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.

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.

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.

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.