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 49 years of industry experience. He has been with LPL Financial and its predecessor since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Michael Liebenthal is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. He has been with LPL Financial since 2006. 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.

Robert Anderson is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Lambert is a financial advisor with Ameriprise Financial Services in Perrysburg, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2016 and previously worked at H&R Block from 2014 to 2018. Outside of his advisory role, Lambert serves as a trustee on the Lucas County Mental Health and Recovery Services Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement-income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrew Hudak is a financial advisor with LPL Financial based in Maumee, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Aflac, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he has been involved with the Ballet Theatre of Toledo for a decade and is a co-owner of Hudak Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Lionel Brock is a financial advisor with LPL Financial, holding 14 years of industry experience. His career includes roles at WealthWave, Netlaw, United Healthcare, First Solar Inc, DebtMerica, Transamerica Financial Advisors, and World Financial Group. He has served on the Make a Wish Regional Advisory Board since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions. The firm offers a wide range of advisory services and investment strategies, supported by extensive resources and a large network of advisors.

James Morgan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has worked at Primerica Advisors since 1996 and Newman Financial since 2024. Outside of his advisory role, Morgan is a self-employed attorney and serves as a substitute magistrate for the Toledo Municipal Court. 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 accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Zach Steinmetz is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mansour Wealth Management and The Andersons Inc. Outside of his advisory work, he is involved with Pro Golf Fairways, assisting with golf simulators and cash handling. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm serves clients with significant investable assets through a centralized consulting team that delivers algorithm-assisted, non-discretionary recommendations.

Kari Williams is a financial advisor with Raymond James Financial, holding a Series 63 designation and 23 years of industry experience. She previously worked at Edward Jones from 2003 to 2019 and has been affiliated with Parsons Wealth Partners since 2019, where she is involved in a financial advisor support 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 investors. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Aaron Arnold is a financial advisor with Edward Jones in Perrysburg, OH, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including prior roles at Key Investment Services and KeyBank. Outside of advisory services, he manages AJA Holdings LLC, an entity that owns his Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Theresa Cooper is a financial advisor with Raymond James Financial in Maumee, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 17 years of industry experience, including ten years at Merrill Lynch prior to joining Raymond James. Since 2019, she has also worked with Diana Patton Consulting, LLC in a customer service and retirement plan support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Kristin Gedert is a financial advisor at Ameriprise with 30 years of industry experience. She holds the Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as vice president on the board of directors for Commerce Office Park and is involved in tax preparation through KEG Tax Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research and data-driven recommendations within a distinct investment framework.