Matt Joseph Muhlenkamp

Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

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 with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked at Gilbert Station and has been involved with Leugers Insurance Agency, where he also prepares taxes for clients. He is based in Maria Stein, Ohio. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic investment approaches.

Troy Prenger is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at James Capital Alliance, Inc. for six years before joining Lincoln Investment Planning, LLC in 2019. Outside of his advisory role, he is also involved in the sale of insurance products and tax preparation for clients through Leugers Insurance Agency. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios utilizing both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

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, holding 11 years of industry experience. He has been with Lincoln Investment since 2014 and also maintains ongoing roles in real estate sales and insurance. Outside of his advisory work, Gray is actively involved in real estate brokerage and insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and various employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.