Kari Williams is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2019, Williams worked at Edward Jones for 16 years. Outside of advising, Williams is involved with Parsons Wealth Partners, supporting its financial advisory operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Aaron Arnold is a financial advisor with Edward Jones in Perrysburg, OH, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including prior roles at Key Investment Services and KeyBank. Outside of advisory services, he manages AJA Holdings LLC, an entity that owns his Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Theresa Cooper is a financial advisor with Raymond James Financial in Maumee, Ohio, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including a decade at Merrill Lynch before joining Raymond James in 2018. Outside of her advisory role, Cooper is associated with Patton Wealth Management, where she contributes to customer service, retirement plans, trading, and model management. Raymond James Financial Services Advisors, Inc. serves a wide range of clients from individual investors to institutional entities, providing non-discretionary financial planning and investment consulting. The firm emphasizes tailored financial plans developed through detailed risk assessments and offers diverse implementation options while maintaining client decision authority.

Kristin Gedert is a financial advisor at Ameriprise with 30 years of industry experience. She holds the Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as vice president on the board of directors for Commerce Office Park and is involved in tax preparation through KEG Tax Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating research and data-driven recommendations within a distinct investment framework.

Thomas Lindsay Jr. is a financial professional with 21 years of industry experience, currently affiliated with OSAIC in Maumee, Ohio. He holds Series 63 and Series 66 licenses and has worked at Royal Alliance since 2013. In addition to his advisory role, he is involved in life, health, and disability insurance sales through his activities with Savage & Associates and his own insurance agency. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Jeffrey Fallon is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Kec is a financial advisor with Ameriprise in Maumee, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 1999. Outside of his advisory role, he is co-owner of Quinn's Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dylan Barr is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2020. Prior to that, he held roles at Dana Inc., Core Network Fund, Bedford Public Schools, Chick-Fil-A, and the University of Toledo. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Charles Jones is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he has a long-standing involvement with Christian Temple Baptist Church since 1972. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure as part of its investment approach.

Nathaniel Francis is a financial advisor with Thrivent Investment Management in Waterville, OH. He holds the Series 66 designation and began his advisory career with Thrivent in 2026. Prior to joining Thrivent, he worked at Bowling Green State University and Central Catholic High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides goal-based, holistic planning across topics such as retirement, tax, and estate planning, separate from portfolio management.

James Maxwell is a financial advisor with Cambridge Investment Research Advisors based in Waterville, Ohio. He holds a Series 63 designation and has 32 years of industry experience. Prior to his current roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020, Maxwell worked for Royal Alliance Associates, Inc. for 13 years. He is also president of Maxwell Financial, an independent insurance agency he has led since 2005. Cambridge Investment Research Advisors is an SEC-registered firm serving a broad client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing multiple custody platforms and combining proprietary and third-party strategies tailored to client objectives.

Susan Minch is a financial advisor with Thrivent Investment Management in Perrysburg, Ohio. She holds a Series 66 designation and has 21 years of industry experience, including 22 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics, with an option to combine planning and managed accounts under a consolidated billing arrangement called “WealthPlan.”

Richard Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and operates Newman Financial since 2020. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and owns an LLC created for the purchase of the building housing his Primerica office. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Christopher Walker is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for a separate business entity, COW 2021, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Reed Geiger is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he held various roles across multiple sectors, including education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under consolidated billing options.

Jeremy Ayers is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2008. Based in Perrysburg, OH, he holds Series 63 and Series 65 licenses and previously worked with MassMutual Brokerage in a non-variable insurance capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and diverse investment strategies.

Karla Stanton is a financial advisor at Osaic with 19 years of industry experience. She holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Osaic in 2024, Stanton worked for Sigma Financial Corporation for 16 years. She serves as Secretary on the board of the Fulton County Pork Producers, a nonprofit involved with fair activities and the Junior Livestock Auction. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes, with accounts managed on discretionary or non-discretionary bases.

Cole Roth is a Series 66-credentialed advisor at OSAIC with one year of industry experience. Prior to joining OSAIC and EGR Financial in 2025, he worked at Compass Group for two years and Kroger for three years. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using firm-provided asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Deana Furfaro is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 66 designation and three years of industry experience. She previously worked at CISP and was involved with the Sylvania Historical Village for several 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 retirement-income planning advice through a written Recommendation Report and ongoing annual updates, with a focus on dependable income sources and tax-aware withdrawal strategies.

Mark Smigelski is a financial advisor with OSAIC Wealth, Inc. in Maumee, Ohio, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with OSAIC since 2013 and is also Senior Vice President of Savage & Associates, where he has been involved since 1981. Outside of advisory work, he is engaged in managing and expanding a life insurance business and is involved in the construction of new corporate headquarters for Savage & Associates. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes proprietary asset allocation tools and multiple advisory platforms, providing a range of portfolio management options across various asset classes.