Bradley Hostetler is a Series 65-licensed financial advisor with 26 years of industry experience. He is the principal of HD Pinnacle Advisors, Ltd., where he has worked since 1999. In addition to his advisory role, Hostetler is a CPA with Riester, Lump & Burton, a separate accounting firm. HD Pinnacle Advisors serves retirement plan sponsors, trusts, corporations, and private clients by providing wealth management and financial planning services as a co-adviser. The firm offers investment advisory input, client coordination, and independent manager selection without directly managing client assets.

I'm Zach, founder and lead advisor of Mount Vernon Financial, an independent fee-only fiduciary RIA based in Mount Vernon, Ohio, serving clients across the state and beyond. I started this firm because too many people get advice that's built around a product or a sales quota instead of their actual life and I wanted to build something more personal. My desire is that all prospects and clients can see that I start from a place of genuine care. Trust is only built if care, integrity and honesty are evident. As an advisor, I lean on evidence-based investing and tax-efficient planning. I hold the CEP and CFP® designations. Before starting Mount Vernon Financial, I spent years with High-Net-worth clients helping with equity planning through corporate brokerage solutions at Morgan Stanley and advising clients directly at TD Ameritrade. I've seen how both big firms and everyday investors operate, and I built this practice to give you the best of both. Mount Vernon Financial is intentionally set up alongside a local CPA firm, so your tax picture and your financial plan aren't living in two separate silos. Whether you're starting off, nearing retirement, or somewhere in between, I would be honored to have a conversation to see where we can help.

Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.

Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.

Derek Fike is a financial advisor at KM&M PINNACLE, Ltd. with eight years of industry experience. He holds a Series 65 designation and has worked with KM&M CPAs since 2005. Outside of advising, he is a partner in a payroll processing company. KM&M Pinnacle serves individuals, trusts, retirement plans, and corporate clients by combining wealth management, financial planning, and trust services. The firm delivers portfolio management through co-advisory relationships with SEC-registered advisers and integrates tax, accounting, and trust capabilities through its affiliations with CPA firms and related business interests.

Christine Larson Postel is a CFP® professional with 18 years of industry experience. She has been with Minerva Planning Group since 2025 and previously worked at Pinnacle Advisors for 21 years. Minerva Planning Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and other advisors. The firm manages approximately $237 million across 122 client relationships, offering discretionary investment management and financial planning with a customized, long-term investment approach focused on diversified portfolios of mutual funds and ETFs.

Chanley Christman is a CFP® with 30 years of industry experience. He has worked at Raymond James Financial Services from 1996 to 2026 before joining Quest Wealth Solutions, Inc. in 2026. Christman also has a non-investment-related role at Quest Wealth Solutions, which he started in 2012, involving limited weekly hours. Quest Wealth Solutions provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and businesses. The firm follows a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, while maintaining active monitoring and rebalancing of client portfolios.

Lawrence Morrison is a financial advisor with KM&M Pinnacle, Ltd. holding a Series 65 credential and over 26 years of industry experience. His background includes a wide range of business interests dating back to 1981, including roles in CPA firms, consulting, insurance, and various operating companies. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients with wealth management, financial planning, retirement plan consulting, and trust services. The firm integrates tax, accounting, and trust capabilities through affiliations with CPA firms and related businesses, delivering investment management primarily via its relationship with an SEC-registered adviser.

Richard Kleshinski is a financial advisor with KM&M Pinnacle, Ltd., holding the PFS™ designation and Series 65 registration, with 26 years of industry experience. He has served in various roles including Vice President of Pinnacle Family Office, LLC and is a CPA at Kleshinski, Morrison & Morris. He is also a shareholder in a healthcare technology firm and a partner in business real estate ventures. KM&M Pinnacle is a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients by combining financial planning with investment advisory services through a co-advisory model. The firm integrates tax, accounting, and trust capabilities, offering wealth management and retirement plan consulting alongside discretionary portfolio management handled by affiliated SEC-registered advisers.

George Andress III is a financial advisor with KM&M PINNACLE, Ltd. in Mansfield, OH, holding a Series 65 designation and nine years of industry experience. He has been associated with KM&M CPAs since 2009. Outside of his advisory role, he is a partner in a real estate rental company. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients through wealth management, financial planning, retirement consulting, and trust services. The firm delivers portfolio management via an affiliated SEC-registered investment adviser and integrates tax, accounting, and trust capabilities through its CPA firm affiliations.

Tony Newman is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Quest Wealth Solutions, Inc., where he has worked since 2026. Prior to this, he spent 12 years at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he serves as an officer and vice president of Quest Wealth Solutions, a support company. Quest Wealth Solutions provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost, diversified mutual funds and ETFs alongside individual stocks and bonds, with continuous account monitoring and discretionary rebalancing to meet client objectives.

Andrew Young is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with six years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. from 2016 to 2019 before joining Whitaker-Myers in 2019. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm employs a discretionary management approach based on modern portfolio theory and quantitative analysis, serving a broad client base with services including estate planning, pension consulting, and financial coaching.

Benjamin Allen is a Series 65 licensed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He has two years of industry experience, including roles at Young Life and CITCO Water before joining his current firm. 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 a long-term approach grounded in modern portfolio theory and quantitative analysis.

Logan Doup is a CFP® and Series 65-registered advisor at Whitaker-Myers Wealth Managers, Ltd. with four years of industry experience. Prior to joining Whitaker-Myers in 2021, he worked at Avita Health Systems and OhioHealth Hospitals. Outside of his advisory work, he operates a hobby farm where he sells honey and garlic. 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 assets, serving over 3,200 households, and employs a disciplined investment approach combining modern portfolio theory with quantitative analysis and a long-term trading orientation.

Ethan Barry is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Lowe's and spent time at Kent State University and Mansfield Christian Schools. 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.

Joseph Browning II is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH. He holds a Series 65 designation and has one year of industry experience. Prior to joining Whitaker-Myers, he held various roles including teaching positions at Miami University and Triway High School. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts using modern portfolio theory and a long-term trading approach, serving a wide client base with comprehensive financial and estate planning support.

Nicholas Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with three years of industry experience. He holds a Series 65 designation and has worked at Whitaker-Myers since 2022. Prior to his advisory role, he spent nine years with Young Life. Outside of his advisory work, he serves as an assistant lacrosse coach at Wooster High School, where he mentors student athletes. 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 employs a long-term, quantitative investment approach while offering scaled services such as group financial coaching and integrated tax and benefits advisory through affiliated businesses.

Joseph Mains is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, holding a Series 65 license with two years of industry experience. Before joining Whitaker-Myers in 2024, he worked at Uber and Travelers Insurance Company. He is also involved in financial coaching as a side business. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations, employing modern portfolio theory and quantitative analysis in a discretionary management approach. The firm maintains a broad service model supported by multiple custodial relationships and affiliated businesses.

Timothy Hilterman is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at Whitcomb & Hess, Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America before joining Whitaker-Myers Wealth Managers, Ltd., where he has been since 2024. He serves on the Richland Academy board and rents his 12-passenger van on TURO. 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 combination of in-house portfolio management and third-party platforms, applying modern portfolio theory with a long-term trading orientation.

Jonah Kearns is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. He holds a Series 65 designation and has military experience from service in the US Army and the Ohio Army National Guard. Kearns has been with Whitaker-Myers since 2026. 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 a discretionary management approach based on modern portfolio theory and quantitative analysis, serving a large client base with a broad range of financial services.