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, 2018 to December 31, 2018:

  • Jay Buckingham, Buckingham Financial
  • Randolph Byrd, CIMA, UBS Financial Services, Inc.
  • Kathleen Carlson, CAPTRUST
  • Blair Cornell, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • Brian Culpepper, James Investments
  • Dave Dirksen, Flagel Huber Flagel
  • Alan Duff, Morgan Stanley
  • Grant Dunigan, Morgan Stanley
  • David Feldmiller, CPA, Feldmiller Consulting
  • Richard Graf, CPA, Hammerman, Graf, Hughes & Company, Inc.
  • Brad Griffith, Buckingham Financial Group
  • Rip Hale, Morgan Stanley - The Hale Meyer Andzik Group at Morgan Stanley
  • Brandon Harrison, AAMS, Harrison Financial Group
  • Mark Henestofel, UBS Financial Services, Inc.
  • Paige Henry, Riegel Financial
  • Deb Hunt, Sebaly Shillito & Dyer
  • Debby Jacobs, Pohlman Talmadge
  • Edwin Katz, Morgan Stanley
  • Stanley Katz, Ross, Sinclaire & Associates, LLC
  • John Keenan, PNC
  • Tiffany Kellner, CFP, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • Travis King, UBS Financial Services, Inc.
  • Chris Kowal, Merrill Lynch
  • Tom Kramer, Kramer & Associates
  • Scott W. Krizner, Baker Krizner Financial Planning
  • Eldon Kuntz, Lightner & Stickle
  • Ladd & Carter Tax Service
  • Jay McAlpine, Wells Fargo Advisors
  • Harlan Miller, H. Miller & Associates
  • Robert Montavon, Resolute Wealth Management, LLC
  • John Ristau, Wealthquest Corporation
  • Vincent Russell, Johnson Investment
  • Jamie Schade, CPWA, Merrill Lynch - The Schade Team
  • Mark Schutter, Culman Services
  • Julie Shuffleton, CPA
  • Barry Smith, Barry S. Smith, CPA & Associates
  • Nicole Strbich, Buckingham Financial
  • Rob Suttman, EBS Asset Management
  • Doug Talmage, Pohlman & Talmage
  • Mark Van Leeuwen, Van Leeuwen Retirement & Investment
  • Steve Vaughan, Financial Counseling, Inc.
  • Ryan Walker, Walker CPA, Inc.
  • Joshua Weiland, Stifel
  • Michael Wilkison, Merrill Lynch
  • Brian Wink, VOYA Financial
  • Jeff Woeste, Flagel Huber Flagel
  • John York, Merrill Lynch
  • Tom Young, Morgan Stanley

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File date: 02.20.19


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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