Shawna Bumpus is a financial advisor with Morgan Stanley in Perrysburg, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for the past 10 years. Outside of her advisory role, she owns and operates small real estate investment ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kimberly Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked with Edward Jones since 2018 and was previously employed at Midwest Community Federal Credit Union from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Russell Karban is a CFP® and ChFC® with 34 years of experience in the financial industry. He has worked at OSAIC since 2013 and has been with Savage & Associates, Inc. since 1990, where he serves as a shareholder and Vice President as well as Managing Executive. His roles include overseeing strategic direction and operations at Savage & Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by a model-based investment process that emphasizes asset allocation, portfolio optimization, and multiple program options delivered through a complex network of affiliated entities.

Mitchell Borst is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors and ownership of Borst Financial LLC. Outside of advisory services, he has involvement with a business partnership through 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Bonnie Huff is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 18 years of industry experience. She has worked at Primerica since 2007 and has prior experience at The H.T. Hackney Co. and in local education with Perrysburg and Findlay City Schools. Outside of her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Shane Edwards is a financial advisor with MassMutual Investors Services in Toledo, Ohio, holding a Series 63 designation and 10 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2016 and has also been involved with Wittenberg University since 2013. Outside of his advisory role, he is an owner of a property listed on Airbnb and VRBO for rental purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships utilizing firm-approved analytical tools.

Nelson Snellenberger is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations in standalone planning.

Linda Good is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds a Series 63 designation and has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in part-time referrals of home security and automation products and participates as a partner in an investment-related LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Crystal Lagger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of her advisory role, she owns an online Etsy shop. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a network of over 4,000 advisors.

Stephen Mckenney is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2023, he was self-employed and worked with firms including Securian Financial Services and Minnesota Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Jonathan Phytrion is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Palladion Services, UPS, Alnylam Pharmaceuticals, Synlogic Therapeutics, and Amazon, as well as several engagements with Skidmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Kyle Lynch is a financial advisor with Equitable Advisors in Sylvania, OH, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and at David Means since 2017. His other business activities include sales of life settlements through Equitable Network. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Thomas Lestrange is a financial professional with 27 years of industry experience, currently affiliated with OSAIC. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance since 2013. Lestrange has longstanding experience in insurance sales and portfolio management through his involvement with Savage & Associates and Lestrange-N Son’s Insurance since 1983. He also serves as a trustee for a family trust. 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, supported by various managed account strategies and third-party managers.

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.

Cathy Snyder is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and formerly with Ameriprise Financial Services, Inc. from 2005 to 2020. She operates out of Whitehouse, Ohio. In addition to her advisory work, she has business ownership related to real estate management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Jennifer Jagodzinski is a financial advisor with Morgan Stanley in Toledo, Ohio, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include positions at Merrill, Cetera Investment Services, Monroe Bank & Trust, LPL Financial, and MBT Investments. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning directly to individuals as well as through corporate agreements.

Kenneth Close is a CFP® and ChFC® with 32 years of experience in the financial industry. He has worked at Ameriprise and its affiliated entities since 2005 and is currently based in Toledo, OH. Outside of his advisory work, he is the CEO and owner of K.C. Films, LLC, a movie production company. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Kunz is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Scottrade and TD Ameritrade prior to his current role. Kunz is based in Sylvania, Ohio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.