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.

Aaron Bates is a CFP® professional with 21 years of experience, currently serving at Whitcomb & Hess, Inc. in Ashland, Ohio, where he has worked since 2004. He is part of a seven-advisor team at the firm. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser offering tax, accounting, and management services alongside investment advisory, portfolio management, pension consulting, and financial planning. The firm serves individuals, corporations, trusts, estates, charitable organizations, and participant-directed retirement plans, employing both fundamental and technical analysis to tailor investment strategies to client objectives, time horizons, risk tolerance, and tax considerations.

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.

Gregory Emmons is a CFP® with 14 years of industry experience, currently serving at Lighthouse Wealth Management, Inc. in Ashland, OH. He has worked with the firm since 2015 and previously spent five years at Axa Advisors, LLC. Lighthouse Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporations. The firm combines investment advisory, financial planning, tax planning through licensed CPAs, and insurance services, managing approximately $237.6 million across about 373 clients.

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 at LexAurum Advisors with seven years of industry experience. He holds a Series 65 credential and has worked at Whitaker Myers Wealth Managers since 2019. Outside of his advisory role, he serves as a high school soccer coach. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and manages approximately $1.27 billion across a multi-advisor team.

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.

Derek Taylor is a financial advisor with The Huntington Investment Company in Ashland, Ohio, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at The Huntington Investment Company since 2010 and joined Ameriprise Financial Services in 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies.

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.

Edward Klesack is a financial advisor with Centaurus Financial, Inc. in Ashland, Ohio, holding a Series 65 designation and over 44 years of industry experience. He has been with Centaurus Financial since 2004. Outside of advisory work, he is involved in trust marketing and referral through The Estate Planning Team and works as an agent selling individual and group health insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized advisory services through a variety of investment platforms, combining fundamental and technical analysis with discretionary and non-discretionary 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.