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

Dayton, OH

937-435-2742

Kristie R. Adams, CPA Tax Advisor

Wilmington, OH

Dayton, OH

326-220-2157

Send Email

Jonathan Alecusan Paraplanner

Dayton, OH

937-820-7564

Send Email

Mitch Bodenmiller, CFA® Investment Analyst

Dayton, OH

326-220-2150

Send Email

Jim Brown, CFA®, MBA Senior Investment Strategist

Dayton, OH

326-220-2151

Send Email

Sydney B. Burchett, CFP® Financial Planner

Dayton, OH

326-220-2159

Send Email

Linda J. Butcher Receptionist

Dayton, OH

326-220-2152

Send Email

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

Dayton, OH

326-220-2160

Send Email

Jordan Combs Tax Accountant

Dayton, OH

317.973.7703

Send Email

Ashley A. Constable Tax Accountant

Dayton, OH

326-220-2161

Send Email

Ashley Deal Executive Assistant

Dayton, OH

326-220-2153

Send Email

Christy L. Derham Senior Client Service Associate

Dayton, OH

326-220-2162

Send Email

Rachel N. Donaldson Senior Billing Associate

Dayton, OH

326-220-2154

Send Email

Sherry Fox Portfolio Accounting Specialist

Dayton, OH

937-421-6881

Send Email

Zackary Gudorf Paraplanner

Dayton, OH

326-220-2155

Send Email

Michael Hays, CFP® Financial Planner

Dayton, OH

326-220-2163

Send Email

Nicole Hendricks Senior Client Service Associate

Dayton, OH

326-220-2164

Send Email

Bill Howard Manager of IT Services

Dayton, OH

937-610-7780

Send Email

Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

Send Email

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

Dayton, OH

326-220-2166

Send Email

Molly E. Keith, IACCP®, CAMS Compliance Manager

Dayton, OH

326-220-2167

Send Email

Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

Send Email

Heather Macy Tax Assistant

Dayton, OH

326-220-2168

Send Email

Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

Send Email

Rebecca Rapp Senior Client Service Associate

Dayton, OH

326-220-2170

Send Email

Lance C. Steiner, CFP® Wealth Advisor

Dayton, OH

326-220-2171

Send Email

Janet C. Steinke, CFP® Wealth Advisor

Lebanon, OH

Dayton, OH

937-446-6111

Send Email

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

Dayton, OH

326-220-2172

Send Email

Jackie A. Tate, CPA Controller of Waverly Business Services

Dayton, OH

326-220-2173

Send Email

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

Dayton, OH

326-220-2156

Send Email

Tracy E. Travis, CFP®, CES™, CEPA Financial Planner

Dayton, OH

326- 220-2174

Send Email