Scott Dozier is a financial advisor with J.P. Morgan Securities in Sylvania, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methodologies.

Daniel Mell is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit focused on advancing educational and community engagement initiatives. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm’s approach integrates proprietary research and third-party data to provide tailored retirement income planning and ongoing advice.

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Sterne Agee Investment Advisor Services, and Wrp Investments. Outside of his advisory role, he manages JC Financial Services, LLC, a financial consulting and advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Ian Malhoit is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004. Malhoit serves on the Board of Directors and Finance Committee of the Genacross Lutheran Services Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and recommendations through a centralized team working with advisors.

Melanie Connelly is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He is also the owner of KF2022, LLC, a legal entity established to support his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Rebecca Taylor is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth Inc since 2018. Prior to that, she was associated with Signator Investors Inc from 2008 to 2018 and continues to conduct investment and insurance business through Equity Planning Group. Taylor serves as Secretary and board member of the nonprofit Anne Grady Services. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with various advisory and brokerage programs, supported by a complex affiliate network and private-equity ownership.

Susan Brown is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services delivered through a large network of advisors and provides access to both affiliated and third-party managers across multiple program structures.

Matthew Darah is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2013 following his relocation back to the Toledo area. He specializes in assisting clients with college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. Before joining Merrill Lynch, Matthew worked as a consultant for FactSet Research Systems in Chicago, Illinois, where he provided solutions to financial professionals. He also gained experience in the Investment Management Department at Battelle Memorial Institute in Columbus, Ohio. He holds a Bachelor's degree from The Ohio State University, graduating Cum Laude with a specialization in Finance and a minor in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew resides in Sylvania, Ohio with his wife Melanie and their two sons. He participates in community involvement through organizations such as TutorSmart. In his personal time, he enjoys football, hiking, music, reading, soccer, spending time with his family, and traveling.

Kevin Conant is a financial advisor at Primerica Advisors in Toledo, OH, with 14 years of industry experience. He holds a Series 63 designation and has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brittney Tebay is a Series 66-registered financial advisor with Fidelity in Perrysburg, Ohio, with two years of industry experience. Her work history includes roles at Fidelity Investments since 2023, TDC Investment Advisory from 2022 to 2023, and PNC Bank from 2015 to 2022. Outside of finance, she serves as a stand captain and sales representative for GreyKey Merchandising, a concert vending and merchandising business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Craig Calvin is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at fostering confidence and providing peace of mind in their financial lives. He has been serving in this role since 2023. Craig's career at Fidelity Investments spans over a decade, beginning in 2011 as an Investment Consultant. He progressed to the position of Planning Consultant in 2020 before assuming his current role. His experience encompasses various aspects of financial consulting and planning within the firm.

Kevin Roessler is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Roessler serves as president of the Wynnbrook Farms Homeowners Association, where he oversees subdivision functions and oversees bylaw enforcement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he co-owns Quinn's Tax Service, LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a research-driven, model-supported approach to retirement income planning.

Anthony Adamshick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to review their financial goals and objectives, develop tailored strategies, implement investment plans, and provide ongoing reviews and updates. His approach emphasizes flexibility in response to changing market conditions while leveraging insights from Merrill and solutions from Bank of America. Anthony has been with Merrill since 1989, beginning his career in Toledo, Ohio, after earning a Master of Business Administration in finance from the University of Toledo. He also holds a Bachelor's degree from The Defiance College and maintains the Personal Investment Advisor (PIA) professional designation. His expertise includes managing new wealth, portfolio management services, and retirement income. Prior to his current role, he served as a producing manager with Merrill. Outside of his professional life, Anthony participates in community volunteering aligned with Merrill’s tradition of community involvement. He enjoys an active lifestyle that includes biking, football, golf, hiking, reading, running, skiing, swimming, traveling, and spending time with his family. Married for over 35 years, he has four children.

Kevin O'Connor is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He previously worked at Independence Capital Co Inc before joining Cambridge Investment Research Inc. in 2018. Outside of advisory work, he has been an independent insurance agent and has worked as a Lyft driver. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Kristina Newman is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Marcus Jones is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 65 licenses, with 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is involved as a representative for Arbonne, a nutritional products company. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Gerald Beale Jr. is a financial advisor with Morgan Stanley in Perrysburg, OH, holding Series 63 and Series 65 licenses and offering 35 years of industry experience. He worked at Merrill from 1992 to 2017 before joining Morgan Stanley and its affiliated private bank in 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.