Jay A. Buckingham, CFP® Regional Director, Wealth Advisor

Dayton, OH

937-435-2742

Kristie R. Adams, CPA Associate Tax Director

Wilmington, OH

Dayton, OH

326-220-2157

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Mitch Bodenmiller, CFA Investment Analyst

Dayton, OH

326-220-2150

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Jim Brown, CFA, MBA Senior Investment Analyst

Dayton, OH

326-220-2151

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Sydney B. Burchett Financial Planner

Dayton, OH

326-220-2159

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Linda J. Butcher Receptionist

Dayton, OH

326-220-2152

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Marla R. Chambers, CPA, CFP®, CPRC Wealth Advisor

Dayton, OH

326-220-2160

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Ashley A. Constable Senior Accountant

Dayton, OH

326-220-2161

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Ashley Deal Executive Assistant

Dayton, OH

326-220-2153

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Christy L. Derham Senior Client Service Associate

Dayton, OH

326-220-2162

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Rachel N. Donaldson Billing Associate

Dayton, OH

326-220-2154

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Michael Hays, CFP® Financial Planner

Dayton, OH

326-220-2163

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Nicole Hendricks Senior Client Service Associate

Dayton, OH

326-220-2164

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Bill Howard Manager of IT Services

Dayton, OH

937-610-7780

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Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

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Ryan P. Johnson, CFA, CFP® Associate Director of Portfolio Management

Dayton, OH

326-220-2166

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Molly E. Keith, IACCP® Compliance Manager

Dayton, OH

326-220-2167

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Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

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Heather Macy Tax Assistant

Dayton, OH

326-220-2168

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Jacob H. Maher Paraplanner

Dayton, OH

326-220-2155

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Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

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Linda S. Parenti, CFA Partner, Wealth Advisor

Dayton, OH

937-421-6881

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Rebecca Rapp Client Service Associate

Dayton, OH

326-220-2170

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Lance C. Steiner, CFP® Wealth Advisor

Dayton, OH

326-220-2171

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Janet C. Steinke, CFP® Wealth Advisor

Lebanon, OH

Dayton, OH

937-446-6111

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Nicole T. Strbich, CFP®, CPWA®, EA Partner, Wealth Advisor

Dayton, OH

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Jackie A. Tate, CPA Controller of Waverly Business Services

Dayton, OH

326-220-2173

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Allen Z. Thuma, CFA, CFP® Senior Investment Analyst

Dayton, OH

326-220-2156

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Tracy E. Travis, CES™, CEPA Financial Planner

Dayton, OH

326- 220-2174

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