Mark Nagy is a financial advisor at Gradient Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at The Tavenner Co. and Grand Lake Insurance & Investments, where he continues to maintain ownership and active involvement in investment advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Troy Prenger is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Lincoln Investment Planning, LLC for seven years and James Capital Alliance, Inc. for six years. Outside of advisory work, he is involved with Leugers Insurance Agency as an insurance agent and also prepares taxes for clients of the agency. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Garrett Gray is a financial advisor with Capital Analysts, holding 11 years of industry experience. He has worked at Lincoln Investment since 2014 and also maintains roles in real estate brokerage and insurance sales. Outside of advising, Gray is an active real estate broker and a producer/agent in property and casualty insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through independent advisors and in-house investment teams using proprietary screening tools, along with access to third-party managers and retirement-plan advice.

Dean Moeller is a financial advisor with Latitude Advisors, LLC, holding the PFS™ designation and Series 66 license, and has 29 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has managed his own CPA practice, Moeller & Co CPA Ltd, since 1997. Outside of his advisory and accounting roles, he serves as a business manager handling bookkeeping duties for the Knights of St Johns in Maria Stein, Ohio. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Theodore Bertke is a ChFC® with 33 years of industry experience, currently affiliated with Capital Analysts in Maria Stein, OH. He has worked with Capital Analysts since 1992 and Lincoln Investment since 2012. Outside of his advisory role, he serves on the boards of the Mercer Health hospital and the County Health Department, and volunteers as a Court Appointed Special Advocate (CASA) for foster children. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary approaches, utilizing an in-house investment team and third-party managers, supported by a nationwide network of independent advisors and institutional partnerships.

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 at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work history that includes roles at Gilbert Station and Crown Equipment Corporation. In addition to his advisory role, Heitkamp is involved as an insurance agent and tax preparer at Leugers Insurance Agency. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management team and third-party managers.

Elisa Goebel is a financial advisor with Ameritas Advisory Services, LLC, holding 16 years of industry experience. She has previously worked at firms including DeVerna & Co and Pear Tree Financial, where she is also the owner. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, integrating model portfolios, mutual funds, ETFs, and individual securities, and maintains affiliations that provide access to specialized product offerings.

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.

Scott Steiner is a financial advisor with Money Concepts Capital Corp in Celina, OH, holding 28 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also worked at Dodds Wealth Advisors LLC starting in 2026. Outside of his advisory role, Steiner serves on the Board of Directors and Finance Committee for the Logan County Board of Developmental Disabilities and is involved with Quest Community Church. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors.

Ryan O'Neill is a CFP® professional at SPC with two years of industry experience. He previously worked at Financial Concepts and GSW Manufacturing. Outside of advising, he owns Aqua Blast Pressure Washing LLC, a pressure washing business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Ryan Wilker is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FSC Securities Corporation and OSAIC, as well as work at Northern Kentucky University and Villanova University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including model portfolios, third-party management, and institutional platforms.

Richard Denning is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of advising, he previously operated a specialty bicycle retailer as a part-time hobby business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Ross Brown is a financial advisor with Edward Jones in Minster, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alan Wolters is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors among other firms. Outside of his advisory work, Wolters serves as treasurer for a local charity and participates on a county advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program options and oversight structures.

Aaron Schwartz is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at Avantax Advisory Services and McCrate, DeLaet & Company. Outside of his advisory role, he serves on the Finance Committee of Holy Redeemer Catholic Church and is a CPA providing tax planning and consulting services through Moorman, Harting & Company. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Amy Huber is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Reynolds and Reynolds and previously spent seven years at Premier Salon Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

John Schmitmeyer is an advisor at LPL Financial with a Series 66 designation and two years of industry experience. He previously worked at SS&C Technologies for eight years and is also involved with ADS Financial LLC, where he serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Sandra Boesche is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007, accumulating 19 years of industry experience. She also assists with tax-related administrative tasks at a CPA firm during tax season. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of advisors and branch offices across the United States.

Adam Meyer is a financial advisor with LPL Enterprise, holding 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2012 to 2024. Outside of his advisory role, he is the owner of Forever Fit 24/7 LLC, a gym business where he manages memberships and upkeep. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.