Jay A. Buckingham, CFP®

    Chief Executive Officer – Managing Principal

    Carrie Cook Bray, CFP®, CRPC®

    Senior Wealth Manager
    Dayton

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton

    Jessica Beam DeBold, CFP®, EA

    Senior Financial Planner
    Wilmington

    Tracy E. Fischer

    Financial Planning Assistant
    Dayton

    Melanie A. Hackman

    Paraplanner
    Dayton

    Valerie L. Harman, CPA

    Certified Public Accountant
    Dayton

    Pamela E. Nelsen, AAMS

    Senior Wealth Manager
    Dayton

    Lance C. Steiner, CFP®

    Financial Planner
    Dayton

    Janet C. Steinke, CFP®

    Senior Wealth Manager
    Lebanon

    Nicole T. Strbich, CFP®, EA

    Director of Financial Planning
    Dayton

    Ashlee Walton, CFP®

    Financial Planner
    Dayton