Matthew Will is a CFP® professional with 18 years of experience in the financial services industry. He is currently the sole advisor at Wealth Accel, an independent registered investment adviser, and has previously worked at firms including Birchcreek Wealth Management, Financial Management Group Inc, and Fidelity. Wealth Accel serves individuals, including high-net-worth clients, and small businesses with integrated wealth management, combining investment management, financial planning, business consultation, and retirement-rollover guidance. The firm employs an evidence-based, rules-based investment framework and typically manages accounts on a discretionary basis.

Micah Mc Collum is a financial advisor at McCollum Investment Advisors in Dayton, OH, holding a Series 65 designation with six years of industry experience. He previously worked at Carnegie Investment Counsel from 2016 to 2020. McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals, non-profit organizations, trusts, estates, and business entities. The firm’s investment approach combines tactical growth driven by supply and demand analysis with strategic allocations for income accounts, using various methods including technical, fundamental, and cyclical analysis, and incorporates margin and options writing in select managed accounts.

Ronald Alban is a financial advisor at Alban Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Alban Investment Management since 2002. Alban Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, and small businesses. The firm employs a combination of fundamental, cyclical, and long-term trend analysis to manage diversified portfolios using low-cost ETFs and discount execution, with quarterly reviews and performance reporting.

Elizabeth Li is a CFP® professional based in Dayton, Ohio, with 23 years of industry experience. She is the principal and managing member of EHMLI Investment Advisors LLC and has worked with Royal Alliance Associates, Inc. since 2003. Li also provides business and individual tax preparation and planning services through her accounting practice and serves as an adjunct instructor in economics and finance at Northern Kentucky University. EHMLI Investment Advisors specializes in investment advisory and financial planning services primarily for individual clients, managing approximately $31 million across 84 accounts. The firm integrates investment advice with tax and financial planning and is distinctive for its formal affiliation with an accounting practice and an insurance-licensed affiliate, offering a multi-disciplinary service model.

Gary Downie is a CFA charterholder and holds a Series 66 license, with 22 years of experience in the financial industry. He has been with Wealth Pinnacle, Inc., an independent firm he joined in 2007, following prior roles at Merrill and Nuveen Fund Advisors. Wealth Pinnacle, Inc. provides tailored investment supervisory services and financial planning to individuals, businesses, trusts, and charitable organizations. The firm manages accounts on a discretionary basis using a range of strategies and investment vehicles, including stocks, bonds, ETFs, and options, with client portfolios reviewed at least annually.

Alisa Livesay is a CFP® credentialed financial advisor with 21 years of industry experience, currently operating at ALC Investment Advisory Services, LLC in Dayton, Ohio. She has been affiliated with the University of Dayton since 2005 and has owned ALC Financial Services since 1998. Outside of advising, she owns a business that produces and designs beaded jewelry and accessories. ALC Investment Advisory Services provides financial planning and portfolio management to individuals, trusts and estates, corporations, and pension and profit-sharing plans. The firm uses fundamental analysis to create individualized investment policies, generally favoring a longer-term approach while accommodating shorter-term strategies aligned with client goals.

Max Heintz is a CFP® professional with 24 years of experience in financial advising. He is the principal of MFH Investments Inc. in Dayton, OH, and has operated M.F. Heintz CPA, Inc. since 2001. Heintz holds both CPA and CFP credentials and divides his time between financial advisory and accounting services. MFH Investments, Inc. serves individual, business, and trust clients with financial planning and discretionary asset management, employing a combination of active equity analysis and passive investment strategies tailored to client risk tolerance. The firm integrates its advisory services with a related accounting practice, providing tax compliance and planning to overlapping clients.

William Marker is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He has worked at Marker Financial LLC since 2024 and was previously associated with The Borland Group from 2010 to 2025. Borland Marker is a single-advisor independent registered investment adviser managing approximately $98 million for around 78 clients, serving individuals, trusts, estates, and business entities. The firm employs a client-specific, top-down investment approach blending fundamental and technical analysis, with a structured financial planning process that includes multi-decade projections and quarterly reviews.

Michael Reichard is a financial advisor at Emmaus Investor Services Corp. in Dayton, OH, holding a Series 63 designation with 21 years of industry experience. He has been with Emmaus Investor Services since 2006, following a year at Jubilee Investor Services. Outside of advising, he is also active as a stock trader. Emmaus Investor Services provides fee-only advisory services to individual investors, offering portfolio management and portfolio review services that accommodate both hands-on investors and those seeking discretionary trading. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing third-party research tools to tailor recommendations to clients’ financial profiles and risk tolerances.

Adam Betzelberger is a financial advisor at Ridge and Republic Financial in Dayton, OH, with one year of industry experience. He holds a Series 65 designation and has operated educational programs focused on financial literacy for teens through the Adam Scott Education platform. Adam also owns and operates RPGClub.net, an online platform that organizes virtual tabletop roleplaying games for youth and adults. Ridge and Republic Financial provides investment advisory and financial planning services primarily to individual clients, using institutional third-party model portfolios alongside fundamental and quantitative analysis. The firm offers a range of services from portfolio management and comprehensive planning to consulting engagements.

James Nunez is a financial advisor at Agora Investments with 22 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., Global Financial Private Capital, LLC, and Redhawk Wealth Advisors, Inc. Outside of advisory work, he owns a Texas Beef and Cattle Company. Agora Investments provides portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm employs a range of analytical methods and incorporates both long-term and short-term trading strategies, including higher-risk tools such as margin, short sales, and options trading.

Fiduciary Financial Advisor Serving Dayton, Ohio. Retirement Planning that stays in sync with your life. Providing fee-only wealth management, designed to handle the math so you can enjoy the music. Since 2015, I've helped families in Dayton and Southwest Ohio retire with confidence and arrange their investments to support lasting and tax-efficient retirement income. Before founding Stage Ready Financial Planning, I was a Financial Planner at a large financial company, where I realized that the families I was lucky to serve deserved a more personal and dynamic partnership. I wanted to help them orchestrate a plan that stays "in step" with their evolving retirement. With a background in music education and over a decade of experience in financial planning and wealth management, I'm a big believer that a confident retirement begins with understanding. I don’t just manage investments; I "handle the math" and always try to educate my clients so that they're empowered to make informed decisions about their money. In addition to my years of experience, I've earned a bachelors degree from Wright State University, a masters degree from the University of Houston, along with an Executive Certificate in Financial Planning from Xavier University. As a CERTIFIED FINANCIAL PLANNER® professional and a member of the XY Planning Network and NAPFA, I'm committed to the highest fiduciary standards. My wife Kristen and I live in Oakwood with our awesome (and loud) dachshund pups, Lily and Henry. When I’m not "at the podium" helping clients, you can find me enjoying music, lifting weights, dreaming about swimming in the ocean, grilling with friends, and spending time with my family.

Joey Allen is the sole advisor at Reaching Upward Financial Solutions LLC in Dayton, OH, holding a Series 65 license with three years of industry experience. He is also President of Sunburst Resources Inc and North Fork Oil & Gas Corporation, roles he has held for over two decades. In addition, Allen holds an active Illinois Managing Real Estate Broker license, though he is not actively practicing as a broker. Reaching Upward Financial Solutions provides portfolio management, financial planning, tax preparation, and educational seminars to individuals, retirement plans, and charitable organizations. The firm customizes advice based on documented client objectives and risk tolerance, employing long-term trading strategies with a mix of mutual funds, equities, ETFs, fixed income, and private placements.

Matthew Peck is a CFP® with six years of industry experience and currently serves as an advisor at Anderson Financial Strategies, LLC. Before joining Anderson Financial Strategies, he held roles at Alternativ Wealth, Carillon Advisors, and Carnegie Investment Counsel, among others. Outside of his advisory work, he manages social media for the Ottawa-Glandorf football Booster Club. Anderson Financial Strategies provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, corporations, small businesses, churches, and retirement plans. The firm employs an investment process that combines active asset management with fundamental and technical analysis and uses Modern Portfolio Theory to build diversified portfolios, offering various model portfolios and fiduciary services.

Elizabeth Bibeau Salinas is a financial advisor at Artifex Financial Group, LLC with a Series 65 license and two years of industry experience. She has worked at Artifex Financial Group since 2021 and has previously been employed at Soltis Investment Advisors and several other companies. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients, integrating financial planning into its investment process and emphasizing strategic asset allocation and global diversification. The firm operates a Private Direct Investments program and offers a combination of traditional advisory services with digital and sub-advised solutions.

Jeremiah Mccarthy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Wealth Advisors, LLC since 2005. In addition to his advisory role, he is a partner at McCarthy Tax Services, where he provides tax preparation services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities, primarily utilizing third-party manager programs and model portfolios. The firm operates with a fiduciary standard for retirement accounts and maintains an affiliation with an accounting practice for integrated tax and advisory services.

Mark Demma is a financial advisor with Demma-Novak Wealth Management in Dayton, Ohio. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Demma Wealth Management since 2014. Demma-Novak Wealth Management provides wealth management and financial planning services primarily to individual clients, as well as trusts, estates, and business entities. The firm employs a globally diversified, low-cost asset allocation strategy focused on index funds and ETFs, with tailored portfolio construction and ongoing client coaching.

Joseph Doogan is a financial advisor with Fiduciary Wealth Group, LLC in Centerville, OH. He holds the Series 65 designation and has one year of industry experience, including a prior role at Fidelity Investments. Outside of his advisory work, he has experience with a variety of organizations, including York Golf Club and the OSU Office of Student Life. Fiduciary Wealth Group, LLC provides discretionary wealth management, financial planning, retirement plan consulting, and tax preparation services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both passive and actively managed funds, integrating investment management, tax services, and retirement-plan education.

Alexander Browning is a financial advisor at Artifex Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Soltis Investment Advisors, Perry proTech, Cox Media Group, and Vivial, LLC. Artifex Financial Group provides fee-only financial planning and investment management to individual and institutional clients, integrating comprehensive financial planning with investment processes that emphasize strategic asset allocation and global diversification. The firm offers a range of services including retirement consulting, tax preparation, and a Private Direct Investments program requiring accredited client standards.

Jacob Adams is a financial advisor at Monetary Solutions, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Monetary Solutions, he worked with Goldshot, Lamb & Hobbs, Inc. and Northwestern Mutual, and he played collegiate summer baseball while attending Ohio Dominican University. Monetary Solutions, Ltd. provides investment advisory and portfolio management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm focuses on strategic asset allocation, global diversification, and valuation-based investments primarily using no-load mutual funds and ETFs, managing accounts on a discretionary basis.