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.

Ryan Post is a financial advisor at James Investment Research Inc with 13 years of industry experience. He holds a Series 65 designation and previously worked for James Capital Alliance, Inc. for 15 years. James Investment Research, Inc. is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and investment-company clients. The firm provides a range of portfolio management and financial planning services, employing a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis overseen by an Investment Committee.

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.

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.

Shehara Wooten is a CFP® professional affiliated with Equita Financial Network, Inc., with 22 years of experience in the financial industry. She has held roles at Equita Financial Network since 2024 and previously led Your Story Financial, LLC and Your Story Financial Academy, LLC. She is the owner of Your Story Financial Academy, a financial empowerment and education business providing workshops and online courses. Equita Financial Network, Inc. serves individual and high-net-worth clients with comprehensive financial planning and investment management, emphasizing market efficiency and strategic asset allocation while employing client-specific investment policy statements.

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.

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 15 years of industry experience. He has been with McKinley Carter Wealth Services, Inc. since 2020 and previously worked at Lifeplan Financial Group, Inc. from 2005 to 2020. 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.

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, Ohio, holding a Series 65 designation with no prior industry experience. Her work history includes roles outside of finance, such as positions at Ham N Goodys, Christian educational institutions, and Cedarville University. Ridgeline Wealth Planning 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, financial planning, and pension consulting, employing a documented suitability process and modern portfolio theory to guide its investment approach.

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.

Matthew Weed is a CFP® and CFA® with 18 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2015, working as part of a four-advisor team. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee, offering growth, balanced, and conservative strategies with portfolios typically constructed for multi-year horizons.

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 at Ridgeline Wealth Planning LLC with one year of industry experience. She holds the Series 65 designation and has worked with organizations including the American Heart Association and Maple Tree Cancer Alliance. Outside of financial advising, she is the CEO and majority owner of Crowned Chains LLC, a small jewelry company. Ridgeline Wealth Planning serves individuals, families, 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 with tactical trading as needed.