Special Thanks to The Following Advisor Partners

Special thanks to the financial advisors and estate planners who brought their clients to The Dayton Foundation to help these individuals do their charitable giving in the most effective and satisfying manner possible. We thank these advisors and all the professionals who work with us daily to make a difference for charitable individuals who enrich our community. We truly are grateful for the opportunity to serve their clients.

July 1, 2016 to June 30, 2017:

  • John (Jack) D. Anderson, Merrill Lynch - Y.H.S.A. Group
  • Scott Barbee, CPA, CFP, Truepoint, Inc.
  • Scott Behnken, Behnken Financial
  • Beth Blake, CPA, Brady Ware & Company
  • Gregory Bonner, CFP, CIMA, CRPC, Merrill Lynch - Knapke, Jervis, Bonner Group
  • John Borchers, CFP, Merrill Lynch - Minnich Smallwood Borchers & Associates
  • L. Miles Brazie, Westminster Financial Companies
  • Harold Brown, CPA, Thorn Lewis & Duncan, Inc.
  • Diane Brunn, Thompson Hine
  • Randy Byrd, CIMA, UBS Financial Services, Inc.
  • Daniel Christie, UBS Financial Services, Inc.
  • Blair Cornell, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • Tom Culpepper, Culpepper Law, LLC
  • Candice DeClark Peace, CPA, JD, Clark, Schaefer & Hackett
  • David Dirksen , CPA/ABV, Flagel Huber Flagel
  • Teri Engle, CFP, CDFA, Merrill Lynch
  • Jonathan Faulkner, Elliott & Faulkner
  • David Fisher, US Bank Trust
  • Brandon Harrison, AAMS, Harrison Financial Group
  • Tom Holton, Porter Wright
  • C. Lawrence Huddleston, JD, Huddleston Law Group, LPA
  • Gary Hurst, CFP, Ameriprise Financial
  • Joshua Johnson, CFP, LifePlan Financial Group
  • Edwin Katz, Morgan Stanley
  • Stanley Katz, Sinclaire & Associates
  • Tiffany Kellner, CFP, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • J Colby King, CIMA, Merrill Lynch - The King Engle Group
  • Robert Komminsk, Wells Fargo, LLC
  • Chris Kowal, Merrill Lynch - Blommel-Kowal-Chaney-Luken
  • Anne Larkins, AgencyONE
  • Bill Leonard, J.P. Morgan
  • Brian Link, VOYA Financial Advisors
  • Patrick Martinez, Northwestern Mutual
  • Jay McAlpine, Wells Fargo Advisors
  • Kevin L. McDonald, KeyBank National Association
  • Rob Millner, The Millner Group at Morgan Stanley
  • Joseph Moore, Sunderland & Moore
  • Shaun Nicholson, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • Gail Plunkett, Morgan Stanley
  • John Reagan, UBS Financial Services, Inc.
  • Nancy Roberson, Roberson Law
  • Phil Schrager, Ameriprise Financial
  • Jay Schwieterman, Merrill Lynch - Y.H.S.A. Group
  • Barry S. Smith, Barry S. Smith & Associates
  • Kameron Smith, LifePlan Financial Group
  • Heather Spencer, CPA, CFP, Truepoint, Inc.
  • Jonathan Steinke, CPA, Brixey & Meyer
  • Joshua Styrcula, CFP, CIMA, LifePlan Financial Group
  • Jason Thompson, CFP, Ameriprise Financial
  • Bill Thorn, Thorn Lewis + Duncan
  • Jim Tillar, CFA, TW Advisors
  • Steven Tsychlya, JP Morgan
  • Gary Vance, UBS Financial Services, Inc.
  • Jeffrey Winwood, Winwood Rutledge Co., LLC
  • Jeff Woeste, Flagel Huber Flagel
  • Kyle Younger, HighPointe Financial Group
  • Joseph Zaidain, CPA/ABV/CFF, PFS, CVA, Mahle, Wack, Zaidain & Co., PLL

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File date: 10.04.17


Irvin Bieser

“The Dayton Foundation is a very solid organization, with staff well-versed in planned giving matters.”
– Irvin G. Bieser, Jr., retired attorney/partner, Bieser, Greeer and Landis and Dayton Foundation donor

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