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.

March 2014 to December 2014:

  • Bill Anderson, Merrill Lynch Wealth Management
  • Scott Barbee, Truepoint Wealth Counsel
  • Scott Behnken, Behnken Financial Services
  • Chris Bidwell, Morgan Stanley Smith Barney
  • Greg Bonner, Merrill Lynch Wealth Management
  • Jeff Borland, The Borland Group
  • Diane Brunn, Thompson Hine, LLP
  • Lynn Burns, CPA, JD, Burns Tax Consulting, LLC
  • Dennis Carlson, Merrill Lynch Wealth Management
  • Douglas Cline, Morgan Stanley Smith Barney
  • Tom Croskey, Croskey Law Office
  • David Cusack, Cusack Law Office, LLC
  • Jonas Gruenberg, Coolidge Wall Co., L.P.A.
  • Brandon E. Harrison, AAMS, Harrison Financial Group
  • William Hacel, Eubel Brady & Suttman Asset Management
  • Gary Holstine, Wells Fargo
  • David Hopper, KeyBank
  • Gary Hurst, CFP, CIMA, Hurst & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
  • Joshua Johnson, CFP, LifePlan Financial Group, Inc.
  • Ronald Jones, Chase Bank
  • Edwin Katz, OakStreet Wealth Management
  • Stanley J. Katz, ClientFirst Financial Strategies, Inc.
  • John Keenan, PNC Bank
  • Tiffany Kellner, CFP, UBS Financial Services, Inc.
  • Colby King and Teri Engle, Merrill Lynch Wealth Management
  • Chris Kowal, Merrill Lynch Wealth Management
  • Tom Kramer, Kramer & Associates CPA
  • Randy Kramer, CPA Flagel, Huber & Flagel
  • John McAlpine, Jr., Wells Fargo Advisors
  • Robin McCall, Morgan Stanley Smith Barney, LLC
  • Keith Meyer, CFP, Merrill Lynch Wealth Management
  • Shaun Nicholson, CFP, UBS Financial Services, Inc.
  • Alexandra Ollinger, CFP, Truepoint Wealth Counsel
  • Tim O'Neill, Fifth Third Bank
  • Josh Pavon, CFP, Ameriprise Financial
  • Ty Phillippi, LifePlan Financial Group, Inc.
  • William H. Pohlman, CPA, Certified Financial Planner, Pohlman & Talmage CPAs, Inc.
  • Nancy A. Roberson, Attorney, Roberson Law
  • Vincent L. Russell, Johnson Investment Counsel
  • Jan Scheid, Jan S. Scheid CPA
  • Guy Smallwood and John Borchers, Merrill Lynch Wealth Management
  • Edward M. Smith, Nolan, Sprowl & Smith Attorneys at Law
  • Mark D. Van Leeuwen, Van Leeuwen Retirement & Investment Services
  • Sam Warwar, Coolidge Wall Co., L.P.A.
  • Joshua Weiland, Stifel Client Services
  • Andrew T. White, Dysinger & Patry, LLC

^ top of page
File date: 02.25.15


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

  • foundation
  • foundation
  • foundation
  • foundation