Ronald Gulaskey is a financial advisor with Retire Right Wealth Management in Mason, Ohio, holding a Series 63 license and 26 years of industry experience. His background includes roles at Securities America Advisors, Inc. and multiple affiliated businesses focused on insurance, tax preparation, and estate planning, where he holds ownership and managerial positions. Retire Right Wealth Management provides discretionary and non-discretionary asset management services to individual and high-net-worth clients, managing approximately $60 million across about 145 relationships. The firm offers tailored investment recommendations based on client objectives and risk tolerance, with regular portfolio reviews and a unique single-advisor practice model.

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® professional with 15 years of industry experience. He currently serves as an advisor at Fiduciary Wealth Group, LLC and has previously worked at firms including Valeo Financial, Facet Wealth, and Fidelity Investments. 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 with selectively added actively managed funds, and it 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.

Scott Schwalich is a CFP® professional with five years of industry experience, currently advising at IronKoor Retirement, LLC in West Chester, OH. His prior experience includes roles at Anderson Financial Strategies, LLC, and RetireMEDiQ, LLC. Outside of financial advising, he serves as head coach for Flag Football Fanatics. IronKoor Retirement, LLC primarily provides comprehensive financial planning and investment management services, focusing on tailored asset allocation and retirement plan consulting for individuals and plan sponsors.

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.

Joseph Gates is a financial advisor at Meyer Gates Financial Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Principal Financial Group from 2016 to 2018. Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm manages approximately $168.7 million for about 177 clients, using a strategic core-and-satellite asset allocation with an emphasis on no-load mutual funds and exchange-traded funds, supplemented by customized securities.

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.

Ellen Scheeler is a financial advisor at Scheeler Financial Group with over 14 years of experience in the industry. She holds the Series 65 designation and has previously worked with Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Services. Outside of her advisory role, she is licensed to sell insurance products, which she offers separately from her investment services. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical techniques to guide investment decisions and typically manages accounts on a discretionary basis using diverse strategies including long- and short-term trading, margin, options, and actively managed approaches.

Jamie Powell is a CFP® with 39 years of industry experience, currently serving as an advisor at Capital Advisory Services, LLC since 2010. His prior experience includes roles at Berthel, Fisher & Company Financial Services, Inc. Powell serves on the board of Avion Energy, Inc. and is involved with the Rare Disease Family Foundation, which supports young adults and children with rare diseases. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm also offers in-house tax preparation, bookkeeping, and payroll services alongside implementation support for insurance and annuity transactions.

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.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

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.

Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.