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Each of our members are trusted experts in their respective industry, focused on serving seniors and their families. Our goal is provide the most current and useful resources available to help you and your family navigate decisions ranging from senior living, home care, finance and insurance, healthcare and more.

Please feel free to contact any of our members with a specific question or contact us and we’ll put you in touch with a member of our team to help you identify the right course of action!


Moving Matters, LLC
Jennifer Alford & Brendon Akey

Moving Matters’ mother-and-son team of moving coordinators specializes in the service of moving and assisting seniors into retirement communities.

Speaking Topics:
Tips for a Successful Move
Paring Down and Organizing

The Key of West Chester
Ali Puckett

Client Experience Manager with over 18 years of experience.

Speaking Topics:
Therapeutic Fibbing
Making Difficult Decisions
Shopping for Senior Living

Crew Capital Management
Robert Jung

Robert Jung, CFA, is a Partner & Private Client Advisor focused on financial planning and customized wealth management.

Speaking Topics:
Financial Planning for Retirement

Hagan Real Estate
Gary Hagan

As a Seniors Real Estate Specialist, Hagan Real Estate has the resources to help you understand your options.

Speaking Topics:
Is Downsizing Right for You?

Junk King
Jack Brendamour

Junk King is a full service hauling and junk removal business.
Speaking Topics:
De-Cluttering Your Home

Assisting Hands Home Care
Greg Kling

Greg is a leader in the in the southwest Ohio elder care and home care community.

Speaking Topics:
Successful Aging Where You Want to Be
Supporting a Loved one with Dementia/Alzheimer’s

Everything But The House
Tricia Salem Lapp

Tricia is a Senior Sales Specialist with EBTH, an online estate and consignment sale marketplace.

Speaking Topics:
Downsizing and Consignment

The Medicare Plan Store
Nikki Tritsch

The Medicare Plan Store can help you enroll into the proper plan, and will keep in touch year after year to provide annual reviews.

Speaking Topics:
Medicare Made Clear

Trinity Aging Life Advisors
Ryan O’Leary

Trinity works with seniors and those with special needs to help them manage and coordinate aspects of their lives when they can no longer do it independently.

Speaking Topics:
How to Avoid a Healthcare Crisis
What You Can Do About Alzheimer’s
Top 5 Secrets to Aging Successfully

Mobility Works
David P. Schutte

MobilityWorks is a national chain of wheelchair accessible van providers.

Speaking Topics:
How to Make Your World Accessible
Wheelchair Importance For Travel
5 Hi-Tech Gadgets For More Accessibility

R3 Marketing
David Peterson

R3 Marketing provides analytics-based marketing solutions for small and medium sized business that are relevant to consumers and drive ROI.

Speaking Topics:
Social Media and Seniors

Solutions For Long Term
Karen Rosenthal

Solutions For Long Term provides tailored extended care planning solutions for individuals, business owners and employees

Speaking Topics:
Strategies to Pay for Extended Care
Protecting your Most Important Asset

ProMedica Hospice
Shelby Duncan

Helping Older Adults and their caregivers as a Hospice Account Liason.

Speaking Topics:
Community Resources & Volunteerism
Navigating the Healthcare System
Caregiver Support in the Community and Tips for Self Care

Social Security Solutions
Dennis Heywood

Helping you navigate the complexities of Social Security.

Speaking Topics:
Social Security 101

Anthology of Blue Ash
Angela Cotteral

Anthology of Blue Ash is a welcoming and vibrant senior lifestyle community located inside of Summit Park.

Speaking Topics:
Downsizing Responsibly
Decluttering and Recycling

Cornetet Meyer Rush and Stapleton
Oliva K. Smith

Medicaid Planning and nursing home care qualification.

Speaking Topics:
Wills, Trusts & Probate
Elder Divorce