Ruth Gahler is a financial advisor at Edward Jones in Perrysburg, Ohio, holding a Series 66 designation with 6 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jamie Tailford is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, he worked for over two decades at J. Alexander's LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of model portfolios, commodity pool operator registration, and advisory roles with multiple registered investment companies.

David Barkholz is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 license and 14 years of industry experience. His prior work includes roles at WealthWave, FIST Office Partners LLC, and Transamerica Financial Advisors, Inc. Barkholz has also been involved in entrepreneurial ventures through Barkholz Enterprises and FIST Office Partners LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Savage is a financial advisor with Osaic Wealth Inc and has 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been involved with Savage & Associates since 1995. He serves on the boards of the Savage Foundation and Blue and Gold, a nonprofit supporting the University of Toledo's basketball programs. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports various managed account strategies and third-party managers.

Janelle Debacker is a financial advisor at Cetera with 28 years of industry experience. She holds a Series 63 designation and has worked with Avantax and Hawthorne Financial, where she also serves as owner and sole proprietor. Additionally, she is the fiscal officer for York Township and owns a boutique selling dog-related items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Kaden Sanford is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth Inc, he was involved in the restaurant industry, including roles at Tougen Japanese Restaurant and K's Fine Food & Drink. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Ryan Savage is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Osaic since 2019. His prior roles include positions at Wurtec, Savage and Associates, and Genoa Banking Company. Outside of his advisory duties, he is a board member of the Toledo Police Foundation, a nonprofit organization supporting community and police initiatives. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Derek Dierks is a Series 66-licensed financial advisor with 21 years of experience, currently practicing at Thrivent Investment Management in Maumee, Ohio. He has been with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Timothy Green is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Fidelity, where he has worked since 2020, following prior roles at Bank of America and Merrill. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Zachary Skees is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining LPL Enterprise, he worked at Prudential and has a background in construction and building materials firms. 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’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Loren Odegaard is a financial advisor with Edward Jones in Perrysburg, OH, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is associated with the Ohio Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gary Kauffman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including six years at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he owns a consulting firm that reviews contracts for physicians and coaches advisors on building practices in the medical market. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved analytical tools, with implementation options available through brokerage or insurance arrangements.

Kevin Carmony is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Cetera Advisors LLC and Vestax Securities Corporation before joining Cambridge in 2009. Outside of his advisory role, he serves as a swimming and diving official and is a board member of a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Lisa Vajen is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. She has 24 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2014. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Ryan Shackelford is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC and Cellular Sales. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party managers and offers a range of financial planning, consulting, and insurance product services through its affiliated entities.

Michael Short is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. from 2015 to 2021, and Wells Fargo Clearing from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide array of advisory and brokerage services. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Shawn Burke is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and A. G. Edwards & Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Kristopher Shepherd is a financial advisor with J.P. Morgan Securities in Bowling Green, OH, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Shepherd has also been involved with Every Day Church Toledo, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Kenneth Noaker is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica Financial Services since 1987 and has been with Primerica Advisors since 1998. Outside of advisory services, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients using a tiered wrap-fee structure.

William Davis III is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016, and prior to that spent 20 years at Merrill. Davis serves as a board member and president of the Carranor Hunt and Polo Club, a private non-profit foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.