Adam Bray is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with YSB Wealth Management and previously worked at OSAIC and Bishoff Financial Group, where he served as Chief Investment Officer. Outside of his advisory role, Bray has been involved in independent insurance agency activities and has held leadership positions managing investment teams. YSB Wealth Management, established in 2026, provides wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a goal-based, personalized investment approach using strategic allocation profiles that combine passive and active strategies to manage risk and volatility.

Sarah Yount is a ChFC® credentialed financial advisor with over 14 years of experience in the industry. She has worked at Roble Belko & Company for 10 years, followed by four years at Bishoff Financial Group before joining YSB Wealth Management in 2026. YSB Wealth Management is a recently formed investment adviser serving individuals, high-net-worth clients, and corporations. The firm uses a goal-based, personalized investment approach that combines passive and active strategies to manage volatility and risk, offering discretionary portfolio management across various asset classes.

Cody Schnipke is a CFP® and holds a Series 66 license, currently serving as a financial advisor at YSB Wealth Management with five years of industry experience. His prior roles include positions at OSAIC, The Bishoff Financial Group, and Cambridge Investment Research Advisors. Schnipke is also involved in tax preparation through Bishoff Tax Advisors. YSB Wealth Management is a state-registered investment adviser founded in 2026 that provides wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm uses a goal-based investment process with personalized portfolio allocations combining passive and active strategies, emphasizing risk management over benchmark outperformance.

Bernard Nienberg is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His career includes roles at Royal Alliance Associates and First Independent Advisory Services. Outside of advisory work, he owns and operates insurance agencies focused on life, accident, and health insurance products. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Mindy Vance is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 18 years of industry experience. She has been with The Huntington Investment Company since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across tens of thousands of client accounts and utilizes an open-architecture, model-driven platform combining third-party and proprietary investment models.

Brian Inkrott is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Inkrott is also an elected village councilman in Glandorf, Ohio, a role he has held since 2012. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Joyce Sager is a CFP® professional with 39 years of industry experience, currently serving at Raymond James Financial since 2009. She has held roles at Raymond James Financial Services, Inc. since 2005. Outside of financial advising, she is involved in several business activities including ownership of a tax preparation service and a health and wellness network marketing company, as well as being an author with a forthcoming book. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through comprehensive client interviews and risk profiling, with a notable portion of its advisory business conducted on a non-discretionary basis.

Grant Hershberger is a financial advisor with Edward Jones in Ottawa, Ohio, holding a Series 66 designation and two years of industry experience. His work history includes five years at EY and two years at the Schottenstein Center prior to his current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory offerings, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Joshua Buckland is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Fortman Insurance Services and UIS Insurance & Investments. Outside of his advisory role, Buckland is involved in property management through ownership and management roles in rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kelsie Salisbury is a financial advisor at Edward Jones in Ottawa, OH, holding a Series 66 designation with one year of industry experience. She has been associated with Edward Jones since 2011. Outside of her advisory role, she is involved in managing an LLC created to transfer ownership of her parents' house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm is notable for its large national network of financial advisors and branch offices, as well as its affiliated trust company, mutual funds, and securities-based lending options.

Erin Schroeder is a financial advisor at Edward Jones with 20 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as treasurer for the Trinity United Methodist Women in Ottawa, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Adam Hershberger is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at PricewaterhouseCoopers from 2015 to 2018. He is based in Ottawa, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gabrielle Schmiedebusch is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Cetera-affiliated firms since 2021. Additionally, she serves as an account manager in financial services at UIS Insurance & Investments. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Circe Krout is a CFP®-designated financial advisor with Edward Jones, based in Ottawa, Ohio, and has five years of industry experience. She has been with Edward Jones since 2015. 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 strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Peter Rafaniello is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2008 and previously at Union Bank Company. Outside of his advisory role, he is involved in non-variable insurance sales, including long-term care insurance and fixed annuities with the Catholic Ladies of Columbia. 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 combines advisory operations with insurance and annuity product offerings.

Andrew Schroeder is a financial advisor with Cetera based in Ottawa, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hamilton Capital, Stifel Nicolaus & Co Inc, and Equitable Advisors. Outside of advisory work, he is involved as an insurance agent selling fixed insurance products and assists clients with life insurance needs through an independent agency. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Kyle Bruskotter is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. from 2015 to 2023. Outside of his advisory role, he serves as Treasurer for the Kalida Chamber of Commerce and owns Bruskotter Financial Services, Inc., which markets financial services. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk tolerance assessments with asset allocation and portfolio optimization tools.

Molly Montgomery is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She has worked at LPL Financial since 2023 and also has experience with Superior Credit Union and the University of Findlay. Outside of finance, she is a woodworking instructor at Board & Brush Creative Studio. 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 and delivers services through a large network of investment adviser representatives.

Adam Cupp is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member for First Christian Church and is the fundraising chairperson for Scouting America. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining retirement capabilities with a broad institutional and trust platform.

Elan King is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 11 years before joining Raymond James and its affiliates in 2022. 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, utilizing comprehensive risk profiling and asset allocation tools, with a focus on advisory and implementation support rather than discretionary management.

Scott Hershberger is a financial advisor at Edward Jones with 37 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1987. Outside of his advisory role, he assists a CPA with administrative tasks related to an office rental business. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Zachary Buckland is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 2014, totaling 11 years of industry experience. He is based in Glandorf, Ohio, and coaches junior high football at Ottawa Glandorf High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard.