Marlene Elizabeth Gagel

Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 31 years of industry experience. Prior to joining Gradient Advisors in 2023, he spent over a decade at Grand Lake Insurance & Investments, LLC, where he remains active as an owner and advisor specializing in financial planning and Medicare. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, offering a non-discretionary model focused on client approval for transactions and utilizing various analytical methods in portfolio management.

Tommie Leininger is a financial advisor with SPC in Celina, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sigma Planning Corp. since 2001, Sigma Financial Corporation since 1996, and Asset Allocation Associates Inc. since 1994. Leininger serves on the investment committee for the Department of Ohio Veterans of Foreign Wars of the United States, is a member of the Mercer County Veterans Service Commission, and is a board member of Ohio VFW Charities, Inc. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options, and maintains formal succession and compliance protocols.

Seth Heitkamp is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work history that includes roles at Gilbert Station and Crown Equipment Corporation. In addition to his advisory role, Heitkamp is involved as an insurance agent and tax preparer at Leugers Insurance Agency. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management team and third-party managers.

Troy Prenger is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, LLC since 2019, following six years at James Capital Alliance, Inc. In addition to his advisory role, Prenger is involved as an insurance agent and prepares taxes for clients through Leugers Insurance Agency. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

Craig Kennedy is a financial advisor with SPC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with SPC since 2006 and is also associated with Sigma Financial Corporation and Asset Allocation Associates, Inc., both since 2004. Kennedy serves on the board of directors for the Tom & Betty Leininger Foundation and is involved in annual tax return preparation for clients through Asset Allocation Associates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary management strategies.

Garrett Gray is a financial advisor with Lincoln Investment who holds 11 years of industry experience. He has been with Lincoln Investment since 2014 and also has experience in real estate and insurance, including a producer/agent role at Leugers Insurance and work as a real estate broker. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and access to third-party managers, with many client relationships managed through advisor-led strategies and fiduciary oversight for retirement advice.