William Weikum is a financial advisor at J.P. Morgan Securities in Toledo, OH, holding a Series 66 designation. He began his career in the industry in 2025 with Northwestern Mutual before joining J.P. Morgan in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program is supported by centralized due diligence and incorporates both quantitative and qualitative research methodologies.

Lori Cannon is a financial advisor at Edward Jones in Toledo, OH, with 23 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Spencer Georgetti is a financial advisor with LPL Financial in Toledo, Ohio, holding Series 63 and Series 65 licenses and three years of industry experience. His previous roles include positions at Wright Financial Group, Sound Income Strategies, and Royal Alliance, among others. He is also involved in fixed insurance sales and client service advisory roles through Wright Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms. The firm serves individuals, retirement plans, banks, and trust companies with a broad range of advisory and brokerage services.

Jason Harsh is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved with the Ohio Chamber of Commerce. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with customized advice focused on dependable income sources and tax-aware withdrawal strategies.

James Szykowny Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Cogent Wealth Solutions, VOYA Financial Advisors, Merck & Co., Inc., and Valic Financial Advisors. He is also an independent insurance agent, focusing on non-variable insurance products. 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 advisory and brokerage services, including financial planning and access to model portfolios, with a focus on both discretionary and non-discretionary strategies supported by research and technology tools.

Paul Joseph is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers. He also conducts investment and insurance business through a partnership at Equity Planning Group. OSAIC Wealth serves a broad client base including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

John Weinert is a financial advisor with Robert W. Baird & Co. in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, combining internal research and technology in its investment approach.

Neil Terry is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Morgan Stanley since 2017. Outside of his advisory role, Neil is the proprietor of Black Swamp Magic, a woodcraft business creating handcrafted wands. Morgan Stanley Wealth Management offers comprehensive advisory programs to both individuals and institutional clients, with a financial planning process that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

James Rybarczyk is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented by BNY Mellon Advisors.

Gregory Wagoner is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Wagoner serves on the Board of Directors for the Sylvania Athletic Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Sassaman is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 66 licenses and over 35 years of industry experience. His prior firms include Capital Management Strategies LLC, Cadaret, Grant & Co., Inc., PNC Wealth Management, and Natcity Investments, Inc. Outside of his advisory work, he is involved in coaching and fitness activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational and research tools but not algorithmic investment decision-making.

Adel Youssef is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Youssef also owns EY Enterprise, LLC, a business coordinating buyers and sellers for laboratory and medical products. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates as a multi-manager platform with access to various investment management options.

Pawon Kummar is a CFP® and Series 66 credential holder currently with Osaic Wealth, Inc., where he has worked since 2026. He has prior experience with AJUS Consultants, LLC, and was a student until 2026. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account strategies and third-party manager programs.

Nathan Geisler is a financial advisor with Merrill in Toledo, OH, holding Series 63 and Series 65 credentials and with 52 years of industry experience. He has been with Merrill since 1973 and also affiliated with Bank of America since 2009. Geisler is a retired Air Force commander and remains on call for potential active duty. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allan Poturalski is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated private bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and offers a broad range of retail and institutional investment services.

Kimberly Marsh is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support client planning.

Debra Sendelbach is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill Lynch. She serves as secretary of the Point Place Boat Club in Toledo, Ohio. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services with tailored investment strategies.

David Mercer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Magis Wealth Advisors, and Lincoln Financial Advisors. Outside of his advisory work, he operates an insurance brokerage specializing in life, disability, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning engagements.

Michael Bilik is a Series 66-credentialed financial advisor with Edward Jones in Sylvania, Ohio, where he has worked since 2019. He has seven years of industry experience, including fourteen years at Buckeye Telesystem prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Mark Spieldenner is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked in financial services and fixed insurance, including life, annuities, and long-term care insurance. Prior to joining Cetera, he was associated with Tam-O-Shanter for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program structures.