Bradley Hostetler is a Series 65-licensed financial advisor with 26 years of industry experience. He is the principal of HD Pinnacle Advisors, Ltd., where he has worked since 1999. In addition to his advisory role, Hostetler is a CPA with Riester, Lump & Burton, a separate accounting firm. HD Pinnacle Advisors serves retirement plan sponsors, trusts, corporations, and private clients by providing wealth management and financial planning services as a co-adviser. The firm offers investment advisory input, client coordination, and independent manager selection without directly managing client assets.

Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.

Derek Fike is a financial advisor at KM&M PINNACLE, Ltd. with eight years of industry experience. He holds a Series 65 designation and has worked with KM&M CPAs since 2005. Outside of advising, he is a partner in a payroll processing company. KM&M Pinnacle serves individuals, trusts, retirement plans, and corporate clients by combining wealth management, financial planning, and trust services. The firm delivers portfolio management through co-advisory relationships with SEC-registered advisers and integrates tax, accounting, and trust capabilities through its affiliations with CPA firms and related business interests.

Christine Larson Postel is a CFP® professional with 18 years of experience in financial advising. She has worked at Pinnacle Advisors for 21 years before joining Minerva Planning Group, where she has been since 2025. Minerva Planning Group serves individual and high-net-worth clients, trusts, estates, and other investment advisors, offering discretionary portfolio management and financial planning. The firm manages approximately $237 million for about 122 clients through a team of four advisors, employing a long-term, fund-based investment approach that includes Dimensional Fund Advisors (DFA) funds combined with fundamental analysis and selective use of individual securities.

Chanley Christman is a CFP® with 30 years of industry experience. He has worked at Raymond James Financial Services from 1996 to 2026 before joining Quest Wealth Solutions, Inc. in 2026. Christman also has a non-investment-related role at Quest Wealth Solutions, which he started in 2012, involving limited weekly hours. Quest Wealth Solutions provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and businesses. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, while maintaining active monitoring and rebalancing of client portfolios.

Lawrence Morrison is a financial advisor with KM&M Pinnacle, Ltd. holding a Series 65 credential and over 26 years of industry experience. His background includes a wide range of business interests dating back to 1981, including roles in CPA firms, consulting, insurance, and various operating companies. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients with wealth management, financial planning, retirement plan consulting, and trust services. The firm integrates tax, accounting, and trust capabilities through affiliations with CPA firms and related businesses, delivering investment management primarily via its relationship with an SEC-registered adviser.

Richard Kleshinski is a financial advisor with KM&M Pinnacle, Ltd., holding the PFS™ designation and Series 65 registration, with 26 years of industry experience. He has served in various roles including Vice President of Pinnacle Family Office, LLC and is a CPA at Kleshinski, Morrison & Morris. He is also a shareholder in a healthcare technology firm and a partner in business real estate ventures. KM&M Pinnacle is a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients by combining financial planning with investment advisory services through a co-advisory model. The firm integrates tax, accounting, and trust capabilities, offering wealth management and retirement plan consulting alongside discretionary portfolio management handled by affiliated SEC-registered advisers.

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 with Spreng Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 16 years at his current firm. Spreng Capital Management is a registered investment adviser that serves individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets for roughly 927 client relationships, focusing on strategic asset allocation and long-term, buy-and-hold portfolios primarily composed of equities, mutual funds, and ETFs.

George Andress III is a financial advisor with KM&M PINNACLE, Ltd. in Mansfield, OH, holding a Series 65 designation and nine years of industry experience. He has been associated with KM&M CPAs since 2009. Outside of his advisory role, he is a partner in a real estate rental company. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients through wealth management, financial planning, retirement consulting, and trust services. The firm delivers portfolio management via an affiliated SEC-registered investment adviser and integrates tax, accounting, and trust capabilities through its CPA firm affiliations.

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.

Tony Newman is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Quest Wealth Solutions, Inc., where he has worked since 2026. Prior to this, he spent 12 years at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he serves as an officer and vice president of Quest Wealth Solutions, a support company. Quest Wealth Solutions provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost, diversified mutual funds and ETFs alongside individual stocks and bonds, with continuous account monitoring and discretionary rebalancing to meet client objectives.

Benjamin Allen is a Series 65–licensed advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with two years of industry experience. Prior to joining Whitaker-Myers, he worked at Kestra Financial, Inc. and spent seven years with Young Life. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations, employing modern portfolio theory and quantitative analysis in a discretionary management framework. The firm supports a broad service model through multiple custodial relationships and affiliated businesses.

Logan Doup is a CFP® and holds a Series 65 license, currently serving as an advisor at Whitaker-Myers Wealth Managers, Ltd. He has four years of industry experience, including roles at Kestra Financial, Inc. and Avita Health Systems. Outside of his advisory work, he operates a hobby farm where he sells honey and garlic. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a discretionary management approach based on modern portfolio theory and quantitative analysis, supporting a broad service model with multiple custodial relationships and affiliated service providers.

Ethan Barry is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. He holds the Series 65 designation and has previously worked at Kestra Financial, Inc. and in various roles outside finance including education and property management. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm employs a discretionary management approach based on modern portfolio theory and quantitative analysis while offering a broad range of services including estate planning, collegiate funding, and pension consulting.

Joseph Browning II is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. based in Mansfield, OH. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Kestra Financial, Inc. and Miami University. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach grounded in modern portfolio theory and quantitative analysis, serving a broad client base with a range of financial services.

Nicholas Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Kestra Financial Inc. and has a nine-year background with Young Life. Outside of his advisory work, Allen serves as an assistant lacrosse coach at Wooster High School, where he coaches and mentors student athletes. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts on a discretionary basis using modern portfolio theory and quantitative analysis, and offers a broad range of services including estate planning, pension consulting, and financial coaching.

Joseph Mains is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. He previously worked at Kestra Financial, Inc., Uber, and Travelers Insurance Company. In addition to his advisory role, he provides financial coaching as a separate business activity. Whitaker-Myers Wealth Managers offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using modern portfolio theory and a long-term trading approach.

Timothy Hilterman is a CFP® professional with 16 years of experience in the financial services industry. He is currently associated with Whitaker-Myers Wealth Managers, Ltd. and has previously worked with Kestra Financial, Inc., Whitcomb & Hess, Inc., and Merrill Lynch. Outside of his advisory role, he serves on the board of Richland Academy and participates in entrepreneurial activities including vehicle rentals through TURO and managing a family-run Instacart business. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations, applying modern portfolio theory and quantitative analysis typically on a discretionary basis. The firm supports its clients with a broad range of services, including estate planning, pension consulting, and financial coaching, and operates with a high client load per advisor while maintaining a large office footprint.

Jonah Kearns is an advisor at Whitaker-Myers Wealth Managers, Ltd. with a Series 65 designation and experience in the US Army and Ohio Army National Guard. He joined Whitaker-Myers and Kestra Financial, LLC in 2026. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and offers a broad range of services including estate-planning support and financial coaching.