Jay A. Buckingham, CFP®

    Chief Executive Officer

    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. Travis

    Certified Estate and Trust Specialist™
    Dayton

    Brad Griffith, CPA, CRPC®

    Financial Planner
    Columbus

    Stephanie Koepfler

    Financial Planning Assistant
    Toledo

    Melanie A. Hackman

    Paraplanner
    Dayton

    Valerie L. Harman, CPA, CFP®

    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®, CPWA®, EA

    Director of Financial Planning
    Dayton

    Timothy L. Whetro, CFP®

    Regional Principal
    Toledo

    Ashlee Walton, CFP®

    Financial Planner
    Dayton