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.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 license and 27 years of industry experience. He has been with StoneX Advisors since 2015 and also affiliated with StoneX Securities Inc. since 2014. Outside of his advisory role, he participates in tractor pulling as a hobby. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of strategies using proprietary models, third-party money managers, and multiple platforms to tailor investment solutions.

Weston Reinbolt is a financial advisor with LPL Financial in Findlay, OH, holding a Series 63 designation and bringing 17 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with Stratos Wealth Partners since 2017. Outside of his advisory roles, he owns and operates The Barn At Seneca Hills, an event center with a bar. 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 range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Jamie Vazquez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

Jack Shultz is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and one year of industry experience. He has worked at LPL Financial and Financial Design Agency of Ohio, among other roles. Outside of his advisory work, he is involved with F&S Investors of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Kennedi Amor is a Series 66 licensed financial advisor with Edward Jones, based in Tiffin, OH. She has six years of industry experience, including roles prior to financial advising in healthcare and fitness. Amor has worked at Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Pamela Mason is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 1997. Outside of her advisory role, she is involved in real estate ownership unrelated to her investment work. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Brian Falter Sr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He serves as a partner in several business ventures related to financial services and participates on the finance committee of his local church in an advisory capacity. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of advisors serving a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a technology-driven investment process combining risk tolerance assessments and portfolio optimization tools, offering a broad range of investment options and access to multiple custodial platforms.

Gary Gruss is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 credential and has worked at American Portfolios Financial Services Inc for 17 years before joining OSAIC in 2024. Outside of advisory work, he serves as president of CF Professional, Inc., a tax preparation and accounting firm. OSAIC is a large-scale investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers programs such as wealth management platforms, third-party manager access, and retirement plan consulting.

Christopher Schiefer is a CFP® and ChFC® with 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Nationwide Securities and Nationwide Insurance Company. Outside of his advisory role, he is an independent insurance agent operating through various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.

Trenton Burns is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and four years of industry experience. His prior roles include positions at Woodbury Financial Services and Tiell Financial Group. He serves as a financial power of attorney and executor for family estates. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers access to a wide range of investment options through a large network of financial advisers.

Sarah Porter is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise-managed accounts within its planning services.

Bailey Breidenbach is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with OSAIC. He has worked at multiple firms, including Royal Alliance Associates and Journey Financial Solutions Group. Outside of finance, he is involved in Breidenbach Property Improvements, a business focused on property renovation and maintenance. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and institutional services.

Christopher Lee is a CFP® and Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. He previously worked at US Bank, Webster Industries Inc., and co-owns a hair salon in Tiffin, Ohio, where he assists with employee performance reviews and financial management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 advisors.

William Diehm is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 65 credential and has worked at Royal Alliance Associates, INC., SII, Huston Insurance & Financial Services LLC, and the University of Cincinnati. Diehm serves as a board member of the Tiffin Seneca Child Care Center, contributing to business decisions related to the organization’s well-being. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and maintaining access to multiple custodial platforms and third-party managers.

Brian Gruss is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has previously worked at CF Professional, Inc., United Producers, Inc., and 21st Century Financial. Outside of his advisory role, he is involved in tax preparation and accounting as a bookkeeper for CF Professional, Inc. and is a partner in BEKS, Ltd. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies and platforms, offering both discretionary and non-discretionary account management through a large network of advisors.

Hannah Luhring is a Series 66-licensed financial advisor with Edward Jones based in Tiffin, Ohio. She has seven years of industry experience, including tenure at Edward Jones since 2016 and a prior role at The Ohio State University from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Elaine Daugherty is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2005, totaling 21 years of industry experience. She holds a Series 63 license and is based in Tiffin, Ohio. Outside of her advisory role, she serves as trustee of a family farmland trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Andrew Loose is a financial advisor with Osaic Wealth, Inc. in Tiffin, Ohio, holding a Series 65 credential and eight years of industry experience. His prior work includes roles at Sii and Huston Insurance & Financial Services, where he remains active. Outside of his advisory work, he is a partner in a local LLC involved in property evaluation and prospecting with friends. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Bernadine Kirian is a financial advisor with Osaic Wealth, Inc. based in Tiffin, Ohio, holding a Series 63 designation and 17 years of industry experience. Her prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. She also serves as a notary public, providing services as needed for clients. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, and offers access to multiple custodial platforms, third-party managers, and a range of investment products.

Michael Kelso is an investment representative with LPL Financial and Croghan Colonial Bank, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at Croghan Colonial Bank and LPL Financial since 2014. 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 range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Christopher Lewis is a financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Lewis serves on the supervisory committee of Your Legacy Federal Credit Union, is a member of the Seneca County Republican Central Committee, hosts at the Social Cigar Den in Tiffin, and holds board positions with the American Red Cross of North Central Ohio and New Life Assembly of God. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of comprehensive planning and managed-account options, maintaining these services as distinct while supporting ongoing client reviews.

Matthew Hoover is a financial advisor with OSAIC, holding a Series 63 designation and 29 years of industry experience. His career includes tenure at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and Huston Insurance & Financial Services. He serves on the board of Bascom Mutual Telephone and is a legal guardian for his adult son. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.