David Patton is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for 11 years. Patton is also the owner of Patton Wealth Management LLC, a support company he operates alongside his advisory role. 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 clients. The firm utilizes tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Abigail Wade is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services, Inc. and Vineyard Vines. Outside of her advisory role, she is involved with R. M. Wade & Company, Ltd. in Boca Raton, Florida. LPL Financial serves individuals, retirement plans, banks, credit unions, 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, model portfolios, and retirement plan consulting.

Michelle Pommeranz is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., BFC Planning, Inc., and The Huntington Investment Company. She is also president of St John Lutheran Church in Toledo, OH, where she oversees council meetings and community food pantry activities. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors and serves a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party manager access.

Kenneth Meinecke is a financial advisor with Thrivent Investment Management in Maumee, OH. He holds the Series 66 designation and has 11 years of industry experience, including over a decade with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he is a member of the church council at Zoar Lutheran Church and a part-owner involved in the maintenance of a family-owned log cabin property in Hocking Hills, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic analyses across a range of financial planning topics. The firm offers these planning services separately from portfolio management and does not manage institutional portfolios.

David Boyk is a financial advisor at Edward Jones in Bowling Green, OH, 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, Boyk serves as a board member of Behavioral Connections of Wood County and is a member of the endowment fund committee at Bethlehem Lutheran Church, where he reviews investments and makes recommendations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Rathbun is a financial advisor with Charles Schwab in Perrysburg, Ohio. He holds the Series 66 designation and has six years of industry experience, all with Charles Schwab since 2018. Prior to his advisory career, he was a student for nine years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure that includes integrated custody, brokerage, and advisory services.

Chase Canning is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses across a broad range of planning topics, with clients able to combine planning with managed-account services under a consolidated billing arrangement.

Jeffrey Turner is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with OSAIC since 2015. In addition to his advisory role, he is involved in marketing life, health, disability, and long-term care insurance products. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Edward Sommers is a financial advisor at Raymond James & Associates with 33 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Sommers is a partner in several business ventures related to farming and real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Beth Kerekes is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Kristopher Kronbach is a Series 63 licensed financial advisor with 29 years of experience. He has worked at Primerica Advisors and Primerica Financial Services since 1997 and is currently affiliated with Newman Financial. In addition to investment-related activities, he is involved in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Dennis Rife is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Osaic Wealth since 2023 and has prior experience at Royal Alliance and Savage & Associates. Outside of his advisory work, he serves as a deacon in the Catholic Church, performing religious services including weddings and funerals, and participates on the Area Office on Aging Advisory Board. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary account management.

Dennis Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and over 49 years of industry experience. He has been with LPL Financial and its predecessor entities since 1993. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management approaches and research from multiple sources.

Jeremy Ashley is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and possessing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Michael Rosenberg is a financial professional with 43 years of experience, currently affiliated with OSAIC Wealth since 2013. He holds Series 63 and Series 65 designations and has a long tenure with Savage and Associates dating back to 1983, with additional experience in insurance sales since 1964. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs various asset-allocation tools and supports a wide range of investment options and third-party managed solutions.

Richard Shehorn II is a CFP® professional with six years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Huntington National Bank and Lutheran Homes Society/Genacross Lutheran Home Services. Outside of his financial advising role, he is the owner of Dynamite Designs LLC, a screen printing and graphic design business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Eric Harwood is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience with Johns Manville and C. Nelson. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure, differentiating its service approach from typical fixed-fee models.

Christie Boisselle is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

John Metzger is a financial advisor with OSAIC in Maumee, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2017. Metzger serves as Director of Alumni Relations for the Phi Kappa Psi fraternity chapter at the University of Toledo, assisting with event planning and communications. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Michael Snyder is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining OSAIC in 2023, he worked at Royal Alliance for 10 years and has been involved with Savage & Associates since 1994, where he also owns a sole proprietorship selling life and health insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and access to various investment products and third-party managers.