David Wassmuth is a financial advisor at Central Point Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has served as a program manager in the United States Air Force since 2005. Central Point Wealth Management is a small independent firm offering financial planning, asset management, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored plans and ongoing monitoring, primarily managing client assets on a non-discretionary basis while also providing discretionary services where authorized.

Thomas Kleptz is a financial advisor at Turnstone Financial in Troy, OH, holding a Series 65 designation with 11 years of industry experience. He has been with OT Financial, LLC d/b/a Turnstone Financial since 2014. Turnstone Financial provides manager selection, supervision, and portfolio monitoring services for individuals, high-net-worth clients, and charitable organizations, often serving as corporate trustee through Turnstone Private Trust. The firm employs a long-term investment approach based on modern portfolio theory and conducts thorough due diligence on third-party subadvisers managing client assets.

Bryon Spicer is a financial advisor with Truvestments Capital LLC and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Luminist Capital, LLC, and operating his own firms, Spicer Wealth Management and Spicer Financial Services, where he provides services such as tax preparation and insurance. Truvestments Capital LLC serves a diverse client base including individuals, trusts, private funds, and charitable organizations, offering asset management, financial planning, and sub-advisory services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and acts as investment manager to a private fund focused on long-term Bitcoin holdings.

Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.

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.

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.

Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with Series 66 credentials and three years of industry experience. His prior work includes roles at StoneX Securities Inc and several positions in insurance and sales. Outside of financial advising, he is involved in aerial photography and videography through his business, Fly Guys, and participates as a client partner in an Amazon e-commerce venture. Miami Valley Portfolio Management provides discretionary asset management to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy using technical signals to manage portfolios across various asset classes.

Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.

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.

Beau Bryant is a CFP® with 14 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2026. He previously worked at Resolute Wealth Advisor, Inc. and J.P. Morgan Securities, among other firms. Beyond his advisory role, he owns BBTP, LLC, providing data and tax preparation reviews as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, pension consulting, and participant education to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm uses both fundamental and technical analysis, incorporates various trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.

Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Timothy Brown is a financial advisor at Anderson Financial Strategies, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including United Planners Financial Services of America and Cutter And Company Brokerage, Inc. Outside of his advisory role, he serves on the Bikeway and Non-Motorized Transportation Advisory Committee. Anderson Financial Strategies provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines active management with fundamental and technical analysis, utilizing Modern Portfolio Theory to build diversified portfolios and offering both discretionary and non-discretionary management options.