John Belser is the principal of Belser Pinnacle Financial Advisors, LLC and holds a Series 63 designation with 23 years of industry experience. He also operates a full-time CPA firm in Bellefontaine, Ohio, where he has worked since 1992. Belser Pinnacle Financial Advisors provides wealth management and advisory services to institutional and high-net-worth clients through a co-advisory arrangement with an SEC-registered investment adviser. The firm focuses on financial planning, client coordination, and monitoring third-party managers while leveraging a CPA affiliation and a dedicated pension consulting group.

Craig Poeppelman is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Harper Associates, Inc. since 2001. HP & Associates provides fee-only financial planning and investment advisory services to individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm emphasizes retirement planning and annual cash-flow analysis, managing approximately $55.8 million in client assets on a non-discretionary basis with custom-designed portfolios primarily using no-load mutual funds.

Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.

Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.

W. Harper is a financial advisor at HP & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harper Associates for 36 years. Outside of his advisory work, he serves as a director of a family-owned funeral business in Columbus, Ohio, without day-to-day responsibilities. HP & Associates is a fee-only firm serving individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm focuses on retirement planning and cash-flow analysis, offering customized portfolios managed on a non-discretionary basis.

Kevin Looser is a Series 63-registered advisor at VestGen Advisors, LLC with 33 years of industry experience. His prior roles include positions at Hanlon Investment Management, Sigma Planning Corporation, and Sigma Financial Corporation. Outside of advising, he is involved with WebDocUSA, a platform providing web-based counseling and interpretation services for the deaf community. VestGen Advisors manages approximately $6.66 billion for nearly 22,790 clients through 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing a mix of fundamental, technical, and quantitative analysis to develop client-specific strategies.

Colton Lowry is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining Kingsview in 2025. Lowry holds a Series 66 designation. He serves as a board member for Green Hills Community in West Liberty, Ohio. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group.

Maverick Calton is a financial advisor with Money Concepts Capital Corp, holding a Series 65 credential and one year of industry experience. He has previously worked at Dodds Wealth Advisors LLC and Money Concepts Advisory Services, and has a background that includes various roles outside of finance, such as catering and retail. Money Concepts Advisory Services provides investment advisory and financial planning to a diverse client base, managing approximately $4.07 billion in assets through a network of several hundred advisors. The firm employs model-driven, asset-allocation strategies and offers a range of discretionary and non-discretionary programs, utilizing third-party managers and platforms like Envestnet for support.

Jeffrey Erwin is a financial advisor with Money Concepts Capital Corp in Bellefontaine, Ohio, holding 35 years of industry experience. He previously worked with Nationwide Advisory Services, Inc. and Nationwide Insurance Co. for over three decades. Erwin is also the owner of Jeffrey Erwin Insurance Agency, operating since 1998. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for about 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Douglas Boy is a financial advisor with Money Concepts Capital Corp in Bellefontaine, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has a background in accounting and tax preparation as a CPA and serves in various community roles, including positions on multiple nonprofit boards and as an officer and treasurer in local government and civic organizations. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Randal Lambert is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company and The Huntington National Bank since 2016, with a brief period at Ameriprise Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, as well as charitable organizations and corporations. The firm uses an open-architecture model combining third-party and proprietary portfolio management strategies, primarily offering wrap-fee programs on the Envestnet MAS platform.

Stacy Calton is a financial advisor at Money Concepts Capital Corp with four years of industry experience. She holds a Series 66 designation and previously worked at Dodds Wealth Advisors and MCI of the Mid-Atlantic. Before entering the financial industry, she was employed by Bellefontaine City Schools for 16 years. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Wayne Brantley is a financial advisor with United Planners' Financial Services of America and holds the ChFC® and Series 63 designations. He has 17 years of industry experience and has been with United Planners since 2015. In addition to his advisory work, he operates under the name Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports a variety of investment models, primarily focusing on non-discretionary asset management.

Patrick Dodds II is a financial advisor with Money Concepts Capital Corp in Dublin, Ohio, holding seven years of industry experience. He has worked at Money Concepts Capital Corp since 2018 and currently operates Dodds Wealth Advisors LLC. Dodds serves as a trustee and Education Committee member for a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, serving approximately 14,700 clients with assets under management of about $3.33 billion.

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Nathaniel Dodds is a financial advisor at Money Concepts Capital Corp with 12 years of industry experience. He holds the Series 63 designation and has worked with Money Concepts Capital Corp since 2014, along with a recent role at Dodds Wealth Advisors LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jay Clark is a CFP® professional with seven years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes a decade at Henry Holt & Company and three years as a self-employed advisor prior to joining his current firm. Clark also operates under the DBA Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Benjamin Dodds is a financial advisor with Money Concepts Capital Corp in Bellefontaine, OH, holding 18 years of industry experience. He has been with Money Concepts Capital Corp since 2008. Outside of his advisory role, he owns DWA Capital Inc., a non-investment business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a large network of advisors using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs.

Jacob Chrysler is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and The Pension Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers an integrated service model linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-selected investment lineups.

Amy Grunden is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 23 years of industry experience. She has worked at Clark Financial Group since 2016 and was previously involved in property rentals from 2012 to 2017. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and employs a variety of custodians, third-party managers, and platform programs, with the majority of assets under management reported as non-discretionary.

Roderick Clark is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with United Planners since 2015 and is also vice president of Point Harbor, Inc., a boat dock rental business. Clark has operated Clark Financial Group and worked as a non-variable insurance agent since 1986. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Michael Reid is a financial advisor at Cetera with 14 years of industry experience. He is the president and owner of a tax and accounting firm, Reid Mohler Staten, Inc., and is involved in the operation and management of several family farms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with various program structures and custodial relationships.

Natalie Knerr is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current position since 2018 and previously worked at The Huntington Investment Company for three years. Knerr holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tracy Strous is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved in fixed annuities and various insurance product sales and maintains an association with Superior Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, and retirement plan consulting, supported by research and model portfolios from both LPL and third-party subadvisors.

Jason Hunt is a financial advisor with Edward Jones in Bellefontaine, Ohio, holding a Series 66 designation and eight years of industry experience. He previously worked at KEMBA Financial Credit Union for six years before joining Edward Jones in 2017. Outside of his advisory role, he has formed an LLC to purchase, rehabilitate, and sell properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network, broad branch footprint, and affiliated financial services such as trust and securities-based lending.

Jennifer Harvey is a financial professional with 11 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 credentials. Outside of her advisory role, Harvey serves as a board member for the City of Urbana Ohio Parks & Recreation Board and the First Presbyterian Church of Urbana, and she is a campus director at Classical Conversations Homeschool Campus Co-op. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Jessica Mcnamee is a CFP® professional with 15 years of industry experience currently affiliated with LPL Financial. Her prior work includes roles at Northwestern Mutual Wealth Management Company and Heartland Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Darin Olson is a financial advisor with Edward Jones, holding a Series 63 designation and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Olson serves on the finance committee of Holy Rosary Church, advising on the church’s financial decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Laura Duncil is a financial advisor with Edward Jones in Lakeview, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2011 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Robert Powell is a financial advisor at Edward Jones with 13 years at the firm and a total of 8 years in the industry. He holds a Series 66 designation. Prior to his current role, he worked for three years at Royer Realty. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Hannah Southwood is a financial advisor at Edward Jones in Bellefontaine, Ohio, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Charles Schwab and TJ Tingley State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Drake Hunt is a financial advisor with Edward Jones in Bellefontaine, OH, holding a Series 66 designation. He has one year of industry experience and previously worked for Mary Rutan Hospital from 2016 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.