Michael Delaney is a financial advisor at J. W. Cole Advisors, Inc. in Toledo, Ohio, holding a Series 66 designation. He has experience working at Northwestern Mutual and General Motors, as well as involvement with Boustany Film Company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Joel Smith is a financial advisor with Empower Advisory Group in Northwood, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at GWFS Equities, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Joseph Decker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Decker Financial Group and Creative Financial Partners, both involved in fixed insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and uses a combination of model portfolios, third-party sub-advisers, and custom strategies.

Nicole Manning is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2020 and previously worked at Bowling Green State University and the University of Phoenix. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Christine Johnston is a financial advisor at Ameritas Advisory Services, LLC with 17 years of industry experience. She has held roles at DeVerna & Co Financial and Nationwide Securities, LLC, among others. Johnston is also a licensed independent insurance agent, working with life, long-term care, and fixed annuity insurance products through multiple insurance agencies. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Heather Calla is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. She has been with J.W. Cole Advisors and its affiliated entities since 2006 and also maintains a long-term role at Rohrs & Associates, LLC. Outside of her advisory work, she owns a chocolate sales business and serves as a trustee for the Dorothy D Rorick Trust. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Scott Rogers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameritas in various capacities since 2005 and is currently affiliated with DeVerna & Co Financial, where he is also licensed to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients through both discretionary and non-discretionary approaches.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. based in Toledo, OH. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of programs on its Passageway platform, ranging from advisor-directed mutual-fund and ETF models to separately managed accounts and direct indexing.

Minnie Singh is a financial advisor with Fifth Third Securities, Inc. in Toledo, OH, holding a Series 66 designation and 20 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account options and unique features such as direct indexing and tax-overlay services within a structure integrated with its parent company, Fifth Third Bank.

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 in Oregon, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked at LPL Financial and Voya Financial Advisors and has been associated with Stirling Capital for over a decade. Outside of his advisory role, Dustin volunteers as a teacher with FMT Solutions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with robust retirement-plan consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated capabilities such as a state-chartered trust bank, in-house tax and business consulting, and mortgage origination services.

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 in Maumee, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is the owner of a rental property business in Galveston, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of 23,701 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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, OH, holding a Series 63 credential and 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and advanced technologies.

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 credentials with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.