Timothy Green is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Fidelity Investments and has previously worked at Bank of America and Merrill. Outside of finance, he has experience with 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across various investable assets and serving multiple registered investment companies.

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 Series 66-credentialed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC and Cellular Sales. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party managers and offers a range of financial planning, consulting, and insurance product services through its affiliated entities.

Michael Short is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021, and Wells Fargo Clearing from 2011 to 2013. 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 wide array of advisory and brokerage services. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

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 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, and prior to that spent 20 years at Merrill. Davis serves as a board member and president of the Carranor Hunt and Polo Club, a private non-profit foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Sterne Agee Financial Services. Clement is also the managing director of JC Financial Services, LLC, where he manages investment-related client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and risk tolerance analysis to construct diversified portfolios across various asset classes.

Carey Thistlethwaite is a financial advisor at LPL Financial with 8 years of industry experience. He has previously worked at Morgan Stanley for 7 years and operated CT Financial Partners, LLC for 2 years. He holds Series 65 and Series 66 credentials. 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 broad range of financial planning and investment management services through a large network of advisors using various model portfolios and customized strategies.

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.

Chandler Fitzgerald is a financial advisor with OSAIC Wealth Inc. based in Maumee, Ohio, holding Series 65 and Series 63 credentials with four years of industry experience. His background includes roles at Savage and Associates and earlier work outside finance, including flooring installation. Outside of his advisory duties, he serves as Media Chair for a local nonprofit organization and chairs the African American Leadership Council. OSAIC Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios and supports both discretionary and non-discretionary account management.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. 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 employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

James Fullerton is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 1999. His prior work includes roles at Flower Hospital, Panera Bread, Uber Eats, Pizza Hut, and Kroger. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Katie Hire is a financial advisor with Osaic Wealth, Inc. based in Maumee, Ohio, holding 19 years of industry experience. She has been with Royal Alliance since 2013 and has worked at Savage & Associates since 2006. Outside of her advisory role, she is a partner in Premier Specs LLC, a business involved in property acquisition and new home construction. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and supports a variety of account management options, including discretionary and non-discretionary portfolios.

Brittney Tebay is a Series 66-registered financial advisor with Fidelity in Perrysburg, Ohio, with two years of industry experience. Her work history includes roles at Fidelity Investments since 2023, TDC Investment Advisory from 2022 to 2023, and PNC Bank from 2015 to 2022. Outside of finance, she serves as a stand captain and sales representative for GreyKey Merchandising, a concert vending and merchandising business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Craig Calvin is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at fostering confidence and providing peace of mind in their financial lives. He has been serving in this role since 2023. Craig's career at Fidelity Investments spans over a decade, beginning in 2011 as an Investment Consultant. He progressed to the position of Planning Consultant in 2020 before assuming his current role. His experience encompasses various aspects of financial consulting and planning within the firm.

Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.