Craig Alan Drees

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.

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.

Adam Fullenkamp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. since 2021. He also works with Seniormark LLC, where he is involved in soliciting Medicare Health Insurance. Creative Financial Designs serves individual and institutional clients, offering investment management and financial planning through various strategies, including a notable suite of Biblical Responsible Investing options. The firm employs asset-class model allocations informed by third-party research and provides both discretionary and non-discretionary management across a broad range of investment approaches.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.