Joshua Dowell is an advisor at Fifth Third Securities, Inc. based in Toledo, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Fifth Third Bank, PNC Bank, and Target. Outside of his advisory duties, he works as a food delivery driver and poker dealer. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of portfolio management programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a broad client base including high-net-worth individuals, corporations, and trusts.

Mitchell Smith is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Fifth Third Bank. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers access to the Passageway Managed Account Program, featuring multiple portfolio management options and tailored investment strategies.

Minnie Singh is a financial advisor at Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation with 21 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types and third-party managed portfolios via its Passageway Managed Account Program, combining advisor-directed and model-based strategies.

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.

Andrew Clausen is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2018, as well as at Primerica Financial Services since 2017. His prior work background includes roles at the University of Toledo and UPS. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies provided by unaffiliated asset managers and operates at scale with approximately 3,700 financial advisors and $15.5 billion in assets under management.

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 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.

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.

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 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.

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.