Nicholas Whitaker is a Series 65 licensed advisor at Jessup Wealth Management with five years of industry experience. He has worked at Jessup Wealth Management since 2021, following prior roles at Commonwealth Financial Network, IHS Markit, and Ipreo. Jessup Wealth Management serves individual, institutional, and charitable clients, managing approximately $360 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a flexible, style-agnostic investment approach overseen by a dedicated investment committee.

Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior roles include positions at Bank of America, Merrill, and T. Rowe Price Advisory Services. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management, LLC is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management and financial planning services, employing a fundamentally based, generally long-term investment approach with portfolios customized using mutual funds, ETFs, individual equities, and fixed income.

Jansen Davidson Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Birchcreek Wealth Management, LLC, where he has worked since 2026. Prior to this, he was with Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management, LLC is an SEC-registered adviser serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and retirement plan advisory services, employing a fundamental analysis approach with both discretionary and non-discretionary investment management.

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.

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.

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® with seven years of industry experience, currently serving as a financial advisor at Birchcreek Wealth Management, LLC. His prior experience includes roles at Merrill and Dinsmore & Shohl, as well as practicing law as an of counsel attorney at Practice with Purpose LLC, where he provides clients with legal advice and representation in civil and criminal trials. Birchcreek Wealth Management is an SEC-registered advisory firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and collaborative consulting, employing a primarily long-term investment approach with custom portfolios built from mutual funds, ETFs, equities, and fixed income.

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.

Jacob Bartel is a CFP® professional with 12 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2023. He previously worked at UBS Financial Services for 10 years. Bartel is a board member of Brighton Center, a charitable organization, where he participates on the marketing and program committees. Birchcreek Wealth Management, LLC is a five-advisor team managing approximately $300 million for about 191 clients, including individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, collaborative divorce-related consulting, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios.

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.

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 credentials and 33 years of industry experience. He has worked at Ebs Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm serves high-net-worth and institutional clients, managing proprietary mutual funds and private pooled LLCs with annual PCAOB-audited financials and employs fundamental analysis alongside long-term purchase strategies.