Alec Robertson

Mark Nagy is a financial advisor at Gradient Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at The Tavenner Co. and Grand Lake Insurance & Investments, where he continues to maintain ownership and active involvement in investment advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Troy Prenger is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Lincoln Investment Planning, LLC for seven years and James Capital Alliance, Inc. for six years. Outside of advisory work, he is involved with Leugers Insurance Agency as an insurance agent and also prepares taxes for clients of the agency. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Garrett Gray is a financial advisor with Capital Analysts, holding 11 years of industry experience. He has worked at Lincoln Investment since 2014 and also maintains roles in real estate brokerage and insurance sales. Outside of advising, Gray is an active real estate broker and a producer/agent in property and casualty insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through independent advisors and in-house investment teams using proprietary screening tools, along with access to third-party managers and retirement-plan advice.

Dean Moeller is a financial advisor with Latitude Advisors, LLC, holding the PFS™ designation and Series 66 license, and has 29 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has managed his own CPA practice, Moeller & Co CPA Ltd, since 1997. Outside of his advisory and accounting roles, he serves as a business manager handling bookkeeping duties for the Knights of St Johns in Maria Stein, Ohio. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Theodore Bertke is a ChFC® with 33 years of industry experience, currently affiliated with Capital Analysts in Maria Stein, OH. He has worked with Capital Analysts since 1992 and Lincoln Investment since 2012. Outside of his advisory role, he serves on the boards of the Mercer Health hospital and the County Health Department, and volunteers as a Court Appointed Special Advocate (CASA) for foster children. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, utilizing an in-house investment team and third-party managers, supported by a nationwide network of independent advisors and institutional partnerships.

Tommie Leininger is a financial advisor with SPC in Celina, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sigma Planning Corp. since 2001, Sigma Financial Corporation since 1996, and Asset Allocation Associates Inc. since 1994. Leininger serves on the investment committee for the Department of Ohio Veterans of Foreign Wars of the United States, is a member of the Mercer County Veterans Service Commission, and is a board member of Ohio VFW Charities, Inc. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options, and maintains formal succession and compliance protocols.