Aaron Watkins is a financial advisor with Money Concepts Capital Corp, holding seven years of industry experience. He has been with Money Concepts since 2017. Outside of his advisory role, Watkins serves as a high school volleyball coach and is a board member and officer for Raise the Roof for the Arts. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs through a network of several hundred advisors.

Cynthia Helman is a financial advisor with Money Concepts Capital Corp, holding 31 years of industry experience since joining the firm in 1995. She is based in Sidney, Ohio. Outside of her advisory role, she serves as a board member of the Community Foundation of Shelby County. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets across a large network of advisors.

Corey Palakovic is a financial professional with Money Concepts Capital Corp and WiseBridge Wealth Management. He holds a Series 66 designation and has two years of industry experience. His background includes service in the U.S. Army from 2016 to 2020 and roles at Austin Peay State University and US Patriot Tactical. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation strategies and operates as an enterprise-scale adviser managing over $4 billion in client assets through a network of several hundred advisors.

Tyler Davis is a Series 65 licensed financial advisor with Money Concepts Capital Corp, based in Sidney, Ohio, with three years of industry experience. He is also the owner and partner of Davis Accounting & Tax, LLC, where he provides accounting and tax services. Additionally, Davis is employed by Shelby County in a nonprofit accounting role. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset allocation strategies and integrates third-party managers and technology platforms to support portfolio management.