Gregory Row is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial LLC, Global Retirement Partners LLC, Comerica Securities Inc, and Edward Jones in earlier roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, 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.

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.

Crystal Tully Cahill is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2022 and previously spent seven years at Pension Innovations & Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Devin Zeisset is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Concourse Financial Group Securities Inc and Huntington National Bank. Zeisset serves as a volunteer treasurer for the Oregon Schools Foundation. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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 with OSAIC holding a Series 66 designation and three years of industry experience. He has previously worked at Savage and Associates and has a background that includes coaching junior varsity golf at Sylvania Northview High School. Outside of his advisory role, he volunteers as a golf coach for high school students. OSAIC Wealth serves a wide range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm supports various client types including individual investors, retirement plans, charities, and corporations.

Benjamin Taylor is a CFP® with 11 years of industry experience currently with OSAIC since 2024. He has previously worked at Sigma Financial Corporation and Wholehan & Associates, where he also serves as a financial planning assistant, providing technical software and administrative support. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management tools, supported by a complex network of affiliates and recent consolidation activity.

Thomas Nehring is a financial advisor at Ameriprise in Perrysburg, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Fifth Third Bank. Ameriprise Financial Services is a large, diversified 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 dependable income sources and tax-aware withdrawal strategies.

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.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior work includes positions at Royal Alliance and Excel/Colibri, where he also serves as an instructor helping students prepare for the Ohio Life Insurance Exam. Outside of advising, he is a board member of the Fort Meigs Historic Site and participates in community events such as the Old West End Festival committee. Additionally, he has been involved in setting up fireworks displays and sells life and health insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm provides a broad range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party investment options.

Adam Glaser is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Cetera in 2025. Outside of his advisory role, he is involved in life insurance and operates several financial services businesses. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Karen Krolak is a financial advisor with LPL Financial based in Toledo, OH, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for six years and has been associated with Capital Management Strategies LLC since 2017. Outside of her advisory role, she is involved with Capital Management Strategies in a financial advisor capacity. 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 provides a range of advisory and brokerage services, including financial planning and access to various investment management programs.

Melissa Humm is a financial advisor at OSAIC with 20 years of industry experience and a Series 66 designation. Her previous roles include positions at Savage Associates, Royal Alliance Associates, The Huntington Investment Company, J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. Outside of her advisory work, she is a part owner of a mobile coffee truck franchise and is involved as vice president and secretary of a shaved ice food truck business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, with an investment approach that emphasizes model-based asset allocation and portfolio optimization supported by various tools and programs.

Brian Becker is a financial advisor at Ameriprise with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of his advisory work, Becker hosts a podcast discussing current events, films, and popular culture. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

William Kanary is a financial advisor with OSAIC Wealth Inc in Maumee, Ohio, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been associated with Savage & Associates since 1994 and operates with DBA Savage and Associates - Securities since 1975. Kanary serves on the finance committee of Central Catholic High School, reviewing the school’s financial matters. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization supported by various tools and offers discretionary and third-party managed strategies.

Frank Dobnikar is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 66 licenses and 23 years of industry experience. He previously worked at Cetera Advisors LLC before joining Cambridge in 2010. Outside of advisory work, he is a member of a church finance committee and a partner in a racing business entity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management styles and platforms, including proprietary model strategies under the Founders Gate Capital brand.

Richard Briner is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Osaic FA, Inc. from 2000 to 2006. Outside his advisory role, he is associated with Diamond Maumee, LLC, a non-investment-related business entity. 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 and access to model portfolios and third-party asset managers, supported by proprietary research and technology tools.

Michael Holly is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2017. Prior to Schwab, he was with Wunderlich Securities, Inc. and has operated Holly Enterprises since 2004. Outside of his advisory role, he serves as an executive producer for OB Mustangs Docu, LLC, overseeing various production aspects. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. Schwab combines integrated brokerage, custody, and advisory services with multi-asset strategic portfolios and a formal alternative investments program.

William Andam is a financial advisor with Fidelity Investments and holds Series 66 and Series 63 licenses. He has two years of industry experience and has previously worked at RemoteMode, Handy Technologies, Kukom Initiative, and Compass Group. Outside of his advisory role, he is an officer at Forge Point Capital LLC, a company that buys and renovates distressed assets, and he also works as an independent contractor for rideshare and food delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory solutions, including fund advisory and model portfolio delivery, with distinctive features such as its registration as a commodity pool operator and its use of AI in research processes.