Danielle Nicole Schaffer

Brian Lodermeier is the principal advisor at Elevated Finance in Willard, Ohio, holding a Series 65 designation with one year of industry experience. He has a background in accounting, having worked at Johnson & Dolesch CPAs and Schonebarger Beale Miller & Associates CPAs before founding Elevated Finance and Lodermeier CPA LLC, where he provides accounting services. Elevated Finance offers discretionary and non-discretionary investment management and retirement plan services to individuals and business entities. The firm’s approach includes tailored investment programs and fiduciary consulting for qualified plans, with a notable affiliation to Lodermeier’s accounting practice, which supports its pension consulting capabilities and plan management services.

Adam Schaffer is a financial advisor with A Schaffer Advisor Services in Norwalk, Ohio, holding a Series 65 designation and eight years of industry experience. He previously worked for Buckingham Capital Management, Inc. for 11 years before founding his current firm in 2021. A Schaffer Advisor Services provides discretionary portfolio management and advice-only engagements to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term, passive investment approach focused on strategic asset allocation using market-tracking ETFs, with customized investment policies and periodic portfolio reviews.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Nathan Schaefer is a financial advisor with Ausdal Financial Partners, Inc. in Huron, Ohio, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes managing a bar and operating a business under the name Thomas Schaefer. Outside of his advisory role, he is involved in insurance sales as an independent agent and engages in selling household items on eBay. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

William Adams is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 34 years of industry experience. He has worked at Donald M. Graham & Associates and Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he serves as a board member on the Groton Township Zoning Board. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, compliance, and practice management, while allowing advisors discretion over client portfolios and offering model portfolios managed by its Investment Management and Research team.

Derek Baker is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 11 years of industry experience. He has been with Commonwealth and co-owns Donald M. Graham & Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.