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.

Dean Moeller is a financial advisor with Latitude Advisors, LLC, holding the PFS™ designation and Series 66 license, and has 29 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has managed his own CPA practice, Moeller & Co CPA Ltd, since 1997. Outside of his advisory and accounting roles, he serves as a business manager handling bookkeeping duties for the Knights of St Johns in Maria Stein, Ohio. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

Craig Drees is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked with Creative Financial Designs since 2010 and has longstanding roles at Security Counselors, Standard Life, and D.B.A. Dree's Financial Services. Outside of his advisory work, he owns SMD Insurance Consultants, LLC, a non-investment-related business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

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.

Ryan O'Neill is a CFP® professional at SPC with two years of industry experience. He previously worked at Financial Concepts and GSW Manufacturing. Outside of advising, he owns Aqua Blast Pressure Washing LLC, a pressure washing business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Theodore Bertke is a ChFC® with over 33 years of experience in the financial industry. He has been associated with Capital Analysts since 1992 and has also worked with Lincoln Investment since 2012. Outside of his advisory role, he serves on the boards of a county health department and a local hospital, and is actively involved in community organizations including a foster children advocacy group and a non-profit focused on local business coordination. Capital Analysts provides advisory services to a diverse client base including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm combines quantitative research with advisor-level consulting to offer customized portfolios across mutual funds, ETFs, and stocks, supported by extensive operational and custody relationships.

Aaron Boyer is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2006. He has prior experience with Boyer Financial Corporation and is involved in Medicare enrollment and tax preparation activities outside of his advisory role. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including proprietary retirement model portfolios and third-party sub-advisers, serving approximately 14,700 clients through a team of around 431 advisors.

Richard Denning is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of advising, he previously operated a specialty bicycle retailer as a part-time hobby business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Ross Brown is a financial advisor at Edward Jones in New Bremen, OH, holding a Series 63 designation with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and other fiduciary services.

Alan Wolters is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1ST Global Advisors. Outside of his advisory role, Wolters serves as treasurer for the Marion Township Combined Charity and is a member of the Mercer County Urban Zone Advisory Board. 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, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Aaron Schwartz is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked at Avantax Advisory Services and Moorman, Harting & Company, where he also serves as a CPA providing tax planning, preparation, and consulting. Schwartz is a member of the Finance Committee at Holy Redeemer Catholic Church. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Amy Huber is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Reynolds and Reynolds and previously spent seven years at Premier Salon Concepts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

John Schmitmeyer is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at SS&C Technologies for eight years and is involved with ADS Financial LLC, where he serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Sandra Boesche is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and is based in St. Marys, Ohio. Outside of her advisory role, she has assisted a CPA firm by supporting tax season activities, including data entry and information scanning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Travis Elsass is a financial advisor with Edward Jones in St. Marys, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory role, he is involved with Table Investments LLC, a rental property business. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kevin Meiring is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 24 years of industry experience. He has been with Cetera since 2018 and also owns a CPA and accounting firm, Risse, Meiring & Company, Inc., providing tax preparation and accounting services. Additionally, he manages a family holding company and is involved in commercial and residential property management. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of investment management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, supported by a unique integration of retirement and fiduciary capabilities alongside its broad advisory platform.

Todd Belden is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with additional market-facing registrations and functions, delivering non-discretionary advisory services alongside brokerage and investment management.