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.

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.

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.

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.

Douglas Koogler is a financial advisor with Kiplinger Wealth Advisors in Springboro, OH, holding a Series 63 designation and 36 years of industry experience. His career includes roles at firms such as Kiplinger Investment Advisors LLC, Securities America, Inc., and LPL Financial. Outside of advising, he works as an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and sponsors advisory services for employer-sponsored retirement plans. The firm offers customized financial planning and asset management, using strategic and tactical asset allocation and providing both fiduciary and non-fiduciary retirement plan services.

Aaron Merten is a financial advisor at Invest Capital Partners with a Series 65 credential and no prior industry experience. His background includes roles at Merten Capital, Microsoft, Apptio, and Seattle Public Schools. Outside of finance, he was a self-employed poker player for three years. 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 stand-alone financial planning. The firm combines portfolio management with broader financial planning and employs analysis methods such as modern portfolio theory, fundamental and technical analysis.

Paul Burgdorf is a financial advisor at Harvest Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Harvest Financial Advisors since 2009. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, with strategies implemented on both discretionary and non-discretionary bases.

Sara Mahoney is a financial advisor with Eubel Brady & Suttman, holding Series 63 and Series 65 designations and two years of industry experience. She has been with the firm since 2025. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm is notable for its active role as adviser to proprietary mutual funds and manager of private pooled LLCs, offering specialized investment structures available exclusively to its clients.

Ellen Weed is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. She is also a co-owner of Financial Security Solutions, LLC, an insurance agency focused primarily on long-term care insurance. Summit Financial Advisors, Inc. provides customized investment management mainly to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm employs a fundamental analysis approach through an internal Investment Committee and offers portfolios tailored to growth, balanced, or conservative strategies.

Vincent Dipietro is a financial advisor with Invest Capital Partners in Springboro, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His work history includes roles at L.M. Kohn & Company, Morgan Stanley Dw Inc., and OSAIC. He is also the president and owner of Private Wealth and Retirement Services, a separate business he has led since 2005. 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 alongside financial planning. The firm uses a range of investment strategies and integrates portfolio management with broader financial planning to tailor advice to clients’ objectives.

Peter Miller is a CFP® professional with 23 years of experience in the financial industry. He has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related trusts, estates, pension and profit-sharing plans, and other legal entities. The firm uses a fundamental analysis approach for investment management, offering growth, balanced, or conservative portfolio strategies typically implemented through mutual funds and exchange-traded funds.

Courtney Stephenson is a financial advisor at Eubel Brady & Suttman with three years of industry experience. She holds the Series 65 designation and has been with Eubel Brady & Suttman Asset Management Inc. since 2016. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm also manages institutional clients, utilizing fundamental research and long-term strategies alongside proprietary mutual funds and external managers.

Chelsea Vitale is a Series 65-credentialed advisor at Shoker Investments with two years of industry experience. Prior to joining Shoker Investments in 2024, she worked at Covermymeds and Randstad Technologies, totaling ten years of professional experience outside of financial advising. Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a long-term investment approach using individual stocks, low-cost index funds, and bonds, alongside comprehensive client communications and specialized services such as leverage and equity options for qualified clients.

Ryan Motsinger is a financial advisor at Harvest Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and MML Investors Services, LLC. Outside of advisory work, he has served as a Financial Aid Support Specialist at Regent University. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $583 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis to implement various investment strategies.

Nicholas Stebner is a CFP® professional with 15 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2005 to 2020. McKinley Carter Wealth Services is an SEC-registered investment adviser serving 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.

Kenneth Leist is a financial advisor at Eubel Brady & Suttman in Dayton, OH, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with annually audited financials and employs a range of fundamental research-driven investment strategies.

Robert Leshnak Jr. is a CFP® with 38 years of industry experience, currently serving as an advisory representative at Southland Equity Partners, LLC. His prior experience includes 26 years at FSC Securities Corporation and three years at OSAIC. Leshnak holds an Enrolled Agent (EA) designation and operates a tax preparation business in Ohio. He also serves as a board member for Mount Notre Dame High School and is president of the Liberty Centre Office Condo Association. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses by providing financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios managed on discretionary or non-discretionary bases.

Stephanie Warrick is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding eight years of industry experience. She has been with Eubel Brady & Suttman Asset Management, Inc. since 2001. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with active portfolio management and a focus on fundamental long-term strategies.

Matthew Weed is a CFP® and CFA® with 18 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2015, working as part of a four-advisor team. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee, offering growth, balanced, and conservative strategies with portfolios typically constructed for multi-year horizons.