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.

Christopher Meek is a financial advisor with Pinnacle Advisors in Mansfield, OH, holding 19 years of industry experience. He previously worked for Pinnacle Wealth Planning Services, Inc. for 24 years before joining Pinnacle Advisors in 2026. Meek is the managing member of Meek Family Investments, LLC, a family-owned agricultural real estate business. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients with wealth management, financial planning, and retirement plan consulting services. The firm combines discretionary portfolio management with financial planning through tiered Wealth Management and Trust Programs and operates institutional arrangements, including a private-label Trust Representative Office and affiliated CPA and legal services.

William Heichel is a CFP® professional with 19 years of industry experience, currently affiliated with Pinnacle Advisors. He is president and shareholder of Professional Planning Coordination Services, LLC, which provides administrative services to CPAs, attorneys, and RIAs. Heichel also maintains a part-time individual law practice. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with integrated financial planning, discretionary portfolio management, and trust services across formal Wealth Management Programs.

Kory Wiita is a CFP® professional with four years of industry experience, currently serving at Pinnacle Advisors since 2022. Prior to that, he worked at Pinnacle Wealth Planning Services, Inc. and held roles at the Medina County Prosecutor's Office and Progressive Insurance. He also provides occasional legal consulting and serves as Chairman of the Board for the Adaptive Recovery Center Foundation, a nonprofit supporting individuals with disabilities. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients, offering wealth management, financial planning, and retirement plan consulting. The firm combines financial planning with discretionary portfolio management through formal Wealth Management programs and maintains institutional arrangements such as a private-label trust representative office and affiliated professional services.

Stephen Armstrong is a financial advisor with LexAurum Advisors and holds a Series 65 designation. He has six years of industry experience, including prior work at Whitaker Myers Wealth Managers and five years at Mansfield Christian School. Outside of his advisory role, he coaches high school soccer. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based managed account models implemented primarily with low-cost ETFs.

Ryan Patton is a financial advisor at OpenArc Corporate Advisory, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior experience includes roles at Nationwide Financial Services Corp, Lincoln Financial Distribution, and Pacific Select Distributors, LLC. OpenArc Corporate Advisory serves individual and institutional clients ranging from non‑high-net-worth to high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, and portfolio management services, using a variety of investment strategies including individual equities, bonds, alternative investments, and digital assets.

Jeremy Swank is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the ChFC® designation and multiple securities licenses, and previously worked eight years at Kestra Advisory and related firms. Outside of his advisory role, he serves as a board member for Taking Root Farms, a nonprofit supporting adults with developmental disabilities in Richland County, Ohio. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse clientele, including individuals, families, trusts, and institutional clients. The firm combines in-house and third-party portfolio management across various wrap programs and offers custody and trustee services uncommon among large enterprise advisers.

Joshua White is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Mount Vernon Athletic Boosters. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Deborah Williams is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services for eight years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Joel Staich is a financial advisor with Eagle Strategies (NY Life) in Mansfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2017 and is also associated with Mahoney Financial Organization, LLC and Staich Financial, LLC, which operate under his ownership for selling New York Life products and brokering non-registered insurance products. Outside of his advisory work, Staich is a part owner of Klopfenstein Art Equipment Manufacturing LLC and volunteers to help organize the annual Jeff Ellington Legacy Golf Outing, a charitable event. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and managing the majority of its assets on a non-discretionary basis.

Nicholas Offenburger is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. He has held roles at Commonwealth Financial Network and Offenburger Capital Management LLC, and has worked in fixed insurance sales during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors, offering a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Scott Horowitz is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. Horowitz serves as a board member of the Arthritis Foundation in Atlanta, advising on awareness programs in Columbus, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Jackson Weinzatl is a financial advisor with The Huntington Investment Company holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Ameriprise Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and AXA Advisors. He is also a squad leader and petroleum supply specialist in the U.S. Army Reserves. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Douglas Walter is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2004. Walter is also the owner of Walter and Company Financial Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Stacy Wolford is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Nicole Dray is a CFP® professional with two years of industry experience. She has worked at Farther since 2025 and previously held roles at McKinley Carter Wealth Services, Westfield Bank, Nationwide Insurance Company, and Summit Financial Strategies, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combined web and mobile platform as well as in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.

Michael Reynolds is a Series 63 licensed financial advisor with Principal Financial Services, based in Mansfield, OH. He has 18 years of industry experience, including roles at Principal Securities Inc. since 2016 and Farley-Peoples Insurance, Inc. prior to that. Outside of advising, he has provided tax support services through a remote role with Teletech. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel overseas. The firm’s advisory approach includes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under multiple advisory arrangements.

Gregory Kibler is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2024 and previously spent eight years at Kestra Advisory Services and Kestra Investment Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, consulting, and advisory programs.