Daniel Johnson is a CFP® professional with 17 years of experience in financial advising. He has worked at Birchcreek Wealth Management, LLC since 2019 and previously held positions at Bank of America, Merrill, and T. Rowe Price Advisory Services. He serves as an advisory board member of Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management is a fee-based wealth advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and portfolio management with a primarily long-term, fundamental investment approach that includes the use of mutual funds, ETFs, individual equities, fixed income, and selective leverage and derivatives.

Jansen Davidson Jr. is a CFP® and Series 65-licensed advisor with four years of industry experience. He is currently with Birchcreek Wealth Management, LLC, where he has worked since 2026. Prior to that, he was with Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm employs a primarily long-term, fundamental investment approach that includes mutual funds, ETFs, individual equities, fixed income, and the selective use of derivatives and leverage.

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 20 years of industry experience. He has worked at McKinley Carter Wealth Services, Inc. since 2020 and previously spent 26 years at Life Plan Financial Group Inc. 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 using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Matthew Savoti is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Harvest in 2023. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, estates, and other entities. The firm offers portfolio management and financial planning using fundamental, technical, and cyclical analysis, and provides ongoing client communications including newsletters and educational seminars.

Katherine Mitakides is a Series 66-licensed advisor with Invest Capital Partners, bringing seven years of industry experience. Her prior roles include six years at Edward Jones and work in legal and educational settings. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management along with financial planning. The firm uses a variety of investment strategies and integrates portfolio management within a comprehensive financial planning process.

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.

Michael Brannen is a financial advisor at RDA Financial Network with 30 years of industry experience. He holds the Series 63 designation and has worked at RDA Financial Network since 2008, including in his current role since 2020. Outside of advising, he is an insurance agent and owner of a related business in West Chester, Ohio. 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 overseen by a Wealth Management Committee.

John Payne is a CFP® professional with seven years of industry experience, currently serving at Birchcreek Wealth Management, LLC. He has held prior roles at Merrill and Dinsmore & Shohl, and also practices law as an Of Counsel attorney at Practice with Purpose LLC, where he provides legal advice and representation in civil and criminal trials. Birchcreek Wealth Management is a fee-based advisory firm serving individuals, families, trusts, estates, and retirement plans. The firm employs a primarily long-term, fundamental investment approach utilizing mutual funds, ETFs, equities, and fixed income, while incorporating derivatives and leverage when appropriate.

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 previously worked at Financial Wings, LLC for 19 years before joining his current firm. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches and also offers participant-level education and plan documentation support for retirement clients.

Jacob Bartel is a CFP® professional with 12 years of industry experience, currently serving at Birchcreek Wealth Management, LLC. He previously worked for UBS Financial Services for 10 years. Outside of advisory work, he serves as a board member of the Brighton Center, a charitable organization, where he contributes to marketing and program committees. Birchcreek Wealth Management is a fee-based wealth advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, with flexibility for shorter-term adjustments and the use of derivatives and margin when appropriate.

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.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Thomas Ebner Jr. is an advisor at Southland Equity Partners, LLC, holding a Series 63 designation with 38 years of industry experience. He worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension plans, and businesses by offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.