Stephen Roque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in tax preparation and accounting through Aspire Tax & Accounting, and has interests in property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment management solutions.

William Andam is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles at Bootcamp of RemoteMode, Handy Technologies, and Kukom Initiative. Outside of his advisory work, he is an officer at Forge Point Capital LLC, where he participates in strategic decision-making and overall business operations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Ryan Sopko is a financial advisor with Primerica Advisors in Toledo, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Primerica Advisors since 2009 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, he is involved in selling loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on non-institutional clients.

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over two decades of experience providing investment advice and financial guidance to families and business owners. Troy specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of Toledo and a Master of Business Administration (MBA) from the University of Nevada - Reno. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Troy follows the Merrill tradition of community participation and volunteers with organizations in his community. Outside of work, he enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Dana Trowbridge Mette is a CFP®-designated financial advisor with nine years of industry experience, currently associated with LPL Financial. Prior to joining LPL, she worked at Merrill Lynch, Sigma Financial Corporation, and SPC. She is involved in additional business activities through Trowbridge & Associates Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

Melissa Hampton is a financial advisor at Merrill with a Series 66 designation and a combined nine years of industry experience. Prior to joining Merrill in 2024, she worked at Wells Fargo for five years and Promedica for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. He is active in his community as a member of the Toledo Rotary Finance Committee and serves on membership and ambassador committees for local Chambers of Commerce. 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 employs a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to deliver tailored advisory services.

Frank Zanger is a financial advisor with Edward Jones in Monroe, MI, holding CFP® and Series 66 designations and has six years of industry experience. He previously worked at First Merchants Bank (formerly Monroe Bank and Trust) for eight years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Bodziony is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and also serves at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Wilburn is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to his advisory role, he worked at Costco Wholesale for eleven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Donna Bogan is a financial advisor at OSAIC with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. Outside of her advisory role, she serves as Vice President of the Rotary Club of Toledo and is the President of Toledo GROWS, a community gardening organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm provides a range of investment solutions through multiple platforms, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers.

Brian Boisselle is a CFP® professional with 15 years of industry experience, currently associated with LPL Financial since 2011. He also has a longstanding role at Citizens National Bank of Bluffton beginning in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Marc Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Bank of America and Merrill and has experience with nonprofit organizations including Ronald McDonald House Charities and the Children's Cancer Research Fund. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools to analyze client goals and delivers written recommendations without discretionary authority.

Michael Nusbaum is a financial advisor with Mass Mutual Investors Services in Toledo, Ohio, holding 37 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2012. Nusbaum is also involved in insurance sales through a related entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools in its planning process.

Robert Ruckman is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cetera Advisors LLC for seven years before joining LPL Financial in 2020. He is also involved with All About You Insurance Solutions LLC, an insurance agency. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

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 at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors and Ameriprise Financial Services, Inc. since 2011. His outside activity includes operating Griffis and Associates Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and multiple investment strategies.

Joseph Jesionowski is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jody Myers is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at Monroe Bank & Trust and LPL Financial. Outside of advising, she is a 50% owner and manager of JS3 FARMS, LLC, which holds vacant land for future farm use. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Monica Wagner is a CFP® professional with 16 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she holds land in Temperance, Michigan, intended for building a primary residence within the next few years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.