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.

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.