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.

Andrew Schoch is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 26 years of industry experience, including prior roles with Nationwide Securities and Nationwide Financial Network. Outside of his advisory work, Schoch is involved in selling and licensing photography. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Scott Mcdougal is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at H. Beck, Inc. and Buckeye Central Local Schools. Outside of advising, he serves as a board member for The Union Banking Company and is involved with New Washington Fire and EMS. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Brian Mc Connell is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise, Raymond James Financial Services, United Bank Division of Park National Bank, FC Bank, and Key Bank. 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 variety of delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment tools.

Heather Bussey is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2015 and also works with Preferred Planning Associates. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.