Mark Hafner is a financial advisor with Primerica Advisors in Sylvania, OH, holding a Series 63 designation and 25 years of industry experience. He has worked at Primerica Advisors since 2000 and has prior experience with Practice Management Healthcare Consultants, Inc. Outside of advising, he has been involved in professional acting and consulting services since 2019. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

James Griffis is a financial advisor with LPL Financial based in Toledo, OH, holding a Series 63 designation and bringing 48 years of industry experience. His prior firms include Lincoln Financial Advisors, Ameriprise Financial Services, Inc., and Wells Fargo Clearing. 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, model portfolio programs, third-party asset management, and institutional platforms.

Shawna Bumpus is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for the past 10 years. Outside of her advisory role, she owns and operates small real estate investment ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Mitchell Borst is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors and ownership of Borst Financial LLC. Outside of advisory services, he has involvement with a business partnership through FIST Office Partners LLC. 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, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Troy Forgette is a CFP® professional with 12 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Temperance, Michigan. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Linda Good is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds a Series 63 designation and has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in part-time referrals of home security and automation products and participates as a partner in an investment-related LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jonathan Phytrion is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Palladion Services, UPS, Alnylam Pharmaceuticals, Synlogic Therapeutics, and Amazon, as well as several engagements with Skidmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Brent Shimman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes prior roles at Cetera Advisors LLC and Mass Mutual Investors Services. Outside of advisory work, he serves as a minister for a religious organization. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of management platforms, proprietary model strategies, and access to unaffiliated third-party advisers.

Devin Durocher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at LPL Financial and Monroe Bank and Trust. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Kevin Kunz is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and TD Ameritrade prior to his current role. Kunz is based in Sylvania, Ohio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Brad Kersten is a financial advisor with LPL Financial, holding a Series 63 designation and having 30 years of industry experience. He has been with LPL Financial since 1996. Kersten also operates a business under the name Kersten Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Jerrad Shiets is a financial advisor with Edward Jones in Oak Harbor, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Arin Macqueen is a financial advisor at Cetera with 20 years of industry experience and holds the Series 63 designation. Prior to joining Cetera, Arin worked at VOYA Financial Advisors, New England Securities, and Mass Mutual Investors Services. In addition to advisory work, Arin is licensed as an insurance agent and sells life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Creps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial advisory business, providing conservative investment advice with an emphasis on value investing. Prior to his career in financial advising, Michael worked as an accountant for ten years, which contributes to his focus on sound advice and a long-term outlook. Michael holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Toledo. He prioritizes building trusted relationships with clients and tailoring personalized plans to meet their unique financial goals, including retirement planning, education funding, and managing health care costs.

Julie Luther is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Transamerica Financial Advisors, WealthWave, and World Financial Group. She is a co-owner of JP Luther Enterprises LLC, a non-investment related business entity. 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 with a broad platform that includes financial planning, third-party asset management, and institutional programs.

Thomas Bridges is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory work, he is a partner at Clay Street Partners, where he assists in the purchase and management of real estate properties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gail Gordon is a financial advisor with UBS Financial Services based in Sylvania, OH, holding a Series 66 designation and with 16 years of industry experience. She has worked at Painewebber, Inc. since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

David Baum is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2009, as well as prior experience at Cetera Advisors LLC and Vestax Securities Corporation. He serves as a board member for the Foundation Board for the Area Office on Aging in Toledo, Ohio. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.