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The 
Regional Community Foundation
© 2007 The Dayton Foundation. All rights reserved worldwide.
Phone: (937) 222-0410
info@daytonfoundation.org
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Our Advisor Partner Honor Roll for 2007

All of us at The Dayton Foundation wish to thank the following financial advisors and estate planners who brought their clients to The Dayton Foundation in 2007. We greatly appreciate their confidence in The Dayton Foundation as a partner in helping to achieve their clients' charitable goals.

Special thanks to our 2007 advisor partners:

• Scott Behnken, Behnken Financial Services, Inc.

• Thomas E. Bentley, Truepoint Capital, LLC

• Christopher J. Buck, CFP, LifePlan Financial Group, Inc.

• Kathleen A. Carlson, CFP, Parker, Carlson & Johnson, Inc.

• Daniel P. Christie, UBS Financial Services, Inc.

• Thomas P. Croskey, Esq.

• Joyce M. Deitering, Esq., Oldham and Deitering

• Scott A. Edwards, CFP, Heick, Hester & Associates

• B. Eugene Gilbert, Esq.

• Steven F. Goens, Morgan Stanley

• Kevin Green, Harrison Financial Group LPL

• Brandon Harrison, Harrison Financial Group LPL

• J. R. Hochwalt, Flagel, Huber, Flagel & Co.

• Gary Holstine, A. G. Edwards & Sons, Inc.

• Gordon H. Honeyman, Merrill Lynch

• Edwin L. Katz, First Alliance Asset Management, Inc.

• Stanley J. Katz, First Alliance Asset Management, Inc.

• Joseph M. Knopp, Family Partners, LLC

• Stephen Kohls, Morgan Stanley

• Timothy C. Lange, CPA, Lange & Associates

• Robin L. McCall, Morgan Stanley

• Kevin L. McDonald, KeyBank N.A.

• Rob Millner, UBS Financial Services, Inc.

• Thomas C. Minnich, Merrill Lynch

• Alexandra Ollinger, Truepoint Capital, LLC

• Tyrone Phillippi, CFP, CSA, LifePlan Financial Group, Inc.

• Sandra K. Pierce, CPA, Parker, Carlson & Johnson, Inc.

• William H. Pohlman, CPA, CFP, Pohlman & Talmage, CPAs, Inc.

• Vincent J. Ryan, CPA, Goode & Ryan

• Guy Smallwood, Merrill Lynch

• Bruce Smith, Smith & Stueve

• James P. Thein, Thein Financial Group

• Teri Turner, CFP, Merrill Lynch

• Kevin R. Wichman, Linsco/Private Ledger Financial Services

 

The Dayton Foundation. We're here for good.

File date: 12-20-07
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