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.

Chase Marshall is a financial advisor at Eubel Brady & Suttman with a Series 65 designation and two years of industry experience. His professional background includes roles at Netjets, Inc., Dayton Freight, Inc., and he has been affiliated with The Ohio State University for six years. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients, employing a team-based advisory model. The firm actively manages proprietary mutual funds and private pooled investment vehicles, utilizing fundamental analysis and long-term strategies across various management styles.

Mark Walters is a financial advisor with Invest Capital Partners in Granville, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Invest Capital Partners in 2018, he worked at Raymond James and Associates for five years. He serves as the volunteer Vice President of the Denison University Gold Club Association. 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 alongside financial planning, utilizing a range of analytical methods and investment strategies tailored to client objectives.

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.

Thomas Phillips is a financial advisor at Kiplinger Wealth Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at LPL Financial, LLC, and First Allied Advisory Services. Outside of advising, he works as a ride-share driver in Springboro, OH. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and constructs customized portfolios using strategic and tactical asset allocation approaches.

Ronald Eubel is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Ebs Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm serves high-net-worth and institutional clients, managing proprietary mutual funds and private pooled LLCs with annual PCAOB-audited financials and employs fundamental analysis alongside long-term purchase strategies.

Scott Lundy is a CFP® with 23 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 2003. He holds the Series 66 designation and is based in Dayton, OH. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm employs fundamental analysis and long-term purchase strategies across various management styles and actively manages proprietary mutual funds and private pooled investment vehicles exclusive to its clients.

Michael Purcell is a financial advisor at Kiplinger Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Maryland University, Duke University, Elon University, and Centerville High School. Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and offers advisory services for employer-sponsored retirement plans, including financial planning, asset management, and retirement plan consulting. The firm employs customized portfolios with strategic and tactical asset allocation and provides fiduciary and non-fiduciary services for retirement plans.

David Ray is a financial advisor at Eubel Brady & Suttman with 19 years of industry experience. He holds a Series 65 designation and has worked at Eubel Brady & Suttman Asset Management since 2003. Since 2024, he has also served part-time as President of Berry Investments, where he oversees charitable giving and family-office services for a local family. 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, manages proprietary mutual funds, and serves as adviser to private pooled investment vehicles with audited financials.

Robert Suttman II is a CFA® charterholder with 33 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 1993. He holds Series 63 and Series 65 licenses and is based in Dayton, Ohio. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients. The firm employs a team-based advisory model and manages proprietary mutual funds and private pooled investment vehicles that are subject to annual PCAOB audits.

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.

Brad Kiplinger is a financial advisor at Kiplinger Wealth Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at Kiplinger Investment Advisors LLC since 1998, as well as Securities America Inc. and Private Client Services. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors. The firm provides financial planning, investment management, and retirement plan consulting, managing approximately $212.8 million in discretionary assets for several hundred client accounts.

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.

Brandon Kinney is a Series 65-licensed advisor with one year of experience, currently serving at Eubel Brady & Suttman. His prior roles include positions in education and business before joining the firm. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory approach. The firm employs fundamental analysis and long-term strategies while managing proprietary mutual funds and private pooled investment vehicles exclusive to its clients.

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.

Dawn Kramer is a CFP® professional with 10 years of experience at Eubel Brady & Suttman. She has worked exclusively with the firm since 2006, contributing through various roles over 18 years. Eubel Brady & Suttman provides discretionary investment management and financial planning for individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled investment vehicles while employing fundamental research and active portfolio management.

Paul Purcell is a financial advisor with Kiplinger Wealth Advisors in Springboro, Ohio, holding a Series 63 designation and 25 years of industry experience. He has worked with Senior Financial Group since 2000 and has held roles at Private Client Services and Securities America, Inc. Outside of his advisory work, he serves as president and owner of Senior Financial Insurance Agency, focusing on insurance and tax planning. Kiplinger Wealth Advisors serves individuals, high-net-worth clients, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm manages approximately $212.8 million in discretionary assets and offers customized portfolios using strategic and tactical asset allocation, along with a range of retirement plan services.

Julie Brown is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. Her prior roles include positions at Lifeplan Financial Group, Inc. and PNC Investments, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser that serves individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, employing a combination of fundamental and technical analysis within a strategic asset allocation framework tailored to client needs.

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.

Jacob Courtney is a CFP® with five years of industry experience, currently serving as a financial advisor at SLP Wealth. He previously worked at Ameriprise Financial Services and Strategy & Resources, LLC. In addition to his advisory role, he provides student loan consulting through Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm offers diversified, risk-based portfolio management primarily using no-load mutual funds and ETFs, and provides tax preparation and 401(k) services without a minimum account size.