Daniel Mell is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He serves on the Board of Directors for Cardinal Stritch Catholic High School and Academy, a nonprofit focused on advancing educational and community engagement initiatives. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service designed for clients approaching or in retirement. The firm’s approach integrates proprietary research and third-party data to provide tailored retirement income planning and ongoing advice.

Carey Thistlethwaite is a financial advisor with LPL Financial in Maumee, Ohio, holding Series 66 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at CT Financial Partners, LLC for two years and Morgan Stanley for seven years. LPL Financial provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools for research and operations.

Ian Malhoit is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004. Malhoit serves on the Board of Directors and Finance Committee of the Genacross Lutheran Services Foundation. 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 tailored retirement income planning and recommendations through a centralized team working with advisors.

Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He is also the owner of KF2022, LLC, a legal entity established to support his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Chandler Fitzgerald is a financial advisor at OSAIC Wealth Inc with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory and insurance roles at Savage and Associates. Outside of his advisory work, he serves as media chairman for the Dana nonprofit and chairs the African American Leadership Council, a 501(c)(3) organization, and participates in coaching basketball and church finance committees. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and offers a range of brokerage and advisory services delivered through affiliated entities.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

James Fullerton is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 1999. His prior work includes roles at Flower Hospital, Panera Bread, Uber Eats, Pizza Hut, and Kroger. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Katie Hire is a financial advisor with Osaic Wealth, holding 19 years of industry experience. She has worked at Royal Alliance since 2013 and Savage & Associates since 2006. Outside of her advisory roles, she is a partner in Premier Specs LLC, a business involved in buying property and building speculative homes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through various programs and employs a model-based investment approach focusing on asset allocation and portfolio optimization.

Aaron Biederstedt is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Lincoln Financial Group for 11 years and was involved with TCP Asset Management and United Planners Financial Services of America. He also operates an independent insurance business and has been associated with A2O Wealth Management LLC in a non-investment capacity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party management access, and institutional platforms.

John King is a financial advisor at Edward Jones in Toledo, OH, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, King serves as a zoning board member for Sylvania Township and owns real estate development and land conservation businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Brittney Tebay is a Series 66-registered financial advisor with Fidelity in Perrysburg, Ohio, with two years of industry experience. Her work history includes roles at Fidelity Investments since 2023, TDC Investment Advisory from 2022 to 2023, and PNC Bank from 2015 to 2022. Outside of finance, she serves as a stand captain and sales representative for GreyKey Merchandising, a concert vending and merchandising business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Craig Calvin is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at fostering confidence and providing peace of mind in their financial lives. He has been serving in this role since 2023. Craig's career at Fidelity Investments spans over a decade, beginning in 2011 as an Investment Consultant. He progressed to the position of Planning Consultant in 2020 before assuming his current role. His experience encompasses various aspects of financial consulting and planning within the firm.

Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Kevin Roessler is a financial advisor at Edward Jones in Maumee, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Roessler serves as president of the Wynnbrook Farms Homeowners Association, where he oversees subdivision functions and oversees bylaw enforcement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Howard is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance. Howard is also involved in offering life and health insurance products through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Kevin Cochrane is a financial advisor with Edward Jones in Bowling Green, Ohio, holding a Series 63 designation and 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the Finance Committee of the First Presbyterian Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he co-owns Quinn's Tax Service, LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a research-driven, model-supported approach to retirement income planning.

Scot Brzozka is a financial advisor with Primerica Advisors in Maumee, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Newman Financial, Block Advisors, PFS Investments, and Primerica Financial Services. Outside of advising, he works as a self-employed bookkeeper and auditor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin O'Connor is a financial advisor with Cambridge Investment Research Advisors in Perrysburg, OH, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He previously worked at Independence Capital Co Inc before joining Cambridge Investment Research Inc. in 2018. Outside of advisory work, he has been an independent insurance agent and has worked as a Lyft driver. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Kristina Newman is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.