Lucas Frazier is a Series 65-licensed advisor at Invest Capital Partners with one year of experience in the financial industry. Prior to joining Invest Capital Partners, he held roles at LJB Engineering, iSolved, LexisNexis, The Connor Group, and Fifth Third Bank. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with financial planning, utilizing a range of investment strategies including fundamental and technical analysis.

Matthew Di Cicco is a CFP® with nine years of industry experience, currently serving at Eubel Brady & Suttman in Miamisburg, Ohio. He has been with the firm since 2016 and holds a Series 65 license. Outside of his advisory role, Matt serves as of counsel with a Dayton law firm. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based model. The firm employs fundamental analysis and long-term investment strategies, manages proprietary mutual funds and private pooled LLCs, and utilizes a combination of internal and external portfolio management resources.

Owen Cummins is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Valmark Advisers, Valmark Securities, and Secure Future Advisors, LLC. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management alongside various financial planning services and employs third-party tools and managers to align investments with client risk profiles.

Roger Miller is a Certified Financial Planner® with 23 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2007 and also maintains a long-term association with The Lincoln National Life Insurance Company dating back to 1982. Outside of his advisory role, Miller is co-owner of a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related entities, managing approximately $199 million. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers diversified portfolio strategies including growth, balanced, and conservative options.

Monica Dwyer is a CFP® with 21 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2018. Prior to this, she worked for 14 years at Fidelity Brokerage Services LLC. Outside of financial advising, she is an independent marketing representative for Melaleuca Inc., involved in direct sales and hosting product introduction events. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of investment analyses and strategies, with regular client communications and educational offerings.

Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Alexander Benson is a financial advisor at Birchcreek Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Birchcreek, he worked at The Reynolds and Reynolds Company and held various roles in other organizations including the University of Dayton. Birchcreek Wealth Management serves individuals, families, trusts, estates, and retirement plans through comprehensive financial planning and portfolio management. The firm employs a customized, primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income, and incorporates leverage and derivatives when appropriate.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.

Neesha Crawford is a financial advisor at Eubel Brady & Suttman with one year of industry experience. She holds a Series 65 designation and has been with Eubel Brady & Suttman Asset Management, Inc. since 2012 in other capacities. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles using a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients with a focus on fundamental analysis and long-term investment strategies.

Mark Brady is a financial advisor at Eubel Brady & Suttman with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled investment vehicles, applying fundamental analysis and long-term strategies across various management styles.

Alexander Scott is a financial advisor with McLean Asset Management Corporation, holding CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Hanson McClain Advisors and Simply Money Advisors. Outside of his advisory work, he operates Scott Photography as an owner and photographer during non-trading hours. McLean Asset Management Corporation serves a broad client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified asset allocation grounded in Modern Portfolio Theory, tax efficiency, and periodic rebalancing, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory services.

Dale Dobnicker is a financial advisor at RDA Financial Network with 12 years of industry experience. He holds the Series 66 designation and has worked with United Planners Financial Services as well as multiple roles within RDA Financial Network and associated entities since 2014. Outside of advisory work, he owns Dad's Home Maintenance, a non-investment-related business. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches.

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Joshua Johnson is a CFP® certificant with 20 years of experience in financial advising. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked for Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of his advisory role, Johnson is a partner in DOUBLE J ENTERTAINMENT, providing gospel entertainment as a disc jockey for events such as wedding receptions and skate parties. McKinley Carter Wealth Services is an SEC-registered firm serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, utilizing a combination of fundamental and technical analysis within a long-term asset allocation framework.

Daniel Johnson is a CFP® professional with 17 years of experience in financial advising. He has worked at Birchcreek Wealth Management, LLC since 2019 and previously held positions at Bank of America, Merrill, and T. Rowe Price Advisory Services. He serves as an advisory board member of Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management is a fee-based wealth advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with a primarily long-term, fundamental investment approach that includes the use of mutual funds, ETFs, individual equities, fixed income, and selective leverage and derivatives.

Jansen Davidson Jr. is a CFP® and Series 65-licensed advisor with four years of industry experience. He is currently with Birchcreek Wealth Management, LLC, where he has worked since 2026. Prior to that, he was with Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm employs a primarily long-term, fundamental investment approach that includes mutual funds, ETFs, individual equities, fixed income, and the selective use of derivatives and leverage.

Paul Crichton is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Ebs Asset Management, a part of Eubel Brady & Suttman, since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled investment vehicles using a team-based advisory model. The firm offers actively managed portfolios that include proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients.

Mary Hedrick is a financial advisor at Eubel Brady & Suttman with 21 years of industry experience. She holds the CFP® and Series 63 designations and has been with Eubel Brady & Suttman since 2012. Outside of her advisory work, she serves on the investment and executive committees of a local food bank and is involved with the Wright State University Alumni Association as a finance committee member. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm uses fundamental analysis and long-term strategies across various management styles and actively manages proprietary mutual funds and private pooled investment vehicles exclusively for its clients.

Christopher Buck is a CFP® with 20 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2020 and previously spent 26 years at Life Plan Financial Group Inc. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.