Chillicothe, OH Office

Mark Frazier is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2001. In addition to his advisory role, he is the president and managing partner of Mark A. Frazier CPA & Associates, a CPA office he has operated since 1992. 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 offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Cody Stapleton is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside the advisory field, he is involved in a family business, Ollies Burgers & Barbeque. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio management programs supported by third-party managers and technology platforms.