Lesley Ott is a financial advisor with James Investment Research Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, ALPS Distributors, and James Capital Alliance. She serves as a board member and investment committee member for the Dayton Children’s Hospital Foundation. James Investment Research, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages affiliated mutual funds as well as model portfolios for wrap fee programs.

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.

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.

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.

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.

Timothy Brown is a financial advisor at Anderson Financial Strategies, LLC in Dayton, OH, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Cutter And Company Brokerage, Inc., and Wells Fargo Advisors. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory, offering tailored asset management and retirement plan consulting through a five-advisor team managing approximately $348 million in assets.

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.

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.

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.

Nicole Lanning is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with Anderson Financial Strategies, LLC, where she has worked since 2024. Prior to this, she was employed at Pentegra and Nationwide Investment Services Corporation. Outside of her advisory role, she serves as an office manager at Stratton Mortgage, a mortgage brokerage. Anderson Financial Strategies is a SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, tailored asset management approach using fundamental and technical analysis alongside modern portfolio theory and offers a range of fiduciary and retirement plan consulting services.

Todd Jessup is a CFA®-credentialed financial advisor at Synergy Asset Management, LLC with 10 years of industry experience. He worked at RVX Asset Management from 2017 to 2023 before joining Synergy in 2023. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm’s investment approach combines tactical asset allocation with fundamental and technical analysis across proprietary strategies and manages both separately managed accounts and pooled investment vehicles.

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 32 years of industry experience. He has been with Eubel Brady & Suttman Asset Management, Inc. since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm employs fundamental analysis and long-term strategies across various investment styles and manages proprietary mutual funds and private pooled investment vehicles 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.

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.