Gavan Griesmeyer is a financial advisor at Wealth Management Group with one year of industry experience. He holds a Series 65 designation and has worked at Key Bank since 2020. Wealth Management Group serves both individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and investment research. The firm combines individual financial planning with institutional retirement plan services and a mutual fund allocation program.

David Mc Gowan is a financial advisor at James Investment Research Inc with nine years of industry experience. He holds a Series 65 designation and has worked at James Investment Research since 2022 and ALPS Distributors since 2017. James Investment Research serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through discretionary and non-discretionary services, model portfolios, and specialized strategies such as direct indexing.

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.

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.

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.

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.

Ryan Post is a financial advisor at James Investment Research Inc. with 13 years of industry experience. He holds a Series 65 designation and has been associated with James Capital Alliance, Inc. since 2006. James Investment Research, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through discretionary and non-discretionary services, model portfolio management, and specialized strategies such as direct indexing.

Richard Culpepper is a financial advisor with James Investment Research, Inc. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has worked at James Investment Research since 1995 and has been associated with ALPS Distributors, Inc. since 2011. James Investment Research, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, corporations, trusts, and investment-company clients. The firm employs a multi-disciplinary investment process that integrates fundamental, technical, quantitative, and qualitative analysis, and manages portfolios through an investment committee, also acting as adviser to an affiliated family of mutual funds.

Shehara Wooten is a CFP® professional with 22 years of industry experience, currently serving at Equita Financial Network, Inc. She has been involved with Your Story Financial, LLC and its affiliated entities since 2016. Wooten is also the owner of Your Story Financial Academy, LLC, where she focuses on financial empowerment and education through workshops and online courses. Equita Financial Network, Inc. provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm employs a market efficiency and strategic asset allocation approach, supporting advisors through a network model and offering paraplanning and ongoing consulting services.

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.