Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held roles at various firms including DeVerna & Co Financial and The Huntington Investment Company, and is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and variable universal life subaccounts, delivering advisory services through both discretionary and non-discretionary arrangements supported by an Investment Committee and third-party partners.

Tyson Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at several firms, including his own Moore Family Enterprises LLC and Net Law, which he uses occasionally as a resource for clients’ will and trust needs. Moore also serves on the Finance Department’s Board of Executive Advisors at the University of Toledo. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE and TFA365.

Jaclyn Cardenas is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2019 to 2021. Before entering finance, she was self-employed in child care for six years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers discretionary and non-discretionary account management through a network of over 400 independent adviser representatives.

Dustin Alexander is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, VOYA Financial Advisors, New England Securities, and Stirling Capital, where he remains active. Outside of his advisory work, he volunteers as a teacher with FMT Solutions. Independent Financial Partners is a national firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with various investment options and is noted for its retirement-plan advisory and pension consulting services.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities with mortgage and insurance product sales.

Spencer Stone Jr. is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years. Stone serves as an active trustee for the Boys and Girls Club of Toledo and is one of 14 trustees at the Toledo Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. Advisors use firm research and tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Brandon Rodriguez is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Toledo, OH. He has been with Edward Jones since 2017 and previously worked four years in the hospitality industry at Regency Hotels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors.

Stephen Sterling is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of his advisory role, he is involved in managing a rental property in Galveston, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Gregory Row is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at LPL Financial, Global Retirement Partners LLC, and Comerica Securities Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors and 15,121 branch offices. The firm offers a range of managed investment strategies, affiliated mutual funds, and fiduciary advisory services with a focus on tax efficiency and comprehensive wealth management.

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, Ohio, holding a Series 63 designation and over 23 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Ameriprise for one year. Snyder is also involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. 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.

Devin Zeisset is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience and has previously worked with Concourse Financial Group Securities Inc and Huntington National Bank. Zeisset serves as treasurer for the Oregon Schools Foundation as a volunteer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 licenses with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, providing advice through a large network of investment adviser representatives who use a variety of investment strategies and technology tools.

Connor Mccann is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023. Outside of his advisory role, he volunteers as a junior varsity golf coach at Sylvania Northview High School. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Toby Weinert is a financial advisor with Robert W. Baird & Co. in Toledo, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Baird in 2021, he worked at Wells Fargo Clearing and has experience in the healthcare and nonprofit sectors, including roles at Ohio State University Wexner Medical Center and the American Red Cross-Cincinnati Chapter. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, internal research, and technology including artificial intelligence in its advisory process.

Benjamin Taylor is a CFP® with 10 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Wholehan & Associates and Sigma Financial Corporation. At Wholehan & Associates, he has held a financial planning assistant role involving technical software and administrative duties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm employs firm‑provided asset‑allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non‑discretionary bases.

Thomas Nehring is a financial advisor with Ameriprise in Perrysburg, OH, holding Series 63 and Series 65 licenses and ten years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Padgett II is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he serves as the President of the Whitehouse Chamber of Commerce and is involved as a committee member with Young Life Maumee, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Walker is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as President of the Grace Community Center Board of Directors and holds several volunteer and leadership positions in local organizations, including the Sylvania United Church of Christ and the Lucas County Board of Elections. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models.

Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.

Philip Mendel is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.