David Dickson Taylor

Allen Sykes is a CFP® professional with 10 years of industry experience. He currently serves as the sole advisor at Bespoke Family Advisors, having joined the firm in 2026 after 15 years at Pinnacle Advisors. Bespoke Family Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines passive and active strategies within client portfolios, offers discretionary portfolio management, and delivers institutional-style services including retirement plan consulting and trust account management.

Bradley Hostetler is a Series 65-licensed financial advisor with 26 years of industry experience. He is the principal of HD Pinnacle Advisors, Ltd., where he has worked since 1999. In addition to his advisory role, Hostetler is a CPA with Riester, Lump & Burton, a separate accounting firm. HD Pinnacle Advisors serves retirement plan sponsors, trusts, corporations, and private clients by providing wealth management and financial planning services as a co-adviser. The firm offers investment advisory input, client coordination, and independent manager selection without directly managing client assets.

Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.

Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.

Derek Fike is a financial advisor at KM&M PINNACLE, Ltd. with eight years of industry experience. He holds a Series 65 designation and has worked with KM&M CPAs since 2005. Outside of advising, he is a partner in a payroll processing company. KM&M Pinnacle serves individuals, trusts, retirement plans, and corporate clients by combining wealth management, financial planning, and trust services. The firm delivers portfolio management through co-advisory relationships with SEC-registered advisers and integrates tax, accounting, and trust capabilities through its affiliations with CPA firms and related business interests.

Christine Larson Postel is a CFP® professional with 18 years of experience in financial advising. She has worked at Pinnacle Advisors for 21 years before joining Minerva Planning Group, where she has been since 2025. Minerva Planning Group serves individual and high-net-worth clients, trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm manages approximately $237 million for about 122 clients through a team of four advisors, employing a long-term, fund-based investment approach that includes Dimensional Fund Advisors (DFA) funds combined with fundamental analysis and selective use of individual securities.