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.

Daniel Hoelscher is a CFP® professional with 16 years of industry experience. He is the managing member of SeniorMark, LLC and has been associated with the firm since 2009. He also has experience at Creative Financial Design, Inc. and has worked as an independent insurance agent since 1997. Outside of his advisory roles, Hoelscher serves as president and teacher for LoveTruthFully, Inc., a nonprofit focused on Christian education. SeniorMark, LLC is a registered investment adviser that serves retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides advisory services through an affiliated registered adviser, Creative Financial Design, Inc., which manages client portfolios on a discretionary basis.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Jordan Rethman is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and three years of industry experience. He has worked at United Planners since 2022 and also maintains a role as an accountant specializing in tax preparation and bookkeeping at McCrate, Delaet & Company. Additionally, he is involved as a portfolio manager with McCrate Wealth Management, LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management through its network of 477 independent advisors.

Sarah Stammen is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has 10 years of industry experience and has previously worked with Avantax Advisory Services, Avantax Investment Services, Inc., and 1st Global Advisors, Inc. In addition to her advisory role, she is a shareholder and treasurer at McCrate, Delaet & Co, a CPA firm specializing in tax preparation and accounting. 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, offering both fee-based and commission-based options through its network of independent investment advisor representatives.

Bradley Hoge is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 18 years of industry experience, including prior roles at Avantax Investment Services and Prudential Insurance Company of America. He is also involved with McCrate Wealth Management LLC as a member. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and supports both fee-based and commission-based advisory models.

Scott Steineman is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with United Planners Financial Services of America and has previously worked at Avantax Investment Services, 1st Global Advisors, and McCrate DeLaet & Company, where he remains an owner and shareholder of a tax preparation and accounting firm. Outside of advisory work, Steineman is involved with NSDW Properties, a real estate sales and property management business. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent advisors.

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.

Cheryl Boyer is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp. She has been with the firm since 1986 and has worked as an advisor since 1989. Outside of her advisory role, she is involved with The Gregory Reyes Foundation as a consultant and volunteer. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a mix of model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

Kevin Schlarman is a CFP® professional affiliated with United Planners Financial Services of America, bringing eight years of industry experience. His prior roles include positions at Avantax Advisory Services, Avantax Investment Services, and 1st Global Capital Corp. Outside of his advisory work, he serves as a board member for S&H Products, a community and civic organization in Sidney, Ohio. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers a mix of fee-based and commission-based financial solutions through its network of 477 independent advisors.

Corey Palakovic is a financial professional at Money Concepts Capital Corp with a Series 66 designation and one year of industry experience. His background includes service in the US Army from 2016 to 2020 and roles in retirement and financial planning at WiseBridge Wealth Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a range of managed programs and utilizes fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and account rebalancing.

Mark Hoge is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 15 years of industry experience and has held roles at firms including Avantax Advisory Services and 1ST Global Advisors. Outside of his advisory work, Hoge is a shareholder in a CPA firm and serves as a board member for German Farmers Mutual Insurance Company. United Planners Financial Services supports a diverse client base, including individuals, corporations, and institutional clients, through an open-architecture platform with multiple custodians and money managers. The firm operates as both a registered investment adviser and broker-dealer, delivering financial planning, portfolio management, retirement plan services, and brokerage solutions.

Julie Fuller is a financial advisor with Money Concepts Capital Corp in Sidney, OH, holding a Series 66 credential and three years of industry experience. She has worked at Money Concepts Capital Corp since 2022 and concurrently provides tax preparation services through Boyer Financial Group, Inc. Outside of advising, she is employed in the health insurance sector. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, managing approximately $3.33 billion across 14,700 clients.

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.

Tyler Davis is a Series 65-licensed financial advisor with Money Concepts Capital Corp, based in Sidney, OH, and has two years of industry experience. He is also the owner and partner of Davis Accounting & Tax, LLC, and serves as an employee in a nonprofit accounting role with Shelby County. Prior to his current roles, he worked as an auditor for the Auditor of State. 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 range of managed programs and applies fundamental and technical analysis alongside modern portfolio theory to manage assets for its clients.

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.

Cayla Bensman is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she held positions at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. 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 offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.