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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

Mallard Cove Senior Living
Ali Puckett

Senior Living and Operations Specialist, with over 17 years of experience. Ali is currently working as a Community Development Director.

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

The Drop In Chef
Patrick Gainer

The Drop In Chef is a personal chef service designed to help people stay in their homes who can no longer cook for themselves.

Speaking Topics:
Easing into Dietary Restrictions
Current Trends in Senior Nutrition

Barrett & Weber LPA
Joshua L. Goode

Josh represents clients in all areas of probate law, including estate planning, estate administration, trusts, guardianship, and litigation.

Speaking Topics:
Basic Estate Planning

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
Kathy Liguzinski

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

Perry Financial Services
Helena B. Perry

At Perry Financial Services the goal is to have our clients pay the taxes that are required and not a penny more.

Speaking Topics:
What Kind of Business Type is Best
Are There Any Deductions Left For Me

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

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

Bower Hearing Centers
Ed Bower

Bower Hearing Centers exist to help people hear better, offing hearing tests free of charge.

Speaking Topics:
My Hearing’s Just Fine

Organized With Compassion
Amy Boutelle

Organized with Compassion is a professional organizing business assisting those needing help establishing physical order in their home.

Speaking Topics:
Tips for Successful Organizing

Social Security Solutions
Dennis Heywood

Helping you navigate the complexities of Social Security.

Speaking Topics:
Social Security 101