Jaclyn Cardenas is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2019 to 2021. Before entering finance, she was self-employed in child care for six years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers discretionary and non-discretionary account management through a network of over 400 independent adviser representatives.

Dustin Alexander is a financial advisor with Independent Financial Partners in Oregon, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked at LPL Financial and Voya Financial Advisors and has been associated with Stirling Capital for over a decade. Outside of his advisory role, Dustin volunteers as a teacher with FMT Solutions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with robust retirement-plan consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated capabilities such as a state-chartered trust bank, in-house tax and business consulting, and mortgage origination services.

Spencer Stone Jr. is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years. Stone serves as an active trustee for the Boys and Girls Club of Toledo and is one of 14 trustees at the Toledo Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. Advisors use firm research and tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Brandon Rodriguez is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Toledo, OH. He has been with Edward Jones since 2017 and previously worked four years in the hospitality industry at Regency Hotels. 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 and affiliated services, operating under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Gregory Row is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at LPL Financial, Global Retirement Partners LLC, and Comerica Securities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors and 15,121 branch offices. The firm offers a range of managed investment strategies, affiliated mutual funds, and fiduciary advisory services with a focus on tax efficiency and comprehensive wealth management.

Crystal Tully Cahill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2022 and previously spent seven years at Pension Innovations & Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Devin Zeisset is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience and has previously worked with Concourse Financial Group Securities Inc and Huntington National Bank. Zeisset serves as treasurer for the Oregon Schools Foundation as a volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Toby Weinert is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and the Ohio State University Wexner Medical Center. His background also includes roles with the American Red Cross-Cincinnati Chapter and the Cincinnati Recreation Commission. Baird’s DDK Group, where he is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, utilizing internal research, manager selection, and both discretionary and non-discretionary strategies.

David Walker is a financial advisor with Equitable Advisors in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with Axa Advisors. Outside of his advisory role, he serves as president of the Grace Community Center board of directors and holds leadership positions with several local organizations, including the Sylvania United Church of Christ and the Sister City Commission of Sylvania, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.

Philip Mendel is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Adam Glaser is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Cetera in 2025. Outside of his advisory role, he is involved in life insurance and operates several financial services businesses. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Ronald Brant is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation and Lincoln Financial Group from 1985 through 2024. Outside of advisory services, he owns and operates an insurance agency focused on life and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Karen Krolak is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for six years and has been involved with Capital Management Strategies LLC since 2017. Outside of her advisory work, she has experience in homemaking spanning 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Brian Becker is a financial advisor at Ameriprise with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of his advisory work, Becker hosts a podcast discussing current events, films, and popular culture. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sanford Bennett is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Bennett also serves as a military officer in the United States Marine Corps Reserve. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support its advisory services.

Rawanne Smili is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and had brief roles outside finance including at Sidon Lebanese Grille and Tim Hortons. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party managers to implement client-specific investment strategies.

Philip Kinney is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Frank Dobnikar is a financial advisor with Cambridge Investment Research Advisors in Oregon, Ohio, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he is an independent insurance agent and serves as a member of a church finance committee, as well as a partner in a racing business entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base—including individuals, retirement plans, charitable organizations, and estates—through financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions delivered via independent Financial Professionals and supports both discretionary and non-discretionary strategies across multiple platforms.