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.

Randall Kronour is a financial advisor with Kapstone Financial Advisors LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., National Asset Management, and Fsic. Outside of his advisory work, he serves on the boards of Solutions CCRC, a mental health nonprofit, and Countryside YMCA, where he is chairman. Kapstone Financial Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, and manages approximately $271 million in assets for around 509 clients.

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.

Tyler Ayres is a financial advisor at KLD Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Modern Woodmen Of America. Outside of his advisory role, he manages bookkeeping and accounting for a family farm operation. 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 employs a blend of passive and active strategies and manages accounts on a discretionary basis with quarterly reviews.

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.

David Frazier is a Certified Financial Planner® with 29 years of industry experience. He is currently with Kapstone Financial Advisors LLC and previously spent over two decades at Kovack Advisors, Inc. and Kovack Securities, Inc. Outside of his advisory work, he serves as president of American Access, Inc., a company involved in consulting and marketing. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans by providing discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach focused on ETFs and mutual funds, incorporating both fundamental and technical analysis.

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.

Hi, I’m David Wiedmeyer, CFP®, founder of KLD Wealth Management. KLD Wealth Management is a fee-only, fiduciary financial planning firm built to help Gen X and Millennial families make confident decisions with their money. Many of the people I work with are doing a lot of things right. They are earning a good income, saving for the future, investing consistently, building wealth, and trying to create a better life for their family. But they still wonder: Am I on track? Am I paying more in taxes than I need to? Are my investments aligned with my goals? How do I balance today’s needs with tomorrow’s retirement? Where does real estate fit into my overall plan? That is where KLD Wealth Management comes in. My goal is to help you create a clear, actionable plan so you can stop second-guessing and move forward with confidence. Together, we focus on the areas that have the greatest impact on your financial life: cash flow, tax planning, retirement readiness, investment management, risk protection, estate considerations, real estate, and the big decisions that affect your family’s future. I believe real estate can be a powerful part of building long-term wealth. Whether you own rental properties, inherited property, are considering real estate as a side investment, want to make the most of your primary residence, or simply want to understand how property fits into your bigger financial picture, I can help you evaluate the opportunities, risks, tax implications, cash flow considerations, and trade-offs. Good financial planning is not about chasing trends or trying to beat the market. It is about understanding what matters most to you, building a plan around those priorities, and making smart decisions over time. At KLD Wealth Management, advice is not tied to commissions, product sales, or Wall Street incentives. As a fee-only fiduciary, I work for you. That means transparent fees, objective guidance, and recommendations designed around your goals. I work with clients virtually and locally in the Cincinnati, Dayton, and Southwest Ohio area. If you are looking for a financial partner who can help you bring clarity to your money, reduce financial stress, build wealth, and understand how real estate fits into your broader plan, I would be happy to talk.

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.

David Kronour is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has worked with several firms, including Ameriprise Financial Services, Inc. and National Securities Corporation, before joining Kapstone Financial Advisors LLC in 2022. He is also a licensed insurance professional. Kapstone Financial Advisors serves individuals, families, trusts, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term, ETF and mutual fund–focused investment approach, combining fundamental and technical analysis while accommodating shorter-term trading needs.

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.

Matthew Theil is a financial advisor with Blake Schutter Theil Wealth Advisors, LLC in Dayton, Ohio, holding Series 63 and Series 66 licenses and with 18 years of industry experience. Prior to joining Blake Schutter Theil Wealth Advisors in 2024, he was with Ray|Theil Wealth Management for 13 years. He is also the owner of a tax services business. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, providing comprehensive financial planning, investment management, and consulting. The firm employs a goal-oriented planning process and a strategic asset allocation approach, managing approximately $463 million in client assets with a team of four advisors.

Roger Chudde is a financial advisor with Rightwealth Advisors, LLC in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Cantella & Co., Invest Capital Partners, Harbor Financial Services, and Wells Fargo Advisors Financial Network. He is also president and owner of Chudde Wealth Management, LLC, and works as a licensed insurance agent. Rightwealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis-driven investment approach tailored to each client’s financial situation and goals.

Adam Chudde is a financial advisor at Rightwealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Cantella & Co., Inc., and Wells Fargo Advisors Financial Network. Outside of advising, he serves as president and owner of Chudde Wealth Management, LLC, a pass-through entity for his advisory business activities. Rightwealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach emphasizes individualized portfolio construction based on fundamental analysis and a primarily long-term strategy.

Robert Lampe is a financial advisor with Rightwealth Advisors, LLC, holding CFP® and ChFC® designations and possessing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cantella & Co., Raymond James & Associates, Morgan Keegan & Company, Morgan Stanley, and Citigroup Global Markets. He is also involved in insurance sales and owns Lampe Wealth Management LLC, a passthrough entity for business conducted under Rightwealth Advisors. Rightwealth Advisors, LLC is an SEC-registered investment adviser serving individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services with a client-centric approach emphasizing fundamental analysis and long-term portfolio construction.

Nicholas Fry is a financial advisor at Fry Investment Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has been president of Fry and Associates, CPA, Inc., a public accounting firm, since 1996. In addition to his advisory role, he occasionally provides accounting services to clients through his CPA firm. Fry Investment Advisors, Inc. offers investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative and technical techniques, and also provides standalone financial planning and written Investment Policy Statements.

Mark Schutter is a Series 65 licensed advisor at Blake Schutter Theil Wealth Advisors, LLC with 16 years of industry experience. He has held leadership roles as President and CIO at multiple affiliated investment entities and serves on several nonprofit boards, including the Greene County Community Foundation and Goodwill Easter Seals Miami Valley. Schutter is also involved in community sports as treasurer of the Centerville Baseball League and participates on the University of Dayton Davis Center for Portfolio Management advisory board. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a goal-oriented planning process and implements portfolios through strategic and tactical asset allocation across mutual funds, ETFs, and separately managed accounts.