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.

Thomas Brown is a financial advisor at Spreng Capital Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and has been with Spreng Capital Management since 2010. Brown is also the owner of Thomas Brown Accounting, a CPA practice he has managed since 2001. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team, focusing on strategic asset allocation and long-term, buy-and-hold portfolios tailored to client objectives.

James Spreng is a financial advisor at Spreng Capital Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spreng Capital Management since 2010. Spreng Capital Management is a registered investment adviser serving individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets and focuses on strategic asset allocation with long-term, buy-and-hold portfolios using equities, mutual funds, and ETFs tailored to clients’ growth, income, or blended objectives.

Anne Spreng Cole is a Series 65-licensed financial advisor with Spreng Capital Management, Inc. She has 17 years of prior experience at Park National Bank and has been with Spreng Capital since 2023. Outside of her advisory role, she is the sole owner of several non-investment farming and real estate businesses. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team and emphasizes strategic asset allocation with long-term, buy-and-hold portfolios tailored to clients' growth, income, or blended objectives.

Douglas Walter is a financial advisor with Kestra Advisory who holds a Series 63 credential and has 37 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC since 2004. Walter is also the owner of Walter and Company Financial Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients ranging from large institutional investors to sovereign wealth funds.

Andrew Schoch is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 26 years of industry experience, including prior roles with Nationwide Securities and Nationwide Financial Network. Outside of his advisory work, Schoch is involved in selling and licensing photography. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Scott Mcdougal is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at H. Beck, Inc. and Buckeye Central Local Schools. Outside of advising, he serves as a board member for The Union Banking Company and is involved with New Washington Fire and EMS. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Sean Ritzhaupt is a financial advisor at Edward Jones in Bucyrus, Ohio, with 29 years of industry experience and Series 63 and Series 65 credentials. He has been with Edward Jones since 2000. Outside of his advisory work, he is a partner in the Golf Club of Bucyrus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Lauren Warren is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed strategies, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Lydia Herrnstein is a financial advisor at Edward Jones in Galion, Ohio, holding a Series 66 designation with four years of industry experience. Her prior roles include work with Ohio Mutual Insurance Group and multiple positions related to Ohio Northern University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Brian Mc Connell is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise, Raymond James Financial Services, United Bank Division of Park National Bank, FC Bank, and Key Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment tools.

Heather Bussey is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2015 and also works with Preferred Planning Associates. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Stephen Ritzhaupt is a financial advisor at Edward Jones with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Edward Jones since 2004. He serves on the board of Lifewise Academy Crawford County, helping guide the organization's leadership development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.