Robert Lampe is a financial advisor with Rightwealth Advisors, LLC, holding CFP® and ChFC® designations and possessing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cantella & Co., Raymond James & Associates, Morgan Keegan & Company, Morgan Stanley, and Citigroup Global Markets. He is also involved in insurance sales and owns Lampe Wealth Management LLC, a passthrough entity for business conducted under Rightwealth Advisors. Rightwealth Advisors, LLC is an SEC-registered investment adviser serving individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services with a client-centric approach emphasizing fundamental analysis and long-term portfolio construction.

Nicholas Fry is a financial advisor at Fry Investment Advisors, Inc. with seven years of industry experience. He holds a Series 65 designation and has been president of Fry and Associates, CPA, Inc., a public accounting firm, since 1996. In addition to his advisory role, he occasionally provides accounting services to clients through his CPA firm. Fry Investment Advisors, Inc. offers investment advice and portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative and technical techniques, and also provides standalone financial planning and written Investment Policy Statements.

Matthew Bell is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at MVRK Financial Consultants, LLC with one year of experience at the firm. His prior roles include positions at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. He also worked as a tutor with Wyzant Tutoring for two years. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra‑high‑net‑worth clients, focusing on coordinated estate and tax oversight, philanthropic planning, and third‑party manager selection. The firm operates on a fee‑only consulting model, emphasizing strategic oversight and asset allocation guidance without trade execution or custody.

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.

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.

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.

Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.

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.

Melvin Brazie is a financial advisor at Tudor Financial, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at Westminster Financial Securities, Inc. since 2016. In addition to his advisory role, he owns B & B Tax and Bookkeeping Service, Inc., providing bookkeeping and income tax services. Tudor Financial serves individuals, families, trusts, and employer-sponsored retirement plans with a research-driven, model-based investment approach that includes a range of mutual funds, ETFs, and individual-stock strategies. The firm also manages pooled pension accounts and offers a specialized 401(k) management service, emphasizing risk management and public educational outreach.

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.

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.