Allen Sykes is a CFP® professional with 10 years of industry experience. He currently serves as the sole advisor at Bespoke Family Advisors, having joined the firm in 2026 after 15 years at Pinnacle Advisors. Bespoke Family Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines passive and active strategies within client portfolios, offers discretionary portfolio management, and delivers institutional-style services including retirement plan consulting and trust account management.

Steven Irwin is a financial advisor at JoVan, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been the owner of Irwin Financial Associates, Ltd., a CPA firm unrelated to investment management, since 2003. JoVan, Ltd. provides advisory and consulting services to retirement plan sponsors, trustees, high-net-worth households, and other institutional clients through co-advisory relationships with registered investment managers. The firm focuses on coordinated delivery and oversight, offering financial planning, retirement plan consulting, and trust investment services while emphasizing integration of tax and financial planning.

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 industry experience. She has been with Minerva Planning Group since 2025 and previously worked at Pinnacle Advisors for 21 years. Minerva Planning Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and other advisors. The firm manages approximately $237 million across 122 client relationships, offering discretionary investment management and financial planning with a customized, long-term investment approach focused on diversified portfolios of mutual funds and ETFs.

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.

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.

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.

Blake Rudolph is a financial advisor at Pinnacle Advisors with Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at Pinnacle Wealth Planning Services, W&S Brokerage Services, and Western and Southern Life. Before entering the financial industry, he worked in landscaping and delivery services. Pinnacle Advisors serves individual clients, pension plans, trusts, and corporate clients, managing approximately $2.1 billion in discretionary assets across multiple offices. The firm offers comprehensive wealth management and trust services through structured programs that integrate financial planning with discretionary portfolio management and provides institutional-level services including trust and custody solutions and retirement plan consulting.

Richard Kammer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Pinnacle Advisors with three years of industry experience. His prior roles include positions at Cornerstone Wealth Management, Howard Hanna, and Leviathan Group LLC. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust wealth management, and performance reporting services.

Gregory Spickard is a financial advisor at Pinnacle Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Bullseye Investment Management, LLC. In addition to his advisory role, he is the president and co-owner of Virtus Fiduciary Consulting, a firm that provides consulting services to retirement plan sponsors. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients through comprehensive financial planning, investment advisory, and retirement plan consulting services. The firm combines portfolio management with integrated planning and offers specialized programs and fiduciary services.

Andrew Young is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with six years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. from 2016 to 2019 before joining Whitaker-Myers in 2019. Whitaker-Myers Wealth Managers, Ltd. offers 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, serving a broad client base with services including estate planning, pension consulting, and financial coaching.

Benjamin Allen is a Series 65 licensed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He has two years of industry experience, including roles at Young Life and CITCO Water before joining his current firm. 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 a long-term approach grounded in modern portfolio theory and quantitative analysis.

Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.

Alex Kulka is a financial advisor at Pinnacle Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Invicta Capital and Cambridge Investment Research. He was formerly a part owner of ESB W&I LLC but became a passive owner in late 2023. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients with wealth management, trust wealth management, financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $2.1 billion in discretionary assets and offers tiered Wealth Management and Trust Programs alongside institutional and affiliated arrangements that distinguish its service offerings.

Logan Doup is a CFP® and Series 65-registered advisor at Whitaker-Myers Wealth Managers, Ltd. with four years of industry experience. Prior to joining Whitaker-Myers in 2021, he worked at Avita Health Systems and OhioHealth Hospitals. 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 planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in assets, serving over 3,200 households, and employs a disciplined investment approach combining modern portfolio theory with quantitative analysis and a long-term trading orientation.

Ethan Barry is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Lowe's and spent time at Kent State University and Mansfield Christian Schools. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, managing approximately $713 million in client assets across more than 3,200 households.