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.

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.

Brian Walker is a CFP® and PFS™ with 11 years of industry experience. He is the sole advisor at Monetary Solutions, Ltd., where he has worked since 2015. Walker is also affiliated with the certified public accounting firm GoldShot, Lamb & Hobbs. Monetary Solutions, Ltd. provides investment advisory and asset management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm emphasizes strategic asset allocation and global diversification, implementing valuation-oriented, dynamic allocations primarily through no-load mutual funds and ETFs, with accounts managed on a discretionary basis.

Michael Reichard is a Series 63-licensed financial advisor with Emmaus Investor Services Corp. in Dayton, OH, where he has worked since 2006. He has 21 years of industry experience, including time at Jubilee Investor Services, LLC. Outside of advising, he is also active as a stock trader. Emmaus Investor Services provides fee-only advisory services to individual investors, focusing on portfolio management and a separate portfolio review service. The firm employs a combination of fundamental, technical, and cyclical analysis supported by third-party research and offers both discretionary and non-discretionary advice tailored to clients' financial profiles and risk tolerances.

Adam Betzelberger is the principal of Ridge and Republic Financial in Dayton, OH, holding a Series 65 credential with one year of experience in investment advisory services. Prior to founding Ridge and Republic Financial, he operated Adam Scott Education, providing financial literacy and academic enrichment programs for teens through the Outschool platform. He also owns and operates RPGClub.net, an online platform organizing virtual tabletop roleplaying games for youth and adults. Ridge and Republic Financial offers discretionary portfolio management and financial planning services to individual clients, utilizing documented investment policy statements and regular portfolio monitoring. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, with a focus on long-term trading and a defined set of investment instruments.

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.

Since 2015, I have helped families in Dayton and Southwest Ohio harmonize their financial resources with their retirement dreams. Before founding Stage Ready Financial Planning, I served as a Financial Planner at a large firm, where I realized that retirees deserved a more personal partnership—one that orchestrates a plan to stay "in step" with their lives. With a background in music education and over a decade of experience in financial planning, I believe a confident retirement begins with understanding. I don’t just manage portfolios; I "handle the math" and teach the strategies behind it so you can make informed, great decisions about your future. My mission is to combine my love for teaching with a passion for financial freedom, ensuring your investments are tuned to support your lifestyle. In addition to my years of experience, I've earned degrees from Wright State University, and 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 am committed to the highest fiduciary standards. My wife Kristen and I live in Oakwood with our dachshund pups, Lily and Henry. When I’m not "at the podium" helping clients, you can find me enjoying music, fitness, 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.

Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with two years of industry experience. He holds a Series 66 designation and has held prior roles at StoneX Securities Inc, STC Securities and Insurance Training, and several insurance-related positions. Outside of his advisory work, he is involved in aerial photography and videography through a separate contracting business. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals and offers multiple proprietary investment models.

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.

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.

Nicholas Schubeler is a financial advisor at The Private Investment Group, Inc. in Centerville, OH, holding Series 65 and Series 66 licenses with six years of industry experience. He has been with The Private Investment Group, Inc. since 2013. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156.1 million on a discretionary basis.

Michael Moran is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 40 years of industry experience and has been associated with StoneX Securities Inc since 2015. Moran is involved with the Kiwanis Club of Brookville, serving as a member and director in this local community service organization. Miami Valley Portfolio Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Cory Davenport is a CFP® professional with 20 years of experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, an insurance agency offering various insurance products. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis with a combination of long-term and short-term trading strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.

Dustin Beam is a CFP® professional with 25 years of experience in financial advising. He is currently with Pathways Wealth Management, Inc., where he has worked since 2010, and previously spent ten years at L.M. Kohn & Company. Beam holds Series 63 and Series 65 licenses and is licensed in Ohio for accident, health, life, and variable insurance. Pathways Wealth Management advises individuals, trusts, estates, business entities, and qualified retirement plans, serving both high-net-worth and non-HNW clients as well as institutional-style accounts. The firm combines long-term asset allocation with fundamental, technical, and cyclical analysis, offering discretionary and non-discretionary management tailored to client objectives.

Andrew Le is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at firms including Geneva Investment Management of Chicago, International Game Technology, and Investment Counsel Company of Nevada prior to joining Investable Wealth Management in 2024. Investable serves individual investors through a payroll-linked automated investing platform offered as an employee benefit. The firm combines passive and actively managed ETFs within model portfolios constructed using traditional asset allocation, managing client accounts discretionarily and employing an employer SaaS distribution model that often results in employer-paid advisory fees.

Scott Behnken is a financial advisor with Miami Valley Portfolio Management Inc and holds a Series 63 designation. He has 45 years of industry experience, including roles at StoneX Advisors Inc and StoneX Securities Inc, and has operated Behnken & Associates since 1983. He serves on the development committee of the Dayton Foundation. Miami Valley Portfolio Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as foundations, estates, and trusts. The firm employs an active, tactical allocation strategy based on technical signals to guide investment decisions and manages multiple proprietary investment programs.

Andrea Clark is a financial advisor at Pathways Wealth Management, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pathways Wealth Management since 2010, with a ten-year tenure at LM Kohn & Company. Outside of her advisory role, she operates T & H Consulting, providing RIA compliance consulting and genealogy services. Pathways Wealth Management advises individuals and various entities, including trusts, estates, business entities, and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non-HNW clients and employs a long-term asset allocation strategy combined with fundamental, technical, and cyclical analysis.