Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 credentials with two years of industry experience. He has been with LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Connor Mccann is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023. Outside of his advisory role, he volunteers as a junior varsity golf coach at Sylvania Northview High School. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Toby Weinert is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and the Ohio State University Wexner Medical Center. His background also includes roles with the American Red Cross-Cincinnati Chapter and the Cincinnati Recreation Commission. Baird’s DDK Group, where he is based, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management, and separately managed account programs, utilizing internal research, manager selection, and both discretionary and non-discretionary strategies.

Benjamin Taylor is a CFP® with 10 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Wholehan & Associates and Sigma Financial Corporation. At Wholehan & Associates, he has held a financial planning assistant role involving technical software and administrative duties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm employs firm‑provided asset‑allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non‑discretionary bases.

David Walker is a financial advisor with Equitable Advisors in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked with Axa Advisors. Outside of his advisory role, he serves as president of the Grace Community Center board of directors and holds leadership positions with several local organizations, including the Sylvania United Church of Christ and the Sister City Commission of Sylvania, Ohio. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Karen Owens is a financial advisor with Morgan Stanley in Toledo, OH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, Owens is involved with Semper Fit LLC, doing business as Anytime Fitness, since 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through employer-based Corporate Financial Planning agreements.

Philip Mendel is a financial advisor with Morgan Stanley in Toledo, OH, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in developing financial plans.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Royal Alliance and Excel/Colibri. Outside of advisory work, he instructs life insurance exam courses and serves on the board of the Fort Meigs Historic Site and the Old West End Festival Committee. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services and uses asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes.

Adam Glaser is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance for 12 years before joining Cetera in 2025. Outside of his advisory role, he is involved in life insurance and operates several financial services businesses. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors. It serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Karen Krolak is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for six years and has been involved with Capital Management Strategies LLC since 2017. Outside of her advisory work, she has experience in homemaking spanning 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Melissa Humm is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 66 designation and has worked at several firms including Savage Associates and The Huntington Investment Company. Outside of her advisory work, she is a part owner of a mobile shaved ice business and a mobile coffee truck franchise. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services and employs various investment management tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Brian Becker is a financial advisor at Ameriprise with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of his advisory work, Becker hosts a podcast discussing current events, films, and popular culture. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

Sanford Bennett is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Bennett also serves as a military officer in the United States Marine Corps Reserve. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support its advisory services.

Rawanne Smili is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and had brief roles outside finance including at Sidon Lebanese Grille and Tim Hortons. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party managers to implement client-specific investment strategies.

William Kanary is a financial advisor at OSAIC Wealth Inc with over 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in the financial services sector since 1975, including long-term roles at Savage & Associates. He serves on the finance committee of Central Catholic High School, where he reviews the school's financial matters. OSAIC Wealth Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and advisory platforms, offering integrated brokerage, financial planning, and investment management services. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Philip Kinney is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Frank Dobnikar is a financial advisor with Cambridge Investment Research Advisors in Oregon, Ohio, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he is an independent insurance agent and serves as a member of a church finance committee, as well as a partner in a racing business entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base—including individuals, retirement plans, charitable organizations, and estates—through financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions delivered via independent Financial Professionals and supports both discretionary and non-discretionary strategies across multiple platforms.

Richard Briner is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Roque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in tax preparation and accounting through Aspire Tax & Accounting, and has interests in property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment management solutions.