Philip Kinney is a CFP® professional with 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from its investment institute and third-party sources.

Richard Briner is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Holly is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2017. Prior to Schwab, he was with Wunderlich Securities, Inc. and has operated Holly Enterprises since 2004. Outside of his advisory role, he serves as an executive producer for OB Mustangs Docu, LLC, overseeing various production aspects. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. Schwab combines integrated brokerage, custody, and advisory services with multi-asset strategic portfolios and a formal alternative investments program.

Scott Toland is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at OSAIC and Savage and Associates since 2020, with prior experience at DelBall and Siena Heights University. Toland is also involved in insurance sales, offering life, disability, and health insurance products through his financial advisory work. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Timothy Roth is a CFP® professional with 34 years of experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for 16 years at both Spc and Sigma Financial Corporation. Outside of his advisory role, Roth is actively involved in his community as an organist and council member at Trinity Lutheran Church and serves as president of the congregation. OSAIC Wealth, Inc. provides integrated brokerage and investment advisory services to a broad client base, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm utilizes asset-allocation tools and third-party platforms to construct diversified portfolios and supports various managed-account solutions through a large network of affiliated advisers.

Ryan Sopko is a financial advisor with Primerica Advisors in Toledo, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Primerica Advisors since 2009 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, he is involved in selling loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on non-institutional clients.

Dawn Stebelton is a financial advisor with Edward Jones in Perrysburg, Ohio, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at UBS Financial Services and Morgan Stanley Smith Barney, where she spent 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over two decades of experience providing investment advice and financial guidance to families and business owners. Troy specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of Toledo and a Master of Business Administration (MBA) from the University of Nevada - Reno. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Troy follows the Merrill tradition of community participation and volunteers with organizations in his community. Outside of work, he enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Damian Ogrodowski is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2013. In addition to his advisory role, he provides financial wellness presentations to employer groups and is an independent insurance agent. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services and employing asset-allocation tools and third-party platforms to manage diversified portfolios.

Melissa Hampton is a financial advisor at Merrill with a Series 66 designation and a combined nine years of industry experience. Prior to joining Merrill in 2024, she worked at Wells Fargo for five years and Promedica for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Socie is a financial advisor at Edward Jones in Perrysburg, OH, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 1997, including her current role that began in 2023. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. He is active in his community as a member of the Toledo Rotary Finance Committee and serves on membership and ambassador committees for local Chambers of Commerce. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to deliver tailored advisory services.

George Calton Jr. is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and has five years of industry experience. His career includes roles at Transamerica Financial Advisors and World Financial Group, and he has served as a volleyball referee for over 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of advisors, offering a range of advisory programs, financial planning, and retirement plan consulting.

Lauren Bodziony is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and also serves at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Wilburn is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to his advisory role, he worked at Costco Wholesale for eleven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lincoln Boyle is a financial advisor with OSAIC, holding a Series 66 credential and 18 years of industry experience. He worked at Royal Alliance for 10 years before joining OSAIC Wealth in 2023. Boyle also operates an insurance agency selling life insurance products and manages client investments through Savage and Associates. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple third-party platforms and a complex corporate structure.

Donna Bogan is a financial advisor at OSAIC with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Lincoln Financial Advisors Corporation. Outside of her advisory role, she serves as Vice President of the Rotary Club of Toledo and is the President of Toledo GROWS, a community gardening organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm provides a range of investment solutions through multiple platforms, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers.

Andrew Paule is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Savage and Associates and engaged in diverse roles ranging from financial advising to insurance services. Paule serves as a board member for Downtown Perrysburg Inc. and the Perrysburg Schools Foundation, contributing to community event planning and educational funding efforts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party portfolio management solutions.

Anthony Desch is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2013. Prior to that, he has been associated with Savage & Associates since 1998. In addition to his advisory work, he serves as a board member of the Cane Palm Beach Condo Association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs asset-allocation tools and risk-assessment methodologies to construct portfolios across various asset classes, and supports both discretionary and non-discretionary account management.

Brian Boisselle is a CFP® professional with 15 years of industry experience, currently associated with LPL Financial since 2011. He also has a longstanding role at Citizens National Bank of Bluffton beginning in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.