Joseph Hoffman is the sole advisor at Hoffman Investment Services, LLC in Marblehead, Ohio, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked at Hoffman Investment Services since 2013 and previously at Purshe Kaplan Sterling Investments. Hoffman Investment Services provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, corporate clients, and employer retirement plans. The firm uses technical analysis to guide investment decisions and offers model portfolios while managing accounts on a discretionary basis aligned with client objectives.

Gregory Bricker is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. He is the principal of Bricker Financial Planning, LLC and previously worked at Dinuzzo Index Advisors, Inc. Outside of his advisory work, Bricker serves as the mayor of East Liverpool, Ohio, and operates an accounting and tax preparation firm, Sunny Weather, LLC. Bricker Financial Planning provides investment supervisory and financial planning services to pooled and institutional clients, including pension and profit-sharing plans, businesses, and charities. The firm employs asset-allocation models and third-party managers through the Orion Portfolio Solutions platform, focusing on longer-term allocation and periodic monitoring.

Hayward Evans is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones before joining Huntington in 2017. 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 combining third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Ryan Dunlap is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Capstone Partners, Huntington Securities, and Huntington National Bank. Outside of finance, he serves as an assistant golf coach for Port Clinton High School. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors, offering an open-architecture, model-driven platform with services including tax management and impact/ESG overlays, supported by its affiliation with a regional bank holding company and private banking services.

Cory Langhals is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 12 years of industry experience. He worked at JPMorgan Securities LLC from 2014 to 2017 before joining Huntington, where he has been since 2017. 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 nearly 400 advisors and offers an open-architecture, model-driven platform combining third-party and proprietary investment models.

Nicholas Adams is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services and Wells Fargo in various roles since 2016. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to review third-party strategists and program suitability.

Erin Flower is a financial advisor with Eagle Strategies (NY Life) in Oak Harbor, Ohio, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with Eagle Strategies since 2008 and is also associated with St. Bonore Financial Services and New York Life, where she has worked since 2001. Additionally, she is involved in insurance brokering through St. Bonore Financial Services. 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. 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 with approximately $25.4 billion in regulatory assets under management.

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Matthew Wenzinger is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Cetera since 2025 and previously spent over two decades at Concourse Financial Group Securities Inc. In addition to his advisory role, he serves as a trustee for his family’s trust. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Paul Christman is a financial advisor at Edward Jones in Port Clinton, Ohio, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working at the Cleveland Federal Reserve, Magruder Hospital, Sempra Energy, and Panasonic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, CompSource Inc, and Ohio Catholic Federal Credit Union. 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 and investment strategies supported by a network of more than 23,000 financial advisors nationwide.

Robert Candage is a financial advisor at Edward Jones with 20 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Finance Committee Board for Port Clinton City Schools, assisting with budget decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Daniel Turnwald is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has three years of industry experience, including prior roles at Royal Alliance Associates and Savage & Associates. Outside of his advisory work, he is also an independent insurance agent operating Journey Financial in Ottawa, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Brittany Griffin is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 65 credentials and has worked at The Genoa Bank Company and First Federal Savings of Lorain. Griffin is also a notary and involved in non-variable insurance services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michelle Dubena is a financial advisor with Edward Jones in Port Clinton, OH, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with several firms, including Citizens Bank, The Prudential Insurance Company of America, and PNC Bank. Outside of her advisory role, she is a board member of Leadership Ottawa County. 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 and separately managed accounts, and operates under a fiduciary standard.

Steven Hahn is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning nearly five decades before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, offering advisory services through a large network of investment adviser representatives. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining discretionary and non-discretionary investment approaches alongside a broad range of securities and insurance products.

Richard Rudolph is a Series 66-licensed financial advisor with Edward Jones, based in Port Clinton, OH. He has nine years of industry experience and has been with Edward Jones since 2016. 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.

Frank Leone is a CFP® with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Port Clinton, OH. Outside of his advisory role, he owns a second home in Cape Coral, FL, which he occasionally rents. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Laurence Brown is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He previously worked at Raymond James Financial Services Advisors for 10 years. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.