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 with OSAIC who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has worked at Savage & Associates since 2000 and was with Royal Alliance from 2013 to 2023. Outside of his advisory roles, he is involved in offering life and health insurance products through a sole proprietorship. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset types, servicing accounts on both discretionary and non-discretionary bases.

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 credentials and 13 years of industry experience. He previously worked at Independence Capital Co Inc before joining Cambridge Investment Research Inc. and its affiliated advisory firm. Outside of advising, he has worked as an independent insurance agent and as a driver for a rideshare company. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple platform arrangements.

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 CFP® certificant with 32 years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of financial advising, he is involved as a representative of Arbonne, a nutritional products company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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 with OSAIC in Maumee, OH, holding Series 63 and Series 66 licenses and offering 28 years of industry experience. He has been with OSAIC since 2013 and also operates Savage & Associates, a sole proprietorship specializing in insurance sales and investment services. Milewski serves as a board member for Savage McVicker Insurance, providing input on business operations. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Austin Dean is a financial advisor at Edward Jones with five years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at DWH Corp., BBCetc, Start Garden Inc., and Vela Sciences. He serves as a board trustee for the Ottawa County Improvement Corporation, acting as a liaison between the Genoa community and the county economic development office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including advisory programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Gary Lesage is a CFP® professional affiliated with OSAIC, based in Maumee, Ohio, with 26 years of industry experience. He has been with OSAIC since 2013 and has worked at Savage & Associates since 1998. Lesage serves as a board member and shareholder of Savage McVicker Insurance and is involved in life and health insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Daniel Kunos is a financial advisor with Ameriprise in Perrysburg, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Financial Design Group, Minnesota Life, and Securian Financial Services. He is also the owner of DEK2022, LLC, a legal entity established to support his practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ralph Toland III is a financial advisor with Osaic Wealth, Inc. in Maumee, Ohio, holding Series 63 and 66 licenses and with 33 years of industry experience. He has worked at Osaic Wealth since 2023, following a decade at Royal Alliance and over four decades with Savage & Associates. Outside of his advisory role, Toland serves as chairman of the board for the YMCA and is a board member of the National Museum of the Great Lakes. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement consulting services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of asset types and supports both discretionary and non-discretionary management.

Cheryl Norman is a financial advisor with Cambridge Investment Research Advisors in Maumee, OH. She holds the ChFC® designation and Series 63 license, with 31 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015. In addition to her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio strategies across multiple platforms.

Matthew Skotynsky is a financial advisor with Raymond James Financial in Perrysburg, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, Skotynsky is involved as owner or president of several local businesses, including a business he leads as president and owner, Rockledge4msko LLC. 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, corporations, and institutional investors. The firm delivers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a broad advisor network and institutional consulting services.

Joel Tschantz is a financial advisor with Osaic, holding a Series 63 designation and over 33 years of industry experience. He has been with Osaic since 2013 and has worked at Savage & Associates since 1984. Outside of finance, he is a 25% owner of a knife manufacturing company and engages in buying and selling sports memorabilia as a hobby. 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, retirement consulting, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephen Morr is a financial professional at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance for 10 years and Savage & Associates for over 30 years. Outside of his advisory role, Morr builds spec homes for resale as an owner and financier. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct portfolios across various asset classes.