Gavan Griesmeyer is a financial advisor with WEALTH MANAGEMENT Group, holding a Series 65 designation and two years of industry experience. Prior to joining WEALTH MANAGEMENT Group, he worked at Key Bank for six years. WEALTH MANAGEMENT Group serves individuals, including high net worth clients, and institutional clients such as pension and profit-sharing plans, charities, and retirement plans. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and providing access to a broad range of investment vehicles.

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 CERTIFIED FINANCIAL PLANNER™ professional with two years of industry experience, currently serving at Ridgeline Wealth Planning LLC. Prior to joining Ridgeline, he worked at Kroger and has been involved with various organizations since 2018. Outside of his advisory work, he officiates youth baseball games as an independent contractor. Ridgeline Wealth Planning LLC serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing a suitability process and modern portfolio theory to guide its investment strategies.

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® with 11 years of experience in the financial industry, currently serving as an advisor at McKinley Carter Wealth Services, Inc. since 2020. Her prior roles include positions at Lifeplan Financial Group, Inc. and PNC Investments, LLC. 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, employing a combination of fundamental and technical analysis within a strategic asset allocation framework tailored to client needs.

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 21 years of experience in financial advising. He has worked at Ridgeline Wealth Planning LLC since 2020 and previously spent time at Broker Dealer Financial Services and Financial Counseling Inc. Ridgeline Wealth Planning serves individuals and families, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a documented suitability process and modern portfolio theory to develop long-term investment strategies with tactical adjustments as needed.

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 36 years of industry experience. His career includes roles at firms such as Kiplinger Investment Advisors LLC, Securities America, Inc., and LPL Financial. Outside of advising, he works as an independent contractor involved in insurance and annuity sales and service. Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and sponsors advisory services for employer-sponsored retirement plans. The firm offers customized financial planning and asset management, using strategic and tactical asset allocation and providing both fiduciary and non-fiduciary retirement plan services.

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, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including four decades at Westminster Financial Securities, Inc. Drew works as part of a seven-advisor team at 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 manages approximately $256.3 million in discretionary assets, employing a research-driven process that combines institutional investment solutions with investor education through newsletters and seminars.

Paul Brazie is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Tudor Financial, Inc. in Dayton, OH. He has worked at several firms including Westminster Financial Securities, Inc. and Key Investment Services. Tudor Financial, Inc. provides investment management, financial planning, and retirement-plan services to individuals, trusts, and small- to mid-sized retirement and pension plans. The firm manages approximately $256 million in discretionary assets and offers a research-driven approach with a range of portfolio solutions from conservative income to aggressive growth.

Sara Mahoney is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm since 2012. 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 manages proprietary mutual funds and private pooled vehicles alongside separately managed accounts, employing fundamental analysis and long-term strategies across multiple investment styles.

Derek Tinnin is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Altiora Financial Group, LLC, where he has worked since 2018. His prior experience includes roles at Generations Wealth, LLC, Altiora Group, LLC, and Purpose Wealth. Altiora Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, and associated trusts and estates. The firm employs an evidence-based, passive-oriented investment approach focused on index ETFs, asset allocation, cost control, and periodic rebalancing, with portfolios reviewed quarterly and managed to align with client objectives and tax considerations.

Ellen Weed is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. She is also a co-owner of Financial Security Solutions, LLC, an insurance agency focused primarily on long-term care insurance. Summit Financial Advisors, Inc. provides customized investment management mainly to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm employs a fundamental analysis approach through an internal Investment Committee and offers portfolios tailored to growth, balanced, or conservative strategies.

Vincent Dipietro is a financial advisor with Invest Capital Partners in Springboro, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at L.M. Kohn & Company, OSAIC, and Morgan Stanley DW Inc. He is also the president and owner of Private Wealth and Retirement Services Inc. 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 discretionary and non-discretionary portfolio management alongside financial planning, using methods such as modern portfolio theory, fundamental and technical analysis, and a range of trading strategies tailored to client objectives.

Peter Miller is a CFP® professional with 23 years of experience in the financial industry. He has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. Summit Financial Advisors, Inc. serves primarily high-net-worth individuals and related trusts, estates, pension and profit-sharing plans, and other legal entities. The firm uses a fundamental analysis approach for investment management, offering growth, balanced, or conservative portfolio strategies typically implemented through mutual funds and exchange-traded funds.