Jennifer Kritz

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Alan Keltner is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 63 designation. He has 26 years of industry experience and has worked at ProEquities, Inc. for 17 years. In addition to his advisory role, he is a CPA and treasurer at Gosling & Company, P.C., where he has provided public accounting services since 1986. He also owns Keltner Enterprises, a business buying and selling antiques. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Leo Monaghan is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, he is involved in organizing a scholarship fund for his high school class and assists his elderly brother by managing financial matters under a power of attorney. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and programs through a large network of advisors.

Tammy Feldmann Kelchen is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors and EJ Brown & Associates. Outside of her advisory role, she serves as a board member of the Delaware County 4H Foundation and is involved in local community volunteer work. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals. The firm employs a range of investment approaches including model portfolios and third-party strategists, with services delivered on both discretionary and non-discretionary bases.

Donna Kuhlman is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at firms including VOYA Financial Advisors, AssuredPartners Great Plains, and The Friedman Group. Kuhlman volunteers with the Make-A-Wish Foundation, assisting with family interviews and wish grants. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.