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.

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.

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.

Todd Jessup is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Synergy Asset Management, LLC since 2023. His prior experience includes roles at RVX Asset Management, Vision Capital Management Inc, Rigel Capital LLC, and Clover Capital Management Inc. Synergy Asset Management provides comprehensive wealth management and financial planning to a diverse client base, including individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, technical indicators, and quantitative optimization across a range of custom strategies.

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.

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.

Daniel Mick is a CERTIFIED FINANCIAL PLANNER™ professional with two years of industry experience, currently serving at Ridgeline Wealth Planning LLC. Prior to joining Ridgeline, he worked at Kroger and has been involved with various organizations since 2018. Outside of his advisory work, he officiates youth baseball games as an independent contractor. Ridgeline Wealth Planning LLC serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing a suitability process and modern portfolio theory to guide its investment strategies.

Kyle Dodson is a CFP® professional with two years of industry experience, currently serving at The Advisory Group of San Francisco, LLC. His prior roles include positions at The Connor Group, Truepoint Inc., and Valeo Financial Advisors. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser that serves both individual and institutional clients. The firm employs a goal-oriented investment approach using asset allocation, periodic rebalancing, tax-loss harvesting, and a combination of active and passive funds, including Dimensional Fund Advisors (DFA) offerings, while also providing specialized services for institutional pooled accounts and endowments.

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.

Scott Simons is a CFP® professional with 21 years of experience in financial advising. He has worked at Ridgeline Wealth Planning LLC since 2020 and previously spent time at Broker Dealer Financial Services and Financial Counseling Inc. Ridgeline Wealth Planning serves individuals and families, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a documented suitability process and modern portfolio theory to develop long-term investment strategies with tactical adjustments as needed.

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.

Drew Brazie is a financial advisor with Tudor Financial, Inc. in Dayton, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including four decades at Westminster Financial Securities, Inc. Drew works as part of a seven-advisor team at Tudor Financial. 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 manages approximately $256.3 million in discretionary assets, employing a research-driven process that combines institutional investment solutions with investor education through newsletters and seminars.

Paul Brazie is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Tudor Financial, Inc. in Dayton, OH. He has worked at several firms including Westminster Financial Securities, Inc. and Key Investment Services. Tudor Financial, Inc. provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized retirement and pension plans. The firm manages approximately $256 million in discretionary assets and offers a research-driven approach with a range of portfolio solutions from conservative income to aggressive growth.