tax preparation reviews as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, pension consulting, and participant education to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm uses both fundamental and technical analysis, incorporates various trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.

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.

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 in Dayton, OH, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Cutter And Company Brokerage, Inc., and Wells Fargo Advisors. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, offering tailored asset management and retirement plan consulting through a five-advisor team managing approximately $348 million in assets.

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® with 15 years of industry experience, currently advising at Fiduciary Wealth Group, LLC. His prior work includes roles at Valeo Financial, Facet Wealth, Fidelity Investments, Cassady Schiller, and CSA Financial Advisors. Fiduciary Wealth Group, LLC offers 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 passive index funds and ETFs at its core, complemented by actively managed funds, and integrates investment management with tax services and retirement-plan education.

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.

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.

Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 41 years of industry experience, including 11 years at StoneX Securities Inc and 11 years at Wrp Investments, Inc. He is also involved in community service as a member and officer of the Kiwanis Club of Brookville. 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 approach using technical tools to manage portfolios across multiple strategies.

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.