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.

  • Shon P. Anderson, M.B.A., CFP®, CFA, Anderson Financial Strategies
  • Richard C. Archibald, UBS Wealth Management
  • Scott M. Barbee, CPA, CFP®, CAP®, Truepoint Wealth Counsel, LLC
  • Amy Barker, CFA, CFP®, CDFA, Parallel Advisors
  • Thomas Bentley, CFP®, CTFA, Truepoint Wealth Counsel, LLC
  • John M. Borchers, Merrill Lynch Wealth Management
  • Jeffrey Borland, The Borland Group
  • Jay A. Buckingham, CFP®, Buckingham Advisors
  • Randolph A. Byrd, CIMA®, UBS Wealth Management
  • Charlie Chadwick, Sunbelt Business Advisors of Southwest Ohio
  • Chris Chaney, Merrill Lynch
  • Daniel Christie, UBS Wealth Management
  • Blair T. Cornell, CFP®, CPWA®, UBS Wealth Management
  • Adam Day CFP®, RICP®, CLU, CFT-I™, Wealthquest
  • Dave Dirksen, CPA/ABV, Flagel, Huber, Flagel & Co.
  • William D. “Bill” Duncan, CPA, Barnes Denning
  • Teri D. Engle, CDFA®, CRPC®, ChFC®, CFP®, Merrill Lynch
  • Lee C. Falke, Falke & Dunphy, LLC
  • Ted Gudorf, J.D., LL.M., Gudorf Law Group, LLC
  • Jonathan Hale, The Hale Group at Morgan Stanley
  • Brandon E. Harrison, AAMS®, Harrison Wealth Management Group, Ltd.
  • Lawrence Hayes, UBS Honaker Hayes Wealth Management Group
  • Mary L. Hedrick, CFP®, Eubel Brady & Suttman Investment + Wealth Management
  • Eugene Heflin, Stratos Wealth Partners
  • Julie Helter, Roberson Law
  • Mark Henestofel, UBS Wealth Management - Synergy Schade Team
  • Randale Honaker, UBS Honaker Hayes Wealth Management Group
  • Joshua M. Johnson, CFP® Financial Strategist, McKinley Carter Wealth Services
  • Maggie Kenny, CFP®, McKee Asset Management
  • W. David Kern CFP®, Wealthquest
  • Benjamin King, Wells Fargo Advisors
  • J. Colby King, CIMA®, Merrill Lynch
  • Timothy C. Lange, CPA, Lange & Associates, Inc., CPAs
  • James M. Lenhoff CFP®, Wealthquest
  • John Lumpkin Jr., Morgan Stanley
  • Scott E. Lundy, CFP®, Eubel Brady & Suttman Investment + Wealth Management
  • Dina Matteucci, Behnken Financial Services
  • Christopher McAlpine, Wells Fargo Clearing Services, LLC
  • Sarah McCollum Smith, Cornetet, Meyer, Rush & Stapleton Attorneys At Law
  • Kevin McDonald, Key Private Bank
  • Jim McKee, McKee Asset Management
  • Brittany O’Diam-Horseman, O’Diam & Estess Law Group, Inc.
  • Joshua Pavon, CFP®, Ameriprise Financial
  • Richard Pecce, MBA, AAMS®, Ingenuity Wealth Management of Raymond James
  • Tyrone C. Phillippi, CFP®, CeFT®, McKinley Carter Wealth Services
  • Andrew J. Platt, Northwestern Mutual
  • Kristina M. Rainer, Roberson Law
  • Michael Riney, CFP®, CSLP, Wealthquest
  • Brandy Risheill, UBS Wealth Management
  • Nancy A. Roberson, Roberson Law
  • Teresa M Rubins, Merrill Lynch
  • Jamie Schade, UBS Wealth Management - Synergy Schade Team
  • Jay Schwieterman, CPFA™, CIMA®, Merrill Lynch
  • Frank Scott, PNC
  • Sarah L. Selke, Edward Jones
  • Richard Wayne Severt, Eagle Financial Partners, LLC
  • Kevin Snell, CRPC®, Ingenuity Wealth Management of Raymond James
  • Lance C. Steiner, CFP®, Buckingham Advisors
  • Pete Stueve, CPA, Smith & Stueve, PLL
  • Robert J. Suttman II, CFA, UBS Wealth Management Investment + Wealth Management
  • Jason Thompson, CFP®, Ameriprise Financial
  • Karen Thompson, BFA™, CRPC®, Ameriprise Financial
  • Ashley E. Warwar, Coolidge Wall Co., LPA
  • Joshua Weiland, Stifel Financial Advisor
  • Stephen A. Wenstrup, TW Registered Investment Advisors
  • April Whitehead, CFP®, APMA®, Hurst & Associates
  • Jeffrey A. Winwood, Coolidge Wall Co., LPA
  • Jeffrey Woeste, CPA, Partner, Flagel, Huber, Flagel & Co.
  • Michael J. Zaino, Zaino Law Group, LPA

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File date: 05.30.23


Michelle Lovely

“Looking for a value-added service to help you when working with clients who have charitable interests? We can help.”
Michelle Lovely, senior vice president, Development and Donor Services, (937) 225-9948

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