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.

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.

Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 41 years of industry experience, including 11 years at StoneX Securities Inc and 11 years at Wrp Investments, Inc. He is also involved in community service as a member and officer of the Kiwanis Club of Brookville. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical tools to manage portfolios across multiple strategies.

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.

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.

Scott Behnken is a financial advisor at Miami Valley Portfolio Management Inc with 46 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors Inc and StoneX Securities Inc. Behnken is a board member of the Dayton Foundation’s development committee. Miami Valley Portfolio Management provides discretionary asset management to individuals, including high net worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation approach using technical indicators to manage portfolios across mutual funds, ETFs, stocks, and bonds.

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.

Daniel Gudorf is a financial advisor at Gudorf Financial Group, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and CSSC Investment Advisory Services, Inc. In addition to his advisory role, he is Chief Strategy Officer at Gudorf Law Group, a law firm, and has involvement in insurance sales and real estate development. Gudorf Financial Group provides discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $121 million across around 100 client relationships, focusing on larger accounts and employing a long-term, diversified investment approach grounded in Modern Portfolio Theory.

Kent Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has over 40 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc. Outside of advising, he is involved in several business ventures including a background check company, a children’s book investor role, and participation in an art gallery and entertainment business. Miami Valley Portfolio Management provides discretionary asset management primarily to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy utilizing technical indicators to manage portfolios across various asset classes.

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.

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.