Nicole T. Strbich, CFP®, CPWA®, EA

    Director of Financial Planning

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton
    Dayton

    Jessica Beam DeBold, CFP®, EA

    Senior Financial Planner
    Wilmington

    Brad Griffith, CPA, CRPC®

    Financial Planner
    Columbus

    Melanie A. Hackman

    Paraplanner
    Dayton

    Valerie L. Harman, CPA, CFP®

    Tax & Financial Planner
    Dayton

    Stephanie Koepfler

    Paraplanner
    Toledo

    Pamela E. Nelsen, AAMS

    Senior Wealth Advisor
    Dayton

    Lance C. Steiner, CFP®

    Financial Planner
    Dayton

    Janet C. Steinke, CFP®

    Senior Wealth Advisor
    Lebanon

    Tracy E. Travis, CES™

    Estate and Trust Planner
    Dayton

    Ashlee Walton, CFP®

    Financial Planner
    Dayton

    Timothy L. Whetro, CFP®

    Regional Principal
    Toledo