Kelsey Burke is a financial advisor at Apricity Financial Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. In addition to advising clients, she is involved in podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent adviser serving individuals, high-net-worth clients, and small businesses with financial planning and discretionary investment management. The firm emphasizes asset allocation and Modern Portfolio Theory, typically implementing portfolios with a passive approach using mutual funds and ETFs, and provides educational seminars and workshops.

Anthony Ruiz is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Ruiz Financial Group, LLC. His prior experience includes roles at LPL Financial LLC, Edward Jones, and Huntington National Bank. Ruiz also holds Series 63 and Series 65 licenses and is based in Toledo, Ohio. Ruiz Financial Group is a state-registered, fee-only investment adviser that offers financial planning and portfolio management to individuals, families, trusts, small businesses, and retirement plan sponsors. The firm provides discretionary portfolio management, retirement plan consulting with both 3(21) and 3(38) fiduciary options, and multiple fee arrangements, emphasizing a formal process for selecting and overseeing sub-advisers.

Paul Manol is a financial advisor at Structured Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Structured Wealth Management since 2018, following eight years at Bollin Wealth Management LLC. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes tax-aware portfolio construction and retirement-income planning, using managed models and ongoing monitoring to align investment strategies with clients’ long-term goals.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, Ohio, with 21 years of industry experience. He holds a Series 63 designation and has worked at Structured Wealth Management since 2008, alongside prior roles at Liberty Partners Financial Services, LLC, and Next Financial Group Inc. Outside of his advisory role, Rogers owns and operates a tax preparation business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm’s approach emphasizes tax-aware portfolio construction, retirement-income planning, and individualized strategies aligned with clients’ risk tolerance and long-term objectives, supported by an integrated tax-preparation capability.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience with the Toledo Metropolitan Area Council of Governments and SWM Tax Inc. Outside of advisory work, he owns and operates Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes tax-aware portfolio construction and retirement-income planning, supported by integrated tax-preparation capabilities and a governance-oriented investment process.

Timothy Waller is a financial advisor at MDRN Capital with six years of industry experience. He previously worked at PNC Wealth Management, Kovack Advisors, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he operated personal training and gardening businesses. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model, focusing on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs.

Brian Schmitz is a Series 66-licensed financial advisor with 18 years of industry experience. He is a partner at Structured Wealth Management, Inc. and has worked at Liberty Partners Financial Services, LLC since 2012 and Next Financial Group Inc from 2009 to 2011. In addition to his advisory role, Schmitz is involved in tax preparation through SWM TAX, a separate business in which he is an owner and partner. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes individualized strategies, tax-aware portfolio construction, and retirement-income planning, supported by an integrated tax-preparation capability and a governance-oriented investment process.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC in Holland, Ohio, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Legacy Group Planning, as well as experience in the manufacturing sector at Swanton Welding Company. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment process focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Jessie Siegler is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. They hold a Series 65 credential and previously worked at Fidelity Investments and Players Restaurant and Lounge. Outside of finance, Jessie works part-time as a food delivery provider. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning and investment management services. The firm emphasizes customized asset allocation and combines active and passive strategies with a focus on diversification, cost control, and long-term discipline.

Eric Watson is a Series 66-licensed advisor with 14 years of industry experience. He has worked at Farther since 2025 and previously led Eric Watson Financial Group LLC for 12 years. Watson is also the owner and president of Turtle Shell Properties, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

Mark Holzemer is a financial advisor with Ameritas Advisory Services, LLC who holds 33 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has previous experience at Voya Financial Advisors and HRS Wealth Solutions among others. Holzemer is also co-owner of CH Benefits, a health insurance company. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of model portfolios, mutual funds, ETFs, and individual securities, offering a broad range of investment options across discretionary and non-discretionary programs.

Scott Peluso is a financial advisor with Fifth Third Securities, Inc. in Swanton, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2022, with prior roles at BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Citizens Securities, Inc. In addition to his advisory work, he is an agent involved in Medicare insurance sales. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Lawrence Decker is a financial advisor at Ameritas Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ameritas in 2021, he worked at VOYA Financial Advisors, Inc. for eight years. Decker also operates two ventures focused on fixed insurance and annuities sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Shelbie Conrad is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities since 2020, and at Fifth Third Bank since 2017. Prior to that, she was employed at Jim White Toyota for one year. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, utilizing third-party portfolio managers and a range of strategies including mutual funds, ETFs, separately managed accounts, and direct indexing.

Robert Davis is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 19 years of industry experience. He is also part owner of Creative Financial Partners and serves as a part-time instructor at the Morton-Barber Learning Center, where he provides training for insurance and securities industry professionals. Additionally, he owns Eco Prints, LLC, a marketing and creative services company. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing various investment platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Eagle Strategies since 2017 and maintains associations with related entities including Mahoney Financial Organization, LLC and Agua Fria Financial Group. Outside of his advisory role, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with West Valley Mavericks, a charitable organization. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types and operates within the integrated New York Life affiliate structure.

Martin Regan Jr. is a financial advisor with SPC in Toledo, OH, holding a Series 63 credential and 33 years of industry experience. His career includes roles at LPL Financial and Sigma Financial Corporation, and he has operated Regan Financial since 1988. He is also involved with Regan Financial, LLC, focusing on fixed annuities and various insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and offering both discretionary and nondiscretionary management options.

Steven Decker is a financial advisor with Ameritas Advisory Services, LLC in Toledo, Ohio. He holds a Series 63 designation and has 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuity sales. Decker is also an author working on a book about destination retirement. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and with 19 years of industry experience. He has worked with Ameritas since 2016 and also operates Decker Financial Group and Creative Financial Partners, where he is involved in fixed insurance and annuities. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing various model portfolios, mutual funds, ETFs, and individual securities.

Cassie Christman is a financial advisor at Fifth Third Securities, Inc. with industry experience beginning in 2018. She holds Series 65 and Series 63 licenses and has worked at Fifth Third Securities and Fifth Third Bank, N.A., as well as prior experience in the fitness and accounting sectors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers investment advisory and brokerage services through multiple program types, including a wrap-fee platform sponsored on Fidelity’s Managed Account Xchange.