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.

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.

Kenneth Leist is a financial advisor at Eubel Brady & Suttman in Dayton, OH, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with annually audited financials and employs a range of fundamental research-driven investment strategies.

Lydia Boyer is a financial advisor at Ridgeline Wealth Planning LLC in Centerville, OH, holding a Series 65 designation. She has been with Ridgeline Wealth Planning since 2024 and has prior experience at Ham N Goodys and several educational institutions. Ridgeline Wealth Planning serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $200 million for about 385 clients. The firm uses a long-term, asset-allocation approach based on modern portfolio theory and provides discretionary portfolio management, financial planning, and pension consulting.

Stephanie Warrick is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding eight years of industry experience. She has been with Eubel Brady & Suttman Asset Management, Inc. since 2001. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with active portfolio management and a focus on fundamental long-term strategies.

Egan Rosell is a CFP® professional with six years of experience, currently with Eubel Brady & Suttman Asset Management, Inc. He has held multiple roles at the firm since 2014 and also worked at Wright State University and 22 Three Inc. His background includes both financial advisory and academic experience. 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 serves both high-net-worth clients and institutional-type investors and manages proprietary mutual funds and private pooled LLCs with specific performance-based compensation structures.

Maria Rykbost is a financial advisor with Ridgeline Wealth Planning LLC in Centerville, OH, holding a Series 65 designation and one year of industry experience. She has worked at Ridgeline Wealth Planning since 2024 and has prior experience with organizations including the American Heart Association and Maple Tree Cancer Alliance. Outside of finance, she is CEO and majority owner of Crowned Chains LLC, a small jewelry company. Ridgeline Wealth Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, pension consulting, and financial planning. The firm employs a modern portfolio theory approach with long-term trading and tactical adjustments, operates primarily with discretionary authority, and maintains a formal succession arrangement with Focus Partners Wealth.

Teresa King is a financial advisor at Eubel Brady & Suttman with 22 years of industry experience. She has been with the firm since 2003 and holds Series 63 and Series 65 designations. Eubel Brady & Suttman provides discretionary investment management and financial planning for individuals, retirement plans, trusts, and institutional clients using a team-based advisory approach. The firm manages proprietary mutual funds and multiple private pooled investment vehicles, offering actively managed portfolios with fundamental research and long-term strategies.

Christine Tenbarge is a financial advisor with Tudor Financial, Inc. She holds the CFP® and ChFC® designations and has 42 years of industry experience. Since 1987, she has been associated with Westminster Financial Securities, Inc. in various advisory roles. Tudor Financial provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized pension plans. The firm manages approximately $256.3 million in discretionary assets and offers research-driven portfolio solutions that range from conservative income to aggressive growth.

Tyrone Phillippi is a CFP® with 19 years of industry experience, currently serving at McKinley Carter Wealth Services, Inc. since 2020. Prior to that, he worked at Life Plan Financial Group for 26 years. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Jesse Howie is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sammons Retirement Solutions, Spc, and Sammons Financial Network. Outside of his advisory role, he is an owner of Circle H Management, LLC, a family-owned entity managing passive farm rental income. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, using mechanical, data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Craig Sutherland is a financial advisor with OneSeven in Dayton, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. He is also associated with MGO One Seven dba Feldmeyer Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

Benjamin Shroyer is a Series 65 credentialed advisor at Parallel Advisors, LLC with experience beginning in 2024. Prior to his current role, he worked for seven years at Dayton Christian School and six years at Dickinson State University. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs various investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Allen Thuma is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He currently works at Waverly Advisors, LLC and previously spent ten years at Buckingham & Company (Buckingham Capital Management). Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base including non-HNW and high net worth clients.