Jason Gedert is a CFP®-certified financial advisor with Ameriprise, based in Pemberville, Ohio, and has 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with KEG Tax Service LLC, which provides tax return preparation services, and participates in a personal aircraft partnership through Aeroventures, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Thomas Lestrange is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Royal Alliance since 2013. Lestrange has longstanding involvement with Savage & Associates and Lestrange-N Son's Insurance, where he has engaged in insurance sales and investment management. He also serves as a trustee executing a family trust agreement. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, with access to third-party managers and various investment solutions.

Brent Shimman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, he serves as a minister for a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through multiple platforms and combines proprietary and third-party strategies tailored to client objectives.

Tyler Binkley is a financial advisor with Primerica Advisors in Maumee, Ohio, holding eight years of industry experience. He has worked with Newman Financial, PFS Investments Inc., and Primerica Financial Services. In addition to advisory activities, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,966 advisors, employing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing.

Scott Brown is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Morgan Stanley in various capacities since 2008, including roles at Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of advising, he co-owns SS Brown LLC, a LED lighting distribution business supporting independent sales representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jennifer Jagodzinski is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior work includes roles at Merrill, Cetera Investment Services LLC, Monroe Bank & Trust, LPL Financial, and MBT Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive investment insights.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Jeffrey Marchal is a financial advisor with OSAIC in Maumee, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Royal Alliance for 13 years and also serves as an employee benefit consultant advising business clients on group health and supplemental insurance plans. Additionally, Marchal participates in community activities such as finance committees and school advisory councils at local educational institutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various investment tools and platforms to construct portfolios tailored to client needs.

Kara Wietrzykowski is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Federated Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning, with approximately $2.74 trillion in client assets under management. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their financial plans.

Brad Kersten is a financial advisor with LPL Financial, holding a Series 63 designation and having 30 years of industry experience. He has been with LPL Financial since 1996. Kersten also operates a business under the name Kersten Wealth Management Group. 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 participant-level retirement advice.

Arin Macqueen is a financial advisor at Cetera with 20 years of industry experience and holds the Series 63 designation. Prior to joining Cetera, Arin worked at VOYA Financial Advisors, New England Securities, and Mass Mutual Investors Services. In addition to advisory work, Arin is licensed as an insurance agent and sells life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jackson Hollister is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and previously worked at Hollister Financial and Chic-Fil-A. 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 advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing a range of investment products and firm-provided portfolio construction tools.

Julie Luther is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her career includes roles at Transamerica Financial Advisors, WealthWave, and World Financial Group. She is a co-owner of JP Luther Enterprises LLC, a non-investment related business entity. 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 with a broad platform that includes financial planning, third-party asset management, and institutional programs.

Gary Kronfield is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with Primerica Financial Services since 1985 and Primerica Advisors since 1992, alongside roles at Kellermeyer Co. and Imperial Dade. In addition to his advisory work, he is involved in sales of non-investment home security and automation products through affiliated businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports accounts with custodial and execution services from BNY Mellon Advisors and Pershing.

Paulette Henninger is a financial advisor with Robert Baird & Co. in Toledo, OH, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Merrill, and A.G. Edwards & Sons, Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

James Monagan is a financial advisor with OSAIC in Maumee, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with OSAIC since 2013 and has been associated with Savage & Associates since 2002, where he also sells insurance products. Additionally, Monagan is a founding partner of Adventus Climbing, an indoor climbing facility project in development. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Jennifer Fulop is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She has previously worked at SES Financial for nine years and currently serves as a notary public for securities documents. Outside of her advisory role, she has been involved with the YMCA of Greater Toledo as a membership service employee for over ten years. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jack Potkanowicz is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Aarons Sales and Lease from 2011 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Thomas Bridges is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2010. Outside of his advisory role, Bridges is a partner at Clay Street Partners, where he assists in the purchase and management of rental properties. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with formal advisory roles to multiple investment companies.

David Baum is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH. He holds a Series 63 designation and has 34 years of industry experience. Baum has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. He serves as a board member for the Area Office on Aging in Toledo, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and custody platforms.