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.

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.

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.

Mark Hoge is a financial advisor at United Planners' Financial Services of America with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Advisory Services and 1ST Global Advisors, Inc. He is also a shareholder of the CPA firm McCrate, Delaet & Co. and serves as a board member of German Farmers Mutual Insurance Company. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver advisory and brokerage services primarily on a non-discretionary basis.

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.

Julie Fuller is a financial advisor with Money Concepts Capital Corp in Sidney, OH, holding a Series 66 credential and three years of industry experience. She has worked at Money Concepts Capital Corp since 2022 and concurrently provides tax preparation services through Boyer Financial Group, Inc. Outside of advising, she is employed in the health insurance sector. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, managing approximately $3.33 billion across 14,700 clients.

Aaron Boyer is a financial advisor at Money Concepts Capital Corp with 20 years of industry experience. He holds CFP® and Series 66 designations and has previously operated Boyer Financial Corporation. Since 2025, he has also been involved in tax preparation and Medicare enrollment services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms like Envestnet.

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.

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.

Ross Brown is a financial advisor at Edward Jones in New Bremen, OH, holding a Series 63 designation and with 21 years of industry experience, all spent at Edward Jones since 2005. He has no reported notable outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cayla Bensman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has previously worked at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by a large network of advisors and diverse platform capabilities.

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, holding a Series 66 credential and two years of industry experience. He has worked with firms including Avantax Advisory Services and Moorman, Harting & Company. Outside of financial advising, he serves on the Finance Committee of Holy Redeemer Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

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 a financial advisor with LPL Financial in Minster, Ohio, holding a Series 66 designation and one year of industry experience. His prior work includes roles at ADS Financial LLC and SS&C Technologies. He is also a notary through ADS Financial LLC. 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 and access to various investment strategies, supported by extensive operational and research tools.

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.

Travis Elsass is a financial advisor with Edward Jones in St. Marys, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory role, he is involved with Table Investments LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kevin Meiring is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. He has been with Cetera since 2017 and also owns Meiring Investment and Insurance. In addition to his advisory work, Meiring owns and operates a CPA and accounting firm, Risse, Meiring & Company, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.