Douglas Pauly is a financial advisor with Capital City Asset Management Group, LLC who holds over 21 years of industry experience. He has been with Capital City Asset Management Group since 2009 and also has longstanding roles with Capital City Securities and Oak Tree Financial Offices, LLC. Outside of advisory work, Pauly serves as CEO of Pauly CPA Inc., which provides accounting and tax consultation, and holds unpaid board and treasurer positions with several local nonprofit organizations. Capital City Asset Management Group, LLC is a team-based firm serving individuals, retirement plans, trusts, and various organizations with discretionary investment management and financial planning. The firm manages approximately $43.3 million in assets, employing customized portfolios and a wide range of investment strategies tailored to client objectives.

David Gearhart is a Series 65 licensed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, where he has worked since 2023. He has one year of industry experience following nine years as a student. 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 across more than 3,200 households, applying modern portfolio theory and quantitative analysis with a long-term trading orientation, and operates from 24 offices while supporting a high client load per advisor.

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 19 years of experience in the financial industry. He is currently with Whitcomb & Hess, Inc., where he has worked since 2016, including his current role since 2019. Prior to that, he worked at Valmark Financial Group from 2016 to 2019. Whitcomb & Hess serves individual clients, corporations, trusts, estates, charitable organizations, and sponsors of participant-directed retirement plans. The firm offers discretionary and non-discretionary portfolio management, pension consulting, financial planning, as well as tax, accounting, and insurance services, tailoring investment advice to client objectives using both fundamental and technical analysis.

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 Mc Kenna is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. She holds a Series 65 designation and has prior experience at Buckeye State Credit Union and Navigator Wealth Management. 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.

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 at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Novogradac & Company LLP and Steven's Gutter. Outside of his advisory role, Rush owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with investment advisory and planning services. The firm employs modern portfolio theory and quantitative analysis within a long-term trading framework and supports a large client base through multiple offices and integrated services including tax, benefits, and insurance advisory.

Aaron Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with seven years of industry experience. He has been with Lighthouse Wealth Management since 2013. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, financial planning, and 401(k) consulting. The firm integrates accounting services, including tax planning and return preparation, alongside investment management tailored to client objectives and risk tolerance.

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 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Whitaker-Myers Wealth Managers. Outside of his advisory work, he serves as CFO of Trifecta Tickets, LLC, a ticket sales website. 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 documented investment policy and modern portfolio theory with a long-term trading orientation.

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.