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.

David Mc Gowan is a financial advisor at James Investment Research Inc with nine years of industry experience. He holds a Series 65 designation and has worked at James Investment Research since 2022 and ALPS Distributors since 2017. James Investment Research serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through discretionary and non-discretionary services, model portfolios, and specialized strategies such as direct indexing.

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.

Ryan Post is a Series 65-licensed financial advisor at James Investment Research Inc with 14 years of industry experience. He worked for 15 years at James Capital Alliance, Inc. before joining his current firm. James Investment Research, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and fiduciary services. The firm employs a multifaceted investment process overseen by a committee and manages its own mutual fund family alongside other advisory and tax-related services.

Richard Culpepper is a financial advisor with James Investment Research, Inc. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at James Investment Research since 1995 and has been associated with ALPS Distributors, Inc. since 2011. James Investment Research, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee, also acting as adviser to an affiliated family of mutual funds.

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.

Rusty Miller is a financial advisor at Aegis Wealth Management, Inc. with 22 years of industry experience. He previously worked at Bcj Capital Management and Horter Investment Management, LLC. Miller is also the owner of American Liberty Financial Network, where he is involved in insurance sales. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through a team-based approach that utilizes several sub-advisers.

Trent Dysert is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with James Investment Research, Inc. since 2014 and has prior experience at Alps Distributors, Inc. and Ameriprise. James Investment Research, Inc. is an SEC-registered adviser serving individuals, pension plans, charitable organizations, corporations, and investment companies. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary services.

Annette Quinter is a financial advisor at James Investment Research Inc with 21 years of industry experience. She holds a Series 66 designation and has worked at James Investment Research since 2005 and Alps Distributors, Inc. since 2011. James Investment Research, Inc. is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and investment-company clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan fiduciary services, and tax, accounting, and business consulting services. Their investment approach integrates fundamental, technical, quantitative, and qualitative analysis, with oversight by an Investment Committee and portfolio managers.

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.

Andrew Blumenstock is a CFP® and holds a Series 65 designation with two years of industry experience. He currently works at Root Financial Partners, joining the firm in 2026 after two years at Peak Retirement Planning, Inc. Prior to his financial advisory career, he served ten years in the United States Air Force. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Brent Jackson is a financial advisor at G. A. Repple & Company with 13 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2014. In addition to his advisory role, he owns Harvest Financial, where he acts as an insurance agent specializing in the sale of insurance and Medicare health plans. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary and non-discretionary management, separately managed accounts, and Biblically-Responsible Investing models.

Michael Groomes is a Series 63 licensed financial advisor with seven years of industry experience. He currently serves at Altitude Capital Management LLC and has prior experience with New York Life Insurance Co., Prudential Insurance Company of America, and various other firms. Groomes is also involved in insurance sales through his role as agent and owner at MLG Financial Services Ltd. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

Justin Cress is a financial advisor with Stonex Advisors Inc. in Troy, Ohio, holding 23 years of industry experience. He has previously worked at LPL Financial and Raymond James Financial Services. Outside of advisory work, Cress serves on the local school board and holds leadership roles in several local businesses, including indoor tanning salons and a barber/beauty salon. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and model-based solutions, supporting a range of account structures and investment restrictions.

Shawn Hicks is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at AE Wealth Management, Gradient Advisors, and Heritage Financial Resources. In addition to his advisory role, he is also licensed to sell various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

James Cook is a financial advisor at Beacon Capital Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Management since 1999 and The Tavenner Company since 2001. Outside of his advisory role, he is involved in the sale of conventional life and annuity products. Beacon Capital Management provides model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Kameron Smith is a CFP® with 12 years of experience in financial advisory. He is currently with Wealthcare Advisory Partners LLC and has previously worked at Parallel Advisors, LLC, McKinley Carter Wealth Services, and Lifeplan Financial Group, Inc. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based approach that integrates proprietary software and behavioral economics, employing both passive and active investment strategies supported by quantitative and qualitative analysis.

Steven Allread is a financial advisor with Prospera Financial Services, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He was previously with Cutter & Company, Inc. for 16 years before joining Prospera in 2025. Outside of his advisory role, he is involved with SJ Wolfe Investments, Inc., where he participates in management and trading activities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.