Thomas Skees is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and spent 11 years at LPL Financial. Outside of advising, he is a partial owner of an office building in Perrysburg, Ohio. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and related financial planning services.

Nathan Lieb is a financial advisor at Edward Jones with 16 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co Inc for eight years. Outside of his advisory role, Lieb coaches 7th grade basketball for Liberty Benton Schools in Findlay, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Courtney Hammer is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hammer worked for Commodore Perry Federal Credit Union from 2013 to 2019. She has been with Edward Jones since 2019, with her current role beginning in 2024. 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a fiduciary standard of care.

Jason Repp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research since 2015 and has also worked with Humana and Creative Financial Partners. Outside of his advisory role, he is involved in independent insurance sales and operates a bookkeeping and payroll services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous financial professionals. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

Raymond Sternberg is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018. Prior to that, he spent extensive periods at Signator Investors, Inc. and John Hancock Mutual Life Insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s approach incorporates model-based asset allocation, portfolio optimization, and access to various managed account strategies and third-party managers.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.

Michelle Fairbanks is a Series 66-licensed financial advisor with Edward Jones in Fremont, OH, and has 15 years of industry experience. She has been with Edward Jones since 1996. Outside of advising, she is the owner and bookkeeper of a construction business, Fairbanks Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Todd Sattler is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1993. In addition to his advisory role, he owns Sattler Financial Group, which provides tax preparation and accounting services. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Abdul Basit is a financial advisor at Tayyib Investments LLC in Toledo, OH, holding a Series 65 designation and entering the industry with no prior financial advisory experience. His work history includes roles at American Higher Education & Development Corporation and Amazon Warehouse Services, among others. Tayyib Investments LLC is an independent, advice-only firm serving individual clients and small businesses with financial planning and portfolio optimization. The firm emphasizes long-term, non-speculative strategies using fundamental, quantitative, and macroeconomic analysis, offering customizable values-aligned screening and a fee structure that includes hourly and fixed flat fees without asset custody or discretionary trading.