Thomas Lindsay Jr. is a financial professional with 21 years of industry experience, currently affiliated with OSAIC in Maumee, Ohio. He holds Series 63 and Series 66 licenses and has worked at Royal Alliance since 2013. In addition to his advisory role, he is involved in life, health, and disability insurance sales through his activities with Savage & Associates and his own insurance agency. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Jeffrey Fallon is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Kec is a financial advisor with Ameriprise in Maumee, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 1999. Outside of his advisory role, he is co-owner of Quinn's Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dylan Barr is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 license and has worked previously at Dana Inc., Core Network Fund, and Bedford Public Schools. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary advisory options.

Larry Dean is a financial advisor with Edward Jones in Genoa, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Jones is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he has a long-standing involvement with Christian Temple Baptist Church since 1972. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure as part of its investment approach.

Nathaniel Francis is a financial advisor with Thrivent Investment Management in Waterville, OH. He holds the Series 66 designation and began his advisory career with Thrivent in 2026. Prior to joining Thrivent, he worked at Bowling Green State University and Central Catholic High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides goal-based, holistic planning across topics such as retirement, tax, and estate planning, separate from portfolio management.

James Maxwell is a financial advisor with Cambridge Investment Research Advisors based in Waterville, Ohio. He holds a Series 63 designation and has 32 years of industry experience. Prior to his current roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020, Maxwell worked for Royal Alliance Associates, Inc. for 13 years. He is also president of Maxwell Financial, an independent insurance agency he has led since 2005. Cambridge Investment Research Advisors is an SEC-registered firm serving a broad client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing multiple custody platforms and combining proprietary and third-party strategies tailored to client objectives.

Susan Minch is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. She holds a Series 66 designation and has 21 years of industry experience, including 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. 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 that covers a wide range of financial topics, with an option to combine planning and managed accounts under a consolidated billing arrangement called “WealthPlan.”

Richard Newman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Primerica since 1983 and operates Newman Financial since 2020. In addition to advisory services, he is involved in sales of loan and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Walker is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for a separate business entity, COW 2021, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Reed Geiger is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he held various roles across multiple sectors, including education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under consolidated billing options.

Jeremy Ayers is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Merrill from 2000 to 2008. He is based in Perrysburg, OH. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Heather Stansfield is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. Her prior roles include positions at Vault Investment Partners, LLC and Fifth Third Securities. She is also a commissioned notary in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with advanced tools and a broad platform that includes financial planning, model portfolios, and institutional programs.

Karla Stanton is a financial advisor at Osaic with 19 years of industry experience. She holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Osaic in 2024, Stanton worked for Sigma Financial Corporation for 16 years. She serves as Secretary on the board of the Fulton County Pork Producers, a nonprofit involved with fair activities and the Junior Livestock Auction. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes, with accounts managed on discretionary or non-discretionary bases.

Cole Roth is a Series 66-credentialed advisor at OSAIC with one year of industry experience. Prior to joining OSAIC and EGR Financial in 2025, he worked at Compass Group for two years and Kroger for three years. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using firm-provided asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Deana Furfaro is a Series 66 licensed financial advisor with Ameriprise in Perrysburg, OH, and has three years of industry experience. Her prior work includes a four-year role with the Sylvania Historical Village and two years at CISP. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Mark Smigelski is a financial advisor with OSAIC Wealth, Inc. in Maumee, Ohio, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with OSAIC since 2013 and is also Senior Vice President of Savage & Associates, where he has been involved since 1981. Outside of advisory work, he is engaged in managing and expanding a life insurance business and is involved in the construction of new corporate headquarters for Savage & Associates. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes proprietary asset allocation tools and multiple advisory platforms, providing a range of portfolio management options across various asset classes.

Mary Davenport Yant is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Ameriprise since 1998 and is currently based in Ottawa, OH. Outside of her advisory role, she is a co-owner of a real estate business in Lakeside Marblehead, OH. Ameriprise serves clients primarily through a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that uses research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations.

Monica Wisser is a financial advisor with LPL Financial based in Maumee, Ohio, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she worked at Transamerica Financial Advisors and World Financial Group and has operated Monica Wisser Insurance Agency, LLC since 2016. She serves as a board member for the Rotary Club of Upper Sandusky. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.