Shon Anderson is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He has been with Anderson Financial Strategies, LLC since 2012 and previously worked at United Planners Financial Services of America and Kier Educational Resources. Anderson serves as president of the CFA Society Dayton and has been an adjunct professor at Wright State University since 2009. 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, managing approximately $348 million in assets across a five-advisor team.

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.

Allison Szkody is a CFP® professional at Gudorf Financial Group, LLC with five years of industry experience. Prior to joining Gudorf Financial Group in 2026, she worked at Cambridge Investment Research Advisors for five years and at Fifth Third Bank for six years. She also consults on financial matters for a law firm and is a licensed insurance agent involved in insurance sales and implementation. Gudorf Financial Group provides discretionary investment management and comprehensive wealth planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across about 100 client relationships, focusing on larger accounts and utilizing a disciplined investment process based on Modern Portfolio Theory.

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.

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.

Aaron Cramer is a CFP® professional with seven years of experience, currently serving at Jessup Wealth Management in Dayton, OH. He has worked at Jessup Wealth Management since 2018, including a period when the firm was affiliated with Commonwealth Financial Network. Outside of his financial advisory role, he is also a musician. Jessup Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach overseen by an investment committee and the Chief Investment Officer, offering financial planning, portfolio management, and retirement plan consulting services.

John Mc Grath is a Series 65-credentialed financial advisor with two years of industry experience, currently serving at Jessup Wealth Management in Dayton, OH. Prior to joining Jessup Wealth Management, his work background includes roles at New Albany Country Club and Franciscan University of Steubenville. Jessup Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach across various asset classes and utilizes a firm investment committee with final trading authority held by the Chief Investment Officer.

Nicholas Whitaker is a Series 65 licensed advisor at Jessup Wealth Management with five years of industry experience. He has worked at Jessup Wealth Management since 2021, following prior roles at Commonwealth Financial Network, IHS Markit, and Ipreo. Jessup Wealth Management serves individual, institutional, and charitable clients, managing approximately $360 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a flexible, style-agnostic investment approach overseen by a dedicated investment committee.

Mark McEvily is a financial advisor at Jessup Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and its predecessor from 2016 to 2023. He serves as a board member and secretary of the Dayton Country Club. Jessup Wealth Management advises individuals, pension plans, charitable organizations, and other institutional clients, managing approximately $360 million in discretionary assets across about 400 clients. The firm offers financial planning, portfolio management, and retirement consulting with a style-agnostic investment approach guided by a committee and the Chief Investment Officer.

Benjamin Mathile is a financial advisor at Jessup Wealth Management in Dayton, OH, with one year of industry experience. He holds a Series 65 designation and previously worked at ABF Freight and the University of Dayton. Jessup Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and institutional clients, managing approximately $360 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting, using a flexible, style-agnostic investment approach guided by a committee and primarily managing accounts on a discretionary basis.

Gavan Griesmeyer is a financial advisor with WEALTH MANAGEMENT Group, holding a Series 65 designation and two years of industry experience. Prior to joining WEALTH MANAGEMENT Group, he worked at Key Bank for six years. WEALTH MANAGEMENT Group serves individuals, including high net worth clients, and institutional clients such as pension and profit-sharing plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and providing access to a broad range of investment vehicles.

Michael Griesmeyer is a CFP® with 41 years of industry experience and has been with Wealth Management Group, Inc. since 1991. He is based in Tipp City, Ohio, and holds the Series 63 license. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Taylor Ledbetter is a financial advisor at Jessup Wealth Management in Dayton, OH, holding a Series 65 designation with five years of industry experience. He has worked at Jessup Wealth Management since 2020, including a period at Commonwealth Financial Network. Prior to his advisory roles, he held positions at Wright State University and Sinclair Community College. Jessup Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach guided by an investment committee and overseen by a Chief Investment Officer.

Matthew Jessup is a financial advisor at Jessup Wealth Management in Dayton, Ohio, with 21 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Jessup Wealth Management since 2012. Outside of advisory work, he serves as Treasurer of the Dayton Rotary Foundation. Jessup Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach across various asset classes and provides financial planning, portfolio management, and retirement plan consulting services.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. since 2024. She previously worked at Your Story Financial, LLC and Your Story Financial Academy, LLC, where she owns and operates a financial empowerment and education business offering workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, employing a market-efficient and strategic asset allocation approach tailored to client-specific investment policies.

Craig Sutherland is a financial advisor with OneSeven in Dayton, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. He is also associated with MGO One Seven dba Feldmeyer Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

Kirk Stager is a financial advisor with Westminster Financial Advisory Corp in Beavercreek, OH. He holds the Series 66 designation and has 12 years of industry experience. He has been associated with Westminster Financial Securities since 1996. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy supplemented by tactical overlays and cyclical analysis.

Vivienne Noufer is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 41 years of industry experience. She has worked at Westminster Financial Securities, Inc. since 1987 and Minnesota Mutual Life since 1986. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a primarily buy-and-hold framework complemented by discretionary trading and option strategies.

Alexandra Morrison is a financial advisor at Westminster Financial Advisory Corp in Beavercreek, OH, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Westminster Financial Advisory Corp in 2025, she worked at Bakery Agency and Somnio among other firms. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a buy-and-hold framework supplemented by discretionary trading and option strategies to manage portfolios.

Jessica Trunck is a financial advisor with Westminster Financial Advisory Corp based in Beavercreek, OH. She holds the Series 66 designation and has 15 years of industry experience. Trunck has been associated with Westminster Financial Securities, Inc. since 2002. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily follows a buy-and-hold investment strategy complemented by periodic rebalancing and discretionary trading.