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.

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Financial Design Agency of Ohio and LPL Financial since 2021. Prior to his advisory roles, he held various positions in hospitality and education sectors. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Financial Design Agency of Ohio. Her roles have included administrative support within Stratos Wealth Partners. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Travis Tiell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also owns a tax preparation and accounting business. Stratos Wealth Partners serves a diverse client base ranging from individual investors to institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring and diversified asset allocation using both affiliated and unaffiliated sub-advisors.

Bradley Zoeller is a CFP® professional at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Concordance Healthcare Solutions, Burns Financial Solutions, Charles Schwab, and New Riegel Local Schools. Outside of financial advising, Zoeller manages a farming operation and serves on the audit committee for New Riegel Local Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Allison Kelly is a financial advisor at OSAIC with a Series 66 designation and over seven years of experience. Her prior roles include positions at Tiell Financial Group and the University of Findlay. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and employs a technology-driven investment process incorporating risk-tolerance assessments, asset allocation, and portfolio optimization.

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

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.

Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. 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.

Angela Lemmon is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 66 designation and 14 years of experience at the firm. She has worked exclusively with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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.

Dillon Horst is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is employed by Tiell FG Enterprises LLC. Osaic Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies and platforms, supporting over 6,000 advisors and managing approximately $200 billion in assets.

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.

Kit Tiell is a financial advisor at OSAIC with eight years of industry experience. He has previously worked at Woodbury Financial Services, SII Investments/Tiell Financial Group, and Ernst & Young LLP. Tiell serves on the Board of Trustees at Tiffin University and is a board member of the Seneca Regional Chamber of Commerce. OSAIC is an 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, employing a technology-driven investment process and providing access to multiple custodial platforms and third-party managers.

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.

Deborah Tiell is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and SII Investments, Inc. Outside of her advisory role, she is involved in tax preparation and insurance sales, and partners in several business ventures including Tiell Financial Group Properties LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and offers a wide range of investment products across multiple custodial platforms.

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.

Andrew Lucius is a financial advisor at Osaic with four years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services and Tiell Financial Group. Outside of his advisory role, he serves as chair of the Seneca County Revolving Loan Fund board, which assists small businesses with access to growth capital. 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 charitable organizations. The firm offers a range of advisory programs and combines risk-tolerance assessments with advanced portfolio optimization tools, managing accounts across multiple custodial platforms and through discretionary or non-discretionary arrangements.

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.

Alaina Tyree is a financial advisor at Osaic Wealth Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual and other healthcare-related organizations. Outside of her advisory role, Tyree owns and manages a spray tan business and serves as a board member of a nonprofit organization involved in event planning. 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 utilizes a combination of risk-tolerance assessments and portfolio optimization tools and offers access to various investment products and custodial platforms through a large network of financial advisers.

John Irwin is a financial advisor with Edward Jones in Fostoria, Ohio, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones for 25 years. Outside of his advisory role, he owns and operates Irwin Farms, an agricultural business in Cygnet, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of financial advisors and branch offices and offers additional services such as trust capabilities and securities-based lending.

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.