Katherine Elizabeth Brown

Chad Brown is a financial advisor with LPL Financial in Wooster, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Regal Investment Advisors, The O.N. Equity Sales, Ohio National Financial Services, and AllState Insurance Company. He also provides financial planning and consulting services through Compass Planning, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and annuity product offerings.

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.

Steven Irwin is a financial advisor at JoVan, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been the owner of Irwin Financial Associates, Ltd., a CPA firm unrelated to investment management, since 2003. JoVan, Ltd. provides advisory and consulting services to retirement plan sponsors, trustees, high-net-worth households, and other institutional clients through co-advisory relationships with registered investment managers. The firm focuses on coordinated delivery and oversight, offering financial planning, retirement plan consulting, and trust investment services while emphasizing integration of tax and financial planning.

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.

Nathan Crosby is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal of Crosby Advisory Group, LLC in Ashland, Ohio, where he has worked since 2011. Crosby also owns 25% of NMD Insurance Agency, Inc., a property and casualty insurance agency, and is involved in selling annuity products. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm manages approximately $63.8 million in assets and typically offers discretionary account management with a focus on tailored investment policies.

Derek Ballinger is a Series 65-licensed advisor with Crosby Advisory Group, LLC, where he has worked since 2019. He has four years of industry experience and previously attended Ohio State University. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm customizes investment strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular monitoring and reviews.