Chad Brown is a financial advisor with LPL Financial in Wooster, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Regal Investment Advisors, The O.N. Equity Sales, Ohio National Financial Services, and AllState Insurance Company. He also provides financial planning and consulting services through Compass Planning, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and annuity product offerings.

Allen Sykes is a CFP® professional with 10 years of industry experience. He currently serves as the sole advisor at Bespoke Family Advisors, having joined the firm in 2026 after 15 years at Pinnacle Advisors. Bespoke Family Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines passive and active strategies within client portfolios, offers discretionary portfolio management, and delivers institutional-style services including retirement plan consulting and trust account management.

Steven Irwin is a financial advisor at JoVan, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been the owner of Irwin Financial Associates, Ltd., a CPA firm unrelated to investment management, since 2003. JoVan, Ltd. provides advisory and consulting services to retirement plan sponsors, trustees, high-net-worth households, and other institutional clients through co-advisory relationships with registered investment managers. The firm focuses on coordinated delivery and oversight, offering financial planning, retirement plan consulting, and trust investment services while emphasizing integration of tax and financial planning.

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.

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.

David Shealy is a financial advisor at Shealy/Pinnacle Advisors, Ltd. with 21 years of industry experience. He holds a Series 65 designation and concurrently works full-time as a CPA with Citrin Cooperman, a non-investment related accounting firm. His career includes roles at HW&Co. CPAs and Advisors and the Shealy Group. Shealy/Pinnacle Advisors Ltd. serves institutional and private clients through co-advisory arrangements and retirement plan consulting, providing wealth management, financial planning, and trustee-focused trust services. The firm emphasizes retirement plan consulting and offers ongoing monitoring and oversight of independent investment managers while partnering with an SEC-registered adviser for day-to-day portfolio management.

Nathan Crosby is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal of Crosby Advisory Group, LLC in Ashland, Ohio, where he has worked since 2011. Crosby also owns 25% of NMD Insurance Agency, Inc., a property and casualty insurance agency, and is involved in selling annuity products. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm manages approximately $63.8 million in assets and typically offers discretionary account management with a focus on tailored investment policies.

Derek Ballinger is a Series 65-licensed advisor with Crosby Advisory Group, LLC, where he has worked since 2019. He has four years of industry experience and previously attended Ohio State University. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm customizes investment strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Jarrod Lifer is a financial advisor at Crosby Advisory Group, LLC with one year of industry experience. He holds the Series 65 designation and has been with Crosby Advisory Group since 2024. Prior to his advisory role, he was a student for ten years. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth individuals, and business corporations. The firm employs a long-term, modern portfolio theory approach and typically manages accounts on a discretionary basis, tailoring investment strategies to client goals, time horizons, and risk tolerance.

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.

Joseph Lewis is a financial advisor with Crosby Advisory Group, LLC in Ashland, Ohio. He holds the Series 66 designation and has 17 years of experience in the financial industry, including 13 years at J.P. Morgan Securities and Jpmorgan Chase Bank. Crosby Advisory Group provides portfolio management services to individuals, high-net-worth clients, and businesses. The firm employs a modern portfolio theory-based approach combined with long-term trading discipline, offering tailored investment strategies across a variety of asset classes.

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.

Lynn Livelsberger is the principal of Livelsberger Financial Advisory in Ashland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 1979. Outside of his advisory work, he is president and partner of SWL Retirement, Inc., a business that markets a board game targeted at the baby-boomer generation. Livelsberger Financial Advisory provides comprehensive financial planning and discretionary portfolio management to individuals, families, small businesses, corporate pension plans, and non-profit organizations. The firm emphasizes asset diversification and mutual fund manager selection, managing portfolios primarily on a discretionary basis without attempting to time markets.

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.

Blake Rudolph is a financial advisor at Pinnacle Advisors with Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at Pinnacle Wealth Planning Services, W&S Brokerage Services, and Western and Southern Life. Before entering the financial industry, he worked in landscaping and delivery services. Pinnacle Advisors serves individual clients, pension plans, trusts, and corporate clients, managing approximately $2.1 billion in discretionary assets across multiple offices. The firm offers comprehensive wealth management and trust services through structured programs that integrate financial planning with discretionary portfolio management and provides institutional-level services including trust and custody solutions and retirement plan consulting.

Richard Kammer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Pinnacle Advisors with three years of industry experience. His prior roles include positions at Cornerstone Wealth Management, Howard Hanna, and Leviathan Group LLC. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust wealth management, and performance reporting services.