Andrew Weiner is a financial advisor with Morgan Stanley in Toledo, Ohio, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the boards of Maumee Valley Country Day School and Sunset Retirement Communities, including a term as chairman of the latter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nicklas Norvell is a financial advisor with LPL Financial, holding a Series 65 credential and seven years of industry experience. His career includes roles at Sound Income Strategies LLC and CAM Insurance, LLC. Norvell is also involved with Wright Financial Group LLC, where he engages in fixed insurance sales and client acquisition. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Edward Nolette is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Anthony Adamshick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to review their financial goals and objectives, develop tailored strategies, implement investment plans, and provide ongoing reviews and updates. His approach emphasizes flexibility in response to changing market conditions while leveraging insights from Merrill and solutions from Bank of America. Anthony has been with Merrill since 1989, beginning his career in Toledo, Ohio, after earning a Master of Business Administration in finance from the University of Toledo. He also holds a Bachelor's degree from The Defiance College and maintains the Personal Investment Advisor (PIA) professional designation. His expertise includes managing new wealth, portfolio management services, and retirement income. Prior to his current role, he served as a producing manager with Merrill. Outside of his professional life, Anthony participates in community volunteering aligned with Merrill’s tradition of community involvement. He enjoys an active lifestyle that includes biking, football, golf, hiking, reading, running, skiing, swimming, traveling, and spending time with his family. Married for over 35 years, he has four children.

Christopher Sweeney is a financial advisor with LPL Financial in Toledo, Ohio, holding a Series 63 designation and 36 years of industry experience. He previously worked at Ameriprise Financial Services, SPC, Cetera Advisors LLC, and Vestax Securities Corporation. Outside of his advisory role, he is also a notary and involved with ARC Benefit Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.

John Harris Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes service in the United States Marine Corps and work in retail and home improvement sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Keith Mitchell is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2012, following nine years at Signator Investors, Inc. He is also the owner of Premiere Financial Partners, a limited liability company that offers life insurance to clients and prospects. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Stephen Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for Cetera and Cetera Advisors LLC for over a decade before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Daniel Gordon is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes prior roles at Creative Financial Designs, Gleaner Life Insurance, and Independent Financial Advisors. Outside of his advisory work, he is involved in music on a part-time basis. 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, utilizing both proprietary and third-party strategies, supported by machine-learning tools for advisor operations and research.

Julianne White is a financial advisor at Morgan Stanley in Toledo, OH, holding a Series 66 designation with 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models in its advisory process.

Mary Eurenius is a financial advisor with Edward Jones in Toledo, OH, holding the Series 66 designation and two years of industry experience. She has been with Edward Jones since 2010, including a recent rejoining in 2025. Outside of her advisory role, she is a consultant for Norwex, engaging with their products on a personal level. 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 strategies, supported by a large network of advisors and branch offices across the country.

Laura Frye is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 65 and Series 63 licenses and nine years of industry experience. Her career includes roles at Mass Mutual Insurance Company, Northwestern Mutual Investment Services LLC, and The Leaders Group. She is involved with Wilcox Financial / Wilcox Sports Management, a non-investment-related support business based in Toledo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports a broad advisor network with specialized municipal and employer advisory programs.

Lynette Foor is a financial advisor with LPL Financial and holds a Series 66 designation. She has six years of industry experience, including eight years at Edward Jones prior to joining LPL Financial. Outside of her advisory work, she is involved with a family farm, an agricultural business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Shane Ewbank is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2010. He began his career as a Financial Advisor in 2005 and focuses on developing customized wealth management strategies tailored to his clients’ financial goals. Shane emphasizes building strong client-advisor relationships founded on trust and works closely with clients to implement, monitor, and adjust financial plans over time. He often collaborates with clients’ tax and legal professionals to create tax-efficient strategies that optimize overall financial outcomes. Shane’s areas of expertise include college education planning, corporate retirement plan services, family wealth management strategies, personal retirement planning, and retirement income solutions, among others. His professional designations include Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA), reflecting his commitment to ongoing education and industry standards. He holds a bachelor's degree from Bowling Green State University and an associate’s degree from The Ohio State University. Outside of his professional responsibilities, Shane is involved with organizations such as Business Networking International, the American Cancer Society, the Toledo Area Humane Society, and Read for Literacy. He resides in Maumee with his wife, Rachel, and their children, Morgan and Bennett. His personal interests include golfing, hiking, music, swimming, traveling, and spending time with his family.

Collin Brutlag is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Hegde Walker Emans, State Farm, GameStop, and Lourdes University among other roles. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Matthew Williams is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including PRUCO Securities, Directions Credit Union, and Cuso Financial Services. 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 advisory and brokerage services through a large network of investment adviser representatives and provides a range of investment programs and institutional platforms.

Nicholas Vanover is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services and Bank of America. Outside of his role at LPL, he provides financial advisory services as an independent contractor with Patton Wealth Management. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Alex Levy is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at multiple firms including Ameritas Investment Corp and Wilcox Financial, and currently serves on the board of the Jewish Federation of Greater Toledo. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services.

Dale Seymour is a financial advisor with Mass Mutual Investors Services in Toledo, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, having worked at Mass Mutual Investors Services since 1982 and holding leadership in Seagate Benefits Administrators, Inc. since 1981. Seymour serves on the boards of the Skylight Foundation and the Central Catholic High School Foundation, where he is involved in charitable discussions and oversight of scholarship awards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars.

Mark Kerr Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2025, he spent nine years with Commonwealth Financial Network. Outside of advising, he serves as CEO of Village Wealth Management, an independent firm focused on investment services and retirement planning, as well as leading a marketing company supporting that business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.