Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked as a senior financial accountant at Bowling Green State University since 2019. Outside of his advisory role, he also provides seasonal tax advice as an independent contractor for Intuit TurboTax. Selhorst Services offers tax preparation, tax-planning, financial planning, and investment advisory services, focusing on comprehensive financial planning. The firm employs historical asset-class analysis and long-term diversification simulations to develop tailored asset allocations, emphasizing cost and tax efficiency, while integrating accounting and tax expertise into its financial planning approach.

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.

Stanley Riggs is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill from 1989 to 2016 before joining Creative Financial Designs in 2016. Outside of his advisory role, he serves as a finance committee member for the Bowling Green Church of the Nazarene. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research and provides a range of strategies from passive ETFs to tactically managed portfolios, including a notable suite of Biblical Responsible Investing options.

Gail Adler is a financial advisor at Gradient Advisors, LLC with seven years of industry experience and holds a Series 65 designation. She has been with Gradient Advisors since 2018 and also owns and operates Adler Insurance Agency LLC, which she established in 2006. Outside of advising, she is involved in farm ground cash rent activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering services on a non-discretionary basis.

Nolan Dill is a financial advisor with Creative Financial Designs, Inc. in Bowling Green, OH, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and professional sports organizations such as the Detroit Lions and Detroit Tigers. Outside of advisory services, he is involved in insurance sales through his DBA Standing Firm Financial and operates Nolan C Dill LLC, providing financial planning and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning solutions. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

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.

Madeson Lamlein is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Fifth Third Securities, Lamlein worked at Fifth Third Bank and has experience in various roles including at Beckett's Burger Bar and Valco Valley Tool and Die. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate 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, operating as a wholly owned subsidiary of Fifth Third Bank.

Brooke Bowerman is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She previously worked at Royal Alliance Associates for 13 years and has owned Bowerman Financial LLC, an insurance agency, since 2007. Outside of her advisory work, Bowerman serves as chairman of Visions of Hope Ministries and is a member of the executive advisory board for the Toledo Community Land Trust, a nonprofit focused on affordable housing and equitable development. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a variety of portfolio strategies and custodial platforms.

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.

Nathan Breese is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has been with Fifth Third Securities since 2020 and has worked at Fifth Third Bank since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

Adam Falardeau is a Series 66-licensed financial advisor with The Huntington Investment Company, where he has worked since 2015. He has 10 years of industry experience and is based in Bowling Green, Ohio. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform that combines third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets with nearly 400 advisors.

Jerid Friar is a financial advisor with Fifth Third Securities, Inc. in Waterville, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2004. Friar serves as a member of the Board of Directors for the Bowling Green Chamber of Commerce. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines its municipal-advisor registration with affiliation to 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.

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.

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.

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, OH, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with a non-investment-related business, NON Holdings, LLC. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Justin Pandy is a CFP®-credentialed financial advisor with experience at Cambridge Investment Research Advisors and related entities since 2026. His prior roles include positions at Northwestern Mutual, MML Investors Services, and MassMutual Life Insurance Company. Outside of finance, he operates Pandys Garden Center in Ann Arbor, MI. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, ongoing investment management, and retirement plan consulting through various managed account programs and third-party sub-advisers, operating under fiduciary standards.

Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Jackson Hollister is a financial advisor at OSAIC with a Series 66 designation and three years of experience. Prior to joining OSAIC and founding Hollister Financial in 2023, he held roles at Chic-Fil-A and Edible Arrangements and was a full-time student for eight years. OSAIC is a large SEC-registered investment adviser and broker-dealer serving individual, high-net-worth, retirement, pension, corporate, and institutional clients through thousands of affiliated advisers. The firm offers investment management, financial planning, unified managed accounts, third-party money manager access, and retirement plan consulting, utilizing its Vision2020 Wealth Management Platform and a range of specialized investment strategies.

Julie Luther is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at WomensBusiness Empowerment Connection, WealthWave, Transamerica Financial Advisors, and World Financial Group. She is also a co-owner of JP Luther Enterprises LLC, a noninvestment business entity. 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 combines advisory services with non-advisory products such as insurance and annuities.

Joshua Zachman is a Series 66 licensed financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Bowling Green, OH since 2016. He serves on the finance committee at Mainstreet Church in Walbridge, OH, providing financial guidance without decision-making authority. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors, serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

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.

Carleton Hollister is a financial advisor with Osaic Wealth, Inc. in Bowling Green, Ohio, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Royal Alliance and Century Marketing Group. Outside of advising, he is authoring a book on goal setting and provides basic financial education and advice through his own firm, Hollister Financial. Osaic Wealth, Inc. is a large SEC-registered 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 a range of advisory programs and third-party manager access.

Kristopher Shepherd is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of finance, he was involved with Every Day Church Toledo, Inc. and the Ohio Annual Conference of the Free Methodist Church. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kevin Cochrane is a financial advisor with Edward Jones, holding a Series 63 designation and over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church. 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 under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

David Boyk is a financial advisor at Edward Jones in Bowling Green, OH, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of his advisory role, Boyk serves as a board member of Behavioral Connections of Wood County and is a member of the endowment fund committee at Bethlehem Lutheran Church, where he reviews investments and makes recommendations. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Fallon is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Mary Davenport Yant is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Ameriprise since 1998 and is currently based in Ottawa, OH. Outside of her advisory role, she is a co-owner of a real estate business in Lakeside Marblehead, OH. Ameriprise serves clients primarily through a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that uses research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations.

Thomas Mc Ardle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Verizon for six years and Owens Corning for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Chad Plontz is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked in the automotive industry at Steve Rogers Ford and Dave White Acura. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and emphasizes fiduciary advisory services.

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.

Timothy Ayer is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has 22 years of industry experience, including 20 years at Kaminsky & Associates and four years at Spc. Outside of his advisory role, he is an agent involved with Sunrize Retirement & Financial Services, focusing on insurance and benefits. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

Braden Dauterman is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Kathrens Insurance Agency and R. L. Dauterman Wealth Management. Outside of advising, he is also involved as an insurance agent and provides office support through related business activities. 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 employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of financial advisers.

Nathan Lieb is a financial advisor with Edward Jones in Bowling Green, OH, holding a Series 66 license and 15 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years, and JP Morgan Securities LLC for one year. Outside of his advisory role, he coaches 7th grade basketball for Liberty Benton Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.