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, holding 19 years of industry experience. She has worked at Royal Alliance since 2013 and Savage & Associates since 2006. Outside of her advisory roles, she is a partner in Premier Specs LLC, a business involved in buying property and building speculative homes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through various programs and employs a model-based investment approach focusing on asset allocation and portfolio optimization.

Aaron Biederstedt is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Lincoln Financial Group for 11 years and was involved with TCP Asset Management and United Planners Financial Services of America. He also operates an independent insurance business and has been associated with A2O Wealth Management LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 management access, and institutional platforms.

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.

Kevin Roessler is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Roessler serves as president of the Wynnbrook Farms Homeowners Association, where he oversees subdivision functions and oversees bylaw enforcement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Howard is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance. Howard is also involved in offering life and health insurance products through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Kevin Cochrane is a financial advisor with Edward Jones in Bowling Green, Ohio, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the Finance Committee of the First Presbyterian Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he co-owns Quinn's Tax Service, LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a research-driven, model-supported approach to retirement income planning.

Scot Brzozka is a financial advisor with Primerica Advisors in Maumee, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Newman Financial, Block Advisors, PFS Investments, and Primerica Financial Services. Outside of advising, he works as a self-employed bookkeeper and auditor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 for its services.

Kevin O'Connor is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He previously worked at Independence Capital Co Inc before joining Cambridge Investment Research Inc. in 2018. Outside of advisory work, he has been an independent insurance agent and has worked as a Lyft driver. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Kristina Newman is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Marcus Jones is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 65 licenses, with 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is involved as a representative for Arbonne, a nutritional products company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jacob Chalupa is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for 17 years and Morgan Stanley & Co. LLC for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that produces detailed recommendation reports and collaborates with advisors to support non-discretionary implementation.

Gerald Beale Jr. is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 65 licenses and offering 35 years of industry experience. He worked at Merrill from 1992 to 2017 before joining Morgan Stanley and its affiliated private bank in 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Judy Ashley is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of her advisory work, she is a co-owner of RJAJ Properties, LLC, where she manages an owner-occupied office building in Perrysburg, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on a broad range of topics, while keeping planning and managed-account services separate.

Stephen Milewski is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2013. He also owns and operates Savage & Associates, a sole proprietorship focused on insurance sales and investment services, and serves on the board of Savage McVicker Insurance. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Kevin Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio. He holds a Series 63 designation and has 26 years of industry experience, including a long tenure with Linsco/Private Ledger. He also operates a business under the name Kersten Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.