Matthew Peck is a CFP® with six years of industry experience and currently serves as an advisor at Anderson Financial Strategies, LLC. Before joining Anderson Financial Strategies, he held roles at Alternativ Wealth, Carillon Advisors, and Carnegie Investment Counsel, among others. Outside of his advisory work, he manages social media for the Ottawa-Glandorf football Booster Club. Anderson Financial Strategies provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. The firm employs an investment process that combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to build diversified portfolios, offering various model portfolios and fiduciary services.

Diane Rose is a financial advisor at James Investment Research Inc with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at James Investment Research since 1994, alongside a concurrent role at ALPS Distributors, Inc. since 2011. James Investment Research serves a diverse client base, including individual investors, retirement plans, charitable organizations, and investment companies. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and acts as adviser to an affiliated family of mutual funds while managing model portfolios for wrap and unified managed account programs.

Brian Shepardson is a CFA® and CIC credentialed financial advisor with 25 years of industry experience. He has worked at James Investment Research, Inc. since 2014 and previously was with Alps Distributors, Inc. for 11 years. James Investment Research, Inc. serves a diverse client base including individuals, 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 an investment committee while offering specialized strategies such as direct indexing and model portfolio management.

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.

Aaron Cramer is a CFP® professional with seven years of experience, currently serving at Jessup Wealth Management in Dayton, OH. He has worked at Jessup Wealth Management since 2018, including a period when the firm was affiliated with Commonwealth Financial Network. Outside of his financial advisory role, he is also a musician. 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 overseen by an investment committee and the Chief Investment Officer, offering financial planning, portfolio management, and retirement plan consulting services.

John Mc Grath is a Series 65-credentialed financial advisor with two years of industry experience, currently serving at Jessup Wealth Management in Dayton, OH. Prior to joining Jessup Wealth Management, his work background includes roles at New Albany Country Club and Franciscan University of Steubenville. Jessup Wealth Management advises 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 across various asset classes and utilizes a firm investment committee with final trading authority held by the Chief Investment Officer.

Nicholas Whitaker is a Series 65 licensed advisor at Jessup Wealth Management with five years of industry experience. He has worked at Jessup Wealth Management since 2021, following prior roles at Commonwealth Financial Network, IHS Markit, and Ipreo. Jessup Wealth Management serves individual, institutional, and charitable clients, managing approximately $360 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a flexible, style-agnostic investment approach overseen by a dedicated investment committee.

Lesley Ott is a financial advisor with James Investment Research Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, ALPS Distributors, and James Capital Alliance. She serves as a board member and investment committee member for the Dayton Children’s Hospital Foundation. James Investment Research, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages affiliated mutual funds as well as model portfolios for wrap fee programs.

Jessica Davis is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Tudor Financial, Inc. since 2018 and has prior experience at Westminster Financial Advisory and Westminster Financial Securities. Tudor Financial, Inc. provides investment management, financial planning, and retirement-plan services to individuals, trusts, and pension plans, managing approximately $256.3 million in discretionary assets. The firm employs a research-driven process with a focus on matching client return and risk profiles to tailored strategies, offering solutions that range from conservative income to aggressive growth.

Mark McEvily is a financial advisor at Jessup Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and its predecessor from 2016 to 2023. He serves as a board member and secretary of the Dayton Country Club. Jessup Wealth Management advises individuals, pension plans, charitable organizations, and other institutional clients, managing approximately $360 million in discretionary assets across about 400 clients. The firm offers financial planning, portfolio management, and retirement consulting with a style-agnostic investment approach guided by a committee and the Chief Investment Officer.

Daniel Evans is a Series 65-licensed advisor with Ridgeline Wealth Planning LLC in Centerville, OH, where he has worked since 2022. He has four years of industry experience and has held various roles including a university position at Cedarville University. Outside of advisory work, he earns commissions on sales through referrals for an outdoor equipment business. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a suitability process and modern portfolio theory for tailored, long-term investment strategies with tactical adjustments as needed.

Adam Donaldson is a financial advisor with Tudor Financial, Inc. in Dayton, OH. He holds a Series 65 designation and has been with Tudor Financial since 2020. Outside of his advisory role, he has experience working in a high school setting. Tudor Financial provides investment management and financial planning services to individuals, families, trusts, and employer-sponsored retirement plans. The firm employs a research-driven, model-based approach and offers services ranging from no-load mutual funds and ETFs to specialized individual-stock strategies.

Timothy Brown is a financial advisor at Anderson Financial Strategies, LLC in Dayton, OH, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Cutter And Company Brokerage, Inc., and Wells Fargo Advisors. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, offering tailored asset management and retirement plan consulting through a five-advisor team managing approximately $348 million in assets.

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.

Nicole Lanning is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with Anderson Financial Strategies, LLC, where she has worked since 2024. Prior to this, she was employed at Pentegra and Nationwide Investment Services Corporation. Outside of her advisory role, she serves as an office manager at Stratton Mortgage, a mortgage brokerage. 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 using fundamental and technical analysis alongside modern portfolio theory and offers a range of fiduciary and retirement plan consulting services.

Todd Jessup is a CFA®-credentialed financial advisor at Synergy Asset Management, LLC with 10 years of industry experience. He worked at RVX Asset Management from 2017 to 2023 before joining Synergy in 2023. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm’s investment approach combines tactical asset allocation with fundamental and technical analysis across proprietary strategies and manages both separately managed accounts and pooled investment vehicles.

James Tillar is a CFA® charterholder with over 23 years of experience in the financial industry. He has been with Journey Advisory Group, LLC since 2023, following a 22-year tenure at Tillar-Wenstrup Advisors, LLC. Journey Advisory Group serves a diverse client base including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm employs a long-term investment strategy centered on strategic asset allocation and uses a combination of fundamental, technical, and cyclical analysis methods, managing portfolios primarily on a discretionary basis with regular rebalancing.

Grant Donaldson is a financial advisor at Tudor Financial, Inc. in Dayton, OH, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Tudor Financial since 1992 and was previously associated with Westminster Financial Securities, Inc. since 1989. Tudor Financial provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized retirement and pension plans. The firm employs a research-driven process, offering portfolio solutions that range from conservative income to aggressive growth, and integrates institutional-level pension management with investor education through seminars and newsletters.

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.