Keith Cawrse

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.

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.

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.

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.

David Shealy is a financial advisor at Shealy/Pinnacle Advisors, Ltd. with 21 years of industry experience. He holds a Series 65 designation and concurrently works full-time as a CPA with Citrin Cooperman, a non-investment related accounting firm. His career includes roles at HW&Co. CPAs and Advisors and the Shealy Group. Shealy/Pinnacle Advisors Ltd. serves institutional and private clients through co-advisory arrangements and retirement plan consulting, providing wealth management, financial planning, and trustee-focused trust services. The firm emphasizes retirement plan consulting and offers ongoing monitoring and oversight of independent investment managers while partnering with an SEC-registered adviser for day-to-day portfolio management.

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.