Blake Rudolph is a financial advisor at Pinnacle Advisors with Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at Pinnacle Wealth Planning Services, W&S Brokerage Services, and Western and Southern Life. Before entering the financial industry, he worked in landscaping and delivery services. Pinnacle Advisors serves individual clients, pension plans, trusts, and corporate clients, managing approximately $2.1 billion in discretionary assets across multiple offices. The firm offers comprehensive wealth management and trust services through structured programs that integrate financial planning with discretionary portfolio management and provides institutional-level services including trust and custody solutions and retirement plan consulting.

Richard Kammer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Pinnacle Advisors with three years of industry experience. His prior roles include positions at Cornerstone Wealth Management, Howard Hanna, and Leviathan Group LLC. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust wealth management, and performance reporting services.

Gregory Spickard is a financial advisor at Pinnacle Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Bullseye Investment Management, LLC. In addition to his advisory role, he is the president and co-owner of Virtus Fiduciary Consulting, a firm that provides consulting services to retirement plan sponsors. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients through comprehensive financial planning, investment advisory, and retirement plan consulting services. The firm combines portfolio management with integrated planning and offers specialized programs and fiduciary services.

Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.

Alex Kulka is a financial advisor at Pinnacle Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Invicta Capital and Cambridge Investment Research. He was formerly a part owner of ESB W&I LLC but became a passive owner in late 2023. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients with wealth management, trust wealth management, financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $2.1 billion in discretionary assets and offers tiered Wealth Management and Trust Programs alongside institutional and affiliated arrangements that distinguish its service offerings.

Andrew Lerda Plog is a CFP® with eight years of industry experience currently working at Pinnacle Advisors. He has previously held roles at LPL Financial LLC and Zion Bank. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services including trustee and custody capabilities, affiliated legal and CPA services, and a dedicated Family Office program.

William Cunningham is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is currently a member of the team at Pinnacle Advisors and has previously worked at several firms, including Pinnacle Wealth Planning Services and Fidelity Brokerage Services LLC. Outside of his advisory work, Cunningham serves as a judge and referee for competitive rowing with U.S. Rowing. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, managing approximately $2.1 billion in discretionary assets. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services, including trust and custody, retirement plan consulting, and a dedicated Family Office program.

Wesley Laurenson is a financial advisor at Pinnacle Advisors with a Series 65 designation and one year of industry experience. He joined Pinnacle Advisors in 2026 after completing his studies. Pinnacle Advisors serves individual clients, including high-net-worth households, pension and profit-sharing plans, trusts, and corporate clients, offering wealth management, trust services, financial planning, investment advisory, and retirement plan consulting. The firm combines financial planning with discretionary portfolio management through structured Wealth Management and Trust Programs and operates a variety of institutional and affiliated arrangements.

Joshua Wright is a financial advisor at Pinnacle Advisors in Mansfield, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Pinnacle Advisors, he spent ten years working in education. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients, offering wealth management, financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $2.1 billion in discretionary assets and combines financial planning with discretionary portfolio management through tiered Wealth Management and Trust Programs.

David Heichel is a CFP® professional with 31 years of industry experience, currently advising at Pinnacle Advisors since 2019. He previously worked at Professional Investments & Insurance Planning Inc, Creative Financial Designs, Inc., and CFD Investments, Inc. He holds minority passive ownership in a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive financial planning and investment advisory services through formal Wealth Management Programs, integrating portfolio management with financial planning and trust services.

Scott Brihn is a CFP® with three years of industry experience, currently serving as a financial advisor at Pinnacle Advisors. He previously worked at Grubb Wealth Management and PSI/Caliper. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers a range of services including bundled financial planning, investment advisory, trust wealth management, and retirement plan consulting through formal Wealth Management Programs that integrate portfolio management with comprehensive financial planning.

Scott Heichel is a CFP®, CFA®, and Series 63-designated advisor with 10 years of industry experience. He has worked at Pinnacle Wealth Planning Services since 2015 and is a 6% shareholder in the firm. Additionally, he holds a minority ownership interest in Pinnacle CPA Advisory Group, a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and also provides retirement plan consulting and trust services.

Keith Heichel is a CFP® professional with 26 years of experience, currently serving at Pinnacle Advisors in Medina, Ohio. He has been involved with Pinnacle Wealth Planning Services, Inc. since 1998 and Professional Planning Coordination Services, LLC since 2012. Outside of his advisory work, he holds minority ownership positions in a commercial real estate investment company and a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and provides retirement plan consulting, trust services, and an extended network of institutional and affiliated relationships.

Anthony Gigliotti is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Pinnacle Advisors and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fifth Third Bank, Fidelity Investments, and Morgan Stanley. In addition to his advisory work, he serves as a part-time officiator for USA Hockey. Pinnacle Advisors provides wealth management, trust services, financial planning, and retirement plan consulting to individuals, high-net-worth households, pension and profit-sharing plans, trusts, and corporate clients. The firm manages approximately $2.1 billion in discretionary assets and offers a range of programs combining financial planning with portfolio management, supported by institutional affiliations and specialized services including family office offerings.

Kevin Heichel is a financial advisor at Pinnacle Advisors with a Series 65 designation and one year of industry experience. Before joining Pinnacle in 2025, he worked at College Works from 2024 to 2025. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients by offering wealth management, trust services, financial planning, investment advisory, and retirement plan consulting. The firm integrates financial planning with discretionary portfolio management through structured Wealth Management and Trust Programs and operates several institutional and affiliated arrangements, including a private-label Trust Representative Office and connections with affiliated CPA and legal service providers.

Verdayne Wendling is a CFP® professional with 22 years of industry experience. He has been with Pinnacle Wealth Planning Services, Inc. since 2007. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients through a range of services including financial planning, investment advisory, trust wealth management, and retirement plan consulting. The firm serves nearly 1,000 clients with integrated portfolio management and formal Wealth Management Programs that combine written financial plans with discretionary portfolio implementation and access to independent managers.

Jennifer Henderson is a CFP® professional with 15 years of experience in financial advising, currently serving at Pinnacle Advisors. She holds executive roles as CEO and CCO of Pinnacle Wealth Planning Services and has minority ownership in Pinnacle CPA Advisory Group. Outside of financial services, she is involved in commercial real estate investment through Heichel Family Investments LLC. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs, alongside retirement plan consulting and trust services.

Christopher Meek is a financial advisor with Pinnacle Advisors in Mansfield, OH, holding 19 years of industry experience. He previously worked for Pinnacle Wealth Planning Services, Inc. for 24 years before joining Pinnacle Advisors in 2026. Meek is the managing member of Meek Family Investments, LLC, a family-owned agricultural real estate business. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients with wealth management, financial planning, and retirement plan consulting services. The firm combines discretionary portfolio management with financial planning through tiered Wealth Management and Trust Programs and operates institutional arrangements, including a private-label Trust Representative Office and affiliated CPA and legal services.

William Heichel is a CFP® professional with 19 years of industry experience, currently affiliated with Pinnacle Advisors. He is president and shareholder of Professional Planning Coordination Services, LLC, which provides administrative services to CPAs, attorneys, and RIAs. Heichel also maintains a part-time individual law practice. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with integrated financial planning, discretionary portfolio management, and trust services across formal Wealth Management Programs.

Kory Wiita is a CFP® professional with four years of industry experience, currently serving at Pinnacle Advisors since 2022. Prior to that, he worked at Pinnacle Wealth Planning Services, Inc. and held roles at the Medina County Prosecutor's Office and Progressive Insurance. He also provides occasional legal consulting and serves as Chairman of the Board for the Adaptive Recovery Center Foundation, a nonprofit supporting individuals with disabilities. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients, offering wealth management, financial planning, and retirement plan consulting. The firm combines financial planning with discretionary portfolio management through formal Wealth Management programs and maintains institutional arrangements such as a private-label trust representative office and affiliated professional services.