Douglas Kinsey is a CFP® with 22 years of industry experience. He has worked at Artifex Financial Group, LLC since 2007 and joined Soltis Investment Advisors, LLC in 2026. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients. The firm integrates comprehensive financial planning into its investment process, emphasizing strategic asset allocation and global diversification through a range of investment vehicles and analysis methods.

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.

Andrew Le is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at firms including Geneva Investment Management of Chicago, International Game Technology, and Investment Counsel Company of Nevada prior to joining Investable Wealth Management in 2024. Investable serves individual investors through a payroll-linked automated investing platform offered as an employee benefit. The firm combines passive and actively managed ETFs within model portfolios constructed using traditional asset allocation, managing client accounts discretionarily and employing an employer SaaS distribution model that often results in employer-paid advisory fees.

Jakob Ruby is a financial advisor at Axim Planning & Wealth with a Series 65 credential and one year of industry experience. Prior to joining Axim Planning & Wealth, he worked at Charles Schwab for one year. Outside of finance, Jakob has held roles at Bowling Green State University and in the recreation and service industries. Axim Planning & Wealth provides discretionary and nondiscretionary asset management and financial planning services to individuals, high-net-worth clients, and select institutional clients. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerance, employing a combination of fundamental, technical, charting, and cyclical analysis, and utilizes third-party sub-advisors within its management approach.

Alfredo Sandoval is a financial advisor at The Private Investment Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors since 2012, alongside his long tenure at The Private Investment Group beginning in 2002. Outside of his advisory role, Sandoval serves as vice-chairman of the USAF Academy Board of Visitors and is a partner and CFO of a real estate development firm, Creosote Partners. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, 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 million on a discretionary basis.

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.

Elizabeth Kussman is a financial advisor with M.K. Brown Wealth Advisory in Oakwood, Ohio, holding a Series 66 designation and over 20 years of industry experience. She has been with Raymond James Financial Services and M.K. Brown Wealth Advisory since 2005. Kussman is also the president of a support company affiliated with the firm. M.K. Brown Wealth Advisory provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm manages approximately $164 million across about 157 client relationships, emphasizing discretionary portfolio management and asset allocation using third-party model portfolios and outside money managers.

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 CFP® and ChFC® with 32 years of experience in financial advising. He currently serves at Rightwealth Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Cantella & Co., Inc., and Raymond James & Associates. Lampe is also involved in insurance sales and manages Lampe Wealth Management LLC, an entity related to his advisory business. Rightwealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, 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.

Nicholas Fry is a financial advisor with Fry Investment Advisors, Inc. in Centerville, OH, holding a Series 65 designation and seven years of industry experience. He is also President of Fry and Associates, CPAs, Inc., a public accounting firm where he has worked for over 30 years. From time to time, he offers clients advice or products related to his accounting practice. Fry Investment Advisors provides portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to build diversified long-term portfolios, offering both discretionary and non-discretionary account management.

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.

Vidalia Cornwall is a CFP® and ChFC® professional with five years of experience in financial advising. She currently works at Tessara Wealth in Dayton, OH, and previously held roles at Ballast Point Financial Planning and Northwestern Mutual. Tessara Wealth serves individual and high-net-worth clients, focusing on comprehensive financial planning and portfolio management with services that include tax planning and preparation. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, often managing accounts non-discretionarily through Betterment, and offers educational seminars and a focus on serving high-achieving women.

Matthew Lyon is a financial advisor at Zenith Advisory Group, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Zenith in 2021, he worked with firms including Park Avenue Securities, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory role, Lyon consults for Kalibr Consulting, assisting dentists, physicians, and medical residents with business growth, marketing strategies, and career guidance. Zenith Advisory Group provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, and small businesses. The firm also offers access to firm-sponsored private equity pools and uses a range of investment vehicles tailored through risk profiling and ongoing portfolio reviews.

Andrew Kerr is a financial advisor at Kerr Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles in several businesses, including Kerr Insurance Brokers, Inc. and Kerr Retirement Services, LLC. Outside of financial services, he is also involved in viticulture and winemaking as an owner of Dorval Estate Winery. Kerr Wealth Management provides investment management and financial planning to individual clients, business owners, corporations, and charitable organizations, including retirement plan services. The firm manages discretionary accounts using a combination of passive and active strategies and offers consulting for employer-sponsored pension and benefit plans.

Collin Lyon is a CFP® and ChFC® with four years of industry experience, currently serving at Anderson Financial Strategies, LLC. His previous roles include positions at Kovar Wealth Management and First Command Advisory Services. 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 combining fundamental and technical analysis with modern portfolio theory.

Matthew Peck is a CFP® with six years of industry experience and currently serves as an advisor at Anderson Financial Strategies, LLC. Before joining Anderson Financial Strategies, he held roles at Alternativ Wealth, Carillon Advisors, and Carnegie Investment Counsel, among others. Outside of his advisory work, he manages social media for the Ottawa-Glandorf football Booster Club. Anderson Financial Strategies provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. The firm employs an investment process that combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to build diversified portfolios, offering various model portfolios and fiduciary services.

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.