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.

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.

Brad Kiplinger is a financial advisor at Kiplinger Wealth Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at Kiplinger Investment Advisors LLC since 1998, as well as Securities America Inc. and Private Client Services. Kiplinger Wealth Advisors serves individuals, including high-net-worth clients, and pension and retirement plan sponsors. The firm provides financial planning, investment management, and retirement plan consulting, managing approximately $212.8 million in discretionary assets for several hundred client accounts.

Grant Donaldson is a financial advisor at Tudor Financial, Inc. in Dayton, Ohio, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tudor Financial since 1992, following prior work at Westminster Financial Securities, Inc. since 1989. 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 with a focus on risk management and offers a variety of investment vehicles, including no-load mutual funds, ETFs, and an individual-stock Legacy Growth strategy.

Brandon Kinney is a Series 65-licensed advisor with one year of experience, currently serving at Eubel Brady & Suttman. His prior roles include positions in education and business before joining the firm. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory approach. The firm employs fundamental analysis and long-term strategies while managing proprietary mutual funds and private pooled investment vehicles exclusive to its clients.

Daniel Mick is a financial advisor with Ridgeline Wealth Planning LLC in Centerville, Ohio. He holds a Series 65 designation and has one year of industry experience. Prior to joining Ridgeline, he worked at Kroger and has been involved with various organizations since 2018. Outside of his advisory role, Mick serves as a compensated baseball umpire for youth games. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, asset-allocation approach using modern portfolio theory and manages approximately $200 million for about 385 clients.

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® professional with 11 years of experience in the financial services industry. She has worked at McKinley Carter Wealth Services since 2020 and previously held roles at Lifeplan Financial Group, PNC Investments, and PNC Bank. 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.

Scott Simons is a CFP® professional with 20 years of experience in financial advising. He has worked at Ridgeline Wealth Planning LLC since 2020 and previously held roles at Broker Dealer Financial Services and Financial Counseling Inc. Ridgeline Wealth Planning is a five-advisor firm serving individuals, families, pension plans, charitable organizations, and businesses. The firm manages approximately $200 million using a long-term, asset-allocation approach and provides discretionary portfolio management along with pension consulting.

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 bringing 35 years of industry experience. He has worked at firms including Securities America, Wealth Management Group Inc., and LPL Financial before joining Kiplinger Investment Advisors LLC in 2017. In addition to his advisory role, he is an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individuals, high-net-worth clients, and pension and retirement plan sponsors, offering 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.

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.

Drew Brazie is a financial advisor with Tudor Financial, Inc. in Dayton, Ohio. He holds the ChFC® designation and has 40 years of industry experience, including a long tenure at Westminster Financial Securities, Inc. He works approximately 20 hours per week in investment-related activities with Tudor Financial. 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 uses a research-driven process tailored to client risk and return profiles, managing about $256 million in discretionary assets through a three-advisor team.

Paul Brazie is a financial advisor with Tudor Financial, Inc. based in Dayton, OH, holding a Series 66 designation and having 22 years of industry experience. His career includes prior roles at Westminster Financial Securities, Inc. and Key Investment Services. Tudor Financial serves individuals, trusts, and retirement and pension plans with investment management, financial planning, and retirement-plan services. The firm employs a research-driven approach and offers a range of portfolio solutions, combining institutional work with investor education through newsletters and seminars.