Kristie R. Adams, CPA

    Senior Tax Manager
    Dayton

    Erin Alderson, EA

    Client Service Manager
    Columbus

    Nicholas Alter

    Senior IT Administrator
    Dayton

    Julie Betz Eutsler

    Marketing & Event Coordinator
    Dayton

    Jay A. Buckingham, CFP®

    Chief Executive Officer
    Dayton

    Marla R. Chambers, CPA, CFP®

    Senior Financial Planner
    Dayton

    Ashley A. Constable

    Staff Accountant
    Dayton
    Dayton

    Tammy D’Allura

    Administrative Assistant
    Dayton

    Neal G. Davis, CFA

    Senior Portfolio Manager & Research Analyst
    Dayton

    Jessica Beam DeBold, CFP®, EA

    Senior Financial Planner
    Wilmington

    Kathryn Deringer

    Staff Accountant
    Columbus

    Jessica A. Distel, CPA

    Director of Business Services
    Columbus

    Elizabeth M. Esarey, CPA

    Business Advisor & Tax Strategist
    Dayton

    Brad T. Gregory

    Portfolio Manager & Research Analyst / Investment Operations Manager
    Columbus

    Brad Griffith, CPA, CRPC®

    Financial Planner
    Columbus

    Jeff Groezinger, CPA, PFS

    Chief Financial Officer
    Columbus

    Elaine Groezinger

    Administrative Assistant
    Columbus

    Melanie A. Hackman

    Paraplanner
    Dayton

    Valerie L. Harman, CPA, CFP®

    Tax & Financial Planner
    Dayton

    Nicole M. Hendricks

    Senior Administrator
    Dayton

    Bill Howard

    Manager of IT Services
    Dayton

    Ryan P. Johnson CFA, CFP®

    Director of Equity Research
    Dayton

    Kim A. Keehan

    Executive Assistant
    Dayton

    Molly E. Keith, IACCP®

    Director of Compliance & Operations
    Dayton

    Stephanie Koepfler

    Paraplanner
    Toledo

    Gerald V. Krach, CPA

    Wealth Advisor & Tax Strategist
    Dayton

    Cheri Montgomery

    Regional Operations Manager
    Toledo

    Pamela E. Nelsen, AAMS

    Senior Wealth Advisor
    Dayton

    Linda S. Parenti, CFA

    Chief Investment Strategist
    Dayton

    Adam R. Schaffer, AWMA®

    Wealth Advisor
    Dayton

    Ruth Seaman

    Staff Accountant
    Columbus

    Lance C. Steiner, CFP®

    Financial Planner
    Dayton

    Janet C. Steinke, CFP®

    Senior Wealth Advisor
    Lebanon

    Nicole T. Strbich, CFP®, CPWA®, EA

    Director of Financial Planning
    Dayton

    Jackie A. Tate

    Finance Assistant
    Dayton

    Allen Z. Thuma

    Portfolio Manager & Research Analyst
    Dayton

    Tracy E. Travis, CES™

    Estate and Trust Planner
    Dayton

    Ashlee Walton, CFP®

    Financial Planner
    Dayton

    Timothy L. Whetro, CFP®

    Regional Principal
    Toledo