Janelle Debacker

Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.

Matthew Latham is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Structured Wealth Management since 2008. Outside of his advisory role, he serves as president of Moden Communications, Inc., a print brokerage business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm offers individualized strategies using managed model portfolios and maintains an affiliated tax and accounting practice that supports its investment services.

Paul Manol is a financial advisor at Structured Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2013. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm combines investment management with an in-house tax practice and focuses on retirement distribution and tax-efficient planning using managed model portfolios.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 21 years of industry experience. He holds a Series 63 designation and has worked at Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of advisory services, Rogers owns and operates a tax preparation business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households and business entities, with a focus on retirement distribution and tax-efficient planning. The firm combines an in-house tax practice with advisory services, using managed model portfolios that are monitored and periodically rebalanced.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Structured Wealth Management in 2025, he worked at the Toledo Metropolitan Area Council of Governments for seven years and at SWM Tax Inc for six years. Outside of advising, Reiter owns Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm emphasizes individualized strategies using managed model portfolios, retirement distribution, and tax-efficient planning, supported by an in-house tax practice and a focus on client education.

Timothy Waller is a financial advisor with PNC Wealth Management in Toledo, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Kovack Advisors, The Huntington National Bank, and The Huntington Investment Company. Outside of finance, he has operated a personal training business and a gardening service. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.