Chad Brown is a financial advisor with LPL Financial in Wooster, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Regal Investment Advisors, The O.N. Equity Sales, Ohio National Financial Services, and AllState Insurance Company. He also provides financial planning and consulting services through Compass Planning, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and annuity product offerings.

Steven Irwin is a financial advisor at JoVan, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been the owner of Irwin Financial Associates, Ltd., a CPA firm unrelated to investment management, since 2003. JoVan, Ltd. provides advisory and consulting services to retirement plan sponsors, trustees, high-net-worth households, and other institutional clients through co-advisory relationships with registered investment managers. The firm focuses on coordinated delivery and oversight, offering financial planning, retirement plan consulting, and trust investment services while emphasizing integration of tax and financial planning.

Bradley Hostetler is a Series 65-licensed financial advisor with 26 years of industry experience. He is the principal of HD Pinnacle Advisors, Ltd., where he has worked since 1999. In addition to his advisory role, Hostetler is a CPA with Riester, Lump & Burton, a separate accounting firm. HD Pinnacle Advisors serves retirement plan sponsors, trusts, corporations, and private clients by providing wealth management and financial planning services as a co-adviser. The firm offers investment advisory input, client coordination, and independent manager selection without directly managing client assets.

Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.

David Shealy is a financial advisor at Shealy/Pinnacle Advisors, Ltd. with 21 years of industry experience. He holds a Series 65 designation and concurrently works full-time as a CPA with Citrin Cooperman, a non-investment related accounting firm. His career includes roles at HW&Co. CPAs and Advisors and the Shealy Group. Shealy/Pinnacle Advisors Ltd. serves institutional and private clients through co-advisory arrangements and retirement plan consulting, providing wealth management, financial planning, and trustee-focused trust services. The firm emphasizes retirement plan consulting and offers ongoing monitoring and oversight of independent investment managers while partnering with an SEC-registered adviser for day-to-day portfolio management.

Nathan Crosby is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal of Crosby Advisory Group, LLC in Ashland, Ohio, where he has worked since 2011. Crosby also owns 25% of NMD Insurance Agency, Inc., a property and casualty insurance agency, and is involved in selling annuity products. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm manages approximately $63.8 million in assets and typically offers discretionary account management with a focus on tailored investment policies.

Derek Ballinger is a Series 65-licensed advisor with Crosby Advisory Group, LLC, where he has worked since 2019. He has four years of industry experience and previously attended Ohio State University. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm customizes investment strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Jarrod Lifer is a financial advisor at Crosby Advisory Group, LLC with one year of industry experience. He holds the Series 65 designation and has been with Crosby Advisory Group since 2024. Prior to his advisory role, he was a student for ten years. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth individuals, and business corporations. The firm employs a long-term, modern portfolio theory approach and typically manages accounts on a discretionary basis, tailoring investment strategies to client goals, time horizons, and risk tolerance.

Derek Fike is a financial advisor at KM&M PINNACLE, Ltd. with eight years of industry experience. He holds a Series 65 designation and has worked with KM&M CPAs since 2005. Outside of advising, he is a partner in a payroll processing company. KM&M Pinnacle serves individuals, trusts, retirement plans, and corporate clients by combining wealth management, financial planning, and trust services. The firm delivers portfolio management through co-advisory relationships with SEC-registered advisers and integrates tax, accounting, and trust capabilities through its affiliations with CPA firms and related business interests.

Lawrence Morrison is a financial advisor with KM&M Pinnacle, Ltd. holding a Series 65 credential and over 26 years of industry experience. His background includes a wide range of business interests dating back to 1981, including roles in CPA firms, consulting, insurance, and various operating companies. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients with wealth management, financial planning, retirement plan consulting, and trust services. The firm integrates tax, accounting, and trust capabilities through affiliations with CPA firms and related businesses, delivering investment management primarily via its relationship with an SEC-registered adviser.

Richard Kleshinski is a financial advisor with KM&M Pinnacle, Ltd., holding the PFS™ designation and Series 65 registration, with 26 years of industry experience. He has served in various roles including Vice President of Pinnacle Family Office, LLC and is a CPA at Kleshinski, Morrison & Morris. He is also a shareholder in a healthcare technology firm and a partner in business real estate ventures. KM&M Pinnacle is a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients by combining financial planning with investment advisory services through a co-advisory model. The firm integrates tax, accounting, and trust capabilities, offering wealth management and retirement plan consulting alongside discretionary portfolio management handled by affiliated SEC-registered advisers.

George Andress III is a financial advisor with KM&M PINNACLE, Ltd. in Mansfield, OH, holding a Series 65 designation and nine years of industry experience. He has been associated with KM&M CPAs since 2009. Outside of his advisory role, he is a partner in a real estate rental company. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients through wealth management, financial planning, retirement consulting, and trust services. The firm delivers portfolio management via an affiliated SEC-registered investment adviser and integrates tax, accounting, and trust capabilities through its CPA firm affiliations.

Lynn Livelsberger is the principal of Livelsberger Financial Advisory in Ashland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 1979. Outside of his advisory work, he is president and partner of SWL Retirement, Inc., a business that markets a board game targeted at the baby-boomer generation. Livelsberger Financial Advisory provides comprehensive financial planning and discretionary portfolio management to individuals, families, small businesses, corporate pension plans, and non-profit organizations. The firm emphasizes asset diversification and mutual fund manager selection, managing portfolios primarily on a discretionary basis without attempting to time markets.

Blake Rudolph is a financial advisor with Pinnacle Advisors in Mansfield, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western and Southern Life, as well as work outside finance with Door Dash and Evans Landscaping. Pinnacle Advisors is a multi-team SEC-registered wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and a range of institutional partnerships.

Richard Kammer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Pinnacle Advisors with three years of industry experience. His prior roles include positions at Cornerstone Wealth Management, Howard Hanna, and Leviathan Group LLC. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust wealth management, and performance reporting services.

Gregory Spickard is a financial advisor at Pinnacle Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Bullseye Investment Management, LLC. In addition to his advisory role, he is the president and co-owner of Virtus Fiduciary Consulting, a firm that provides consulting services to retirement plan sponsors. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients through comprehensive financial planning, investment advisory, and retirement plan consulting services. The firm combines portfolio management with integrated planning and offers specialized programs and fiduciary services.

Andrew Young is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with six years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. and Huntington Bank. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and uses a combination of in-house portfolio management, third-party platforms, and quantitative analysis with a long-term trading orientation.

Benjamin Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Dublin, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Whitaker-Myers in 2024, he worked at Young Life for seven years and CITCO Water for one year. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs modern portfolio theory and quantitative analysis with a long-term trading focus, managing approximately $713 million in client assets across more than 3,200 households.

Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.

Alex Kulka is a financial advisor with Pinnacle Advisors in Mansfield, Ohio, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, and ESB Investments. He is a passive owner of ESB W&I LLC, an investment-related firm. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with services that include financial planning, investment advisory, trust wealth management, and retirement plan consulting. The firm combines portfolio management with integrated planning through formal Wealth Management Programs and operates a retirement plan consulting division that provides ERISA fiduciary advice and trustee services.