Jessica Mcnamee

John Belser is the principal of Belser Pinnacle Financial Advisors, LLC and holds a Series 63 designation with 23 years of industry experience. He also operates a full-time CPA firm in Bellefontaine, Ohio, where he has worked since 1992. Belser Pinnacle Financial Advisors provides wealth management and advisory services to institutional and high-net-worth clients through a co-advisory arrangement with an SEC-registered investment adviser. The firm focuses on financial planning, client coordination, and monitoring third-party managers while leveraging a CPA affiliation and a dedicated pension consulting group.

Craig Poeppelman is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Harper Associates, Inc. since 2001. HP & Associates provides fee-only financial planning and investment advisory services to individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm emphasizes retirement planning and annual cash-flow analysis, managing approximately $55.8 million in client assets on a non-discretionary basis with custom-designed portfolios primarily using no-load mutual funds.

Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.

Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.

W. Harper is a financial advisor at HP & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harper Associates for 36 years. Outside of his advisory work, he serves as a director of a family-owned funeral business in Columbus, Ohio, without day-to-day responsibilities. HP & Associates is a fee-only firm serving individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm focuses on retirement planning and cash-flow analysis, offering customized portfolios managed on a non-discretionary basis.

Colton Lowry is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2025. Lowry serves as a board member for Green Hills Community in West Liberty, Ohio. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options and access to internal and third-party asset management solutions.