Susan Minch is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. She holds a Series 66 designation and has 21 years of industry experience, including 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics, with an option to combine planning and managed accounts under a consolidated billing arrangement called “WealthPlan.”

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, OH, holding Series 63 and Series 65 licenses and having 3 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for COW 2021, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and annual advice that addresses income sources, asset allocation, and withdrawal strategies.

Jaiden Karrick is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles at Cambridge Investment Research, Inc. and employment at the University of Toledo. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

Brian Stickley is a financial advisor with Edward Jones in Rossford, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Norplas Industries Inc. for over two decades. He serves as a Deacon at Flanders Road Church of Christ in Toledo, Ohio, where he participates in organizing activities and special projects. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Adam Falardeau is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Puhl Jr. is a financial advisor with Edward Jones in Toledo, OH, holding the ChFC® designation and a Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory role, he manages a residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jeremy Ayers is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Merrill from 2000 to 2008. He is based in Perrysburg, OH. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Heather Stansfield is a financial advisor with LPL Financial in Genoa, Ohio, holding Series 66 and Series 63 credentials and 13 years of industry experience. Her prior roles include positions at Vault Investment Partners, LLC and Fifth Third Securities. She is also commissioned as a notary in Ohio. 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 institutional platforms.

Chase Monaghan is a financial advisor with Fidelity in Perrysburg, OH, holding a Series 66 designation and beginning his career in 2026. Prior to joining Fidelity, he participated in the Handshake AI Fellowship and held various roles at firms including Savage and Associates and FedEx Corporation. He also has experience related to educational institutions and entrepreneurial activities such as Flyer Enterprises. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and holds distinctive roles such as commodity pool operator registration and formal advisory responsibilities for multiple registered funds.

Deana Furfaro is a Series 66 licensed financial advisor with Ameriprise in Perrysburg, OH, and has three years of industry experience. Her prior work includes a four-year role with the Sylvania Historical Village and two years at CISP. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Clay Symington is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Ameritas Advisory Services and several other financial firms. Symington serves as treasurer and board member for Emmanuel Christian School, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance activities through a unique affiliation with a municipal advisor.

Seth Miller is a financial advisor with Edward Jones in Perrysburg, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked for The Andersons for 11 years. Outside of his advisory role, Miller owns and operates a livestock business focused on buying, selling, and raising show cattle and swine. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Ronald Ashley is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he co-owns an office building in Perrysburg, OH, which he partially occupies for his business and leases to other tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

Evan Allion is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and Huntington Bank from 2012 to 2026. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

John Shaw Jr. is a financial advisor with LPL Financial in Toledo, OH, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services and Merrill before joining LPL Financial in 2009. 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 financial planning and investment management services, using a combination of model portfolios, third-party subadvisors, and customized strategies.

Robert Brunner is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. He holds a Series 66 designation and has 14 years of industry experience. Brunner has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Jay Snell is a Series 66-licensed financial advisor with Morgan Stanley in Perrysburg, Ohio, and has five years of industry experience. Prior to joining Morgan Stanley, he worked at Wedbush Securities Inc. and Molson Coors Beverage Company. Outside of his advisory role, he serves on the Investment Committee for the St. Francis de Sales High School Foundation, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Michael Wilcox is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services and various Ameritas Life Insurance entities. Wilcox is also the CEO of Wilcox Financial and serves as a director on the board of Roppe Holding Company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Nizar Merhi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, JPMorgan Chase Bank, N.A., as well as managing his own advisory practice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Justin Lucik is a Financial Consultant at Fidelity Investments, where he partners with clients to develop customized financial plans aimed at addressing their specific needs. He encourages clients to initiate appointments to begin building these tailored strategies and supports them in achieving their financial goals. Justin's experience in the financial services industry includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, an Associate Financial Advisor at Ameriprise Financial from 2020 to 2022, and a Client Service Representative at Rose Street Advisors from 2019 to 2020. Outside of his professional work, Justin enjoys outdoor activities such as camping, canoeing, football, hiking, and spending time at the lake.