Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Dewese is a financial advisor with Edward Jones in Toledo, OH, holding Series 66 and Series 63 designations and eight years of industry experience. His prior roles include positions at Croghan Colonial Bank, Howard Bailey, ROYAL ALLIANCE/Hollister Financial, and Key Investment Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Mitchel Skotynsky is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Raymond James Financial in Perrysburg, OH. His work history includes multiple roles within Raymond James Financial Services and his own firm, Skotynsky Financial Group, LLC, where he also serves as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance.

Aaron Moore is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. He has 21 years of industry experience, including 17 years with LPL Financial and 15 years with The Genoa Banking Co. Outside of his advisory work, he occasionally works as a boat captain on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by internal and third-party research.

Joel Roth is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2019. Outside of his advisory role, Roth has been involved with Hope Baptist Church since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sammy Adkins is a financial advisor with Primerica Advisors in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and with Primerica Financial Services since 1983. Outside of advisory services, he also receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Monica Malhoit is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, following an 11-year tenure at UBS Financial Services. Outside of her advisory role, she is a co-owner of a residential rental property in Perrysburg, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, serving clients through a range of retail and institutional offerings.

Carlos Ruiz is a Series 66-licensed financial advisor with Edward Jones, based in Lambertville, MI. He has two years of industry experience and previously worked for six years at the Zepf Center and seven years at the Lucas County Auditor's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brenda Kennedy is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. She has worked at FSC Securities Corporation and Asset Dynamics, in addition to her current role at OSAIC. Outside of her advisory work, she serves as an office assistant performing bookkeeping, payroll, and accounts payable/receivable functions for an industrial repair and manufacturing business. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment products and platforms.

Patrick Convery is a financial advisor with Ameriprise in Temperance, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with a separate business entity, A2 Business LLC, where he works as a financial advisor. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically serving clients with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized retirement-income consulting team.

Leena Bhojraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. She also serves as a wealth advisor in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Tim Toland is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has worked with Cetera since 2018, following a long tenure at Savage & Associates from 1975 to 2018. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various discretionary and non-discretionary program options.

James Kennedy Jr. is a financial advisor with LPL Financial in Toledo, OH, holding a Series 63 designation and 49 years of industry experience. He previously worked at Cetera and Cetera Advisors LLC for over a decade before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Jordan Moore is a financial advisor with LPL Financial based in Genoa, Ohio, holding the ChFC® and Series 66 credentials and bringing nine years of industry experience. Prior to his advisory career, he managed Moore Orchards for nine years. Moore serves as an elected trustee for Carroll Township, a political office he has held since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a nationwide network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Levesque is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2001 and brings a financial services career that began in 1990. Jeffrey focuses on providing clients with tailored financial and investment recommendations to support wealth accumulation, preservation, and transfer. His approach involves creating customized wealth management strategies that address retirement planning, trust and estate planning, business transition planning, and individual wealth preservation, often collaborating with family tax accountants and attorneys. Jeffrey’s expertise extends to family wealth management, defined benefit plans, legacy planning, philanthropic planning, ESG investing, and corporate investment strategies. He holds a Bachelor's degree from the University of New Brunswick and the Personal Investment Advisor (PIA) designation. Jeffrey participates in community activities such as the Toledo Rotary Club and dedicates time to volunteering. Outside of his professional responsibilities, he enjoys camping, gardening, golfing, ice hockey, and photography.

Lamont Stewart is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Stewart serves as a director for a nonprofit focused on financial literacy education. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Zebradee Jackson is a financial advisor with Raymond James Financial in Perrysburg, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Osaic FA, Inc. and Citizens Securities, Inc. He is also involved as an associate with FM Investments, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional entities. The firm employs analytical tools for tailored non-discretionary planning and supports advisory programs with a focus on technology and municipal advisory services.

Liam Rabe is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Financial Associate at the same firm from 2020 to 2022. In his current position, Liam focuses on collaborating with individuals and families to develop financial plans aligned with their lifestyle values and goals. Liam's experience spans various facets of financial consulting within Fidelity Investments, where he has progressed through roles that emphasize workplace planning and financial association. His approach centers on understanding clients' unique situations to build confidence in their financial objectives. He encourages clients to engage in personalized planning to address their specific needs.

Joel Spotts is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones, he worked in various roles including assistant funeral director at Urbanski's Bedford Funeral Chapel and held positions in companies such as Spotts Excavating & Paving and Fresh Products LLC. He also has experience working at The University of Toledo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

William Weikum is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has been in the industry for one year. His prior experience includes positions at Northwestern Mutual and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.