Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Dean Moeller is a financial advisor with Latitude Advisors, LLC, holding the PFS™ designation and Series 66 license, and has 29 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has managed his own CPA practice, Moeller & Co CPA Ltd, since 1997. Outside of his advisory and accounting roles, he serves as a business manager handling bookkeeping duties for the Knights of St Johns in Maria Stein, Ohio. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

Tommie Leininger is a financial advisor with SPC in Celina, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Sigma Planning Corp. since 2001, Sigma Financial Corporation since 1996, and Asset Allocation Associates Inc. since 1994. Leininger serves on the investment committee for the Department of Ohio Veterans of Foreign Wars of the United States, is a member of the Mercer County Veterans Service Commission, and is a board member of Ohio VFW Charities, Inc. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options, and maintains formal succession and compliance protocols.

Seth Heitkamp is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked at Gilbert Station and has been involved with Leugers Insurance Agency, where he also prepares taxes for clients. He is based in Maria Stein, Ohio. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic investment approaches.

Troy Prenger is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at James Capital Alliance, Inc. for six years before joining Lincoln Investment Planning, LLC in 2019. Outside of his advisory role, he is also involved in the sale of insurance products and tax preparation for clients through Leugers Insurance Agency. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios utilizing both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Elisa Goebel is a financial advisor with Ameritas Advisory Services, LLC, holding 16 years of industry experience. She has worked with several firms, including Pear Tree Financial and DeVerna & Co, where she is involved in financial services and insurance products. Goebel is also the owner of Pear Tree Financial. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs with a platform integrating in-house model portfolios, third-party managers, and affiliations with Ameritas affiliates.

Craig Kennedy is a financial advisor with SPC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with SPC since 2006 and is also associated with Sigma Financial Corporation and Asset Allocation Associates, Inc., both since 2004. Kennedy serves on the board of directors for the Tom & Betty Leininger Foundation and is involved in annual tax return preparation for clients through Asset Allocation Associates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary management strategies.

Garrett Gray is a financial advisor with Lincoln Investment, holding 11 years of industry experience. He has been with Lincoln Investment since 2014 and also maintains ongoing roles in real estate sales and insurance. Outside of his advisory work, Gray is actively involved in real estate brokerage and insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and various employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Scott Steiner is a financial advisor with Money Concepts Capital Corp in Celina, OH, holding 28 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also worked at Dodds Wealth Advisors LLC starting in 2026. Outside of his advisory role, Steiner serves on the Board of Directors and Finance Committee for the Logan County Board of Developmental Disabilities and is involved with Quest Community Church. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors.

Ryan O'Neill is a CFP® professional at SPC with two years of industry experience. He previously worked at Financial Concepts and GSW Manufacturing. Outside of advising, he owns Aqua Blast Pressure Washing LLC, a pressure washing business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Theodore Bertke is a ChFC® with 33 years of industry experience, currently serving with Lincoln Investment since 2012. He has also been associated with Capital Analysts, Incorporated since 1992 and Leugers Insurance Agency since 1974. Outside of his advisory roles, Bertke is actively involved in community service, including positions on the Mercer Health Board of Directors, the County Health Department Board, and as president of the Marion Community Development Organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and advisory services, utilizing both strategic and dynamic investment approaches through in-house and third-party strategies.

Aaron Boyer is a financial advisor at Money Concepts Capital Corp with 20 years of industry experience. He holds CFP® and Series 66 designations and has previously operated Boyer Financial Corporation. Since 2025, he has also been involved in tax preparation and Medicare enrollment services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms like Envestnet.

Ryan Wilker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at FSC Securities Corporation and OSAIC, as well as positions at Northern Kentucky University and Villanova University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management options.

Ross Brown is a financial advisor at Edward Jones in New Bremen, OH, holding a Series 63 designation and with 21 years of industry experience, all spent at Edward Jones since 2005. He has no reported notable outside business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm operates under a fiduciary standard and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Wolters is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors among other firms. Outside of his advisory work, Wolters serves as treasurer for a local charity and participates on a county advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program options and oversight structures.

Aaron Schwartz is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has worked with firms including Avantax Advisory Services and Moorman, Harting & Company. Outside of financial advising, he serves on the Finance Committee of Holy Redeemer Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers.

Amy Huber is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Reynolds and Reynolds and previously spent seven years at Premier Salon Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

John Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and previously spent eight years at SS&C Technologies and has been involved with ADS Financial LLC since 2021. Schmitmeyer also serves as a notary in connection with investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technologies including machine learning.

Sandra Boesche is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007, accumulating 19 years of industry experience. She also assists with tax-related administrative tasks at a CPA firm during tax season. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of advisors and branch offices across the United States.