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, 2017 to December 31, 2017:

  • C. William Anderson, Merrill Lynch - Y.H.S.A. Group
  • Scott Behnken, Behnken Financial Financial Services, Inc.
  • Randy Boll, Revlove, LLC
  • Randy Byrd, CIMA, UBS Financial Services, Inc.
  • Daniel Christie, UBS Financial Services, Inc.
  • John Cloud, Rogers & Greenberg Attorneys at Law
  • Kayleigh Crawmer, Pohlman & Talmage, CPAs, Inc.
  • Jessica DeBold, Buckingham Capital Management
  • Randy Fogle, CPA, RSM US, LLP
  • Daniel Gentry, Coolidge Wall Co., L.P.A.
  • Tom Giere, CPA, Nolan, Giere & Company
  • Steve Goens, The Goens McCall Group at Morgan Stanley
  • Richard Graf, CPA, Hammerman, Graf, Hughes & Company, Inc.
  • Jonas Gruenberg, Coolidge Wall Co., L.P.A.
  • Jonathan Hale, Morgan Stanley - The Hale Meyer Andzik Group at Morgan Stanley
  • Brandon Harrison, AAMS, Harrison Financial Group
  • Gary Holstine, Wells Fargo Advisors
  • Randy Honaker, UBS Financial - Honaker Hayes Wealth Management Group
  • Edwin Katz, Oakstreet Wealth Management
  • Stanley Katz, Ross, Sinclaire & Associates, LLC
  • Tiffany Kellner, CFP, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • J. Colby King, CIMA, Merrill Lynch - The King Engle Group
  • Bruce Kreinbrink, CPA, CFP, Flagel, Huber, Flagel & Co.
  • Tim Lange, Cpa, Lange & Associates, Inc.
  • John McAlpine, Jr., Wells Fargo Advisors
  • Robin McCall, The Goens McCall Group at Morgan Stanley
  • Kevin L. McDonald, KeyBank National Association
  • Rob Millner, The Millner Group at Morgan Stanley
  • Craig Mullenbrock, CFP, Ameriprise Financial, Inc. - Mullenbrock & Associates
  • Shaun Nicholson, The Cornell/Nicholson Team, UBS Financial Services, Inc.
  • Darrin Polomsky, CRPC, APMA, Ameriprise Financial - Polomsky Capital Management Group
  • Kristina Rainier, Roberson Law
  • Todd Roberts, CPA, Brady Ware & Company
  • Doug Root, Root & Company CPAs, Inc.
  • Mary Rutledge, Winwood Rutledge Co., LLC
  • James Schade, CPWA, Merrill Lynch - The Schade Team
  • Jan Scheid, Scheid CPA
  • Angie Shaffer, Manoranjan & Shaffer, Inc.
  • Joel Siefert, CFA, Johnson Investment Counsel
  • Heather Spencer, CPA, CFP, Truepoint, Inc.
  • Bryon Spicer, Spicer Wealth Management
  • Jon Stangel, CPA, ABV, CCIFP, Kentner Sellers, LLP
  • LuAnn Stanley, Coolidge Wall Co., L.P.A.
  • Mike Stover, CPA/ABV, Brady Ware & Company
  • Doug Talmage, CPA, Pohlman & Talmage CPAs, Inc.
  • Josh Taylor, AAMS, Edward Jones Financial
  • William Ward, CRPC, CRPS, Morgan Stanley
  • Joshua Weiland, Stifel
  • Patricia Werst, Clark Schaeffer Hackett & Co.
  • Skip Whitworth, Edward Jones Financial

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File date: 01.26.18

IN HIS WORDS

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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