Jennifer Mouser Capell

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

John Belser is the principal of Belser Pinnacle Financial Advisors, LLC and holds a Series 63 designation with 23 years of industry experience. He also operates a full-time CPA firm in Bellefontaine, Ohio, where he has worked since 1992. Belser Pinnacle Financial Advisors provides wealth management and advisory services to institutional and high-net-worth clients through a co-advisory arrangement with an SEC-registered investment adviser. The firm focuses on financial planning, client coordination, and monitoring third-party managers while leveraging a CPA affiliation and a dedicated pension consulting group.

Craig Poeppelman is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Harper Associates, Inc. since 2001. HP & Associates provides fee-only financial planning and investment advisory services to individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm emphasizes retirement planning and annual cash-flow analysis, managing approximately $55.8 million in client assets on a non-discretionary basis with custom-designed portfolios primarily using no-load mutual funds.

W. Harper is a financial advisor at HP & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harper Associates for 36 years. Outside of his advisory work, he serves as a director of a family-owned funeral business in Columbus, Ohio, without day-to-day responsibilities. HP & Associates is a fee-only firm serving individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm focuses on retirement planning and cash-flow analysis, offering customized portfolios managed on a non-discretionary basis.

Eric Kelemen is a financial advisor at MDRN Capital with licenses including Series 65 and Series 63. He has professional experience spanning roles at Huntington National Bank, Golden Reserve, Park National Bank, and MDRN Capital since 2022. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm manages approximately $338.6 million using a multi-advisor team model and primarily constructs portfolios with unaffiliated independent managers and low-cost mutual funds and ETFs.

Cory Hixson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Kingsview Wealth Management, LLC, where he has worked since 2025, following an 11-year tenure at Edward Jones. Outside of his advisory role, he manages Hixson Holdings, LLC, a business he has operated since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, pensions, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering access to a wide range of investment instruments and third-party managers.