Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at LPL Financial and The O.N. Equity Sales Company and has been involved with Hardy & Hardy Co LLC since 2007. Hardy also serves as a public notary and is involved in third-party retirement plan administration. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios to client risk tolerance and employing strategies such as dollar-cost averaging and bond/CD laddering, while also offering insurance products and retirement plan administration through an affiliated third-party administrator.

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.

Erin Mulcahy is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio, holding a Series 65 designation. She joined the firm in 2026 and has a background that includes five years at the University of Findlay and four years at Shawnee Country Club, along with experience working in education from 2016 to 2021. Trueblood Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of asset allocation strategies, fundamental and quantitative analysis, and may employ options, margin, and derivatives in client accounts while leveraging third-party money managers and institutional resources.

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm uses a combination of asset-allocation strategies, fundamental and quantitative analysis, and employs margin, options, and derivatives where appropriate, alongside third-party managers and institutional research resources.

Phillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC and holds Series 63 and Series 66 designations. He has 57 years of industry experience, including 11 years at Stifel Nicolaus & Co and over four years at his current firm. Outside of his advisory role, he serves as treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member at Northeast Ohio Medical University. Trueblood Wealth Management provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of asset allocation techniques and various forms of analysis, with periodic rebalancing, and employs margin, options, and derivatives where appropriate, while utilizing sub-advisors and custodial services for trade execution and reporting.

Mary Mulcahy is a Series 65-licensed advisor at Trueblood Wealth Management, LLC, with one year of industry experience. Prior to joining the firm, she spent five years at the University of Findlay and has additional work experience at Shawnee Country Club and in educational roles at middle and high schools. Trueblood Wealth Management provides comprehensive portfolio management and financial planning services for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of asset-allocation strategies and various analytical approaches, including the use of margin, derivatives, and third-party money managers, managing approximately $474 million in assets with a five-advisor team.

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 65 and Series 63 credentials and bringing 13 years of industry experience. He previously worked at James Capital Alliance, Inc. and Lincoln Investment Planning, LLC. In addition to his advisory role, he is involved in insurance product sales and tax preparation for clients through the Leugers Insurance Agency. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships supporting a range of financial products.

Garrett Gray is a financial advisor with Capital Analysts and has 11 years of industry experience. He has worked at Lincoln Investment since 2014 and has additional business activities in property and casualty insurance as a producer and agent. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations. The firm provides portfolio management through an in-house investment management team and independent advisors, offering custom portfolios, 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® credentialed advisor with over 33 years of experience at Capital Analysts and Lincoln Investment. He has been associated with Capital Analysts since 1992 and Lincoln Investment since 2012. Outside his advisory work, he serves on the boards of the County Health Department and Mercer Health Hospital, and is involved in several local nonprofit and community organizations, including CASA-Mercer County and the Marion Community Development Organization. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm combines in-house discretionary investment management with advisor-managed and third-party solutions, utilizing a proprietary mutual fund screening process and maintaining institutional relationships to support its services.

Anthony Pondel is a CFP® with 34 years of industry experience. He currently works at NorthRock Partners, LLC and previously held roles at Private Advisor Group, LLC, Tony Pondel, Certified Financial Planner, P.C., and LPL Financial. Outside of financial advising, he owns a farm in Ohio that produces crop rent and tree sales. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and leveraging AI tools alongside human review.

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 worked at several firms, including DeVerna & Co and Pear Tree Financial, where she is an owner. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and third-party solutions to deliver advisory services on both discretionary and non-discretionary bases.

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.

John Johnson is a financial advisor with Money Concepts Capital Corp in Wapakoneta, Ohio, holding 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003 and is also a managing partner at Stroh, Johnson & Company, LLP, a CPA firm. Johnson serves on several local nonprofit and community foundation boards, including the Hauss Helms Foundation, Wapakoneta Area Community Foundation, Wayne Goshen Area Community Foundation, and the Auglaize County Public Library. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

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.