Adam Falardeau is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Karla Stanton is a CFP® and ChFC® with 20 years of experience in financial services. She has worked at OSAIC since 2024 and previously spent 16 years at Sigma Financial Corporation and one year at Thrivent Investment Management. Stanton serves as the Secretary on the board of the Fulton County Pork Producers, a nonprofit supporting fair activities and the Junior Livestock Auction. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering both proprietary and third-party investment strategies across diverse account types.

Cole Roth is a financial advisor at OSAIC in Maumee, OH, holding a Series 66 designation. He has approximately one year of industry experience, with prior roles at Compass Group and Kroger. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activity.

Chase Monaghan is a financial advisor with Fidelity in Perrysburg, OH, holding a Series 66 designation and beginning his career in 2026. Prior to joining Fidelity, he participated in the Handshake AI Fellowship and held various roles at firms including Savage and Associates and FedEx Corporation. He also has experience related to educational institutions and entrepreneurial activities such as Flyer Enterprises. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and holds distinctive roles such as commodity pool operator registration and formal advisory responsibilities for multiple registered funds.

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., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has held senior roles at Savage and Associates since 1981 and has managed his own real estate ventures since 2009. In addition to his advisory work, he serves as Senior Vice President and shareholder at Savage and Associates, where he is involved in managing the organization and developing the life insurance business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a model-based investment process that includes portfolio optimization, third-party money manager programs, and multiple custodial arrangements.

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.

Steven Edwards is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for The Huntington Investment Company, Natcity Investments, and Morgan Stanley DW Inc. Outside of his advisory work, Edwards serves on the Investment Committee of the National Exchange Club, which focuses on child abuse prevention. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tailored, tax-aware strategies for clients approaching or in retirement.

James Jackson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Seth Miller is a financial advisor with Edward Jones in Perrysburg, Ohio. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked for The Andersons for 11 years. Outside of his advisory role, Miller owns and operates a livestock business focused on buying, selling, and raising show cattle and swine. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Ronald Ashley is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he co-owns an office building in Perrysburg, OH, which he partially occupies for his business and leases to other tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.

Thomas Mc Ardle is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Verizon for six years and Owens Corning for two years. He also attended Ohio Northern University for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Evan Allion is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and Huntington Bank from 2012 to 2026. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Chad Plontz is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked in the automotive industry at Steve Rogers Ford and Dave White Acura. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and emphasizes fiduciary advisory services.

Kyle Schimming is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. He has worked with Savage and Associates and Osaic Wealth since 2016 and has been employed at UniFirst Corp. since 2014. His background includes roles as a financial professional overseeing client investments and insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a variety of client needs including high-net-worth individuals, retirement plans, and corporate accounts.

Philip Johnson is a financial advisor with Osaic Wealth, holding a Series 63 designation and over 33 years of industry experience. He previously worked at Royall Alliance for 10 years and has been associated with Savage and Associates for over three decades. Outside of advisory work, he owns and manages a real estate investment LLC and is involved in insurance sales and business management through his own entities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple investment programs and platforms.

Robert Brunner is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. He holds a Series 66 designation and has 14 years of industry experience. Brunner has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based planning focused on a wide range of financial topics, with options to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Brandt Landin is a Series 65-licensed financial advisor with LPL Financial, bringing seven years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Crown Equipment Corporation. In addition to his advisory work, Brandt is employed at Mazda North American Operations. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.