Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.

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.

Matthew Bell is a CFA® charterholder and holds a Series 66 license. He is the principal of MVRK Financial Consultants, LLC in West Chester, Ohio, where he has worked since 2026. His prior experience includes roles at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. Outside of advising, he previously worked with Wyzant Tutoring. MVRK Financial Consultants, LLC offers comprehensive, customized advisory and family office consulting services primarily to high-net-worth individuals, families, and related entities. The firm provides strategic oversight and recommendations without discretionary trading authority, coordinating financial, estate, tax, legal, philanthropic, and operational matters on behalf of clients.

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® professional with 20 years of industry experience. She has worked with Harvest Financial Advisors, LLC since 2018 and previously spent 14 years at Fidelity Brokerage Services LLC. Outside of her advisory role, she is an independent marketing representative for Melaleuca Inc., hosting events to introduce household product lines. 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 and financial planning using fundamental, technical, and cyclical analysis, with a focus on both long- and short-term strategies and regular client communication.

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 Series 65-licensed financial advisor at Birchcreek Wealth Management, LLC with one year of industry experience. His prior work includes roles at The Reynolds and Reynolds Company and Miami Valley Sand. Birchcreek Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm emphasizes a customized, long-term approach based on fundamental analysis and strategic asset allocation, managing approximately $300 million in client assets.

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 32 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 through a team-based advisory model. The firm employs fundamental analysis and long-term strategies, offering proprietary mutual funds and managing private pooled investment vehicles with distinct operational controls.

Alexander Scott is a CFP® and ChFC® with 18 years of industry experience. He is currently with McLean Asset Management Corporation and has held roles at Hanson McClain Advisors and Simply Money Advisors. Outside of his advisory work, he operates Scott Photography as a part-time owner and photographer. McLean Asset Management Corporation offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a multi-advisor team approach and utilizes Modern Portfolio Theory along with broad asset-allocation principles to develop individualized portfolios.

Dale Dobnicker is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with RDA Financial Network since 2014 and previously worked at United Planners Financial Services from 2016 to 2018. Outside of his advisory role, Dobnicker owns a home maintenance 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 under a Wealth Management Committee, and operates a Model Portfolio Advisor Program for other RIAs.