David Smith is a financial advisor at Impassioned Wealth Management Ltd with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Rooted Advisors from 2019 to 2021. Smith has led Impassioned Wealth Management Ltd (formerly Smith Investment Management) since 2006. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm provides portfolio management and modular financial planning focused on long-term retirement goals, utilizing a plan-driven, behaviorally focused investment approach with direct indexing and allocation strategies that incorporate physical bullion and active management of held-away retirement accounts.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.

Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.

Hudson Childs is a Series 65 credentialed advisor at 724 Capital, LLC with one year of experience in financial services. Prior to joining 724 Capital, he worked at Sauder Manufacturing for four years and at Systech Handling for one year. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses a combination of model allocations and individualized strategies, employing various analysis techniques and conducting monthly account reviews.

Stefan Faerber is a financial advisor with On Investment Management Company, holding a Series 63 designation and six years of industry experience. He has worked at The O.N. Equity Sales Company since 2019 and is also involved with Ohio National Financial Services and Meyer-Badenhop Insurance Agency, where he serves as vice president and secretary. Outside of his advisory work, he and his wife engage in house flipping as a hobby. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of fee-based financial planning options, third-party investment programs, and both discretionary and non-discretionary managed account solutions.

Steven Small is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with LPL Financial since 2003 and has also worked with Independent Financial Partners and Independent Advisor Alliance. Small is involved in offering fixed annuities and life insurance products through regional carriers. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options, ranging from financial planning to model-portfolio and third-party asset management programs.

Bradley Meister is a CFP® and ChFC® with 41 years of industry experience. He has been with Kovack Advisors, Inc. since 2008. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm’s investment approach focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional options tailored to client objectives.

Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.

Jacob Spieth is a Series 66-registered financial advisor at Kovack Advisors, Inc. with approximately one year of experience in the industry. His prior roles include positions at Meister & Associates, Northwestern Mutual, and Leaf Home, among others. He has also been involved with Bowling Green State University and operated a power washing business. Kovack Advisors, Inc. is an SEC-registered multi-team advisory firm with around 258 advisors and $6.28 billion in assets under management. The firm serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, utilizing a technology-driven investment process with multiple implementation options and affiliated entities.

Daniel Garvin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at World Equity Group, Inc., Health Trust Financial, LLC, Triumph Wealth Advisors, Inc., and APEX Wealth Management, where he also serves as an insurance agent. In addition to his advisory work, Garvin owns a tax preparation business that offers cloud-based tax services. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary wrap-fee platform.

Jordan Braun is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at LPL Financial, MassMutual Life Insurance, and Northwest Capital Financial. Outside of his advisory work, he is the owner of Ohana Photography, LLC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement consulting, and access to third-party managers through a network of 219 advisors using a combination of discretionary and non-discretionary authority.

Ryan Mc Cracken is a financial advisor at &Partners with one year of industry experience. He holds a Series 66 designation and previously worked at One Resource Group and Lee Kinstle Sale & Service. Ryan serves as a board member of the Van Wert YMCA, where he is involved in supporting youth programs and promoting the organization’s initiatives. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Gabriel Pollock is a financial advisor at &Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Fsc, and OSAIC. Outside of his advisory role, he serves as a parish council board member for St. Augustine Catholic Church, a board member of the Napoleon City Preservation Committee, and treasurer of the Liberty Center Education Foundation. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering services such as portfolio management, financial and tax planning, and estate and trust consulting. The firm combines platform technology with proprietary and third-party strategy models, providing both discretionary and non-discretionary management tailored to client needs.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 credentials and having 16 years of industry experience. He has been affiliated with New York Life and its related entities since 2011 and operates under several business names offering insurance and financial products. Outside of his advisory roles, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with the West Valley Mavericks. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Gavin Cross is a financial advisor at &PARTNERS with a Series 66 designation and no prior industry experience. Before joining &PARTNERS in 2025, he worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and retirement plan education, utilizing both proprietary and third-party strategy models with discretionary and non-discretionary management options.

Shari Wyse is a CFP® and Series 66-licensed financial advisor with 21 years of industry experience. She has been with Money Concepts Capital Corp since 2007 and previously worked at First Federal Bank of Defiance. Wyse is also the owner of Wyse Financial Group LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Scott Rupp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James Financial and its affiliates since 1997 and is also a partner in Kingdom Seasonings & Rubs, a business involved in creating and packaging dry rubs. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through risk profiling and firm research.

Michael Schumaker is a CFP®-certified financial advisor with Edward Jones, based in Napoleon, OH, and has 10 years of industry experience. He has previously worked at First Federal Bank of the Midwest and Money Concepts Capital Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs under a fiduciary standard.

Kimberly Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked with Edward Jones since 2018 and was previously employed at Midwest Community Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Douglas Bernath is a financial advisor with LPL Financial in Archbold, Ohio, holding a Series 63 designation and bringing 36 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in an insurance agency that sells life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

Blake Sizemore is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He holds the Series 66 license and operates out of Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, NYLIFE Securities LLC, and Farmers and Merchants State Bank. Outside of his advisory role, Bentley is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Edward Roth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 52 years of industry experience. His prior work includes long-term roles at Raymond James Financial Services, Inc. and participation on the FINRA Arbitration Panel. Outside of advising, he is an author of several books and serves as president of Roth, Britsch, Dickman & Associates, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Jacob Newlove is a financial advisor with Edward Jones in Wauseon, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Auto-Owners Insurance Company and CBus Mattress. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Pamela Cao is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. She has worked at firms including LPL Financial and Fidelity Investments prior to joining Thrivent. Outside of her advisory role, she manages a rental property in Jacksonville, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Janelle Debacker is a financial advisor at Cetera with 28 years of industry experience. She holds a Series 63 designation and has worked with firms including Avantax and Hawthorne Financial. Outside of her advisory role, she owns a small business selling dog-related products and serves as the Fiscal Officer for York Township. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary services with a broad trust and institutional network, supporting a variety of advisory programs and third-party managed solutions.

Tina Nofzinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2011, with a brief period at Cambridge Investment Research Advisors in 2019. Outside of her advisory role, she works part-time bartending at Sauder Village in Archbold, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Matthew Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 17 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based, holistic planning across a wide range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

David Rupp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Cellular Sales and Indiana Wesleyan University. Outside of advising, he is a partner in Kingdom Seasonings and Rubs LLC, where he manages inventory and designs product labels. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Marcia Gobrogge is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2007. She has 18 years of industry experience. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations across various planning topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Christopher Ridley is a Series 66 licensed advisor at Thrivent Investment Management with two years of industry experience. He previously operated The RIDGE Project for 16 years. Ridley is also the owner and operator of The Ridley Company, LLC, a real estate investment business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and broad financial planning topics without managing client portfolios directly.

David Crandall is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he manages DCCRAN, LLC, which maintains office property used for Thrivent-related business and supports community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning covering topics such as retirement, income tax, and estate planning, without providing portfolio management or discretionary trading authority.

Jeffrey Roth is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been associated with Raymond James since 1992 and is also the owner of Roth, Britsch, Dickman, Inc. in Pettisville, Ohio. In addition to his advisory work, he has experience as an individual auctioneer. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to tailor recommendations, with a significant portion of its advisory business conducted on a non-discretionary basis.

Wanda Newlove is a Series 66-credentialed financial advisor with Edward Jones in Wauseon, OH, and has four years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory practice, she manages rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Wendy Eitniear is a financial advisor with Edward Jones, holding a Series 66 designation and bringing six years of experience in the industry. She previously worked at Midwest Community Federal Credit Union for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Herman is a CFP® and holds a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in managing rental properties in Napoleon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Anthony Jackson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Defiance College and held teaching positions at Ayersville Local Schools and Holgate Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jason Maassel is a financial advisor with Raymond James Financial Services Advisors, Inc. in Napoleon, Ohio, holding a Series 63 license and 22 years of industry experience. He previously worked at LPL Financial before joining Raymond James in 2016. Outside of his advisory role, Maassel is a partner in a family farm business and serves on the advisory board for Napoleon Area City Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a substantial advisory business conducted on a non-discretionary basis.

Bradley Musshel is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2018. Musshel previously served in the Ohio Air National Guard for 24 years. Outside of his advisory role, he is the president of Henry County Pheasants Forever, a nonprofit focused on habitat preservation and youth education in gun safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning across various areas such as retirement and estate planning, but does not include implementation or discretionary portfolio management in these services.