Daniel Wott is a Series 66 licensed financial advisor with Edward Jones in Perrysburg, OH, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than 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.

Carleton Hollister is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Royal Alliance for 10 years and has been associated with Century Marketing Group since 1984. Outside of his advisory role, he is authoring a book on goal setting and provides basic financial advice through his own limited liability company, focusing on education and personal financial planning. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a wide network of advisers and integrated platforms. The firm employs asset-allocation tools and offers a range of investment options and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Ruth Gahler is a financial advisor at Edward Jones in Perrysburg, Ohio, holding a Series 66 designation with 6 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

David Barkholz is a financial advisor with LPL Financial in Maumee, Ohio. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, WealthWave, and World Financial Group, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, leveraging model portfolios, third-party research, and advanced technologies.

Kelly Savage is a financial advisor with Osaic Wealth Inc. in Maumee, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been associated with Savage & Associates since 1995 and with Osaic Wealth Inc. since 2013. Outside of his advisory work, Savage serves on the board of Blue and Gold, a nonprofit supporting the University of Toledo basketball program, and on the board of the Savage Foundation, which oversees charitable initiatives including the Savage Golf Classic. Osaic Wealth Inc. serves a diverse client base ranging from individual investors to pension plans and charitable organizations, offering an integrated suite of brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Kaden Sanford is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he was involved in the restaurant business, including roles at Tougen Japanese Restaurant and K's Fine Food & Drink. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a range of asset-allocation tools and supports various investment strategies, including discretionary and non-discretionary account management.

Ryan Savage is a CFP® professional with seven years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Wurtec, Savage and Associates, and Genoa Banking Company. He serves as a board member of the Toledo Police Foundation, a nonprofit organization supporting community and police partnerships. OSAIC serves a diverse client base ranging from individual investors to institutions, providing brokerage and advisory services through an extensive network of advisors. The firm employs a range of asset-allocation tools and offers access to various investment solutions, including model portfolios and third-party money managers.

Derek Dierks is a Series 66-licensed financial advisor with 21 years of experience, currently practicing at Thrivent Investment Management in Maumee, Ohio. He has been with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Timothy Green is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Investments, Bank of America, Merrill, and the Toledo Football Academy. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and funds.

Loren Odegaard is a financial advisor with Edward Jones in Perrysburg, OH, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is associated with the Ohio Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Kevin Carmony is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and over 35 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, Carmony serves as a swimming and diving official and is a board member and officer of a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms and featuring proprietary and third-party model solutions.

Lisa Vajen is a ChFC®-designated financial advisor with 24 years of industry experience. She is affiliated with Cambridge Investment Research Advisors since 2014 and has been associated with Butler Capital Advisors since 2004. In addition to her advisory work, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions tailored to client objectives.

Ryan Shackelford is a financial advisor with LPL Enterprise in Perrysburg, Ohio. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Cellular Sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

Michael Short is a financial advisor with LPL Financial who holds the Series 66 designation and has 14 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Shawn Burke is a financial advisor at Morgan Stanley with 23 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors LLC. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Kristopher Shepherd is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of finance, he was involved with Every Day Church Toledo, Inc. and the Ohio Annual Conference of the Free Methodist Church. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kenneth Noaker is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica Financial Services since 1987 and has been with Primerica Advisors since 1998. Outside of advisory services, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients using a tiered wrap-fee structure.

William Davis III is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as board president of the Carranor Hunt and Polo Club, a private nonprofit foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Carey Thistlethwaite is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Morgan Stanley for seven years and operated CT Financial Partners, LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates KF2022, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering tailored recommendation reports that incorporate detailed income, Social Security, and tax strategies. As a large institutional firm, Ameriprise delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated companies.