Antonio Rhodes is a financial advisor at Whitcomb & Hess, Inc. with Series 65 registration and one year of industry experience. Prior to joining Whitcomb & Hess, he worked in educational roles at Ashland University and local schools from 2015 to 2025. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers integrated tax, accounting, pension consulting, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with tailored portfolio management and financial planning, serving a diverse client base with coordinated CPA and advisory expertise.

Ryan Gilmer is a CFA® charterholder with 20 years of industry experience. He has worked at Whitcomb & Hess, Inc. since 2016 and previously spent three years with Valmark Financial Group. Whitcomb & Hess serves individual clients, corporations, trusts, estates, charitable organizations, and sponsors of participant-directed retirement plans. The firm provides customized portfolio management, pension consulting, financial planning, and a range of tax, accounting, and insurance services, employing both fundamental and technical analysis in its investment strategies.

Scott Heichel is a CFP®, CFA®, and Series 63-designated advisor with 10 years of industry experience. He has worked at Pinnacle Wealth Planning Services since 2015 and is a 6% shareholder in the firm. Additionally, he holds a minority ownership interest in Pinnacle CPA Advisory Group, 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 wealth management programs that integrate financial planning with discretionary portfolio management and also provides retirement plan consulting and trust services.

Tracy Wells is a Series 65-licensed financial advisor with Whitcomb & Hess, Inc., bringing 14 years of industry experience. She has been with Whitcomb & Hess since 2011 and has operated a self-employed independent beauty consulting business since 1999, which involves teaching skincare, makeup application, and training team members. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment services to individuals, corporations, trusts, estates, and retirement plans. The firm integrates CPA and advisory services with pension consulting, providing portfolio management and financial planning tailored to client objectives and risk tolerances.

Timothy Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Lighthouse Wealth Management since 2011 as part of a five-advisor team. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and 401(k) consulting, combining investment advisory services with tax planning and preparation through licensed CPAs, as well as a licensed insurance agency, creating an integrated approach not typical of similar firms.

Mica Dauch is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. She holds the Series 65 designation and previously worked at Buckeye State Credit Union and Navigator Wealth Management. Outside of her advisory role, she has experience in education and healthcare sectors, including positions at Franklin University and OhioHealth. 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 modern portfolio theory and quantitative analysis in managing accounts on a discretionary basis and supports a broad service model through multiple custodial relationships and affiliated businesses.

Christopher Bevington is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has worked at Lighthouse Wealth Management, Inc. since 2018 and previously spent 20 years at Whitcomb & Hess, Inc. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm’s approach integrates accounting and tax planning services alongside investment management tailored to client objectives and risk tolerance.

Matthew Lefelhoc is a CFP® with five years of experience currently at Whitcomb & Hess, Inc. in Ashland, Ohio. His work history includes roles at Whitcomb & Hess beginning in 2020 and prior positions at The Ohio State University, Green Valley Growers, and Ashland City Schools. He is also an independent licensed insurance agent specializing in accident, health, and life insurance. Whitcomb & Hess serves individual clients, corporations, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, pension consulting, financial planning, and related tax, accounting, and insurance services, employing both fundamental and technical analysis tailored to clients’ objectives and risk tolerances.

Katherine Brown is a financial advisor at Lighthouse Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with Southview Grace Brethren Church for seven years and worked at Genesis Christian Academy for four years. Lighthouse Wealth Management serves individuals, pension plans, charitable organizations, and corporations, managing approximately $237.6 million for around 373 clients. The firm combines investment advisory, financial planning, tax services through licensed CPAs, and limited insurance offerings, providing integrated financial solutions delivered by a five-advisor team.

Keith Heichel is a CFP® professional with 26 years of experience, currently serving at Pinnacle Advisors in Medina, Ohio. He has been involved with Pinnacle Wealth Planning Services, Inc. since 1998 and Professional Planning Coordination Services, LLC since 2012. Outside of his advisory work, he holds minority ownership positions in a commercial real estate investment company and a CPA firm. 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 comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and provides retirement plan consulting, trust services, and an extended network of institutional and affiliated relationships.

Clay Reynolds is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Whitaker-Myers, he worked in educational and community organizations, including Mount Vernon Nazarene University, Woodland Club/YMCA, and Mansfield Christian School. 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, combining in-house portfolio management with third-party platforms and supporting a large client base across multiple offices.

Anthony Gigliotti is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Pinnacle Advisors and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fifth Third Bank, Fidelity Investments, and Morgan Stanley. In addition to his advisory work, he serves as a part-time officiator for USA Hockey. Pinnacle Advisors provides wealth management, trust services, financial planning, and retirement plan consulting to individuals, high-net-worth households, pension and profit-sharing plans, trusts, and corporate clients. The firm manages approximately $2.1 billion in discretionary assets and offers a range of programs combining financial planning with portfolio management, supported by institutional affiliations and specialized services including family office offerings.

Kage Rush is a financial advisor with Whitaker-Myers Wealth Managers, Ltd. holding a Series 65 credential and two years of industry experience. Prior to joining Whitaker-Myers, he worked at Novogradac & Company LLP and owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations, managing accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis. The firm serves a large client base per advisor and provides a broad range of services supported by affiliated businesses including tax and insurance agencies.

Aaron Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, with 8 years of industry experience. He holds a Series 65 credential and has been with the firm since 2013. Lighthouse Wealth Management offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines discretionary portfolio management with tax planning, accounting, and 401(k) consulting, operating with a five-advisor team and managing approximately $237.6 million across 373 clients.

Kevin Heichel is a financial advisor at Pinnacle Advisors with a Series 65 designation and one year of industry experience. Before joining Pinnacle in 2025, he worked at College Works from 2024 to 2025. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients by offering wealth management, trust services, financial planning, investment advisory, and retirement plan consulting. The firm integrates financial planning with discretionary portfolio management through structured Wealth Management and Trust Programs and operates several institutional and affiliated arrangements, including a private-label Trust Representative Office and connections with affiliated CPA and legal service providers.

Matthew Harris is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with 26 years of industry experience. He holds a Series 63 designation and has worked at Whitaker-Myers and affiliated firms since 2013. Outside of his advisory role, he serves as CFO of Trifecta Tickets, LLC, a ticket sales website. 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 modern portfolio theory and quantitative analysis, and offers a broad range of services supported by multiple custodial relationships and affiliated businesses.

Drew Hodgson is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He is currently affiliated with Whitaker-Myers Wealth Managers, Ltd. and Innovative Solutions Insurance Services. Prior to his current roles, he worked with MML Investors Services, Skylight Financial Group, and Mass Mutual Life Insurance Company. Whitaker-Myers Wealth Managers, Ltd. serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing a range of advisory and planning services. The firm applies modern portfolio theory and quantitative analysis with a long-term trading approach, managing approximately $713 million in client assets across more than 3,200 households.

Verdayne Wendling is a CFP® professional with 22 years of industry experience. He has been with Pinnacle Wealth Planning Services, Inc. since 2007. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients through a range of services including financial planning, investment advisory, trust wealth management, and retirement plan consulting. The firm serves nearly 1,000 clients with integrated portfolio management and formal Wealth Management Programs that combine written financial plans with discretionary portfolio implementation and access to independent managers.

Jacob Buckwalter is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with eight years of industry experience. His prior roles include positions at JP Morgan Chase and Fidelity Investments. Outside of advising, he has experience as a self-employed seller on Amazon and has worked at the Wooster Country Club. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using a long-term, quantitative approach and supports clients with services ranging from estate planning to participant account management.

Jennifer Henderson is a CFP® professional with 15 years of experience in financial advising, currently serving at Pinnacle Advisors. She holds executive roles as CEO and CCO of Pinnacle Wealth Planning Services and has minority ownership in Pinnacle CPA Advisory Group. Outside of financial services, she is involved in commercial real estate investment through Heichel Family Investments LLC. 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 portfolio management through formal Wealth Management Programs, alongside retirement plan consulting and trust services.