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.

Joseph Browning II is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH. He holds a Series 65 designation and has one year of industry experience. Prior to joining Whitaker-Myers, he held various roles including teaching positions at Miami University and Triway High School. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts using modern portfolio theory and a long-term trading approach, serving a wide client base with comprehensive financial and estate planning support.

Jacob Jones is a financial advisor at Whitcomb & Hess, Inc. He holds a Series 65 designation and has experience working with Spreng - Smith Agency Inc., J.M. Smucker, and Ashland University. Jones is also a licensed insurance agent with licenses in Ohio and South Carolina. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines its CPA and advisory services with pension consulting and provides portfolio management tailored to clients’ objectives, time horizons, risk tolerance, and tax considerations.

Nicholas Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with three years of industry experience. He holds a Series 65 designation and has worked at Whitaker-Myers since 2022. Prior to his advisory role, he spent nine years with Young Life. Outside of his advisory work, he serves as an assistant lacrosse coach at Wooster High School, where he mentors student athletes. 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 client assets and employs a long-term, quantitative investment approach while offering scaled services such as group financial coaching and integrated tax and benefits advisory through affiliated businesses.

Joseph Mains is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, holding a Series 65 license with two years of industry experience. Before joining Whitaker-Myers in 2024, he worked at Uber and Travelers Insurance Company. He is also involved in financial coaching as a side business. 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 approach. The firm maintains a broad service model supported by multiple custodial relationships and affiliated businesses.

Timothy Hilterman is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at Whitcomb & Hess, Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America before joining Whitaker-Myers Wealth Managers, Ltd., where he has been since 2024. He serves on the Richland Academy board and rents his 12-passenger van on TURO. 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 client assets and uses a combination of in-house portfolio management and third-party platforms, applying modern portfolio theory with a long-term trading orientation.

William Cunningham is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is currently a member of the team at Pinnacle Advisors and has previously worked at several firms, including Pinnacle Wealth Planning Services and Fidelity Brokerage Services LLC. Outside of his advisory work, Cunningham serves as a judge and referee for competitive rowing with U.S. Rowing. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, managing approximately $2.1 billion in discretionary assets. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services, including trust and custody, retirement plan consulting, and a dedicated Family Office program.

Wesley Laurenson is a financial advisor at Pinnacle Advisors with a Series 65 designation and one year of industry experience. He joined Pinnacle Advisors in 2026 after completing his studies. Pinnacle Advisors serves individual clients, including high-net-worth households, pension and profit-sharing plans, trusts, and corporate clients, offering wealth management, trust services, financial planning, investment advisory, and retirement plan consulting. The firm combines financial planning with discretionary portfolio management through structured Wealth Management and Trust Programs and operates a variety of institutional and affiliated arrangements.

Joshua Wright is a financial advisor at Pinnacle Advisors in Mansfield, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Pinnacle Advisors, he spent ten years working in education. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients, offering wealth management, financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $2.1 billion in discretionary assets and combines financial planning with discretionary portfolio management through tiered Wealth Management and Trust Programs.

David Heichel is a CFP® professional with 31 years of industry experience, currently advising at Pinnacle Advisors since 2019. He previously worked at Professional Investments & Insurance Planning Inc, Creative Financial Designs, Inc., and CFD Investments, Inc. He holds minority passive ownership in a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive financial planning and investment advisory services through formal Wealth Management Programs, integrating portfolio management with financial planning and trust services.

Christopher Nadler is a CFP® professional with 14 years of industry experience, currently serving at Whitcomb & Hess, Inc. since 2016. He holds a Series 66 license and is based in Ashland, Ohio. Whitcomb & Hess serves individual clients, corporations, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers tailored portfolio management, pension consulting, financial planning, and integrates tax, accounting, and insurance services within its advisory practice.

Scott Brihn is a CFP® with three years of industry experience, currently serving as a financial advisor at Pinnacle Advisors. He previously worked at Grubb Wealth Management and PSI/Caliper. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers a range of services including bundled financial planning, investment advisory, trust wealth management, and retirement plan consulting through formal Wealth Management Programs that integrate portfolio management with comprehensive financial planning.

Tammy Higgins is a financial advisor at Whitcomb & Hess, Inc. with nine years of industry experience. She holds a Series 65 designation and has been with Whitcomb & Hess since 2015. Outside of her advisory role, she is a partner and business manager in an IT consulting firm serving small and mid-size businesses. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that provides tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm integrates CPA and advisory services with pension consulting and offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

Jonah Kearns is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. He holds a Series 65 designation and has military experience from service in the US Army and the Ohio Army National Guard. Kearns has been with Whitaker-Myers since 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 uses a discretionary management approach based on modern portfolio theory and quantitative analysis, serving a large client base with a broad range of financial services.