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.

Taylor Ledbetter is a financial advisor at Jessup Wealth Management in Dayton, OH, holding a Series 65 designation with five years of industry experience. He has worked at Jessup Wealth Management since 2020, including a period at Commonwealth Financial Network. Prior to his advisory roles, he held positions at Wright State University and Sinclair Community College. Jessup Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach guided by an investment committee and overseen by a Chief Investment Officer.

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.

Matthew Jessup is a financial advisor at Jessup Wealth Management in Dayton, Ohio, with 21 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network and Jessup Wealth Management since 2012. Outside of advisory work, he serves as Treasurer of the Dayton Rotary Foundation. Jessup Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and institutional clients, managing approximately $360 million in discretionary assets. The firm employs a flexible, style-agnostic investment approach across various asset classes and provides financial planning, portfolio management, and retirement plan consulting services.

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.

Sara Mahoney is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds Series 63 and Series 65 designations and has been with Eubel Brady & Suttman since 2025, following a prior tenure with the firm from 2012 to 2025. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles using a team-based advisory model. The firm also serves institutional clients and actively manages proprietary mutual funds and private pooled LLCs with structures subject to annual PCAOB-audited financials.

Ellen Weed is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007. Outside of her advisory role, she is a co-owner of a long-term care insurance agency, Financial Security Solutions, LLC, in Middletown, Ohio. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs a fundamental analysis approach overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

Vincent Dipietro is a financial advisor with Invest Capital Partners in Springboro, Ohio, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with L.M. Kohn & Company and Private Wealth & Retirement Services since 2011. He is also the president and owner of Private Wealth and Retirement Services Inc., a separate business entity. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines portfolio management with comprehensive financial planning, utilizing methods such as modern portfolio theory, fundamental and technical analysis, and various investment strategies.

Shon Anderson is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He has been with Anderson Financial Strategies, LLC since 2012 and previously worked at United Planners Financial Services of America and Kier Educational Resources. Anderson serves as president of the CFA Society Dayton and has been an adjunct professor at Wright State University since 2009. 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 combining fundamental and technical analysis with modern portfolio theory, managing approximately $348 million in assets across a five-advisor team.

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.

Nicholas Stebner is a CFP® professional with 14 years of experience in financial advising. He has worked at McKinley Carter Wealth Services since 2020 and previously spent 15 years with Lifeplan Financial Group, Inc. McKinley Carter Wealth Services offers investment management, wealth management, financial planning, and retirement plan consulting to a broad range of clients including individuals, families, institutions, and non-profit organizations. The firm employs both fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while providing ongoing monitoring and quarterly reviews.

Stephen Wenstrup is a financial advisor at Journey Advisory Group, LLC with 22 years of industry experience. He previously worked at Tillar-Wenstrup Advisors, LLC for over two decades before joining Journey Advisory Group in 2023. Wenstrup holds Series 63 and Series 65 licenses. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and utilizes various analytical approaches and instruments, managing approximately $1.47 billion in assets.