Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy management, asset management, and 401(k) plan consulting. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Eukles Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Northcreek is a Small Business Investment Company (“SBIC”) investing out of three private investment funds with over $250 million under management. Northcreek provides creatively structured mezzanine debt and equity investments to lower-middle market companies. Northcreek works with management teams, business owners and private equity groups to provide the capital needed for a variety of purposes including the acquisition or buyout of a business, capital for growth including acquisition of equipment, product lines and/or personnel, and capital to deleverage a balance sheet. As a financial partner to over hundreds of businesses, the principals of Northcreek have developed a strong and valued reputation as a trusted and reliable financial partner. Visit our website at NorthcreekMezzanine.com.

DANIEL T. AUSTRIA AND ASSOCIATES is an investment banking company based out of 4044 N EMERALD CT, Beavercreek, Ohio, United States.

Sit on the company Securities Selection Committee. Supervise and/or perform the day-to-day management of accounts including: transaction download, account reconciliation and review, cash balances, money movement trading and the implementation policy changes. Continuing communication with clients and business associates in reference to money movement, account information and maintenance. Creating and directing trades in reference to the above activities, as well as placing trades when necessary.

SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.

Certified Financial Planner specializing in serving as a Certified Financial Planner(R) Professional to many, including those who have experienced a loss/separation/divorce, women entrepreneurs, and those in the FIRE Movement.

At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.

At Rightwealth Advisors, our mission is to help our clients succeed financially. For us, it’s a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and knowledge, and an uncompromising dedication to its clients. We partner with Raymond James and Cantella & Co., Inc. to provide our clients with top-quality investment advice and services. Our team has more than 30 years of experience with high net worth clients in the Cincinnati and Dayton, Ohio areas, including the fast-growing communities of Beavercreek, Blue Ash, Centerville, Clearcreek Township, Lebanon, Mason, Montgomery, Oakwood, Springboro, West Chester, and Washington Township. We share helpful information about topics such as saving for retirement, estate planning and other ways to achieve your financial goals on our website at www.rightwa.com. We invite you take advantage of this resource and visit us often. Or call us today. We’re ready to earn your trust. Please refer to our website for a list of states in which we are registered to conduct business. Advisory Services offered through Rightwealth Advisors, LLC. Securities offered through Cantella & Co., Inc., Member FINRA/SIPC. Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Rightwealth Advisors, LLC, Cantella & Co., Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.

Founded in 1990, Shoker Investment Counsel, Inc. has been a fee-only money manager from its inception. We currently manage over $160 million in assets for individuals, families, corporations and pension plans. We primarily use a combination of individual stocks, bonds and low-cost exchange traded index funds to construct tax-efficient portfolios. As a registered investment advisor, we are held to the fiduciary standard and do not sell products or collect commissions. Client's assets are held at an independent custodian. You will always have online access to your accounts and receive separate reporting and statements produced and sent to you by the custodian. We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Whether it is about managing your portfolio, securing income, or a broader range of wealth management services, we strive to simplify your financial life and help you meet your short and long term goals. Our experienced team works with you to understand your specific objectives and create solutions individually tailored to your needs. Everything from setting financial targets, securing income, updating your risk profile to managing family wealth dynamics, we'll help you be prepared for all of life's stages. By keeping a small number of clients per advisor, you can be assured that your portfolio is getting the attention it deserves during these periods of economic and market uncertainty. Your specific objectives will drive your solution. Partnering with Shoker Investment Counsel, Inc. will give you a clear vision of your financial situation and allow you to spend your time focusing on what is important to you.

Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan. Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

We specialize in financial advisory services that assist clients with making decisions about their financial future. Our knowledge and access to a wide array of investment products allows us to develop a portfolio that is specific to your goals and personal risk tolerance. As an independent investment service firm we can offer objective advice. At Cincinnati Investment Advisors, LLC we focus on tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. We can diagnose your individual financial condition, develop a strategy and work with you to implement your plan every step of the way. No matter where you are in your financial journey, we endeavor to take you to the next level.

Worked at a distinguished and independent wealth management firm in Arizona, mentored by a seasoned CFP and full advisory staff. Embraced a dynamic learning environment, honing expertise in market analysis, as well as utilizing technical and fundamental tools to review and research market trends. Contributions included generating insightful ETF and Morningstar reports, aiding in portfolio review preparations, updating client annuity reports, and specific market research. Active participation in client and business meetings, gaining invaluable real-world insights and positioning for a successful future in the finance industry.