The Sprenkle Stacy Group

Over a career spanning three decades, Christopher Sprenkle has consistently demonstrated an exceptional commitment to excellence in wealth management and corporate retirement benefits. As a founding member of The Sprenkle Stacy Group, Christopher leads a team of highly credentialed professionals who serve approximately 50 institutions in the realm of retirement benefits, and who provide personalized wealth management strategies to 300 ultra high net worth families. The team’s collaborative approach ensures that each client receives tailored solutions designed to meet their unique financial goals.

Under Christopher’s leadership, The Sprenkle Stacy Group has garnered significant industry recognition. Thanks to the trust his clients have placed in him and his team, they were named among Forbes “Best-in-State Wealth Management Teams” in 2024. Christopher also individually earned a spot on Forbes “Best-in-State Wealth Advisors” list the same year. These accolades reflect the team’s dedication to providing exceptional financial services.

Christopher’s expertise is further underscored by his professional certifications, including CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor^®, and Chartered Retirement Plans Specialist™. These designations highlight his comprehensive knowledge and adherence to the highest standards in financial planning and retirement consulting.

Disclosures:

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.


Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.

A senior partner of The Sprenkle Stacy Group, Benjamin Stacy leads a team of professionals dedicated to delivering individualized financial strategies and white glove service to a select national clientele of affluent families and corporate retirement plan clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP^®), Ben is committed to upholding the highest standards in the financial planning industry. His dedication to his clients and profession has earned him the trust of his clients and elite industry recognition. In 2023, Ben was also recognized by Forbes in their annual “Best-in State Wealth Management Advisor” rankings for Ohio. In 2024 and 2025, the Sprenkle Stacy Group was recognized by Forbes “Best-in State Wealth Management Teams” for Ohio.

In addition to his professional endeavors, Ben is deeply committed to promoting financial literacy within his community. He played a pivotal role in establishing the Investment Club at Cincinnati Country Day School and remains actively involved with students where they invest real dollars in long-term investment strategies.

Ben and his wife, Kelly, have three adult children. They enjoy golfing, traveling and fishing and are passionate fans of the Cincinnati Bengals and Reds.

Disclosures:

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23.



​2024-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

With over 20 years of experience in the financial services industry, Anthony (Tony) Duggan C(k)P, CPFA^®, CRPS^® is a seasoned financial advisor, specializing in corporate retirement plans. He is nationally recognized for his expertise in designing and managing retirement strategies that help businesses and their employees achieve long-term financial success. Tony’s knowledge of qualified retirement plans, including 401(k) and other corporate retirement solutions, has earned him a strong reputation as a trusted advisor in the corporate sector.
Tony’s commitment to his clients goes beyond simply providing financial advice—he works closely with organizations to create customized retirement plans that align with their goals and help secure the financial futures of their employees. His work is rooted in a deep understanding of both the complexities of retirement planning and the unique needs of businesses.
A two-time cancer survivor, Anthony has developed a profound appreciation for life and the importance of planning for the future. His personal journey has driven him to become an advocate for cancer awareness and support in his community. Tony and his wife Missy are passionate about fighting cancer and actively participate in local initiatives aimed at raising funds and providing resources for those affected by the disease.
Outside of his professional life, Tony enjoys playing golf and traveling with his family.

Brian Delany began his career in the financial services industry in 2004. Prior to joining the team, Brian worked as a research analyst in the SF Bay Area for a long/short equity hedge fund and for a private equity group focused on middle market businesses. Subsequent roles include working as an investment banking analyst and as a financial analyst for a fleet management company. Brian’s fundamental investing experience with both buy side and sell side firms provides unique perspective for high net worth clients. He was a member of the 2013 National MS Society’s Leadership Class and continues to volunteer with the local chapter.

Brian is a past Young Leadership Committee member for the Juvenile Diabetes Research Foundation and an alumni board member of the Carl H. Lindner Honors-PLUS Program. He currently serves as a board member of the Sigma Chi Fraternity House Corporation. Brian graduated summa cum laude with a B.B.A. in finance and accounting from the Carl H. Lindner Honors-PLUS Program at the University of Cincinnati.

With over six years of financial services experience training as a Chartered Retirement Planning Counselor, TM John Wilcox works with clients of The Sprenkle Stacy Group to craft personalized retirement and financial planning solutions based on their specific goals. John assists the team’s senior Advisors’ financial strategy implementation and plays a vital role in the team's wealth management processes.

John began his career in 2019, after graduating from the University of South Carolina with a double major in finance and risk management and insurance. A Cincinnati native, John played football at La Salle High School, and went on to compete as a powerlifter for South Carolina at the state, regional and national level. His hobbies include weightlifting and watching sports.

“Disclaimer: This role cannot solicit or provide investment advice”

A financial services veteran of more than three decades, Patricia Hagood plays an integral role delivering an outstanding overall experience to clients of the Sprenkle Stacy Group. Patty often serves as the first point of contact for clients, connecting them to the vast resources of Morgan Stanley to address a wide variety of objectives. Patty is also charged with coordinating client reviews to help ensure that they stay on track with their planning goals. She monitors the team’s liability management process and coordinates wealth management marketing events.

A graduate of Mississippi College with a B.S. in marketing, Patty went on to earn her designation as Certified Retirement Planning Counselor.

“Disclaimer: This role cannot solicit or provide investment advice”

Drawing on more than seven years of banking and wealth planning experience, Andrew Felger contributes to an outstanding wealth management experience for clients of The Sprenkle Stacy Group. His many responsibilities include maintaining and servicing client accounts and preparing client reviews.

Prior to joining the team in 2019, Andrew worked with Bank of America and was responsible for credit and underwriting with Global Wealth and Investment Management. He graduated from Goddard College.

Andrew lives in Anderson, Ohio, with his wife and son. Outside of work, he enjoys the outdoors with his family, fishing, hiking, and gardening.

“Disclaimer: This role cannot solicit or provide investment advice”

In her role as a client service associate, Kallie Stotts contributes to an outstanding overall service experience for clients of the Sprenkle Stacy Group. Kallie is charged with a wide variety of operational and marketing responsibilities, assists in coordinating client reviews, and connecting clients to the vast resources of Morgan Stanley, to help them stay on track with their planning goals.

Kallie joined the team in 2024 after graduating from Lindsey Wilson College, located in South Central Kentucky, where she obtained a B.A. in interdisciplinary studies.

Drawing on over a decade of experience in the retirement benefit industry, Alex Powell supports the team’s Advisors in delivering an outstanding overall service experience to plan participants. Alex is responsible for a broad range of operational duties, and he contributes to the team’s institutional marketing efforts.

Prior to joining the team in 2025, Alex spent ten years working at a third-party administrator of retirement benefit plans. Beginning as an internal sales representative, he worked his way up to become a plan consultant, regional director, and partner. Alex earned his bachelor’s degree in social psychology from Miami University.

Born and raised in Cincinnati, Alex now lives in West Chester, Ohio. Outside of work, he enjoys golfing, travelling, attending concerts, and watching sports, particularly Arsenal FC.

Throughout his diverse professional career, Ben Kress has displayed an unwavering commitment to assisting individuals and organizations in overcoming complex challenges. As a dedicated member of the Sprenkle Stacy Group, Ben’s primary objective is to provide industry-leading service to support the team’s clients in pursuit of their goals. His career is built upon the foundation of establishing trustworthy relationships, enabling him to understand the complexities of his clients’ challenges and aspirations, and to help them chart potential paths to success.

Ben joined the team in 2025, having previously worked in the apparel industry and Mid-Market ERP software. His current role involves supporting the team in strengthening and building relationships with both new and existing clients. Ben’s responsibilities range from scheduling reviews, assisting clients in enhancing their experience through Morgan Stanley’s extensive digital tools, and supporting our Advisors as they execute against the team’s strategy.

Ben holds a Bachelor of Science degree in supply chain management from Bowling Green State University, where he graduated in 2019. In his free time, he enjoys playing golf and traveling, or trying out new restaurants with his wife, Meridith. At home, you can often find Ben in the kitchen, experimenting with new recipes.