Brian Lodermeier is the principal advisor at Elevated Finance in Willard, Ohio, holding a Series 65 designation with one year of industry experience. He has a background in accounting, having worked at Johnson & Dolesch CPAs and Schonebarger Beale Miller & Associates CPAs before founding Elevated Finance and Lodermeier CPA LLC, where he provides accounting services. Elevated Finance offers discretionary and non-discretionary investment management and retirement plan services to individuals and business entities. The firm’s approach includes tailored investment programs and fiduciary consulting for qualified plans, with a notable affiliation to Lodermeier’s accounting practice, which supports its pension consulting capabilities and plan management services.

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 Schaefer is a financial advisor with Ausdal Financial Partners, Inc. in Huron, Ohio, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes managing a bar and operating a business under the name Thomas Schaefer. Outside of his advisory role, he is involved in insurance sales as an independent agent and engages in selling household items on eBay. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

William Adams is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 34 years of industry experience. He has worked at Donald M. Graham & Associates and Commonwealth Equity Services, Inc. since 1997. Outside of his advisory role, he serves as a board member on the Groton Township Zoning Board. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, compliance, and practice management, while allowing advisors discretion over client portfolios and offering model portfolios managed by its Investment Management and Research team.

Derek Baker is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 11 years of industry experience. He has been with Commonwealth and co-owns Donald M. Graham & Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

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.