Dean Moeller

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.

Anthony Pondel is a CFP® with 33 years of experience in financial advising. He is currently with NorthRock Partners, LLC and has previously worked at Private Advisor Group, LLC, Tony Pondel, Certified Financial Planner, P.C., and LPL Financial. Outside of his advisory work, he owns a farm in Ohio that produces crop rent and tree sales. NorthRock Partners, LLC serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs a holistic, asset-allocation driven approach with a focus on diversification, rebalancing, and the use of independent managers, supported by operational ties to accounting and tax professionals and licensed insurance agents.

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 beginning his advisory career in 2025. Prior to joining Lincoln Investment, he worked in various roles including positions at Leugers Insurance Agency, where he is also an insurance agent and tax preparer. He has experience in insurance sales and tax preparation alongside his advisory duties. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, custom and model portfolio management, and brokerage and insurance products.

Troy Prenger is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at James Capital Alliance, Inc. for six years before joining Lincoln Investment Planning, LLC, where he has been since 2019. Outside of his advisory role, Prenger is involved with an insurance agency and prepares taxes for clients. Capital Analysts serves a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional investors. The firm manages approximately $8.9 billion in assets and employs an investment process that combines model portfolios developed by an in-house research team with advisor-level customization and consulting.

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.