Bellefontaine, OH S. Main Street Office

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.

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.

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.

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.

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.