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.

Maverick Calton is a Series 65-licensed financial advisor with Money Concepts Capital Corp and Dodds Wealth Advisors LLC, bringing one year of industry experience. Prior to his advisory roles, he held various positions in retail and catering. He also provides administrative support at Dodds Wealth Advisors, including client communications and meeting coordination. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Douglas Boy is a financial advisor with Money Concepts Capital Corp in Bellefontaine, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has a background in accounting and tax preparation as a CPA and serves in various community roles, including positions on multiple nonprofit boards and as an officer and treasurer in local government and civic organizations. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Randal Lambert is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Huntington entities since 2016, as well as Advance America from 2007 to 2016. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform that combines third-party and proprietary investment strategies, offering specialized services such as tax management and impact/ESG overlays.

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.

Wayne Brantley is a financial advisor with United Planners' Financial Services of America and holds the ChFC® and Series 63 designations. He has 17 years of industry experience and has been with United Planners since 2015. In addition to his advisory work, he operates under the name Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports a variety of investment models, primarily focusing on non-discretionary asset management.

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Nathaniel Dodds is a financial advisor with Money Concepts Capital Corp in Dublin, Ohio, holding a Series 63 designation and 11 years of industry experience. He has worked at Money Concepts Capital Corp since 2014 and currently operates Dodds Wealth Advisors LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Jay Clark is a CFP® professional with seven years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes a decade at Henry Holt & Company and three years as a self-employed advisor prior to joining his current firm. Clark also operates under the DBA Clark Financial Group for marketing purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions through its network of 477 independent advisors.

Jacob Chrysler is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services and The Pension Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Amy Grunden is a Series 66 licensed financial advisor with 22 years of industry experience. She is currently affiliated with United Planners' Financial Services of America, where she has worked since 2016. Her prior experience includes roles at The Huntington Investment Company and Clark Financial Group. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers and provides a range of financial planning, portfolio management, retirement plan services, and brokerage solutions through its network of independent advisors.

Roderick Clark is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with United Planners since 2015 and is also vice president of Point Harbor, Inc., a boat dock rental business. Clark has operated Clark Financial Group and worked as a non-variable insurance agent since 1986. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Darrin Haubert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Haubert serves on the finance committee of the YMCA of Central Ohio. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Natalie Knerr is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current position since 2018 and previously worked at The Huntington Investment Company for three years. Knerr holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tracy Strous is a financial advisor at LPL Financial with 35 years of industry experience. She has been with LPL Financial since 2003 and holds a Series 63 designation. Outside of her advisory work, she is involved in selling fixed annuities and various insurance products, and has a business entity used for tax purposes related to insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and flexible investment solutions tailored to client needs.

Jason Hunt is a financial advisor with Edward Jones in Bellefontaine, Ohio, holding a Series 66 designation and eight years of industry experience. He previously worked at KEMBA Financial Credit Union for six years before joining Edward Jones in 2017. Outside of his advisory role, he has formed an LLC to purchase, rehabilitate, and sell properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network, broad branch footprint, and affiliated financial services such as trust and securities-based lending.

Jennifer Harvey is a financial advisor with Cetera in Bellefontaine, Ohio, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has served as a campus director for a homeschool co-op and is a board member of both the City of Urbana Ohio Parks & Recreation Board and the First Presbyterian Church of Urbana. 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 portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad advisory platform.

Jennifer Capell is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Financial and has prior experience at Avantax Insurance Agency, Avantax Investment Services, Signator Investors, and Rush Creek Financial. Outside of advisory work, she is involved with tax preparation and accounting services through Rush Creek Financial, Ltd., and holds a notary commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a range of investment approaches through in-house research, model portfolios, third-party managers, and customizable solutions tailored to client needs.

Jessica Mcnamee is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. Her prior roles include positions at Heartland Bank, Infinex Investments, and Northwestern Mutual, where she worked from 2010 to 2016. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of advisory and brokerage services supported by in-house research and multiple portfolio management options.

Darin Olson is a financial advisor with Edward Jones, holding a Series 63 designation and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Olson serves on the finance committee of Holy Rosary Church, advising on the church’s financial decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Laura Duncil is a financial advisor with Edward Jones in Lakeview, OH, holding Series 63 and Series 65 licenses and 21 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank from 2011 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Robert Powell is a financial advisor at Edward Jones in Bellefontaine, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2013 and previously worked at Royer Realty from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Hannah Southwood is a financial advisor at Edward Jones in Bellefontaine, Ohio, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Charles Schwab and TJ Tingley State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Drake Hunt is a financial advisor with Edward Jones in Bellefontaine, OH, holding a Series 66 designation. He has one year of industry experience and previously worked for Mary Rutan Hospital from 2016 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.