Joey Allen is the sole advisor at Reaching Upward Financial Solutions LLC in Dayton, OH, holding a Series 65 license with three years of industry experience. He is also President of Sunburst Resources Inc and North Fork Oil & Gas Corporation, roles he has held for over two decades. In addition, Allen holds an active Illinois Managing Real Estate Broker license, though he is not actively practicing as a broker. Reaching Upward Financial Solutions provides portfolio management, financial planning, tax preparation, and educational seminars to individuals, retirement plans, and charitable organizations. The firm customizes advice based on documented client objectives and risk tolerance, employing long-term trading strategies with a mix of mutual funds, equities, ETFs, fixed income, and private placements.

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.

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.

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 13 years of industry experience, currently with Sound Financial Investment Management, LLC. His prior roles include positions at J.P. Morgan Securities and Resolute Wealth Advisor, Inc. Outside of advisory work, he owns BBTP, LLC, which provides data and tax preparation review services as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis, uses a range of 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.

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 with Fry Investment Advisors, Inc. in Centerville, OH, holding a Series 65 credential and five years of industry experience. Prior to joining her current firm, she worked at Totes Isotoner and Luxottica Retail. She is also involved with Fry & Associates, CPAs, Inc., an accounting firm where she develops financial plans and tax strategies for clients. Fry Investment Advisors provides portfolio management and financial planning services to individual, high-net-worth clients, and pension and profit-sharing plans. The firm employs a comprehensive investment process that includes fundamental, quantitative, and technical analysis, and maintains formal affiliations with an accounting practice and other investment advisers.

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 financial advisor at Fiduciary Wealth Group, LLC with 15 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at Valeo Financial, Facet Wealth, Fidelity Investments, Cassady Schiller, and CSA Financial Advisors. 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 utilizes a core-and-satellite investment approach combining passive index funds and ETFs with selective active management and integrates tax services and educational seminars into its client offerings.

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.