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.

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.

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.

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.

Allen Thuma is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously spent ten years at Buckingham & Company (Buckingham Capital Management). Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base including non-HNW and high net worth clients.

Walter Roderer Jr. is a financial advisor with Harbour Investments, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Harbour Investments and his own Roderer Financial Group since 2011. Outside of his advisory role, he owns Roderer Financial Group as an independent insurance agency and Roderer Tax Group, LLC, which provides tax preparation services. Harbour Investments offers investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and provides a range of services such as discretionary portfolio management, wrap-fee programs, and model-based solutions.

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.

Ryan Johnson is a CFP®, CFA®, and Series 66 licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He previously worked at Buckingham Capital Management, Inc. for 11 years before joining Waverly Advisors in 2024. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional and alternative investment strategies and offers a range of services including financial planning and multi-family office solutions to both non-HNW and high net worth clients.

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.

Mitchell Bodenmiller is a CFA® charterholder and holds a Series 66 license, currently with Waverly Advisors, LLC. He has seven years of industry experience, including prior roles at Buckingham Capital Management and Tudor Financial Inc. Bodenmiller serves as the membership chair for the Dayton CFA Society and is a board member of the Centerville Noon Optimists service club. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, serving both discretionary and non-discretionary clients.