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.

Joshua Johnson is a CFP® professional with 19 years of experience in the financial services industry. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2008 to 2020. Outside of finance, he is a partner in a gospel entertainment business that provides DJ services for events such as wedding receptions and skate parties. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing portfolio monitoring and philanthropic services.

Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and institutions. The firm employs a long-term, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers collaborative consulting alongside fiduciary portfolio management.

Jansen Davidson Jr. is a CFP® and holds a Series 65 license, currently advising at Birchcreek Wealth Management, LLC with four years of industry experience. His prior roles include positions at Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management serves individuals, families, trusts, estates, and retirement plans with tailored portfolio management and financial planning, managing approximately $300 million in assets. The firm employs a long-term, fundamental analysis approach with strategic asset allocation, offering both discretionary and non-discretionary management along with collaborative consulting and specialized services such as divorce-related financial consulting.

Paul Crichton is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Ebs Asset Management, a part of Eubel Brady & Suttman, since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled investment vehicles using a team-based advisory model. The firm offers actively managed portfolios that include proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients.

Mary Hedrick is a financial advisor at Eubel Brady & Suttman with 21 years of industry experience. She holds the CFP® and Series 63 designations and has been with Eubel Brady & Suttman since 2012. Outside of her advisory work, she serves on the investment and executive committees of a local food bank and is involved with the Wright State University Alumni Association as a finance committee member. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm uses fundamental analysis and long-term strategies across various management styles and actively manages proprietary mutual funds and private pooled investment vehicles exclusively for its clients.

Christopher Buck is a CFP® with 19 years of experience in the financial services industry. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked for Life Plan Financial Group Inc for 26 years. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension and retirement plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Katherine Mitakides is a financial advisor with Invest Capital Partners, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and has prior experience as a tutor and in legal support roles. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial planning. The firm integrates portfolio management within a broader financial planning process, utilizing various analytical methods and strategies tailored to client objectives.

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.

John Payne is a CFP® professional with seven years of industry experience, currently practicing at Birchcreek Wealth Management, LLC. He has a background that includes roles at Dinsmore & Shohl and the Warren County Prosecutor's Office. Outside of financial advising, he serves as an of counsel attorney at Practice With Purpose LLC, providing legal advice and representation in civil and criminal matters. Birchcreek Wealth Management delivers investment advisory and planning services to individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm employs a customized, long-term investment approach utilizing a variety of asset types and offers both discretionary and non-discretionary portfolio management alongside collaborative consulting and retirement plan advisory.

Dennis Vitori is a financial advisor at Summit Financial Advisors, Inc. in Middletown, Ohio, with 23 years of industry experience. He has been with Summit Financial Advisors since 2007 and has a long-standing affiliation with The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation since 1977. Outside of his advisory role, he co-owns a long-term care insurance agency, Financial Security Solutions, LLC. Summit Financial Advisors provides customized investment management primarily to high-net-worth individuals and related trusts, estates, and pension plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and has worked previously at Financial Wings, LLC. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors. The firm offers investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting, tailoring portfolios to client objectives using a mix of asset allocation and trading strategies.

Jacob Bartel is a CFP® with 11 years of industry experience, currently serving as an advisor at Birchcreek Wealth Management, LLC since 2023. He previously worked for UBS Financial Services Inc. for 10 years. Bartel serves on the board of Brighton Center, a charitable organization, participating in its marketing and program committees. Birchcreek Wealth Management serves individuals, families, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamentally driven, long-term investment approach using mutual funds, ETFs, equities, and fixed income, while incorporating tactical strategies and working with independent managers.

Daniel Evans is a financial advisor at Ridgeline Wealth Planning LLC in Centerville, OH, holding a Series 65 credential with three years of industry experience. Prior to his current role, he worked in various positions including at Cedarville University and in retail. He earns commissions through referrals linked to sales at Reel Yaks. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $200 million across around 385 clients. The firm employs a long-term, asset-allocation approach guided by modern portfolio theory and provides discretionary portfolio management, financial planning, and pension consulting.

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.

Thomas Ebner is a financial advisor at Southland Equity Partners, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 26 years before joining Osaic Wealth, Inc. and Southland Equity Partners. In addition to his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses through financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios and oversees third-party portfolio managers with regular reviews.

Ronald Eubel is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 licenses with 32 years of industry experience. He 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 investment strategies and serves as adviser to proprietary mutual funds and multiple private pooled LLCs, offering unique investment structures to its clients.