Kevin Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio. He holds a Series 63 designation and has 26 years of industry experience, including a long tenure with Linsco/Private Ledger. He also operates a business under the name Kersten Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Austin Dean is a financial advisor at Edward Jones with five years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at DWH Corp., BBCetc, Start Garden Inc., and Vela Sciences. He serves as a board trustee for the Ottawa County Improvement Corporation, acting as a liaison between the Genoa community and the county economic development office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including advisory programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mary Eurenius is a financial advisor with Edward Jones in Toledo, OH, holding the Series 66 designation and two years of industry experience. She has been with Edward Jones since 2010, including a recent rejoining in 2025. Outside of her advisory role, she is a consultant for Norwex, engaging with their products on a personal level. 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 network of advisors and branch offices across the country.

Laura Frye is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 65 and Series 63 licenses and nine years of industry experience. Her career includes roles at Mass Mutual Insurance Company, Northwestern Mutual Investment Services LLC, and The Leaders Group. She is involved with Wilcox Financial / Wilcox Sports Management, a non-investment-related support business based in Toledo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports a broad advisor network with specialized municipal and employer advisory programs.

Daniel Kunos is a financial advisor with Ameriprise in Perrysburg, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Financial Design Group, Minnesota Life, and Securian Financial Services. He is also the owner of DEK2022, LLC, a legal entity established to support his practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Collin Brutlag is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Hegde Walker Emans, State Farm, GameStop, and Lourdes University among other roles. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Matthew Skotynsky is a financial advisor with Raymond James Financial in Perrysburg, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, Skotynsky is involved as owner or president of several local businesses, including a business he leads as president and owner, Rockledge4msko LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a broad advisor network and institutional consulting services.

Renee Masserant is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously at Wells Fargo Clearing and OBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides comprehensive financial planning and advisory services, utilizing firm-approved tools and methodologies to support client financial goals.

Lea Skotynsky is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and possessing 20 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2006. Outside of her advisory role, she is the owner of two LLCs involved in rental real estate operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal advisory work and specialized retirement plan consulting.

Peter Day is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he owns and operates Day Distributing LLC, a business involved in importing goods for resale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Jennifer Todd is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services Inc. before joining Cetera in 2025. In addition to her advisory role, she serves as a senior tax preparer and office manager at Hawthorne Financial LLC, where she provides tax preparation, planning, bookkeeping, and payroll services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform. The firm manages over $256 billion in assets and operates with a large network of independent advisors nationwide.

Abigail Wade is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Inc. and Vineyard Vines. Wade is also involved with R. M. Wade & Company, Ltd., an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jacob Pirucki is a financial advisor with Edward Jones in Toledo, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience running businesses related to epoxy flooring and garage floor coatings. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michelle Pommeranz is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., BFC Planning, Inc., and The Huntington Investment Company. She is also president of St John Lutheran Church in Toledo, OH, where she oversees council meetings and community food pantry activities. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party manager access.

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.

Aaron Rathbun is a financial advisor with Charles Schwab in Perrysburg, Ohio. He holds the Series 66 designation and has six years of industry experience, all with Charles Schwab since 2018. Prior to his advisory career, he was a student for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure that includes integrated custody, brokerage, and advisory services.

Matthew Moyer is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Northwestern Mutual. Outside of his advisory role, he is the owner of a rental property business he runs with his fiancée. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies.

Edward Sommers is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining Raymond James. Outside of his advisory role, he is a partner in several business ventures that own farming-related real estate and other real estate holdings. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Beth Kerekes is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2017, with prior experience at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Jeffrey Smith is a financial advisor with Ameriprise Financial Services LLC in Toledo, Ohio, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.