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.

Mark Merten is a financial advisor with Invest Capital Partners in Springboro, Ohio, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, and he serves as president of Merten Capital, LLC, an investment advisory business. Invest Capital Partners offers 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, employing a range of analytical methods and investment strategies tailored to client objectives.

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.

John Bach Jr. is a CFP® with 18 years of industry experience, currently serving at Invest Capital Partners. His prior roles include positions at L.M. Kohn & Company and Main Street Not Wall Street. He is also the sole managing member of Midwestern Insurance Management, an insurance agency selling health, life, property, and casualty insurance. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm integrates portfolio management within a broader financial planning process, offering both discretionary and non-discretionary portfolio management alongside stand-alone financial planning.

Curtis Riley II is a financial advisor at Invest Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Park Avenue Securities. In addition to his advisory work, he is a pricing manager at Triad Technologies and co-owns two businesses outside the investment field: Arrow Painting and Trifecta Tax Services. 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 combined with comprehensive financial planning, utilizing various analytical methods and tailored client consultations.

Jeffrey Lutz is a financial advisor at Invest Capital Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Midwestern Wealth Management and serves as an independent insurance agent at Midwestern Insurance Management. 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 combined with financial planning, using a range of analytical methods and investment strategies tailored to each client’s objectives.

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.

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.

Peter Bohrofen is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Waverly Advisors, LLC since 2024, following prior roles at 9258 Wealth Management and Wells Fargo Advisors. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of services including investment management, financial planning, and multi-family office solutions.

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.

Walter Roderer Jr. is a financial advisor with Harbour Investments, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Harbour Investments and his own Roderer Financial Group since 2011. Outside of his advisory role, he owns Roderer Financial Group as an independent insurance agency and Roderer Tax Group, LLC, which provides tax preparation services. Harbour Investments offers investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and provides a range of services such as discretionary portfolio management, wrap-fee programs, and model-based solutions.

Cathy Waters is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at 9258 Wealth Management, L.M. Kohn & Company, and National Retirement Consultants, Inc. 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 and offers both discretionary and non-discretionary portfolio management.

Ryan Johnson is a CFP®, CFA®, and Series 66 licensed financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He previously worked at Buckingham Capital Management, Inc. for 11 years before joining Waverly Advisors in 2024. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional and alternative investment strategies and offers a range of services including financial planning and multi-family office solutions to both non-HNW and high net worth clients.

Sydney Burchett is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Waverly Advisors, Burchett worked at Buckingham Advisors and has experience in various roles including positions at Brunner's Lawn & Services and the City of Moraine Parks and Recreation Department. Burchett has also been affiliated with Wright State University in multiple capacities. Waverly Advisors is a multi-team registered investment adviser serving individuals across a range of wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets and offers services including financial planning, retirement plan consulting, and multi-family office solutions.

Mitchell Bodenmiller is a CFA® charterholder and holds a Series 66 license, currently with Waverly Advisors, LLC. He has seven years of industry experience, including prior roles at Buckingham Capital Management and Tudor Financial Inc. Bodenmiller serves as the membership chair for the Dayton CFA Society and is a board member of the Centerville Noon Optimists service club. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, serving both discretionary and non-discretionary clients.

Vincent Gaglione III is a financial advisor at Beacon Capital Management, Inc. based in Dayton, OH, with nine years of industry experience. He has been with Beacon Capital Management since 2015 and holds a Series 65 credential. Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors through third-party financial intermediaries, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies. The firm delivers tactical, data-driven model portfolios using ETFs and mutual funds and acts as adviser to the Beacon Funds.

Kyle Rudduck is a CFP® and CFA® with nine years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at Savvy, Alterntiv Wealth, Quadrant Capital Group, Constellation Wealth Advisor, Creative Planning, and Truepoint Inc. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning and consulting, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment process focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, and it employs a range of strategies including low-cost ETFs, direct indexing, and alternatives.