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.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

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.

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.

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.

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.

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.