Mark Nagy is a financial advisor at Gradient Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at The Tavenner Co. and Grand Lake Insurance & Investments, where he continues to maintain ownership and active involvement in investment advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Troy Prenger is a financial advisor with Capital Analysts, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He previously worked at James Capital Alliance, Inc. and Lincoln Investment Planning, LLC. In addition to his advisory role, he is involved in insurance product sales and tax preparation for clients through the Leugers Insurance Agency. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships supporting a range of financial products.

Garrett Gray is a financial advisor with Capital Analysts and has 11 years of industry experience. He has worked at Lincoln Investment since 2014 and has additional business activities in property and casualty insurance as a producer and agent. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations. The firm provides portfolio management through an in-house investment management team and independent advisors, offering custom portfolios, access to third-party managers, and retirement-plan advice.

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.

Theodore Bertke is a ChFC® credentialed advisor with over 33 years of experience at Capital Analysts and Lincoln Investment. He has been associated with Capital Analysts since 1992 and Lincoln Investment since 2012. Outside his advisory work, he serves on the boards of the County Health Department and Mercer Health Hospital, and is involved in several local nonprofit and community organizations, including CASA-Mercer County and the Marion Community Development Organization. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm combines in-house discretionary investment management with advisor-managed and third-party solutions, utilizing a proprietary mutual fund screening process and maintaining institutional relationships to support its services.

Adam Fullenkamp is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. since 2021. He also works with Seniormark LLC, where he is involved in soliciting Medicare Health Insurance. Creative Financial Designs serves individual and institutional clients, offering investment management and financial planning through various strategies, including a notable suite of Biblical Responsible Investing options. The firm employs asset-class model allocations informed by third-party research and provides both discretionary and non-discretionary management across a broad range of investment approaches.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Anthony Pondel is a CFP® with 34 years of industry experience. He currently works at NorthRock Partners, LLC and previously held roles at Private Advisor Group, LLC, Tony Pondel, Certified Financial Planner, P.C., and LPL Financial. Outside of financial advising, he owns a farm in Ohio that produces crop rent and tree sales. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and leveraging AI tools alongside human review.

Jordan Rethman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at United Planners since 2022 and also maintains a role as an accountant specializing in tax preparation and bookkeeping at McCrate, Delaet & Company. Additionally, he is involved as a portfolio manager with McCrate Wealth Management, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management through its network of 477 independent advisors.

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.

Aaron Watkins is a financial advisor with Money Concepts Capital Corp, holding seven years of industry experience. He has been with Money Concepts since 2017. Outside of his advisory role, Watkins serves as a high school volleyball coach and is a board member and officer for Raise the Roof for the Arts. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs through a network of several hundred advisors.

Sarah Stammen is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has 10 years of industry experience and has previously worked with Avantax Advisory Services, Avantax Investment Services, Inc., and 1st Global Advisors, Inc. In addition to her advisory role, she is a shareholder and treasurer at McCrate, Delaet & Co, a CPA firm specializing in tax preparation and accounting. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent investment advisor representatives.

Bradley Hoge is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. He has worked with multiple firms including Prudential Insurance Company of America and Avantax Investment Services, and he is also involved with McCrate Wealth Management LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisers. The firm emphasizes non-discretionary account management and operates as a limited partnership with formalized support for advisor transitions.

Scott Steineman is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with United Planners Financial Services of America and has previously worked at Avantax Investment Services, 1st Global Advisors, and McCrate DeLaet & Company, where he remains an owner and shareholder of a tax preparation and accounting firm. Outside of advisory work, Steineman is involved with NSDW Properties, a real estate sales and property management business. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

Seth Heitkamp is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work history that includes roles at Gilbert Station and Crown Equipment Corporation. In addition to his advisory role, Heitkamp is involved as an insurance agent and tax preparer at Leugers Insurance Agency. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management team and third-party managers.

Cheryl Boyer is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. She has been with the firm since 1986 and has worked as an advisor since 1989. Outside of her advisory role, she is involved with The Gregory Reyes Foundation as a consultant and volunteer. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a mix of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Elisa Goebel is a financial advisor with Ameritas Advisory Services, LLC, holding 16 years of industry experience. She has worked at several firms, including DeVerna & Co and Pear Tree Financial, where she is an owner. Ameritas Advisory Services provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and third-party solutions to deliver advisory services on both discretionary and non-discretionary bases.

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.

Kevin Schlarman is a financial advisor with United Planners' Financial Services of America, holding CFP® and Series 66 credentials and nine years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. He is also a shareholder at McCrate, DeLaet & Co CPA and serves as a board member of S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.